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 MBS ETF
MBB
|
$250M |
| 2 |
Host Hotels & Resorts
HST
|
$201M |
| 3 |
Wayfair
W
|
$173M |
| 4 |
AerCap
AER
|
$120M |
| 5 |
Fastenal
FAST
|
$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$182M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
Scotiabank
BNS
|
$129M |
| 5 |
Applied Materials
AMAT
|
$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Akebia Therapeutics
AKBA
$809M
| $111K | ﹤0.01% |
28,400
+10,527
| +59% | +$41.1K |
|
|
LTRPA
2177
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $110K | ﹤0.01% |
+11,646
| New | +$110K |
|
|
MOBL
2178
DELISTED
MobileIron, Inc.
MOBL
| $103K | ﹤0.01% |
15,730
+2,357
| +18% | +$15.4K |
|
2179
GoPro
GPRO
$229M
| $101K | ﹤0.01% |
19,516
+3,812
| +24% | +$19.7K |
|
2180
Permian Resources
PR
$10.1B
| $100K | ﹤0.01% |
22,038
+4,018
| +22% | +$18.2K |
|
|
IMGN
2181
DELISTED
Immunogen Inc
IMGN
| $100K | ﹤0.01% |
41,262
+3,823
| +10% | +$9.27K |
|
2182
BioCryst Pharmaceuticals
BCRX
$1.73B
| $95K | ﹤0.01% |
33,144
+3,391
| +11% | +$9.72K |
|
2183
Rigel Pharmaceuticals
RIGL
$696M
| $95K | ﹤0.01% |
5,065
+496
| +11% | +$9.3K |
|
|
LGF.B
2184
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $95K | ﹤0.01% |
10,835
+338
| +3% | +$2.96K |
|
|
GLUU
2185
DELISTED
Glu Mobile Inc.
GLUU
| $94K | ﹤0.01% |
18,853
+3,382
| +22% | +$16.9K |
|
|
RUBY
2186
DELISTED
Rubius Therapeutics, Inc
RUBY
| $92K | ﹤0.01% |
11,764
-380
| -3% | -$2.97K |
|
2187
Radiant Logistics
RLGT
$302M
| $89K | ﹤0.01% |
17,295
+1,152
| +7% | +$5.93K |
|
|
FG
2188
DELISTED
FGL Holdings Ordinary Shares
FG
| $86K | ﹤0.01% |
10,774
-1,984
| -16% | -$15.8K |
|
2189
Digital Turbine
APPS
$448M
| $84K | ﹤0.01% |
+13,033
| New | +$84K |
|
|
TEUM
2190
DELISTED
Pareteum Corporation
TEUM
| $83K | ﹤0.01% |
63,970
+5,536
| +9% | +$7.18K |
|
2191
Antero Resources
AR
$10B
| $82K | ﹤0.01% |
27,186
+373
| +1% | +$1.13K |
|
2192
Lloyds Banking Group
LYG
$64.7B
| $82K | ﹤0.01% |
30,879
| – | – |
|
|
FIT
2193
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $81K | ﹤0.01% |
21,374
+5,225
| +32% | +$19.8K |
|
2194
Conduent
CNDT
$434M
| $79K | ﹤0.01% |
+12,685
| New | +$79K |
|
2195
Genie Energy
GNE
$404M
| $79K | ﹤0.01% |
+10,648
| New | +$79K |
|
|
SNR
2196
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $77K | ﹤0.01% |
+11,459
| New | +$77K |
|
|
AGEN
2197
Agenus
AGEN
$132M
| $76K | ﹤0.01% |
1,507
+160
| +12% | +$8.07K |
|
2198
Coeur Mining
CDE
$9.11B
| $72K | ﹤0.01% |
14,895
+3,862
| +35% | +$18.7K |
|
2199
MannKind Corp
MNKD
$1.62B
| $71K | ﹤0.01% |
56,508
+4,262
| +8% | +$5.36K |
|
|
INFN
2200
DELISTED
Infinera Corporation Common Stock
INFN
| $71K | ﹤0.01% |
12,971
+753
| +6% | +$4.12K |
|