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 | |
|---|---|---|---|---|---|---|
2526
DURECT Corp
DRRX
$59.6M
| $63K | ﹤0.01% | 49,261 +13,091 | +36% | +$16.7K |
|
2527
MEI Pharma
MEIP
$160M
| $63K | ﹤0.01% | 22,945 +6,117 | +36% | +$16.8K |
|
|
TRVN
2528
DELISTED
Trevena, Inc.
TRVN
| $63K | ﹤0.01% | 51,554 -7,000 | -12% | -$8.55K |
|
|
HGEN
2529
DELISTED
HUMANIGEN, INC.
HGEN
| $63K | ﹤0.01% | 10,624 -1,723 | -14% | -$10.2K |
|
|
FLXN
2530
DELISTED
Flexion Therapeutics, Inc.
FLXN
| $63K | ﹤0.01% | 10,400 -985 | -9% | -$5.97K |
|
2531
Stereotaxis
STXS
$261M
| $57K | ﹤0.01% | +10,627 | New | +$57K |
|
2532
Tonix Pharmaceuticals
TNXP
$260M
| $56K | ﹤0.01% | 93,387 -19,089 | -17% | -$11.4K |
|
|
SYRS
2533
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $55K | ﹤0.01% | 12,239 -1,987 | -14% | -$8.93K |
|
|
ATHX
2534
DELISTED
Athersys, Inc. Common Stock
ATHX
| $54K | ﹤0.01% | 40,686 +9,798 | +32% | +$13K |
|
2535
Solid Biosciences
SLDB
$427M
| $52K | ﹤0.01% | 21,879 -3,547 | -14% | -$8.43K |
|
|
ORC
2536
Orchid Island Capital
ORC
$940M
| $51K | ﹤0.01% | 10,433 -510 | -5% | -$2.49K |
|
|
AWH
2537
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
| $51K | ﹤0.01% | 15,701 +4,077 | +35% | +$13.2K |
|
|
CBAY
2538
DELISTED
Cymabay Therapeutics
CBAY
| $50K | ﹤0.01% | 13,684 -2,219 | -14% | -$8.11K |
|
2539
Fortress Biotech
FBIO
$76.8M
| $49K | ﹤0.01% | 15,181 +3,961 | +35% | +$12.8K |
|
2540
Expro
XPRO
$1.44B
| $49K | ﹤0.01% | 16,623 -3,594 | -18% | -$10.6K |
|
2541
Ardelyx
ARDX
$1.53B
| $43K | ﹤0.01% | 32,636 -817 | -2% | -$1.08K |
|
2542
Adverum Biotechnologies
ADVM
$64.6M
| $42K | ﹤0.01% | 19,364 -13,164 | -40% | -$28.6K |
|
2543
Ovid Therapeutics
OVID
$91M
| $42K | ﹤0.01% | 12,598 -2,043 | -14% | -$6.81K |
|
|
LTRPA
2544
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $42K | ﹤0.01% | 13,542 +2,631 | +24% | +$8.16K |
|
2545
Outlook Therapeutics
OTLK
$37.8M
| $41K | ﹤0.01% | 19,025 +5,023 | +36% | +$10.8K |
|
|
QTNT
2546
DELISTED
Quotient Limited Ordinary Shares
QTNT
| $41K | ﹤0.01% | 17,366 +4,308 | +33% | +$10.2K |
|
|
IMDX
2547
Insight Molecular Diagnostics Inc. Common Stock
IMDX
$72.4M
| $38K | ﹤0.01% | 10,674 -124,418 | -92% | -$443K |
|
2548
Atossa Therapeutics
ATOS
$98.5M
| $35K | ﹤0.01% | 10,753 -3,111 | -22% | -$10.1K |
|
2549
Geron
GERN
$893M
| $35K | ﹤0.01% | 25,422 -9,376 | -27% | -$12.9K |
|
|
TYME
2550
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
| $35K | ﹤0.01% | 33,858 -5,486 | -14% | -$5.67K |
|