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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
New Fortress Energy
NFE
$376M
| $243K | ﹤0.01% |
5,559
-1,010
| -15% | -$44.2K |
|
2152
Akero Therapeutics
AKRO
$3.46B
| $241K | ﹤0.01% |
+7,060
| New | +$241K |
|
|
KDNY
2153
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $239K | ﹤0.01% |
12,154
-9,358
| -44% | -$184K |
|
2154
Appian
APPN
$2.3B
| $238K | ﹤0.01% |
5,829
-385
| -6% | -$15.7K |
|
2155
Asana
ASAN
$3.14B
| $238K | ﹤0.01% |
10,721
-707
| -6% | -$15.7K |
|
|
LX
2156
LexinFintech Holdings
LX
$973M
| $238K | ﹤0.01% |
140,957
| – | – |
|
2157
Impinj
PI
$5.53B
| $238K | ﹤0.01% |
2,972
-16,703
| -85% | -$1.34M |
|
2158
Upwork
UPWK
$2.11B
| $238K | ﹤0.01% |
17,454
-1,149
| -6% | -$15.7K |
|
2159
Atlantic Union Bankshares
AUB
$5.02B
| $235K | ﹤0.01% |
+7,739
| New | +$235K |
|
2160
QuantumScape
QS
$4.73B
| $235K | ﹤0.01% |
27,947
+2,569
| +10% | +$21.6K |
|
2161
Sweetgreen
SG
$1.03B
| $234K | ﹤0.01% |
+12,637
| New | +$234K |
|
|
FRG
2162
DELISTED
Franchise Group, Inc.
FRG
| $232K | ﹤0.01% |
9,543
-9,840
| -51% | -$239K |
|
2163
CareDx
CDNA
$710M
| $230K | ﹤0.01% |
13,543
-307
| -2% | -$5.21K |
|
2164
BlueLinx
BXC
$628M
| $229K | ﹤0.01% |
3,690
-4,336
| -54% | -$269K |
|
|
EVOP
2165
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $229K | ﹤0.01% |
+6,885
| New | +$229K |
|
|
ALX
2166
Alexander's
ALX
$1.22B
| $228K | ﹤0.01% |
1,094
-1,316
| -55% | -$274K |
|
|
DOOR
2167
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $228K | ﹤0.01% |
3,200
-301
| -9% | -$21.4K |
|
|
NOVA
2168
DELISTED
Sunnova Energy
NOVA
| $227K | ﹤0.01% |
+10,260
| New | +$227K |
|
2169
PJT Partners
PJT
$4.37B
| $227K | ﹤0.01% |
3,395
-330
| -9% | -$22.1K |
|
|
BWIN
2170
Baldwin Insurance Group
BWIN
$2.17B
| $226K | ﹤0.01% |
8,590
-484
| -5% | -$12.7K |
|
|
AIMC
2171
DELISTED
Altra Industrial Motion Corp.
AIMC
| $226K | ﹤0.01% |
+6,716
| New | +$226K |
|
2172
Hecla Mining
HL
$7.35B
| $225K | ﹤0.01% |
57,196
+29,209
| +104% | +$115K |
|
2173
Southern Copper
SCCO
$82.9B
| $225K | ﹤0.01% |
5,265
-46,526
| -90% | -$1.99M |
|
2174
Flushing Financial
FFIC
$465M
| $224K | ﹤0.01% |
11,522
-13,477
| -54% | -$262K |
|
|
PING
2175
DELISTED
Ping Identity Holding Corp.
PING
| $224K | ﹤0.01% |
+7,984
| New | +$224K |
|