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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Esperion Therapeutics
ESPR
$448M
| $19.1K | ﹤0.01% |
13,256
+1,157
| +10% | +$1.67K |
|
2152
ChargePoint
CHPT
$263M
| $18.3K | ﹤0.01% |
30,233
+380
| +1% | +$230 |
|
|
URG
2153
Ur-Energy
URG
$507M
| $18K | ﹤0.01% |
26,765
-3,184
| -11% | -$2.15K |
|
2154
GrafTech
EAF
$255M
| $17.8K | ﹤0.01% |
20,359
-2,265
| -10% | -$1.98K |
|
2155
Clean Energy Fuels
CLNE
$577M
| $17.7K | ﹤0.01% |
+11,432
| New | +$17.7K |
|
|
NXDR
2156
Nextdoor Holdings
NXDR
$794M
| $17.3K | ﹤0.01% |
+11,333
| New | +$17.3K |
|
2157
Erasca
ERAS
$445M
| $17.2K | ﹤0.01% |
12,522
+2,386
| +24% | +$3.27K |
|
2158
Ocugen
OCGN
$319M
| $15.3K | ﹤0.01% |
21,630
-616
| -3% | -$435 |
|
2159
SmartRent
SMRT
$278M
| $14.6K | ﹤0.01% |
12,069
+904
| +8% | +$1.09K |
|
|
IAUX
2160
i-80 Gold Corp
IAUX
$653M
| $11.8K | ﹤0.01% |
20,313
+1,217
| +6% | +$708 |
|
2161
Ring Energy
REI
$225M
| $11.7K | ﹤0.01% |
+10,140
| New | +$11.7K |
|
2162
Solid Power
SLDP
$785M
| $11.1K | ﹤0.01% |
+10,590
| New | +$11.1K |
|
2163
Lightwave Logic
LWLG
$435M
| $10.6K | ﹤0.01% |
10,355
-890
| -8% | -$912 |
|
2164
Leslie's
LESL
$61.7M
| $9.89K | ﹤0.01% |
13,440
-887,437
| -99% | -$653K |
|
2165
Nektar Therapeutics
NKTR
$568M
| $7.79K | ﹤0.01% |
11,454
+687
| +6% | +$467 |
|
2166
Lyell Immunopharma
LYEL
$213M
| $5.92K | ﹤0.01% |
10,997
| – | – |
|
2167
Lineage Cell Therapeutics
LCTX
$267M
| $5.75K | ﹤0.01% |
12,740
-960
| -7% | -$434 |
|
2168
SES AI
SES
$399M
| $5.21K | ﹤0.01% |
+10,015
| New | +$5.21K |
|
2169
Stem
STEM
$126M
| $3.86K | ﹤0.01% |
11,021
+431
| +4% | +$151 |
|
2170
Mersana Therapeutics
MRSN
$36.5M
| $3.56K | ﹤0.01% |
+10,354
| New | +$3.56K |
|
2171
X4 Pharmaceuticals
XFOR
$84.2M
| $3.24K | ﹤0.01% |
13,720
-771
| -5% | -$182 |
|
2172
C3.ai
AI
$2.33B
| – | – |
-9,419
| Closed | -$324K |
|
2173
Ambac
AMBC
$419M
| – | – |
-229,954
| Closed | -$2.91M |
|
2174
Apellis Pharmaceuticals
APLS
$3.48B
| – | – |
-9,094
| Closed | -$290K |
|
|
BBU
2175
Brookfield Business Partners
BBU
$2.39B
| – | – |
-9,137
| Closed | -$214K |
|