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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2401
Karyopharm Therapeutics
KPTI
$54.2M
| $91K | ﹤0.01% |
1,353
+479
| +55% | +$32.2K |
|
|
JOAN
2402
DELISTED
JOANN, Inc. Common Stock
JOAN
| $91K | ﹤0.01% |
+11,748
| New | +$91K |
|
2403
Pangaea Logistics
PANL
$353M
| $90K | ﹤0.01% |
17,621
-10,363
| -37% | -$52.9K |
|
2404
DocGo
DCGO
$147M
| $89K | ﹤0.01% |
+12,493
| New | +$89K |
|
2405
Universal Technical Institute
UTI
$1.48B
| $89K | ﹤0.01% |
+12,505
| New | +$89K |
|
2406
Yext
YEXT
$1.04B
| $89K | ﹤0.01% |
18,645
-1,991
| -10% | -$9.5K |
|
|
PAYA
2407
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
| $89K | ﹤0.01% |
13,577
-2,106
| -13% | -$13.8K |
|
2408
indie Semiconductor
INDI
$790M
| $88K | ﹤0.01% |
+15,481
| New | +$88K |
|
2409
AvePoint
AVPT
$3.34B
| $87K | ﹤0.01% |
+19,983
| New | +$87K |
|
2410
Tactile Systems Technology
TCMD
$296M
| $87K | ﹤0.01% |
11,921
-118,840
| -91% | -$867K |
|
2411
Ocular Therapeutix
OCUL
$2.27B
| $83K | ﹤0.01% |
20,571
+6,536
| +47% | +$26.4K |
|
2412
SmartRent
SMRT
$271M
| $83K | ﹤0.01% |
+18,463
| New | +$83K |
|
|
LICY
2413
DELISTED
Li-Cycle Holdings Corp.
LICY
| $83K | ﹤0.01% |
+1,516
| New | +$83K |
|
|
ETWO
2414
DELISTED
E2open Parent Holdings
ETWO
| $81K | ﹤0.01% |
10,422
-5,425
| -34% | -$42.2K |
|
2415
Butterfly Network
BFLY
$378M
| $80K | ﹤0.01% |
26,214
-17,046
| -39% | -$52K |
|
2416
Standard BioTools
LAB
$489M
| $80K | ﹤0.01% |
50,304
-3,486
| -6% | -$5.54K |
|
2417
Permian Resources
PR
$9.99B
| $80K | ﹤0.01% |
13,386
-3,559
| -21% | -$21.3K |
|
|
VXRT
2418
DELISTED
Vaxart
VXRT
| $80K | ﹤0.01% |
23,065
-12,080
| -34% | -$41.9K |
|
|
CRGE
2419
DELISTED
Charge Enterprises, Inc. Common Stock
CRGE
| $80K | ﹤0.01% |
+16,778
| New | +$80K |
|
|
DSEY
2420
DELISTED
Diversey Holdings, Ltd. Ordinary Shares
DSEY
| $80K | ﹤0.01% |
12,125
-2,609,886
| -100% | -$17.2M |
|
2421
Destination XL Group
DXLG
$67.9M
| $79K | ﹤0.01% |
+23,349
| New | +$79K |
|
2422
TETRA Technologies
TTI
$640M
| $78K | ﹤0.01% |
19,314
-201,673
| -91% | -$814K |
|
|
BTRS
2423
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $78K | ﹤0.01% |
15,564
-1,701
| -10% | -$8.53K |
|
2424
ACV Auctions
ACVA
$1.79B
| $76K | ﹤0.01% |
+11,565
| New | +$76K |
|
|
BLUE
2425
DELISTED
bluebird bio
BLUE
| $76K | ﹤0.01% |
914
+199
| +28% | +$16.5K |
|