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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
RLJ Lodging Trust
RLJ
$1.18B
| $185K | ﹤0.01% |
13,131
-1,283
| -9% | -$18.1K |
|
2352
Duluth Holdings
DLTH
$142M
| $183K | ﹤0.01% |
14,941
-7,527
| -34% | -$92.2K |
|
2353
Kinross Gold
KGC
$26.9B
| $179K | ﹤0.01% |
+30,500
| New | +$179K |
|
2354
Fastly
FSLY
$1.1B
| $178K | ﹤0.01% |
10,268
+3,151
| +44% | +$54.6K |
|
2355
SIGA Technologies
SIGA
$603M
| $178K | ﹤0.01% |
25,069
-12,768
| -34% | -$90.7K |
|
|
PRMW
2356
DELISTED
Primo Water Corporation
PRMW
| $178K | ﹤0.01% |
12,485
-1,221
| -9% | -$17.4K |
|
2357
Orion
OEC
$596M
| $177K | ﹤0.01% |
11,095
+789
| +8% | +$12.6K |
|
|
VXRT
2358
DELISTED
Vaxart
VXRT
| $177K | ﹤0.01% |
35,145
+664
| +2% | +$3.34K |
|
2359
Tencent Music
TME
$37.7B
| $176K | ﹤0.01% |
36,058
-81,604
| -69% | -$398K |
|
2360
Rimini Street
RMNI
$416M
| $173K | ﹤0.01% |
29,858
-15,215
| -34% | -$88.2K |
|
2361
Virgin Galactic
SPCE
$185M
| $173K | ﹤0.01% |
876
-60
| -6% | -$11.8K |
|
2362
Coeur Mining
CDE
$9.43B
| $172K | ﹤0.01% |
38,579
+1,690
| +5% | +$7.54K |
|
2363
Shoals Technologies Group
SHLS
$1.2B
| $172K | ﹤0.01% |
+10,085
| New | +$172K |
|
2364
Cytek Biosciences
CTKB
$511M
| $171K | ﹤0.01% |
+15,890
| New | +$171K |
|
2365
Vimeo
VMEO
$734M
| $168K | ﹤0.01% |
14,141
-999
| -7% | -$11.9K |
|
2366
Seres Therapeutics
MCRB
$169M
| $164K | ﹤0.01% |
1,153
+16
| +1% | +$2.28K |
|
2367
Alignment Healthcare
ALHC
$3.14B
| $163K | ﹤0.01% |
14,524
+1,034
| +8% | +$11.6K |
|
2368
American Well
AMWL
$113M
| $163K | ﹤0.01% |
1,927
-132
| -6% | -$11.2K |
|
2369
fuboTV
FUBO
$1.37B
| $163K | ﹤0.01% |
24,771
+1,763
| +8% | +$11.6K |
|
2370
Heron Therapeutics
HRTX
$201M
| $163K | ﹤0.01% |
28,459
+553
| +2% | +$3.17K |
|
|
PGRE
2371
Paramount Group
PGRE
$1.66B
| $162K | ﹤0.01% |
14,821
-1,448
| -9% | -$15.8K |
|
|
TWOU
2372
DELISTED
2U, Inc.
TWOU
| $162K | ﹤0.01% |
406
+24
| +6% | +$9.58K |
|
2373
Repay Holdings
RPAY
$506M
| $160K | ﹤0.01% |
10,860
+153
| +1% | +$2.25K |
|
2374
Utz Brands
UTZ
$1.19B
| $160K | ﹤0.01% |
10,808
+769
| +8% | +$11.4K |
|
|
TSP
2375
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $160K | ﹤0.01% |
13,152
+3,600
| +38% | +$43.8K |
|