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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
Advantage Solutions
ADV
$626M
| $155K | ﹤0.01% |
48,093
+5,107
| +12% | +$16.4K |
|
2177
SoundHound AI
SOUN
$6.23B
| $151K | ﹤0.01% |
38,340
+19,780
| +107% | +$78.1K |
|
2178
Peloton Interactive
PTON
$3.3B
| $151K | ﹤0.01% |
44,798
+10,367
| +30% | +$35K |
|
2179
Asana
ASAN
$3.25B
| $150K | ﹤0.01% |
10,723
-442
| -4% | -$6.18K |
|
|
BORR
2180
Borr Drilling
BORR
$856M
| $150K | ﹤0.01% |
23,246
-6,321
| -21% | -$40.8K |
|
2181
Invesco Preferred ETF
PGX
$3.95B
| $149K | ﹤0.01% |
+12,922
| New | +$149K |
|
|
OSG
2182
DELISTED
Overseas Shipholding Group Inc.
OSG
| $149K | ﹤0.01% |
17,529
-258
| -1% | -$2.19K |
|
2183
Plug Power
PLUG
$1.66B
| $149K | ﹤0.01% |
63,780
+19,824
| +45% | +$46.2K |
|
2184
Montauk Renewables
MNTK
$293M
| $148K | ﹤0.01% |
25,902
+2,107
| +9% | +$12K |
|
2185
Shoals Technologies Group
SHLS
$1.19B
| $145K | ﹤0.01% |
23,173
+104
| +0.5% | +$649 |
|
2186
RLJ Lodging Trust
RLJ
$1.16B
| $144K | ﹤0.01% |
14,945
-2,578
| -15% | -$24.8K |
|
2187
Rocket Companies
RKT
$43.1B
| $141K | ﹤0.01% |
10,292
-32
| -0.3% | -$438 |
|
2188
Sana Biotechnology
SANA
$762M
| $141K | ﹤0.01% |
25,781
-10,613
| -29% | -$57.9K |
|
2189
SiriusXM
SIRI
$8.23B
| $138K | ﹤0.01% |
4,881
-522
| -10% | -$14.8K |
|
2190
Cogent Biosciences
COGT
$1.77B
| $137K | ﹤0.01% |
16,211
-3,704
| -19% | -$31.2K |
|
|
AIV
2191
Aimco
AIV
$1.1B
| $137K | ﹤0.01% |
16,478
| – | – |
|
2192
TeraWulf
WULF
$3.61B
| $136K | ﹤0.01% |
30,529
+13,142
| +76% | +$58.5K |
|
2193
AMC Entertainment Holdings
AMC
$1.45B
| $136K | ﹤0.01% |
27,276
+7,185
| +36% | +$35.8K |
|
2194
Aurinia Pharmaceuticals
AUPH
$1.62B
| $135K | ﹤0.01% |
23,592
-11,677
| -33% | -$66.7K |
|
2195
AST SpaceMobile
ASTS
$11B
| $134K | ﹤0.01% |
11,567
-3,854
| -25% | -$44.7K |
|
2196
Coursera
COUR
$1.9B
| $133K | ﹤0.01% |
18,585
+786
| +4% | +$5.63K |
|
2197
iQIYI
IQ
$2.62B
| $133K | ﹤0.01% |
+36,104
| New | +$133K |
|
2198
Viridian Therapeutics
VRDN
$1.62B
| $132K | ﹤0.01% |
10,145
-1,770
| -15% | -$23K |
|
2199
NIO
NIO
$13.9B
| $130K | ﹤0.01% |
+31,261
| New | +$130K |
|
|
VZIO
2200
DELISTED
VIZIO Holding Corp.
VZIO
| $130K | ﹤0.01% |
12,004
+1,926
| +19% | +$20.8K |
|