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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Dyne Therapeutics
DYN
$2.02B
| $193K | ﹤0.01% |
14,546
-683
| -4% | -$9.08K |
|
2177
CareDx
CDNA
$736M
| $193K | ﹤0.01% |
16,080
-1,555
| -9% | -$18.7K |
|
2178
Bumble
BMBL
$697M
| $189K | ﹤0.01% |
12,796
-2,252
| -15% | -$33.2K |
|
|
BORR
2179
Borr Drilling
BORR
$870M
| $187K | ﹤0.01% |
25,442
+2,445
| +11% | +$18K |
|
2180
Aurora
AUR
$10.6B
| $186K | ﹤0.01% |
42,657
-6,321
| -13% | -$27.6K |
|
2181
Ginkgo Bioworks
DNA
$660M
| $186K | ﹤0.01% |
2,753
-505
| -16% | -$34.1K |
|
2182
CryoPort
CYRX
$518M
| $185K | ﹤0.01% |
11,948
+267
| +2% | +$4.14K |
|
2183
Theravance Biopharma
TBPH
$703M
| $184K | ﹤0.01% |
16,390
-2,247
| -12% | -$25.3K |
|
2184
RE/MAX Holdings
RMAX
$194M
| $183K | ﹤0.01% |
13,744
+2,304
| +20% | +$30.7K |
|
2185
DocGo
DCGO
$155M
| $183K | ﹤0.01% |
32,758
+7,167
| +28% | +$40.1K |
|
|
ITOS
2186
DELISTED
iTeos Therapeutics
ITOS
| $180K | ﹤0.01% |
16,430
-135,912
| -89% | -$1.49M |
|
2187
Edgewise Therapeutics
EWTX
$1.64B
| $179K | ﹤0.01% |
16,400
-1,161
| -7% | -$12.7K |
|
2188
Rocket Lab Corporation Common Stock
RKLB
$22.1B
| $178K | ﹤0.01% |
32,236
+2,804
| +10% | +$15.5K |
|
2189
Avidity Biosciences
RNA
$6.48B
| $176K | ﹤0.01% |
19,485
-1,461
| -7% | -$13.2K |
|
2190
Treace Medical Concepts
TMCI
$453M
| $173K | ﹤0.01% |
13,556
+208
| +2% | +$2.65K |
|
2191
Universal Insurance Holdings
UVE
$697M
| $171K | ﹤0.01% |
+10,726
| New | +$171K |
|
2192
DHT Holdings
DHT
$2B
| $171K | ﹤0.01% |
17,411
-2,888
| -14% | -$28.3K |
|
2193
Ardelyx
ARDX
$1.57B
| $170K | ﹤0.01% |
27,450
+2,416
| +10% | +$15K |
|
2194
Stagwell
STGW
$1.44B
| $169K | ﹤0.01% |
25,420
+2,507
| +11% | +$16.6K |
|
|
DO
2195
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $168K | ﹤0.01% |
12,924
-2,146
| -14% | -$27.9K |
|
2196
Travere Therapeutics
TVTX
$1.93B
| $165K | ﹤0.01% |
18,362
+157
| +0.9% | +$1.41K |
|
2197
SFL Corp
SFL
$1.09B
| $165K | ﹤0.01% |
14,621
-2,426
| -14% | -$27.4K |
|
2198
Krispy Kreme
DNUT
$579M
| $163K | ﹤0.01% |
10,798
-992
| -8% | -$15K |
|
2199
Sana Biotechnology
SANA
$752M
| $160K | ﹤0.01% |
39,228
-3,436
| -8% | -$14K |
|
2200
Prime Medicine
PRME
$663M
| $159K | ﹤0.01% |
17,890
-151
| -0.8% | -$1.34K |
|