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 |
Brookfield
BN
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
C3.ai
AI
$2.15B
| $246K | ﹤0.01% |
6,762
+10
| +0.1% | +$364 |
|
2127
Crinetics Pharmaceuticals
CRNX
$3.35B
| $246K | ﹤0.01% |
13,652
-336
| -2% | -$6.06K |
|
2128
Liberty Energy
LBRT
$1.7B
| $245K | ﹤0.01% |
18,288
+3,479
| +23% | +$46.5K |
|
2129
Premier
PINC
$2.13B
| $244K | ﹤0.01% |
8,831
-2,952
| -25% | -$81.7K |
|
2130
Impinj
PI
$5.56B
| $243K | ﹤0.01% |
2,716
-28,487
| -91% | -$2.55M |
|
2131
Nano X Imaging
NNOX
$236M
| $243K | ﹤0.01% |
15,716
+2,368
| +18% | +$36.7K |
|
2132
FLEX LNG
FLNG
$1.4B
| $242K | ﹤0.01% |
7,918
-4,373
| -36% | -$134K |
|
2133
Spirit AeroSystems
SPR
$4.8B
| $241K | ﹤0.01% |
8,273
-2,831
| -25% | -$82.6K |
|
2134
Gray Television
GTN
$625M
| $238K | ﹤0.01% |
+30,243
| New | +$238K |
|
2135
IonQ
IONQ
$12.4B
| $235K | ﹤0.01% |
17,379
+3,589
| +26% | +$48.6K |
|
|
DNB
2136
DELISTED
Dun & Bradstreet
DNB
| $235K | ﹤0.01% |
20,306
-4,774
| -19% | -$55.2K |
|
2137
Quanterix
QTRX
$211M
| $235K | ﹤0.01% |
10,401
+200
| +2% | +$4.51K |
|
2138
Opendoor
OPEN
$4.89B
| $234K | ﹤0.01% |
58,318
+7,491
| +15% | +$30.1K |
|
2139
Spectrum Brands
SPB
$1.38B
| $233K | ﹤0.01% |
2,990
-968
| -24% | -$75.6K |
|
|
DCPH
2140
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $233K | ﹤0.01% |
16,567
+983
| +6% | +$13.8K |
|
2141
Health Catalyst
HCAT
$238M
| $233K | ﹤0.01% |
18,641
+1,205
| +7% | +$15.1K |
|
2142
Appian
APPN
$2.26B
| $231K | ﹤0.01% |
+4,848
| New | +$231K |
|
|
PNT
2143
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $231K | ﹤0.01% |
25,468
+423
| +2% | +$3.83K |
|
2144
SentinelOne
S
$6.25B
| $229K | ﹤0.01% |
15,160
-4,530
| -23% | -$68.4K |
|
2145
Ginkgo Bioworks
DNA
$660M
| $228K | ﹤0.01% |
3,071
+849
| +38% | +$63.2K |
|
2146
Clear Secure
YOU
$3.35B
| $228K | ﹤0.01% |
+9,845
| New | +$228K |
|
2147
PagerDuty
PD
$1.54B
| $226K | ﹤0.01% |
10,075
+547
| +6% | +$12.3K |
|
2148
OceanFirst Financial
OCFC
$1.05B
| $226K | ﹤0.01% |
14,488
-8,652
| -37% | -$135K |
|
|
EQC
2149
DELISTED
Equity Commonwealth
EQC
| $226K | ﹤0.01% |
11,151
-794
| -7% | -$16.1K |
|
2150
Sana Biotechnology
SANA
$752M
| $225K | ﹤0.01% |
37,736
-103
| -0.3% | -$614 |
|