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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SAGE
2076
DELISTED
Sage Therapeutics
SAGE
| $280K | ﹤0.01% |
13,609
-138
| -1% | -$2.84K |
|
2077
New Fortress Energy
NFE
$398M
| $280K | ﹤0.01% |
8,538
+814
| +11% | +$26.7K |
|
2078
Uranium Energy
UEC
$5.37B
| $280K | ﹤0.01% |
54,332
+15,254
| +39% | +$78.6K |
|
2079
Enact Holdings
ACT
$5.67B
| $279K | ﹤0.01% |
+10,258
| New | +$279K |
|
2080
MannKind Corp
MNKD
$1.69B
| $279K | ﹤0.01% |
67,605
+89
| +0.1% | +$368 |
|
2081
Barrett Business Services
BBSI
$1.21B
| $278K | ﹤0.01% |
12,344
+2,984
| +32% | +$67.3K |
|
2082
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.72B
| $278K | ﹤0.01% |
11,672
| – | – |
|
2083
Global E Online
GLBE
$6.33B
| $278K | ﹤0.01% |
+6,995
| New | +$278K |
|
2084
Geron
GERN
$868M
| $274K | ﹤0.01% |
129,105
+1,833
| +1% | +$3.89K |
|
2085
Delek US
DK
$1.92B
| $273K | ﹤0.01% |
+9,620
| New | +$273K |
|
|
EQRX
2086
DELISTED
EQRx, Inc. Common Stock
EQRX
| $273K | ﹤0.01% |
122,800
+16,522
| +16% | +$36.7K |
|
2087
First Advantage
FA
$2.77B
| $271K | ﹤0.01% |
19,682
+6,270
| +47% | +$86.5K |
|
2088
Alector
ALEC
$283M
| $269K | ﹤0.01% |
41,493
+6,973
| +20% | +$45.2K |
|
|
SAVE
2089
DELISTED
Spirit Airlines, Inc.
SAVE
| $268K | ﹤0.01% |
16,248
+4,591
| +39% | +$75.8K |
|
2090
monday.com
MNDY
$9.98B
| $268K | ﹤0.01% |
1,682
+209
| +14% | +$33.3K |
|
2091
Bloom Energy
BE
$12.9B
| $267K | ﹤0.01% |
20,155
-2,597
| -11% | -$34.4K |
|
2092
Aurinia Pharmaceuticals
AUPH
$1.63B
| $266K | ﹤0.01% |
34,242
-1,007
| -3% | -$7.82K |
|
2093
iShares Core MSCI Emerging Markets ETF
IEMG
$104B
| $265K | ﹤0.01% |
5,575
-16,050
| -74% | -$764K |
|
2094
Winmark
WINA
$1.7B
| $263K | ﹤0.01% |
+705
| New | +$263K |
|
2095
Amylyx Pharmaceuticals
AMLX
$937M
| $263K | ﹤0.01% |
14,346
-332
| -2% | -$6.08K |
|
2096
Mirum Pharmaceuticals
MIRM
$3.9B
| $263K | ﹤0.01% |
8,311
-317
| -4% | -$10K |
|
2097
PubMatic
PUBM
$389M
| $261K | ﹤0.01% |
21,608
+6,981
| +48% | +$84.5K |
|
2098
Health Catalyst
HCAT
$239M
| $261K | ﹤0.01% |
25,793
+7,152
| +38% | +$72.4K |
|
2099
Relay Therapeutics
RLAY
$702M
| $256K | ﹤0.01% |
30,464
+4,507
| +17% | +$37.9K |
|
2100
Primoris Services
PRIM
$6.11B
| $255K | ﹤0.01% |
+7,792
| New | +$255K |
|