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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$451M |
| 2 |
Meta Platforms (Facebook)
META
|
$357M |
| 3 |
LPL Financial
LPLA
|
$209M |
| 4 |
Vulcan Materials
VMC
|
$183M |
| 5 |
Healthpeak Properties
DOC
|
$175M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$877M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$629M |
| 3 |
Netflix
NFLX
|
$421M |
| 4 |
Progressive
PGR
|
$384M |
| 5 |
CarMax
KMX
|
$270M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Financials | 16.54% |
| 3 | Real Estate | 12.06% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Industrials | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EU
2201
enCore Energy
EU
$442M
| $36.1K | ﹤0.01% |
12,611
-1,366
| -10% | -$3.91K |
|
2202
Nuvation Bio
NUVB
$1.08B
| $33.4K | ﹤0.01% |
17,141
+5,383
| +46% | +$10.5K |
|
2203
Arbutus Biopharma
ABUS
$753M
| $33.4K | ﹤0.01% |
10,808
-720
| -6% | -$2.23K |
|
2204
Opko Health
OPK
$1.1B
| $32.7K | ﹤0.01% |
24,773
+3,648
| +17% | +$4.82K |
|
2205
Taysha Gene Therapies
TSHA
$791M
| $28.1K | ﹤0.01% |
12,160
-1,829
| -13% | -$4.23K |
|
|
BORR
2206
Borr Drilling
BORR
$793M
| $27.9K | ﹤0.01% |
15,242
-649
| -4% | -$1.19K |
|
2207
Conduent
CNDT
$444M
| $27.8K | ﹤0.01% |
10,533
+217
| +2% | +$573 |
|
2208
Butterfly Network
BFLY
$378M
| $27.3K | ﹤0.01% |
13,661
-296,766
| -96% | -$594K |
|
2209
Bit Digital
BTBT
$804M
| $27.2K | ﹤0.01% |
+12,424
| New | +$27.2K |
|
|
SVC
2210
Service Properties Trust
SVC
$456M
| $25.3K | ﹤0.01% |
10,589
-384
| -3% | -$918 |
|
2211
Standard BioTools
LAB
$493M
| $24.6K | ﹤0.01% |
20,497
-281
| -1% | -$337 |
|
|
NXDR
2212
Nextdoor Holdings
NXDR
$802M
| $24.1K | ﹤0.01% |
14,498
+3,165
| +28% | +$5.25K |
|
2213
Clean Energy Fuels
CLNE
$548M
| $23.9K | ﹤0.01% |
12,243
+811
| +7% | +$1.58K |
|
2214
Pacific Biosciences
PACB
$378M
| $23.1K | ﹤0.01% |
18,602
+167
| +0.9% | +$207 |
|
2215
Gevo
GEVO
$394M
| $20.9K | ﹤0.01% |
+15,846
| New | +$20.9K |
|
2216
Microvision
MVIS
$334M
| $19.9K | ﹤0.01% |
17,477
+1,809
| +12% | +$2.06K |
|
2217
Cerus
CERS
$251M
| $18.5K | ﹤0.01% |
13,138
-1,269
| -9% | -$1.79K |
|
2218
Gossamer Bio
GOSS
$587M
| $16.6K | ﹤0.01% |
+13,508
| New | +$16.6K |
|
2219
Kopin
KOPN
$334M
| $16.3K | ﹤0.01% |
+10,633
| New | +$16.3K |
|
2220
Erasca
ERAS
$406M
| $15.9K | ﹤0.01% |
12,496
-26
| -0.2% | -$33 |
|
2221
Precigen
PGEN
$1.42B
| $15.2K | ﹤0.01% |
+10,712
| New | +$15.2K |
|
2222
Olaplex Holdings
OLPX
$954M
| $14.1K | ﹤0.01% |
+10,097
| New | +$14.1K |
|
2223
Allogene Therapeutics
ALLO
$249M
| $11.7K | ﹤0.01% |
+10,382
| New | +$11.7K |
|
2224
Wolfspeed
WOLF
$203M
| $4.27K | ﹤0.01% |
10,702
-761,605
| -99% | -$304K |
|
2225
Arcellx
ACLX
$3.95B
| – | – |
-3,495
| Closed | -$229K |
|