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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Precigen
PGEN
$1.34B
| $130K | ﹤0.01% |
23,659
+3,236
| +16% | +$17.8K |
|
|
CISN
2177
DELISTED
Cision Ltd. Ordinary Share
CISN
| $126K | ﹤0.01% |
12,626
-2,424
| -16% | -$24.2K |
|
|
CETV
2178
DELISTED
Central European Media Enterprises Ltd
CETV
| $123K | ﹤0.01% |
27,187
+12,485
| +85% | +$56.5K |
|
|
SRNE
2179
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $122K | ﹤0.01% |
35,968
+4,028
| +13% | +$13.7K |
|
2180
Akebia Therapeutics
AKBA
$833M
| $110K | ﹤0.01% |
17,351
-11,049
| -39% | -$70K |
|
|
RUBY
2181
DELISTED
Rubius Therapeutics, Inc
RUBY
| $110K | ﹤0.01% |
11,627
-137
| -1% | -$1.3K |
|
2182
BioCryst Pharmaceuticals
BCRX
$1.74B
| $109K | ﹤0.01% |
31,465
-1,679
| -5% | -$5.82K |
|
2183
Comstock Resources
CRK
$4.73B
| $109K | ﹤0.01% |
+13,252
| New | +$109K |
|
|
ATRS
2184
DELISTED
Antares Pharma, Inc.
ATRS
| $109K | ﹤0.01% |
23,289
-45,122
| -66% | -$211K |
|
2185
Coeur Mining
CDE
$8.45B
| $105K | ﹤0.01% |
13,000
-1,895
| -13% | -$15.3K |
|
2186
Catalyst Pharmaceutical
CPRX
$2.52B
| $105K | ﹤0.01% |
28,088
-1,713
| -6% | -$6.4K |
|
|
VRAY
2187
DELISTED
ViewRay, Inc.
VRAY
| $103K | ﹤0.01% |
24,403
+14,334
| +142% | +$60.5K |
|
2188
Rigel Pharmaceuticals
RIGL
$697M
| $102K | ﹤0.01% |
47,828
-2,822
| -6% | -$6.02K |
|
2189
Hecla Mining
HL
$5.7B
| $99K | ﹤0.01% |
29,159
-6,215
| -18% | -$21.1K |
|
|
FIT
2190
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $99K | ﹤0.01% |
15,132
-6,242
| -29% | -$40.8K |
|
2191
National CineMedia
NCMI
$411M
| $98K | ﹤0.01% |
+13,464
| New | +$98K |
|
2192
Pacific Biosciences
PACB
$393M
| $98K | ﹤0.01% |
19,104
-3,246
| -15% | -$16.7K |
|
|
TELL
2193
DELISTED
Tellurian Inc.
TELL
| $90K | ﹤0.01% |
12,406
-2,295
| -16% | -$16.6K |
|
2194
TherapeuticsMD
TXMD
$12.8M
| $85K | ﹤0.01% |
35,212
-2,687
| -7% | -$6.49K |
|
2195
Viking Therapeutics
VKTX
$3.04B
| $85K | ﹤0.01% |
+10,541
| New | +$85K |
|
|
INFN
2196
DELISTED
Infinera Corporation Common Stock
INFN
| $82K | ﹤0.01% |
10,327
-2,644
| -20% | -$21K |
|
2197
Digital Turbine
APPS
$455M
| $78K | ﹤0.01% |
10,981
-2,052
| -16% | -$14.6K |
|
|
LTRPA
2198
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $77K | ﹤0.01% |
10,482
-1,164
| -10% | -$8.55K |
|
|
KDMN
2199
DELISTED
Kadmon Holdings, Inc.
KDMN
| $77K | ﹤0.01% |
16,889
-3,825
| -18% | -$17.4K |
|
|
STR
2200
DELISTED
Sitio Royalties
STR
| $75K | ﹤0.01% |
+10,605
| New | +$75K |
|