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 | |
|---|---|---|---|---|---|---|
2076
Outset Medical
OM
$239M
| $623K | ﹤0.01% |
901
+261
| +41% | +$180K |
|
2077
Box
BOX
$4.75B
| $622K | ﹤0.01% |
23,739
-6,152
| -21% | -$161K |
|
|
EXE
2078
Expand Energy Corporation Common Stock
EXE
$22.9B
| $621K | ﹤0.01% |
9,620
+1,277
| +15% | +$82.4K |
|
|
ECOM
2079
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $620K | ﹤0.01% |
25,103
-9,444
| -27% | -$233K |
|
|
LX
2080
LexinFintech Holdings
LX
$981M
| $615K | ﹤0.01% |
159,419
+12,626
| +9% | +$48.7K |
|
|
NEWR
2081
DELISTED
New Relic, Inc.
NEWR
| $615K | ﹤0.01% |
5,589
+283
| +5% | +$31.1K |
|
2082
Recursion Pharmaceuticals
RXRX
$1.98B
| $608K | ﹤0.01% |
+35,471
| New | +$608K |
|
2083
Camden National
CAC
$682M
| $607K | ﹤0.01% |
+12,600
| New | +$607K |
|
2084
Horizon Bancorp
HBNC
$843M
| $606K | ﹤0.01% |
29,067
-2,913
| -9% | -$60.7K |
|
2085
Veracyte
VCYT
$2.45B
| $592K | ﹤0.01% |
14,363
-5,003
| -26% | -$206K |
|
2086
Gorman-Rupp
GRC
$1.12B
| $589K | ﹤0.01% |
13,214
+3,715
| +39% | +$166K |
|
2087
MP Materials
MP
$11B
| $586K | ﹤0.01% |
12,900
-2,403
| -16% | -$109K |
|
2088
Midland States Bancorp
MSBI
$384M
| $585K | ﹤0.01% |
23,608
+2,260
| +11% | +$56K |
|
2089
Merchants Bancorp
MBIN
$1.45B
| $584K | ﹤0.01% |
18,497
-226
| -1% | -$7.14K |
|
2090
Akebia Therapeutics
AKBA
$782M
| $584K | ﹤0.01% |
258,563
-281,269
| -52% | -$635K |
|
2091
Americold
COLD
$3.77B
| $583K | ﹤0.01% |
17,787
-2,555
| -13% | -$83.7K |
|
2092
Euronet Worldwide
EEFT
$3.55B
| $582K | ﹤0.01% |
4,881
+36
| +0.7% | +$4.29K |
|
2093
Virtu Financial
VIRT
$3.24B
| $578K | ﹤0.01% |
20,057
-1,131
| -5% | -$32.6K |
|
|
ZNGA
2094
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $572K | ﹤0.01% |
89,309
-2,209
| -2% | -$14.1K |
|
2095
Sana Biotechnology
SANA
$736M
| $571K | ﹤0.01% |
36,834
+19,315
| +110% | +$299K |
|
2096
Verastem
VSTM
$601M
| $563K | ﹤0.01% |
22,866
+16,952
| +287% | +$417K |
|
2097
Codexis
CDXS
$224M
| $562K | ﹤0.01% |
17,977
-7,278
| -29% | -$228K |
|
2098
Sutro Biopharma
STRO
$83.2M
| $562K | ﹤0.01% |
37,769
-28,173
| -43% | -$419K |
|
2099
Olaplex Holdings
OLPX
$954M
| $559K | ﹤0.01% |
19,200
-800
| -4% | -$23.3K |
|
|
AGTI
2100
DELISTED
Agiliti, Inc.
AGTI
| $558K | ﹤0.01% |
+24,093
| New | +$558K |
|