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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brown & Brown
BRO
|
$94.2M |
| 5 |
Brookfield
BN
|
$89.3M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CZR
2126
DELISTED
Caesars Entertainment Corporation
CZR
| $164K | ﹤0.01% |
14,552
| – | – |
|
2127
Lexicon Pharmaceuticals
LXRX
$400M
| $163K | ﹤0.01% |
18,977
+1,680
| +10% | +$14.4K |
|
|
ACHN
2128
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
| $159K | ﹤0.01% |
42,928
+5,157
| +14% | +$19.1K |
|
2129
Coeur Mining
CDE
$8.45B
| $156K | ﹤0.01% |
19,450
+190
| +1% | +$1.52K |
|
2130
Groupon
GRPN
$1.06B
| $155K | ﹤0.01% |
35,681
-4,388
| -11% | -$19.1K |
|
|
ALDR
2131
DELISTED
Alder Biopharmaceuticals, Inc.
ALDR
| $155K | ﹤0.01% |
12,170
+1,090
| +10% | +$13.9K |
|
|
CBI
2132
DELISTED
Chicago Bridge & Iron Nv
CBI
| $154K | ﹤0.01% |
10,660
| – | – |
|
2133
Hecla Mining
HL
$5.7B
| $152K | ﹤0.01% |
41,339
| – | – |
|
2134
SFL Corp
SFL
$1.08B
| $152K | ﹤0.01% |
10,625
+34
| +0.3% | +$486 |
|
2135
Acco Brands
ACCO
$362M
| $139K | ﹤0.01% |
11,108
-6,254
| -36% | -$78.3K |
|
|
SGYP
2136
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
| $135K | ﹤0.01% |
73,453
+1,489
| +2% | +$2.74K |
|
2137
AXT Inc
AXTI
$134M
| $133K | ﹤0.01% |
18,381
+1,723
| +10% | +$12.5K |
|
|
CETV
2138
DELISTED
Central European Media Enterprises Ltd
CETV
| $132K | ﹤0.01% |
31,427
+1,785
| +6% | +$7.5K |
|
2139
BioCryst Pharmaceuticals
BCRX
$1.74B
| $131K | ﹤0.01% |
27,478
+2,285
| +9% | +$10.9K |
|
|
KERX
2140
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $129K | ﹤0.01% |
31,507
+183
| +0.6% | +$749 |
|
2141
Inovio Pharmaceuticals
INO
$126M
| $127K | ﹤0.01% |
27,085
-430
| -2% | -$2.02K |
|
|
KDNY
2142
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $125K | ﹤0.01% |
13,410
+1,214
| +10% | +$11.3K |
|
|
AGEN
2143
Agenus
AGEN
$133M
| $122K | ﹤0.01% |
25,837
+346
| +1% | +$1.63K |
|
|
CALA
2144
DELISTED
Calithera Biosciences, Inc
CALA
| $122K | ﹤0.01% |
19,336
+1,619
| +9% | +$10.2K |
|
|
FRBK
2145
DELISTED
Republic First Bancorp Inc
FRBK
| $120K | ﹤0.01% |
13,823
+1,302
| +10% | +$11.3K |
|
2146
LendingClub
LC
$1.97B
| $119K | ﹤0.01% |
34,096
-3,025
| -8% | -$10.6K |
|
2147
Smart Sand
SND
$77.1M
| $117K | ﹤0.01% |
20,050
+1,883
| +10% | +$11K |
|
2148
Coherus Oncology, Inc. Common Stock
CHRS
$135M
| $115K | ﹤0.01% |
+10,410
| New | +$115K |
|
2149
Lloyds Banking Group
LYG
$64.3B
| $115K | ﹤0.01% |
30,879
+11,881
| +63% | +$44.2K |
|
|
ELGX
2150
DELISTED
Endologix Inc
ELGX
| $113K | ﹤0.01% |
26,842
-671
| -2% | -$2.83K |
|