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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ILPT
2176
Industrial Logistics Properties Trust
ILPT
$406M
| $190K | ﹤0.01% |
65,667
+23,244
| +55% | +$67.2K |
|
2177
Vera Therapeutics
VERA
$1.59B
| $189K | ﹤0.01% |
13,771
+533
| +4% | +$7.31K |
|
2178
Editas Medicine
EDIT
$243M
| $189K | ﹤0.01% |
24,197
+5,202
| +27% | +$40.6K |
|
|
CIM
2179
Chimera Investment
CIM
$1.17B
| $188K | ﹤0.01% |
11,473
+3,226
| +39% | +$52.8K |
|
2180
Riot Platforms
RIOT
$5.6B
| $187K | ﹤0.01% |
20,046
+1,739
| +9% | +$16.2K |
|
2181
Aris Water Solutions
ARIS
$782M
| $186K | ﹤0.01% |
18,593
+6,068
| +48% | +$60.6K |
|
2182
OmniAb
OABI
$227M
| $185K | ﹤0.01% |
35,660
+4,880
| +16% | +$25.3K |
|
2183
Mitek Systems
MITK
$456M
| $184K | ﹤0.01% |
17,136
+3,960
| +30% | +$42.5K |
|
2184
Invesco Preferred ETF
PGX
$3.95B
| $183K | ﹤0.01% |
16,667
-103,577
| -86% | -$1.13M |
|
2185
Enovix
ENVX
$1.99B
| $180K | ﹤0.01% |
16,365
-2,113
| -11% | -$23.2K |
|
2186
Cassava Sciences
SAVA
$106M
| $176K | ﹤0.01% |
10,554
-223
| -2% | -$3.71K |
|
2187
Treace Medical Concepts
TMCI
$466M
| $175K | ﹤0.01% |
13,348
-187
| -1% | -$2.45K |
|
|
OPI
2188
Office Properties Income Trust
OPI
$17M
| $173K | ﹤0.01% |
42,234
-256,590
| -86% | -$1.05M |
|
2189
Prime Medicine
PRME
$710M
| $172K | ﹤0.01% |
18,041
+12
| +0.1% | +$114 |
|
2190
ChargePoint
CHPT
$246M
| $171K | ﹤0.01% |
1,724
+227
| +15% | +$22.6K |
|
2191
Novavax
NVAX
$1.3B
| $170K | ﹤0.01% |
23,502
+71
| +0.3% | +$514 |
|
2192
Viridian Therapeutics
VRDN
$1.63B
| $170K | ﹤0.01% |
11,056
+222
| +2% | +$3.41K |
|
2193
Sana Biotechnology
SANA
$762M
| $165K | ﹤0.01% |
42,664
+4,928
| +13% | +$19.1K |
|
2194
Integral Ad Science
IAS
$1.43B
| $164K | ﹤0.01% |
13,819
-23,465
| -63% | -$279K |
|
2195
First Foundation Inc
FFWM
$489M
| $164K | ﹤0.01% |
26,926
+8,888
| +49% | +$54K |
|
2196
Tactile Systems Technology
TCMD
$305M
| $164K | ﹤0.01% |
11,650
-65,887
| -85% | -$926K |
|
|
BORR
2197
Borr Drilling
BORR
$876M
| $163K | ﹤0.01% |
22,997
-4,025
| -15% | -$28.6K |
|
2198
Travere Therapeutics
TVTX
$1.93B
| $163K | ﹤0.01% |
18,205
-177
| -1% | -$1.58K |
|
2199
Kymera Therapeutics
KYMR
$3.16B
| $161K | ﹤0.01% |
11,583
-145
| -1% | -$2.02K |
|
2200
Theravance Biopharma
TBPH
$691M
| $161K | ﹤0.01% |
18,637
+1,764
| +10% | +$15.2K |
|