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 |
Alibaba
BABA
|
$205M |
| 2 |
Boston Properties
BXP
|
$179M |
| 3 |
Domino's
DPZ
|
$178M |
| 4 |
VICI Properties
VICI
|
$124M |
| 5 |
Vail Resorts
MTN
|
$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$124M |
| 3 |
SBA Communications
SBAC
|
$118M |
| 4 |
Steris
STE
|
$116M |
| 5 |
Equinix
EQIX
|
$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Adverum Biotechnologies
ADVM
$64.6M
| $115K | ﹤0.01% |
22,024
+223
| +1% | +$1.16K |
|
2152
Amkor Technology
AMKR
$5.98B
| $107K | ﹤0.01% |
12,510
+546
| +5% | +$4.67K |
|
2153
GoPro
GPRO
$247M
| $104K | ﹤0.01% |
15,940
+673
| +4% | +$4.39K |
|
2154
Lloyds Banking Group
LYG
$64.3B
| $99K | ﹤0.01% |
30,879
| – | – |
|
2155
Precigen
PGEN
$1.34B
| $98K | ﹤0.01% |
18,575
+1,619
| +10% | +$8.54K |
|
|
FIT
2156
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $98K | ﹤0.01% |
16,480
-12,060
| -42% | -$71.7K |
|
|
ACHN
2157
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
| $97K | ﹤0.01% |
32,659
-2,443
| -7% | -$7.26K |
|
2158
Akebia Therapeutics
AKBA
$833M
| $92K | ﹤0.01% |
11,209
-1,593
| -12% | -$13.1K |
|
2159
Inovio Pharmaceuticals
INO
$126M
| $92K | ﹤0.01% |
24,494
+340
| +1% | +$1.28K |
|
2160
Lexicon Pharmaceuticals
LXRX
$400M
| $87K | ﹤0.01% |
15,671
+478
| +3% | +$2.65K |
|
2161
ADT
ADT
$7.14B
| $85K | ﹤0.01% |
13,288
+1,215
| +10% | +$7.77K |
|
2162
Geron
GERN
$893M
| $83K | ﹤0.01% |
49,932
-344
| -0.7% | -$572 |
|
2163
MannKind Corp
MNKD
$1.41B
| $82K | ﹤0.01% |
41,514
-1,507
| -4% | -$2.98K |
|
2164
Hecla Mining
HL
$5.7B
| $77K | ﹤0.01% |
33,324
-7,905
| -19% | -$18.3K |
|
|
XOG
2165
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
| $77K | ﹤0.01% |
18,093
+4,079
| +29% | +$17.4K |
|
|
EIGI
2166
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $76K | ﹤0.01% |
10,425
+390
| +4% | +$2.84K |
|
|
AGEN
2167
Agenus
AGEN
$133M
| $74K | ﹤0.01% |
25,034
+959
| +4% | +$2.84K |
|
|
VRAY
2168
DELISTED
ViewRay, Inc.
VRAY
| $74K | ﹤0.01% |
+10,013
| New | +$74K |
|
|
AMRS
2169
DELISTED
Amyris Inc.
AMRS
| $68K | ﹤0.01% |
32,769
+113
| +0.3% | +$234 |
|
|
ORBC
2170
DELISTED
ORBCOMM, Inc.
ORBC
| $68K | ﹤0.01% |
+10,097
| New | +$68K |
|
2171
LendingClub
LC
$1.97B
| $67K | ﹤0.01% |
21,840
-6,029
| -22% | -$18.5K |
|
2172
Catalyst Pharmaceutical
CPRX
$2.52B
| $66K | ﹤0.01% |
12,997
-1,766
| -12% | -$8.97K |
|
2173
Senseonics Holdings
SENS
$374M
| $64K | ﹤0.01% |
26,054
+795
| +3% | +$1.95K |
|
|
PTN
2174
DELISTED
Palatin Technologies
PTN
| $63K | ﹤0.01% |
64,486
-4,489
| -7% | -$4.39K |
|
|
FRTA
2175
DELISTED
Forterra, Inc
FRTA
| $63K | ﹤0.01% |
14,835
-2,267
| -13% | -$9.63K |
|