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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Outfront Media
OUT
$3.17B
| $405K | ﹤0.01% |
15,327
-852
| -5% | -$22.5K |
|
2177
Kinetik
KNTK
$2.55B
| $404K | ﹤0.01% |
13,166
-5,070
| -28% | -$156K |
|
2178
Zillow
ZG
$21B
| $401K | ﹤0.01% |
6,446
+324
| +5% | +$20.2K |
|
2179
Open Lending Corp
LPRO
$252M
| $399K | ﹤0.01% |
17,732
-4,138
| -19% | -$93.1K |
|
|
AYX
2180
DELISTED
Alteryx, Inc.
AYX
| $397K | ﹤0.01% |
6,566
+274
| +4% | +$16.6K |
|
2181
StoneCo
STNE
$4.78B
| $396K | ﹤0.01% |
+23,516
| New | +$396K |
|
2182
AppFolio
APPF
$10.3B
| $392K | ﹤0.01% |
3,240
-696
| -18% | -$84.2K |
|
2183
Cohen & Steers
CNS
$3.67B
| $392K | ﹤0.01% |
4,232
-990
| -19% | -$91.7K |
|
2184
Information Services Group
III
$253M
| $392K | ﹤0.01% |
+51,446
| New | +$392K |
|
|
SRNE
2185
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $391K | ﹤0.01% |
84,050
-26,662
| -24% | -$124K |
|
2186
Beyond Meat
BYND
$198M
| $388K | ﹤0.01% |
5,954
+225
| +4% | +$14.7K |
|
2187
Magnite
MGNI
$3.61B
| $386K | ﹤0.01% |
22,083
-5,150
| -19% | -$90K |
|
2188
AdaptHealth
AHCO
$1.27B
| $385K | ﹤0.01% |
15,732
-148,423
| -90% | -$3.63M |
|
|
NKLA
2189
DELISTED
Nikola Corporation Common Stock
NKLA
| $383K | ﹤0.01% |
1,294
-279
| -18% | -$82.6K |
|
2190
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$98.8M
| $382K | ﹤0.01% |
10,725
-12
| -0.1% | -$427 |
|
2191
GrafTech
EAF
$229M
| $381K | ﹤0.01% |
3,221
-755
| -19% | -$89.3K |
|
|
VCRA
2192
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $380K | ﹤0.01% |
5,866
-1,373
| -19% | -$88.9K |
|
2193
Allison Transmission
ALSN
$7.52B
| $379K | ﹤0.01% |
10,414
+127
| +1% | +$4.62K |
|
2194
Verra Mobility
VRRM
$3.9B
| $378K | ﹤0.01% |
24,473
-3,648
| -13% | -$56.3K |
|
2195
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
| $373K | ﹤0.01% |
7,024
-46
| -0.7% | -$2.44K |
|
2196
Lucid Motors
LCID
$5.96B
| $373K | ﹤0.01% |
+981
| New | +$373K |
|
|
TMX
2197
DELISTED
Terminix Global Holdings, Inc.
TMX
| $369K | ﹤0.01% |
8,160
-1,644
| -17% | -$74.3K |
|
2198
Stem
STEM
$113M
| $368K | ﹤0.01% |
969
+460
| +90% | +$175K |
|
2199
Cardlytics
CDLX
$48.5M
| $364K | ﹤0.01% |
5,503
-1,208
| -18% | -$79.9K |
|
2200
Accuray
ARAY
$175M
| $363K | ﹤0.01% |
76,161
-40,127
| -35% | -$191K |
|