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 MBS ETF
MBB
|
$250M |
| 2 |
Host Hotels & Resorts
HST
|
$201M |
| 3 |
Wayfair
W
|
$173M |
| 4 |
AerCap
AER
|
$120M |
| 5 |
Fastenal
FAST
|
$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$182M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
Scotiabank
BNS
|
$129M |
| 5 |
Applied Materials
AMAT
|
$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SRNE
2201
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $68K | ﹤0.01% |
31,940
+3,788
| +13% | +$8.07K |
|
|
CETV
2202
DELISTED
Central European Media Enterprises Ltd
CETV
| $66K | ﹤0.01% |
14,702
+1,799
| +14% | +$8.08K |
|
2203
TG Therapeutics
TGTX
$5.03B
| $65K | ﹤0.01% |
+11,641
| New | +$65K |
|
|
CVRS
2204
DELISTED
CORINDUS VASCULAR ROBOTICS, INC
CVRS
| $65K | ﹤0.01% |
+15,102
| New | +$65K |
|
2205
Hecla Mining
HL
$6.02B
| $62K | ﹤0.01% |
35,374
+9,202
| +35% | +$16.1K |
|
2206
Geron
GERN
$893M
| $60K | ﹤0.01% |
44,813
+4,139
| +10% | +$5.54K |
|
2207
Inovio Pharmaceuticals
INO
$144M
| $59K | ﹤0.01% |
2,399
+221
| +10% | +$5.44K |
|
2208
SIGA Technologies
SIGA
$617M
| $55K | ﹤0.01% |
+10,671
| New | +$55K |
|
|
ORBC
2209
DELISTED
ORBCOMM, Inc.
ORBC
| $55K | ﹤0.01% |
+11,576
| New | +$55K |
|
2210
Northern Oil and Gas
NOG
$2.5B
| $54K | ﹤0.01% |
2,754
+716
| +35% | +$14K |
|
2211
Option Care Health
OPCH
$4.7B
| $53K | ﹤0.01% |
4,154
+887
| +27% | +$11.3K |
|
|
KDMN
2212
DELISTED
Kadmon Holdings, Inc.
KDMN
| $52K | ﹤0.01% |
20,714
+4,422
| +27% | +$11.1K |
|
2213
Expro
XPRO
$1.39B
| $50K | ﹤0.01% |
+1,749
| New | +$50K |
|
2214
Lexicon Pharmaceuticals
LXRX
$392M
| $47K | ﹤0.01% |
15,765
-509
| -3% | -$1.52K |
|
2215
Accuray
ARAY
$165M
| $46K | ﹤0.01% |
16,601
+3,540
| +27% | +$9.81K |
|
2216
Wipro
WIT
$29B
| $45K | ﹤0.01% |
+24,544
| New | +$45K |
|
|
LTS
2217
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
| $42K | ﹤0.01% |
17,574
+3,748
| +27% | +$8.96K |
|
|
AUD
2218
DELISTED
Audacy, Inc.
AUD
| $41K | ﹤0.01% |
12,269
-757,867
| -98% | -$2.53M |
|
|
AT
2219
DELISTED
Atlantic Power Corporation
AT
| $41K | ﹤0.01% |
17,624
+3,032
| +21% | +$7.05K |
|
2220
Dynavax Technologies
DVAX
$1.19B
| $36K | ﹤0.01% |
+10,048
| New | +$36K |
|
|
ANH
2221
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $34K | ﹤0.01% |
+10,423
| New | +$34K |
|
2222
Nordic American Tanker
NAT
$671M
| $33K | ﹤0.01% |
15,436
+4,551
| +42% | +$9.73K |
|
2223
Rockwell Medical
RMTI
$59.6M
| $33K | ﹤0.01% |
+1,094
| New | +$33K |
|
2224
Clean Energy Fuels
CLNE
$548M
| $30K | ﹤0.01% |
14,672
+4,326
| +42% | +$8.85K |
|
|
PTN
2225
DELISTED
Palatin Technologies
PTN
| $30K | ﹤0.01% |
1,316
+315
| +31% | +$7.18K |
|