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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Advantage Solutions
ADV
$593M
| $93K | ﹤0.01% |
61,600
+2,042
| +3% | +$3.08K |
|
2102
Ocular Therapeutix
OCUL
$2.12B
| $92.5K | ﹤0.01% |
12,623
-797
| -6% | -$5.84K |
|
|
AIV
2103
Aimco
AIV
$1.11B
| $89.1K | ﹤0.01% |
+10,129
| New | +$89.1K |
|
2104
LegalZoom.com
LZ
$2B
| $86.7K | ﹤0.01% |
10,070
-843
| -8% | -$7.26K |
|
2105
Kosmos Energy
KOS
$856M
| $85.2K | ﹤0.01% |
37,349
-2,691
| -7% | -$6.14K |
|
2106
Applied Digital
APLD
$4.19B
| $83.7K | ﹤0.01% |
14,901
+359
| +2% | +$2.02K |
|
2107
Clarivate
CLVT
$2.92B
| $83.7K | ﹤0.01% |
21,295
-828
| -4% | -$3.25K |
|
2108
Aurinia Pharmaceuticals
AUPH
$1.58B
| $81.7K | ﹤0.01% |
10,156
-160
| -2% | -$1.29K |
|
2109
SGHC Ltd
SGHC
$5.88B
| $77K | ﹤0.01% |
11,964
-976
| -8% | -$6.29K |
|
2110
AMC Entertainment Holdings
AMC
$1.44B
| $76.9K | ﹤0.01% |
26,787
+7,519
| +39% | +$21.6K |
|
2111
Novavax
NVAX
$1.21B
| $76.4K | ﹤0.01% |
11,913
-274
| -2% | -$1.76K |
|
2112
CommScope
COMM
$3.55B
| $76K | ﹤0.01% |
14,318
+2,471
| +21% | +$13.1K |
|
2113
QuantumScape
QS
$4.49B
| $75.8K | ﹤0.01% |
18,232
-1,455
| -7% | -$6.05K |
|
2114
Plug Power
PLUG
$1.81B
| $75.4K | ﹤0.01% |
55,879
+9,696
| +21% | +$13.1K |
|
2115
Coursera
COUR
$1.88B
| $73.2K | ﹤0.01% |
10,986
-863
| -7% | -$5.75K |
|
2116
8x8 Inc
EGHT
$270M
| $72.4K | ﹤0.01% |
36,177
-645
| -2% | -$1.29K |
|
2117
Geron
GERN
$893M
| $71.3K | ﹤0.01% |
44,857
+292
| +0.7% | +$464 |
|
2118
fuboTV
FUBO
$1.21B
| $65.6K | ﹤0.01% |
22,468
+4,239
| +23% | +$12.4K |
|
2119
Blend Labs
BLND
$939M
| $64.1K | ﹤0.01% |
19,146
-1,494,653
| -99% | -$5.01M |
|
2120
Fastly
FSLY
$1.12B
| $64.1K | ﹤0.01% |
10,122
-190
| -2% | -$1.2K |
|
2121
Array Technologies
ARRY
$1.38B
| $59.4K | ﹤0.01% |
12,195
-970
| -7% | -$4.72K |
|
2122
TeraWulf
WULF
$3.71B
| $57.6K | ﹤0.01% |
21,092
-1,327
| -6% | -$3.62K |
|
|
PGRE
2123
Paramount Group
PGRE
$1.59B
| $53.2K | ﹤0.01% |
12,370
+2,136
| +21% | +$9.19K |
|
2124
NovaGold Resources
NG
$2.78B
| $47.9K | ﹤0.01% |
16,415
+2,848
| +21% | +$8.32K |
|
2125
Energy Fuels
UUUU
$2.67B
| $46.4K | ﹤0.01% |
12,441
+2,150
| +21% | +$8.02K |
|