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 |
CoStar Group
CSGP
|
$1.18B |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2551
PAVmed
PAVM
$10.6M
| $74K | ﹤0.01% | 11,493 -1,820 | -14% | -$11.7K |
|
|
ISEE
2552
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $71K | ﹤0.01% | +11,262 | New | +$71K |
|
2553
Comstock Resources
CRK
$4.73B
| $70K | ﹤0.01% | +10,569 | New | +$70K |
|
|
CBAY
2554
DELISTED
Cymabay Therapeutics
CBAY
| $69K | ﹤0.01% | 15,903 +602 | +4% | +$2.61K |
|
|
AWH
2555
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
| $65K | ﹤0.01% | 11,624 -5,426 | -32% | -$30.3K |
|
2556
Catalyst Pharmaceutical
CPRX
$2.52B
| $64K | ﹤0.01% | 11,205 -9,496 | -46% | -$54.2K |
|
2557
TrueCar
TRUE
$195M
| $64K | ﹤0.01% | 11,358 +439 | +4% | +$2.47K |
|
2558
Expro
XPRO
$1.44B
| $61K | ﹤0.01% | 20,217 +4,913 | +32% | +$14.8K |
|
2559
Kartoon Studios
TOON
$38M
| $60K | ﹤0.01% | +32,573 | New | +$60K |
|
2560
DURECT Corp
DRRX
$59.6M
| $59K | ﹤0.01% | 36,170 -108,346 | -75% | -$177K |
|
|
AHT
2561
Ashford Hospitality Trust
AHT
$36.7M
| $58K | ﹤0.01% | +12,649 | New | +$58K |
|
2562
Nordic American Tanker
NAT
$659M
| $57K | ﹤0.01% | 17,426 +2,747 | +19% | +$8.99K |
|
|
ORC
2563
Orchid Island Capital
ORC
$940M
| $57K | ﹤0.01% | +10,943 | New | +$57K |
|
2564
Ovid Therapeutics
OVID
$91M
| $57K | ﹤0.01% | 14,641 +566 | +4% | +$2.2K |
|
|
UBX
2565
DELISTED
Unity Biotechnology
UBX
| $57K | ﹤0.01% | 12,215 +659 | +6% | +$3.08K |
|
2566
Xeris Biopharma Holdings
XERS
$1.26B
| $56K | ﹤0.01% | +13,716 | New | +$56K |
|
|
EMWP
2567
DELISTED
Eros Media World PLC
EMWP
| $56K | ﹤0.01% | 36,661 +20,964 | +134% | +$32K |
|
2568
Corbus Pharmaceuticals
CRBP
$115M
| $53K | ﹤0.01% | 28,842 -3,536 | -11% | -$6.5K |
|
2569
W&T Offshore
WTI
$270M
| $53K | ﹤0.01% | +10,998 | New | +$53K |
|
|
AMPE
2570
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
| $51K | ﹤0.01% | +30,411 | New | +$51K |
|
|
TCDA
2571
DELISTED
Tricida, Inc. Common Stock
TCDA
| $50K | ﹤0.01% | 11,599 +476 | +4% | +$2.05K |
|
|
TYME
2572
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
| $50K | ﹤0.01% | 39,344 +24,735 | +169% | +$31.4K |
|
2573
Geron
GERN
$893M
| $49K | ﹤0.01% | 34,798 +6,464 | +23% | +$9.1K |
|
2574
Mustang Bio
MBIO
$10.9M
| $49K | ﹤0.01% | 14,866 +3,850 | +35% | +$12.7K |
|
2575
MEI Pharma
MEIP
$160M
| $48K | ﹤0.01% | 16,828 -5,463 | -25% | -$15.6K |
|