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 |
Brookfield
BN
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
ImmunityBio
IBRX
$2.26B
| $206K | ﹤0.01% |
74,054
+9,246
| +14% | +$25.7K |
|
2177
CryoPort
CYRX
$443M
| $205K | ﹤0.01% |
11,891
-65
| -0.5% | -$1.12K |
|
2178
Barrett Business Services
BBSI
$1.26B
| $204K | ﹤0.01% |
+9,360
| New | +$204K |
|
2179
Weis Markets
WMK
$1.79B
| $204K | ﹤0.01% |
+3,170
| New | +$204K |
|
|
BORR
2180
Borr Drilling
BORR
$862M
| $203K | ﹤0.01% |
27,022
+4,426
| +20% | +$33.3K |
|
2181
Magnite
MGNI
$3.54B
| $203K | ﹤0.01% |
14,898
-183
| -1% | -$2.5K |
|
2182
Eastern Bankshares
EBC
$3.45B
| $202K | ﹤0.01% |
16,468
-920
| -5% | -$11.3K |
|
2183
Transcat
TRNS
$724M
| $201K | ﹤0.01% |
+2,353
| New | +$201K |
|
2184
Coursera
COUR
$1.84B
| $200K | ﹤0.01% |
15,377
+2,823
| +22% | +$36.8K |
|
|
SAVE
2185
DELISTED
Spirit Airlines, Inc.
SAVE
| $200K | ﹤0.01% |
11,657
-769
| -6% | -$13.2K |
|
2186
Aclaris Therapeutics
ACRS
$224M
| $198K | ﹤0.01% |
19,133
+2,200
| +13% | +$22.8K |
|
|
EQRX
2187
DELISTED
EQRx, Inc. Common Stock
EQRX
| $198K | ﹤0.01% |
106,278
+20,818
| +24% | +$38.7K |
|
2188
Rocket Lab Corporation Common Stock
RKLB
$20.7B
| $198K | ﹤0.01% |
32,920
+8,960
| +37% | +$53.8K |
|
2189
Avidity Biosciences
RNA
$6.24B
| $194K | ﹤0.01% |
17,503
+2,013
| +13% | +$22.3K |
|
2190
Day One Biopharmaceuticals
DAWN
$759M
| $194K | ﹤0.01% |
16,212
+2,499
| +18% | +$29.8K |
|
2191
DocGo
DCGO
$148M
| $191K | ﹤0.01% |
20,437
-1,731
| -8% | -$16.2K |
|
2192
Lyell Immunopharma
LYEL
$225M
| $191K | ﹤0.01% |
3,008
+277
| +10% | +$17.6K |
|
2193
Kratos Defense & Security Solutions
KTOS
$10.7B
| $191K | ﹤0.01% |
13,324
-760
| -5% | -$10.9K |
|
2194
Kura Oncology
KURA
$706M
| $186K | ﹤0.01% |
17,587
+401
| +2% | +$4.24K |
|
2195
Laureate Education
LAUR
$4.08B
| $184K | ﹤0.01% |
15,233
-90
| -0.6% | -$1.09K |
|
2196
Viking Therapeutics
VKTX
$2.98B
| $184K | ﹤0.01% |
+11,351
| New | +$184K |
|
2197
SIGA Technologies
SIGA
$608M
| $183K | ﹤0.01% |
36,249
-666,743
| -95% | -$3.37M |
|
2198
Bumble
BMBL
$672M
| $181K | ﹤0.01% |
10,794
-619
| -5% | -$10.4K |
|
2199
Mirion Technologies
MIR
$4.84B
| $180K | ﹤0.01% |
21,285
+5,673
| +36% | +$47.9K |
|
2200
Denny's
DENN
$248M
| $176K | ﹤0.01% |
14,249
+1,236
| +9% | +$15.2K |
|