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 |
NVIDIA
NVDA
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2401
BHP
BHP
$142B
| – | – | -65,266 | Closed | -$3.77M |
|
2402
Bumble
BMBL
$642M
| – | – | -11,685 | Closed | -$133K |
|
2403
BOK Financial
BOKF
$7.09B
| – | – | -2,370 | Closed | -$218K |
|
2404
C4 Therapeutics
CCCC
$185M
| – | – | -13,238 | Closed | -$108K |
|
2405
CareDx
CDNA
$727M
| – | – | -14,769 | Closed | -$156K |
|
2406
Chegg
CHGG
$159M
| – | – | -14,999 | Closed | -$114K |
|
|
CIM
2407
Chimera Investment
CIM
$1.15B
| – | – | -26,226 | Closed | -$121K |
|
|
CLDT
2408
Chatham Lodging
CLDT
$374M
| – | – | -253,620 | Closed | -$2.56M |
|
2409
Cimpress
CMPR
$1.55B
| – | – | -2,262 | Closed | -$200K |
|
2410
Claros Mortgage Trust
CMTG
$517M
| – | – | -10,509 | Closed | -$103K |
|
2411
Cerence
CRNC
$456M
| – | – | -216,253 | Closed | -$3.41M |
|
2412
Citius Pharmaceuticals
CTXR
$22.6M
| – | – | -15,649 | Closed | -$14K |
|
2413
CryoPort
CYRX
$444M
| – | – | -11,910 | Closed | -$211K |
|
2414
Day One Biopharmaceuticals
DAWN
$769M
| – | – | -17,977 | Closed | -$297K |
|
2415
Delek US
DK
$1.67B
| – | – | -7,252 | Closed | -$223K |
|
2416
Ginkgo Bioworks
DNA
$750M
| – | – | -132,302 | Closed | -$153K |
|
2417
Design Therapeutics
DSGN
$315M
| – | – | -12,497 | Closed | -$50.4K |
|
2418
Emergent Biosolutions
EBS
$443M
| – | – | -13,806 | Closed | -$34.9K |
|
2419
Eos Energy Enterprises
EOSE
$1.79B
| – | – | -19,704 | Closed | -$20.3K |
|
|
EVRI
2420
DELISTED
Everi Holdings
EVRI
| – | – | -10,327 | Closed | -$104K |
|
2421
FibroGen
FGEN
$47.8M
| – | – | -21,940 | Closed | -$51.6K |
|
2422
FTAI Infrastructure
FIP
$552M
| – | – | -11,303 | Closed | -$71K |
|
2423
Fulcrum Therapeutics
FULC
$351M
| – | – | -16,233 | Closed | -$153K |
|
2424
Gevo
GEVO
$418M
| – | – | -29,174 | Closed | -$22.4K |
|
2425
Gossamer Bio
GOSS
$562M
| – | – | -29,935 | Closed | -$35.3K |
|