Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Ventas
VTR
|
$594M |
| 2 |
Etsy
ETSY
|
$382M |
| 3 |
Medical Properties Trust
MPW
|
$325M |
| 4 |
Moderna
MRNA
|
$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
$136M |
Top Sells
| 1 |
Welltower
WELL
|
$695M |
| 2 |
Restaurant Brands International
QSR
|
$257M |
| 3 |
Fidelity National Financial
FNF
|
$178M |
| 4 |
Credit Acceptance
CACC
|
$174M |
| 5 |
Prologis
PLD
|
$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EQC
2351
DELISTED
Equity Commonwealth
EQC
| $257K | ﹤0.01% |
9,905
-3,633
| -27% | -$94.3K |
|
2352
ARKO Corp
ARKO
$559M
| $256K | ﹤0.01% |
+25,318
| New | +$256K |
|
2353
OrthoPediatrics
KIDS
$524M
| $256K | ﹤0.01% |
3,906
-632
| -14% | -$41.4K |
|
2354
iShares Fallen Angels USD Bond ETF
FALN
$1.88B
| $255K | ﹤0.01% |
8,476
+256
| +3% | +$7.7K |
|
2355
Pulmonx
LUNG
$70.9M
| $255K | ﹤0.01% |
7,092
-1,147
| -14% | -$41.2K |
|
2356
Ormat Technologies
ORA
$5.51B
| $255K | ﹤0.01% |
3,826
-1,405
| -27% | -$93.6K |
|
2357
Madrigal Pharmaceuticals
MDGL
$9.65B
| $254K | ﹤0.01% |
3,184
-515
| -14% | -$41.1K |
|
|
AXDX
2358
DELISTED
Accelerate Diagnostics
AXDX
| $253K | ﹤0.01% |
4,344
-214
| -5% | -$12.5K |
|
2359
Certara
CERT
$1.69B
| $253K | ﹤0.01% |
+7,631
| New | +$253K |
|
2360
Liberty Global Class C
LBTYK
$4.12B
| $253K | ﹤0.01% |
8,579
-1,659
| -16% | -$48.9K |
|
2361
iShares 20+ Year Treasury Bond ETF
TLT
$48.9B
| $253K | ﹤0.01% |
1,750
-5,961
| -77% | -$862K |
|
2362
Kosmos Energy
KOS
$784M
| $252K | ﹤0.01% |
84,997
+20,208
| +31% | +$59.9K |
|
2363
Rigel Pharmaceuticals
RIGL
$742M
| $252K | ﹤0.01% |
6,940
+307
| +5% | +$11.1K |
|
2364
Westlake Corp
WLK
$11.5B
| $252K | ﹤0.01% |
2,764
-106
| -4% | -$9.66K |
|
2365
Penske Automotive Group
PAG
$12.4B
| $250K | ﹤0.01% |
+2,490
| New | +$250K |
|
2366
GoPro
GPRO
$236M
| $248K | ﹤0.01% |
26,469
+6,502
| +33% | +$60.9K |
|
2367
LeaderShares Equity Skew ETF
SQEW
$55.4M
| $248K | ﹤0.01% |
+6,848
| New | +$248K |
|
2368
White Mountains Insurance
WTM
$4.63B
| $248K | ﹤0.01% |
232
-9
| -4% | -$9.62K |
|
|
CERE
2369
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $248K | ﹤0.01% |
+8,410
| New | +$248K |
|
2370
DigitalBridge
DBRG
$2.04B
| $247K | ﹤0.01% |
10,245
-3,552
| -26% | -$85.6K |
|
2371
Kura Oncology
KURA
$713M
| $246K | ﹤0.01% |
13,154
-2,131
| -14% | -$39.9K |
|
2372
Leslie's
LESL
$64.6M
| $246K | ﹤0.01% |
11,957
+431
| +4% | +$8.87K |
|
2373
Arcturus Therapeutics
ARCT
$485M
| $245K | ﹤0.01% |
5,138
-832
| -14% | -$39.7K |
|
2374
Inspire 100 ETF
BIBL
$334M
| $245K | ﹤0.01% |
5,771
-141
| -2% | -$5.99K |
|
2375
Mersana Therapeutics
MRSN
$34M
| $245K | ﹤0.01% |
1,041
-1
| -0.1% | -$235 |
|