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 |
iShares Core S&P 500 ETF
IVV
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Novavax
NVAX
$1.2B
| $98K | ﹤0.01% |
12,187
-232
| -2% | -$1.87K |
|
2152
Fastly
FSLY
$1.08B
| $97.3K | ﹤0.01% |
10,312
-1,262
| -11% | -$11.9K |
|
2153
American Express Global Business Travel
GBTG
$3.88B
| $96.2K | ﹤0.01% |
10,365
-972
| -9% | -$9.02K |
|
2154
Teladoc Health
TDOC
$1.37B
| $93.9K | ﹤0.01% |
10,333
-2,142
| -17% | -$19.5K |
|
2155
Aurinia Pharmaceuticals
AUPH
$1.58B
| $92.6K | ﹤0.01% |
10,316
-1,325
| -11% | -$11.9K |
|
2156
LegalZoom.com
LZ
$1.98B
| $82K | ﹤0.01% |
10,913
-1,982
| -15% | -$14.9K |
|
2157
SGHC Ltd
SGHC
$5.85B
| $80.6K | ﹤0.01% |
12,940
-1,100
| -8% | -$6.85K |
|
|
RDFN
2158
DELISTED
Redfin
RDFN
| $79.6K | ﹤0.01% |
10,119
-868
| -8% | -$6.83K |
|
2159
Array Technologies
ARRY
$1.32B
| $79.5K | ﹤0.01% |
13,165
-1,125
| -8% | -$6.8K |
|
2160
Shoals Technologies Group
SHLS
$1.13B
| $79K | ﹤0.01% |
14,283
-1,788
| -11% | -$9.89K |
|
2161
SSR Mining
SSRM
$4.13B
| $78.4K | ﹤0.01% |
11,263
-2,889
| -20% | -$20.1K |
|
2162
AMC Entertainment Holdings
AMC
$1.39B
| $76.7K | ﹤0.01% |
19,268
-4,347
| -18% | -$17.3K |
|
2163
Cipher Mining
CIFR
$3.19B
| $70.8K | ﹤0.01% |
15,249
+128
| +0.8% | +$594 |
|
2164
CommScope
COMM
$3.57B
| $61.7K | ﹤0.01% |
11,847
-2,882
| -20% | -$15K |
|
2165
Opendoor
OPEN
$3.78B
| $56.3K | ﹤0.01% |
35,204
-9,399
| -21% | -$15K |
|
2166
Energy Fuels
UUUU
$2.64B
| $52.8K | ﹤0.01% |
10,291
-2,661
| -21% | -$13.7K |
|
2167
Agilon Health
AGL
$497M
| $52.4K | ﹤0.01% |
27,554
-1,340
| -5% | -$2.55K |
|
|
BORR
2168
Borr Drilling
BORR
$793M
| $51.2K | ﹤0.01% |
13,138
-3,385
| -20% | -$13.2K |
|
|
PGRE
2169
Paramount Group
PGRE
$1.62B
| $50.6K | ﹤0.01% |
10,234
-2,630
| -20% | -$13K |
|
|
EU
2170
enCore Energy
EU
$442M
| $49.1K | ﹤0.01% |
14,391
-1,218
| -8% | -$4.15K |
|
2171
Planet Labs
PL
$1.95B
| $47.7K | ﹤0.01% |
11,813
-3,084
| -21% | -$12.5K |
|
2172
Evolv Technologies
EVLV
$1.37B
| $45.8K | ﹤0.01% |
11,591
-625
| -5% | -$2.47K |
|
2173
NovaGold Resources
NG
$2.73B
| $45.2K | ﹤0.01% |
13,567
-3,440
| -20% | -$11.5K |
|
2174
indie Semiconductor
INDI
$856M
| $43.5K | ﹤0.01% |
10,739
-2,210
| -17% | -$8.95K |
|
2175
Arbutus Biopharma
ABUS
$753M
| $41.9K | ﹤0.01% |
12,816
-939
| -7% | -$3.07K |
|