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
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
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 | |
|---|---|---|---|---|---|---|
2476
CytomX Therapeutics
CTMX
$336M
| $131K | ﹤0.01% |
25,601
+10,645
| +71% | +$54.5K |
|
2477
PAVmed
PAVM
$10.6M
| $129K | ﹤0.01% |
15,078
+3,585
| +31% | +$30.7K |
|
2478
Vuzix
VUZI
$164M
| $129K | ﹤0.01% |
+12,312
| New | +$129K |
|
|
ATRS
2479
DELISTED
Antares Pharma, Inc.
ATRS
| $127K | ﹤0.01% |
35,007
+8,317
| +31% | +$30.2K |
|
2480
Nuvation Bio
NUVB
$1.02B
| $126K | ﹤0.01% |
+12,670
| New | +$126K |
|
|
SDC
2481
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $124K | ﹤0.01% |
23,317
-3,779
| -14% | -$20.1K |
|
|
INFI
2482
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
| $122K | ﹤0.01% |
35,706
+1,642
| +5% | +$5.61K |
|
2483
Empire State Realty Trust
ESRT
$1.3B
| $121K | ﹤0.01% |
12,075
-4,431
| -27% | -$44.4K |
|
2484
Permian Resources
PR
$10B
| $119K | ﹤0.01% |
17,770
-4,149
| -19% | -$27.8K |
|
2485
MiMedx Group
MDXG
$1.05B
| $116K | ﹤0.01% |
19,130
+3,010
| +19% | +$18.3K |
|
2486
TherapeuticsMD
TXMD
$12.8M
| $116K | ﹤0.01% |
156,023
+8,661
| +6% | +$6.44K |
|
|
GOEV
2487
DELISTED
Canoo Inc. Class A Common Stock
GOEV
| $116K | ﹤0.01% |
15,048
+4,226
| +39% | +$32.6K |
|
|
NMTR
2488
DELISTED
9 Meters Biopharma, Inc. Common Stock
NMTR
| $116K | ﹤0.01% |
89,234
+5,375
| +6% | +$6.99K |
|
|
RMO
2489
DELISTED
Romeo Power, Inc.
RMO
| $114K | ﹤0.01% |
+23,064
| New | +$114K |
|
|
VBIV
2490
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
| $113K | ﹤0.01% |
36,329
+7,122
| +24% | +$22.2K |
|
2491
Outdoor Holding Company Common Stock
POWW
$167M
| $111K | ﹤0.01% |
18,058
+7,519
| +71% | +$46.2K |
|
2492
Gevo
GEVO
$418M
| $109K | ﹤0.01% |
16,480
-6,046
| -27% | -$40K |
|
|
QUOT
2493
DELISTED
Quotient Technology Inc
QUOT
| $109K | ﹤0.01% |
18,643
+4,432
| +31% | +$25.9K |
|
2494
Clean Energy Fuels
CLNE
$577M
| $107K | ﹤0.01% |
13,096
-2,955
| -18% | -$24.1K |
|
|
BRMK
2495
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
| $107K | ﹤0.01% |
10,846
-3,954
| -27% | -$39K |
|
2496
Hyliion Holdings
HYLN
$295M
| $105K | ﹤0.01% |
12,512
-2,019
| -14% | -$16.9K |
|
2497
Passage Bio
PASG
$22.7M
| $105K | ﹤0.01% |
10,512
-1,704
| -14% | -$17K |
|
|
VVNT
2498
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
| $103K | ﹤0.01% |
10,941
-716
| -6% | -$6.74K |
|
2499
VistaGen Therapeutics
VTGN
$102M
| $102K | ﹤0.01% |
37,270
+8,070
| +28% | +$22.1K |
|
2500
ADT
ADT
$7.14B
| $100K | ﹤0.01% |
12,345
-479
| -4% | -$3.88K |
|