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 |
Martin Marietta Materials
MLM
|
$379M |
| 2 |
Apple
AAPL
|
$367M |
| 3 |
Hilton Worldwide
HLT
|
$330M |
| 4 |
Veeva Systems
VEEV
|
$266M |
| 5 |
Waste Connections
WCN
|
$260M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Array Technologies
ARRY
$1.37B
| $94.3K | ﹤0.01% |
14,290
-6,341
| -31% | -$41.9K |
|
|
BORR
2152
Borr Drilling
BORR
$870M
| $90.7K | ﹤0.01% |
16,523
-6,723
| -29% | -$36.9K |
|
2153
Shoals Technologies Group
SHLS
$1.2B
| $90.2K | ﹤0.01% |
16,071
-7,102
| -31% | -$39.8K |
|
2154
CommScope
COMM
$3.55B
| $90K | ﹤0.01% |
14,729
-5,969
| -29% | -$36.5K |
|
2155
Opendoor
OPEN
$4.89B
| $89.2K | ﹤0.01% |
44,603
-646,502
| -94% | -$1.29M |
|
2156
Fastly
FSLY
$1.1B
| $87.6K | ﹤0.01% |
11,574
-4,857
| -30% | -$36.8K |
|
2157
American Express Global Business Travel
GBTG
$4.29B
| $87.2K | ﹤0.01% |
11,337
-4,961
| -30% | -$38.2K |
|
2158
Aurinia Pharmaceuticals
AUPH
$1.63B
| $85.3K | ﹤0.01% |
11,641
-11,951
| -51% | -$87.6K |
|
2159
Applied Digital
APLD
$3.64B
| $83.2K | ﹤0.01% |
10,083
-2,097
| -17% | -$17.3K |
|
2160
LegalZoom.com
LZ
$1.86B
| $81.9K | ﹤0.01% |
12,895
-5,726
| -31% | -$36.4K |
|
2161
Globalstar
GSAT
$3.96B
| $80.5K | ﹤0.01% |
4,329
-26,382
| -86% | -$491K |
|
2162
SSR Mining
SSRM
$4.28B
| $80.4K | ﹤0.01% |
14,152
-5,747
| -29% | -$32.6K |
|
2163
Energy Fuels
UUUU
$2.67B
| $71.1K | ﹤0.01% |
12,952
-2,941
| -19% | -$16.1K |
|
2164
NovaGold Resources
NG
$2.75B
| $69.7K | ﹤0.01% |
17,007
-6,909
| -29% | -$28.3K |
|
2165
8x8 Inc
EGHT
$282M
| $69.7K | ﹤0.01% |
34,156
-152,448
| -82% | -$311K |
|
2166
Archer Aviation
ACHR
$5.48B
| $65.4K | ﹤0.01% |
21,571
-9,493
| -31% | -$28.8K |
|
|
DHC
2167
Diversified Healthcare Trust
DHC
$995M
| $63.8K | ﹤0.01% |
15,218
-6,201
| -29% | -$26K |
|
2168
Community Health Systems
CYH
$409M
| $63.6K | ﹤0.01% |
10,476
-4,358
| -29% | -$26.5K |
|
|
PGRE
2169
Paramount Group
PGRE
$1.66B
| $63.3K | ﹤0.01% |
12,864
-5,228
| -29% | -$25.7K |
|
|
EU
2170
enCore Energy
EU
$436M
| $63.1K | ﹤0.01% |
15,609
-6,708
| -30% | -$27.1K |
|
|
ETWO
2171
DELISTED
E2open Parent Holdings
ETWO
| $63K | ﹤0.01% |
14,275
-2,464
| -15% | -$10.9K |
|
2172
Cipher Mining
CIFR
$2.96B
| $58.5K | ﹤0.01% |
15,121
-6,110
| -29% | -$23.6K |
|
|
SEG.RT
2173
DELISTED
Seaport Entertainment Group Inc. Rights (expiring October 10, 2024)
SEG.RT
| $53.5K | ﹤0.01% |
+18,137
| New | +$53.5K |
|
2174
Arbutus Biopharma
ABUS
$805M
| $53K | ﹤0.01% |
13,755
-12,352
| -47% | -$47.6K |
|
2175
Nordic American Tanker
NAT
$692M
| $52.1K | ﹤0.01% |
14,192
-114,564
| -89% | -$420K |
|