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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
INFI
2476
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
| $56K | ﹤0.01% |
25,017
-10,689
| -30% | -$23.9K |
|
2477
Kopin
KOPN
$334M
| $54K | ﹤0.01% |
13,117
-3,628
| -22% | -$14.9K |
|
|
ORC
2478
Orchid Island Capital
ORC
$951M
| $53K | ﹤0.01% |
11,783
+1,350
| +13% | +$6.07K |
|
|
RIDE
2479
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
| $51K | ﹤0.01% |
+14,741
| New | +$51K |
|
2480
Outlook Therapeutics
OTLK
$39.5M
| $50K | ﹤0.01% |
36,686
+17,661
| +93% | +$24.1K |
|
2481
MEI Pharma
MEIP
$149M
| $49K | ﹤0.01% |
18,442
-4,503
| -20% | -$12K |
|
2482
Workhorse Group
WKHS
$20M
| $49K | ﹤0.01% |
11,268
-183
| -2% | -$1.09K |
|
|
SEEL
2483
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
| $48K | ﹤0.01% |
29,282
-6,769
| -19% | -$6K |
|
2484
Carisma Therapeutics
CARM
$15.5M
| $47K | ﹤0.01% |
57,935
-462,411
| -89% | -$375K |
|
|
VIEW
2485
DELISTED
View, Inc. Class A Common Stock
VIEW
| $47K | ﹤0.01% |
+12,095
| New | +$47K |
|
|
APPH
2486
DELISTED
AppHarvest, Inc. Common Stock
APPH
| $47K | ﹤0.01% |
12,044
-2,589
| -18% | -$10.1K |
|
|
IDEX
2487
DELISTED
Ideanomics, Inc. Common Stock
IDEX
| $46K | ﹤0.01% |
38,113
+3,210
| +9% | +$3.92K |
|
2488
CytomX Therapeutics
CTMX
$350M
| $44K | ﹤0.01% |
10,099
-15,502
| -61% | -$67.5K |
|
2489
Atossa Therapeutics
ATOS
$99.4M
| $42K | ﹤0.01% |
26,254
+15,501
| +144% | +$24.8K |
|
2490
TherapeuticsMD
TXMD
$12.7M
| $41K | ﹤0.01% |
116,056
-39,967
| -26% | -$14.1K |
|
2491
DURECT Corp
DRRX
$60.2M
| $38K | ﹤0.01% |
38,584
-10,677
| -22% | -$10.5K |
|
|
EGIO
2492
DELISTED
Edgio, Inc. Common Stock
EGIO
| $38K | ﹤0.01% |
10,993
+361
| +3% | +$1.24K |
|
|
URG
2493
Ur-Energy
URG
$569M
| $37K | ﹤0.01% |
30,180
-7,907
| -21% | -$9.69K |
|
2494
Talkspace
TALK
$444M
| $36K | ﹤0.01% |
+18,221
| New | +$36K |
|
|
QTNT
2495
DELISTED
Quotient Limited Ordinary Shares
QTNT
| $35K | ﹤0.01% |
13,604
-3,762
| -22% | -$9.68K |
|
|
SDC
2496
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $33K | ﹤0.01% |
14,226
-9,091
| -39% | -$21.1K |
|
|
ATNX
2497
DELISTED
Athenex, Inc. Common Stock
ATNX
| $33K | ﹤0.01% |
24,095
-7,879
| -25% | -$10.8K |
|
2498
Geron
GERN
$893M
| $32K | ﹤0.01% |
26,370
+948
| +4% | +$1.15K |
|
2499
Fortress Biotech
FBIO
$87.8M
| $31K | ﹤0.01% |
12,501
-2,680
| -18% | -$6.66K |
|
2500
Ardelyx
ARDX
$1.57B
| $30K | ﹤0.01% |
26,935
-5,701
| -17% | -$6.35K |
|