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 |
Alibaba
BABA
|
$205M |
| 2 |
Boston Properties
BXP
|
$179M |
| 3 |
Domino's
DPZ
|
$178M |
| 4 |
VICI Properties
VICI
|
$124M |
| 5 |
Vail Resorts
MTN
|
$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$124M |
| 3 |
SBA Communications
SBAC
|
$118M |
| 4 |
Steris
STE
|
$116M |
| 5 |
Equinix
EQIX
|
$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MOBL
2176
DELISTED
MobileIron, Inc.
MOBL
| $62K | ﹤0.01% | 11,300 -872 | -7% | -$4.78K |
|
2177
Accuray
ARAY
$157M
| $60K | ﹤0.01% | 12,638 -88 | -0.7% | -$418 |
|
|
INFN
2178
DELISTED
Infinera Corporation Common Stock
INFN
| $59K | ﹤0.01% | 13,538 -3,743 | -22% | -$16.3K |
|
2179
Northern Oil and Gas
NOG
$2.55B
| $58K | ﹤0.01% | 21,221 -6,038 | -22% | -$16.5K |
|
2180
Novavax
NVAX
$1.21B
| $57K | ﹤0.01% | 103,271 +1,291 | +1% | +$713 |
|
|
CETV
2181
DELISTED
Central European Media Enterprises Ltd
CETV
| $56K | ﹤0.01% | 14,038 +1,083 | +8% | +$4.32K |
|
|
INSY
2182
DELISTED
Insys Therapeutics, Inc.
INSY
| $51K | ﹤0.01% | 10,988 +335 | +3% | +$1.56K |
|
|
CSLT
2183
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
| $48K | ﹤0.01% | 12,766 -1,748 | -12% | -$6.57K |
|
|
RAD
2184
DELISTED
Rite Aid Corporation
RAD
| $46K | ﹤0.01% | 72,825 -20,080 | -22% | -$12.7K |
|
2185
Coeur Mining
CDE
$8.45B
| $44K | ﹤0.01% | 10,827 -2,996 | -22% | -$12.2K |
|
2186
Clean Energy Fuels
CLNE
$577M
| $41K | ﹤0.01% | 13,152 -4,394 | -25% | -$13.7K |
|
|
LTS
2187
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
| $41K | ﹤0.01% | 14,444 -4,321 | -23% | -$12.3K |
|
|
KDMN
2188
DELISTED
Kadmon Holdings, Inc.
KDMN
| $38K | ﹤0.01% | 14,391 -600 | -4% | -$1.58K |
|
2189
Uranium Energy
UEC
$4.75B
| $35K | ﹤0.01% | 25,176 +775 | +3% | +$1.08K |
|
2190
Verastem
VSTM
$569M
| $32K | ﹤0.01% | 10,892 +332 | +3% | +$975 |
|
|
AXAS
2191
DELISTED
Abraxas Petroleum Corporation
AXAS
| $31K | ﹤0.01% | 25,058 -2,019 | -7% | -$2.5K |
|
2192
Option Care Health
OPCH
$4.65B
| $28K | ﹤0.01% | 13,869 -3,154 | -19% | -$6.37K |
|
2193
Vaalco Energy
EGY
$405M
| $27K | ﹤0.01% | 12,167 -55 | -0.5% | -$122 |
|
2194
Nordic American Tanker
NAT
$659M
| $27K | ﹤0.01% | 13,466 -2,906 | -18% | -$5.83K |
|
|
AT
2195
DELISTED
Atlantic Power Corporation
AT
| $27K | ﹤0.01% | 10,630 -3,560 | -25% | -$9.04K |
|
|
AVEO
2196
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $25K | ﹤0.01% | 31,150 -1,385 | -4% | -$1.11K |
|
|
TYME
2197
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
| $23K | ﹤0.01% | +12,892 | New | +$23K |
|
|
ATHX
2198
DELISTED
Athersys, Inc. Common Stock
ATHX
| $23K | ﹤0.01% | 15,295 -1,682 | -10% | -$2.53K |
|
2199
DURECT Corp
DRRX
$59.6M
| $19K | ﹤0.01% | 29,709 -1,330 | -4% | -$851 |
|
2200
Teekay Tankers
TNK
$1.7B
| $19K | ﹤0.01% | 20,075 -4,435 | -18% | -$4.2K |
|