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 | |
|---|---|---|---|---|---|---|
2551
Mustang Bio
MBIO
$10.9M
| $34K | ﹤0.01% | 12,791 -2,075 | -14% | -$5.52K |
|
2552
Nordic American Tanker
NAT
$659M
| $33K | ﹤0.01% | 12,846 -4,580 | -26% | -$11.8K |
|
2553
AgEagle Aerial Systems
UAVS
$65M
| $33K | ﹤0.01% | +10,860 | New | +$33K |
|
2554
KALA BIO
KALA
$78.8M
| $32K | ﹤0.01% | 12,231 -1,979 | -14% | -$5.18K |
|
2555
LiveOne
LVO
$63.4M
| $32K | ﹤0.01% | +10,635 | New | +$32K |
|
2556
Kartoon Studios
TOON
$38M
| $32K | ﹤0.01% | 23,851 -8,722 | -27% | -$11.7K |
|
|
UBX
2557
DELISTED
Unity Biotechnology
UBX
| $32K | ﹤0.01% | 10,511 -1,704 | -14% | -$5.19K |
|
|
DS
2558
DELISTED
Drive Shack Inc.
DS
| $32K | ﹤0.01% | 11,508 +201 | +2% | +$559 |
|
2559
Xeris Biopharma Holdings
XERS
$1.26B
| $29K | ﹤0.01% | 11,801 -1,915 | -14% | -$4.71K |
|
|
DMK
2560
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
| $27K | ﹤0.01% | 27,866 -4,518 | -14% | -$4.38K |
|
|
NBEV
2561
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
| $27K | ﹤0.01% | 19,674 +762 | +4% | +$1.05K |
|
2562
Corbus Pharmaceuticals
CRBP
$115M
| $25K | ﹤0.01% | 24,820 -4,022 | -14% | -$4.05K |
|
|
EGIO
2563
DELISTED
Edgio, Inc. Common Stock
EGIO
| $25K | ﹤0.01% | 10,632 -3,789 | -26% | -$8.91K |
|
|
TLMD
2564
DELISTED
SOC Telemed, Inc. Class A Common Stock
TLMD
| $25K | ﹤0.01% | +11,090 | New | +$25K |
|
2565
Talphera
TLPH
$11.1M
| $24K | ﹤0.01% | 23,630 -3,830 | -14% | -$3.89K |
|
|
EMWP
2566
DELISTED
Eros Media World PLC
EMWP
| $24K | ﹤0.01% | 26,616 -10,045 | -27% | -$9.06K |
|
2567
Abeona Therapeutics
ABEO
$350M
| $22K | ﹤0.01% | 19,575 -3,171 | -14% | -$3.56K |
|
2568
Avalo Therapeutics
AVTX
$122M
| $22K | ﹤0.01% | +10,098 | New | +$22K |
|
2569
ADMA Biologics
ADMA
$4.12B
| $21K | ﹤0.01% | 18,784 -3,043 | -14% | -$3.4K |
|
2570
Lipocine
LPCN
$15.8M
| $19K | ﹤0.01% | 17,539 -2,843 | -14% | -$3.08K |
|
|
AGRX
2571
DELISTED
Agile Therapeutics, Inc
AGRX
| $17K | ﹤0.01% | 17,409 -2,819 | -14% | -$2.75K |
|
|
MBII
2572
DELISTED
Marrone Bio Innovations, Inc.
MBII
| $17K | ﹤0.01% | 19,324 +3,306 | +21% | +$2.91K |
|
2573
VYNE Therapeutics
VYNE
$8.16M
| $14K | ﹤0.01% | 10,198 -1,651 | -14% | -$2.27K |
|
|
EVFM
2574
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
| $12K | ﹤0.01% | 16,511 -2,675 | -14% | -$1.94K |
|
2575
American Coastal Insurance
ACIC
$539M
| – | – | -143,463 | Closed | -$818K |
|