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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Tronox
TROX
$717M
| $183K | ﹤0.01% |
11,648
-1,793
| -13% | -$28.1K |
|
2152
Zynex
ZYXI
$44.2M
| $182K | ﹤0.01% |
19,525
+1,846
| +10% | +$17.2K |
|
2153
Hillman Solutions
HLMN
$1.97B
| $182K | ﹤0.01% |
20,518
-80,026
| -80% | -$708K |
|
2154
Upwork
UPWK
$2.12B
| $181K | ﹤0.01% |
16,827
+4
| +0% | +$43 |
|
2155
Ocular Therapeutix
OCUL
$2.21B
| $180K | ﹤0.01% |
26,364
-1,516
| -5% | -$10.4K |
|
2156
Compass
COMP
$5.02B
| $177K | ﹤0.01% |
49,256
+11,789
| +31% | +$42.4K |
|
2157
Xeris Biopharma Holdings
XERS
$1.25B
| $177K | ﹤0.01% |
78,626
-10,992
| -12% | -$24.7K |
|
|
AVDL
2158
Avadel Pharmaceuticals
AVDL
$1.49B
| $176K | ﹤0.01% |
+12,485
| New | +$176K |
|
2159
MannKind Corp
MNKD
$1.71B
| $175K | ﹤0.01% |
33,581
-34,673
| -51% | -$181K |
|
|
ZUO
2160
DELISTED
Zuora, Inc.
ZUO
| $174K | ﹤0.01% |
17,562
-656
| -4% | -$6.51K |
|
2161
Teladoc Health
TDOC
$1.39B
| $173K | ﹤0.01% |
17,674
+3,841
| +28% | +$37.6K |
|
2162
Clarivate
CLVT
$3.01B
| $173K | ﹤0.01% |
30,353
-8,674
| -22% | -$49.4K |
|
2163
Arcutis Biotherapeutics
ARQT
$2.08B
| $173K | ﹤0.01% |
18,555
-570
| -3% | -$5.3K |
|
2164
Spok Holdings
SPOK
$357M
| $172K | ﹤0.01% |
11,640
+959
| +9% | +$14.2K |
|
2165
Lucid Motors
LCID
$5.67B
| $172K | ﹤0.01% |
6,600
+371
| +6% | +$9.68K |
|
2166
Granite Ridge Resources
GRNT
$689M
| $171K | ﹤0.01% |
27,072
+3,980
| +17% | +$25.2K |
|
2167
Brookdale Senior Living
BKD
$1.84B
| $170K | ﹤0.01% |
24,845
+3,390
| +16% | +$23.2K |
|
2168
Neumora Therapeutics
NMRA
$269M
| $166K | ﹤0.01% |
+16,878
| New | +$166K |
|
2169
SFL Corp
SFL
$1.1B
| $166K | ﹤0.01% |
11,930
-1,227
| -9% | -$17K |
|
|
GOGL
2170
DELISTED
Golden Ocean Group
GOGL
| $165K | ﹤0.01% |
11,932
-2,133
| -15% | -$29.4K |
|
|
INFN
2171
DELISTED
Infinera Corporation Common Stock
INFN
| $164K | ﹤0.01% |
26,914
+124
| +0.5% | +$755 |
|
2172
ADT
ADT
$7.07B
| $160K | ﹤0.01% |
21,085
| – | – |
|
|
MTTR
2173
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $158K | ﹤0.01% |
35,382
+6,362
| +22% | +$28.4K |
|
2174
LegalZoom.com
LZ
$1.87B
| $156K | ﹤0.01% |
18,621
+631
| +4% | +$5.29K |
|
|
DO
2175
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $155K | ﹤0.01% |
10,031
-1,595
| -14% | -$24.7K |
|