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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MORF
2151
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $211K | ﹤0.01% |
9,212
+424
| +5% | +$9.71K |
|
2152
CCC Intelligent Solutions
CCCS
$6.4B
| $211K | ﹤0.01% |
15,807
+826
| +6% | +$11K |
|
2153
Opendoor
OPEN
$4.51B
| $210K | ﹤0.01% |
79,723
+21,405
| +37% | +$56.5K |
|
2154
DHT Holdings
DHT
$2B
| $209K | ﹤0.01% |
20,299
+5,725
| +39% | +$59K |
|
2155
PagSeguro Digital
PAGS
$2.86B
| $209K | ﹤0.01% |
24,274
+1,745
| +8% | +$15K |
|
2156
PagerDuty
PD
$1.6B
| $209K | ﹤0.01% |
9,276
-799
| -8% | -$18K |
|
2157
Nextracker
NXT
$10.3B
| $208K | ﹤0.01% |
+5,184
| New | +$208K |
|
2158
Keros Therapeutics
KROS
$624M
| $208K | ﹤0.01% |
6,512
-100
| -2% | -$3.19K |
|
2159
Covenant Logistics
CVLG
$590M
| $207K | ﹤0.01% |
+9,460
| New | +$207K |
|
2160
Cogent Biosciences
COGT
$1.78B
| $207K | ﹤0.01% |
21,267
+2,803
| +15% | +$27.3K |
|
2161
Berry Corp
BRY
$254M
| $207K | ﹤0.01% |
25,279
+8,147
| +48% | +$66.8K |
|
2162
Laureate Education
LAUR
$4.11B
| $207K | ﹤0.01% |
14,681
-552
| -4% | -$7.78K |
|
|
SP
2163
DELISTED
SP Plus Corporation
SP
| $207K | ﹤0.01% |
+5,723
| New | +$207K |
|
2164
LendingTree
TREE
$1B
| $205K | ﹤0.01% |
+13,223
| New | +$205K |
|
2165
ACV Auctions
ACVA
$1.92B
| $202K | ﹤0.01% |
13,291
-1,717
| -11% | -$26.1K |
|
2166
Amalgamated Financial
AMAL
$871M
| $200K | ﹤0.01% |
+11,632
| New | +$200K |
|
|
PNT
2167
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $200K | ﹤0.01% |
30,000
+4,532
| +18% | +$30.2K |
|
2168
i3 Verticals
IIIV
$738M
| $200K | ﹤0.01% |
+9,463
| New | +$200K |
|
2169
Cannae Holdings
CNNE
$1.1B
| $198K | ﹤0.01% |
+10,617
| New | +$198K |
|
|
INBX
2170
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $198K | ﹤0.01% |
10,771
+428
| +4% | +$7.85K |
|
2171
Kura Oncology
KURA
$699M
| $196K | ﹤0.01% |
21,464
+3,877
| +22% | +$35.4K |
|
|
SHYF
2172
DELISTED
The Shyft Group
SHYF
| $196K | ﹤0.01% |
13,074
+2,888
| +28% | +$43.2K |
|
2173
Perella Weinberg Partners
PWP
$1.39B
| $194K | ﹤0.01% |
19,034
+4,607
| +32% | +$46.9K |
|
2174
SFL Corp
SFL
$1.1B
| $190K | ﹤0.01% |
17,047
+4,814
| +39% | +$53.7K |
|
|
NAPA
2175
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $190K | ﹤0.01% |
18,505
+5,833
| +46% | +$59.8K |
|