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 |
iShares Core S&P 500 ETF
IVV
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
TETRA Technologies
TTI
$629M
| $40.1K | ﹤0.01% |
11,206
-548
| -5% | -$1.96K |
|
2177
GrafTech
EAF
$236M
| $39.1K | ﹤0.01% |
2,262
-293
| -11% | -$5.07K |
|
2178
Ardagh Metal Packaging
AMBP
$2.1B
| $38.8K | ﹤0.01% |
12,896
-633
| -5% | -$1.91K |
|
|
URG
2179
Ur-Energy
URG
$569M
| $34.4K | ﹤0.01% |
29,949
-1,163
| -4% | -$1.34K |
|
2180
Talkspace
TALK
$444M
| $33.9K | ﹤0.01% |
10,973
-1,333
| -11% | -$4.12K |
|
2181
Standard BioTools
LAB
$493M
| $33K | ﹤0.01% |
18,849
-3,644
| -16% | -$6.38K |
|
2182
ChargePoint
CHPT
$252M
| $31.9K | ﹤0.01% |
1,493
-172
| -10% | -$3.68K |
|
|
ETWO
2183
DELISTED
E2open Parent Holdings
ETWO
| $30.1K | ﹤0.01% |
11,331
-2,944
| -21% | -$7.83K |
|
2184
ImmunityBio
IBRX
$2.24B
| $29.7K | ﹤0.01% |
11,593
-920
| -7% | -$2.36K |
|
2185
Clear Channel Outdoor Holdings
CCO
$636M
| $29.6K | ﹤0.01% |
21,640
-3,984
| -16% | -$5.46K |
|
2186
Nordic American Tanker
NAT
$671M
| $28.2K | ﹤0.01% |
11,297
-2,895
| -20% | -$7.24K |
|
2187
Pacific Biosciences
PACB
$378M
| $27.9K | ﹤0.01% |
15,248
-3,917
| -20% | -$7.17K |
|
|
DHC
2188
Diversified Healthcare Trust
DHC
$903M
| $27.8K | ﹤0.01% |
12,093
-3,125
| -21% | -$7.19K |
|
2189
Nuvation Bio
NUVB
$1.08B
| $27K | ﹤0.01% |
10,139
-2,363
| -19% | -$6.29K |
|
2190
Esperion Therapeutics
ESPR
$490M
| $26.6K | ﹤0.01% |
12,099
-3,245
| -21% | -$7.14K |
|
2191
Opko Health
OPK
$1.1B
| $26.5K | ﹤0.01% |
18,032
-4,708
| -21% | -$6.92K |
|
2192
Taysha Gene Therapies
TSHA
$791M
| $25.9K | ﹤0.01% |
14,971
-828
| -5% | -$1.43K |
|
2193
Erasca
ERAS
$406M
| $25.4K | ﹤0.01% |
10,136
-2,245
| -18% | -$5.64K |
|
2194
Cerus
CERS
$251M
| $24.6K | ﹤0.01% |
15,992
-899
| -5% | -$1.38K |
|
2195
Lightwave Logic
LWLG
$405M
| $23.6K | ﹤0.01% |
11,245
+38
| +0.3% | +$80 |
|
2196
Akebia Therapeutics
AKBA
$827M
| $23.2K | ﹤0.01% |
12,221
-3,556
| -23% | -$6.76K |
|
2197
fuboTV
FUBO
$1.27B
| $23K | ﹤0.01% |
18,229
-3,769
| -17% | -$4.75K |
|
2198
Microvision
MVIS
$334M
| $20.9K | ﹤0.01% |
15,931
-1,045
| -6% | -$1.37K |
|
2199
Sana Biotechnology
SANA
$759M
| $20.4K | ﹤0.01% |
12,499
+135
| +1% | +$220 |
|
2200
SmartRent
SMRT
$271M
| $19.5K | ﹤0.01% |
11,165
-2,169
| -16% | -$3.8K |
|