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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
MannKind Corp
MNKD
$1.41B
| $69K | ﹤0.01% |
53,459
-3,049
| -5% | -$3.94K |
|
2202
Assertio
ASRT
$80.4M
| $64K | ﹤0.01% |
51,515
-489,027
| -90% | -$608K |
|
|
ACHN
2203
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
| $64K | ﹤0.01% |
10,535
-23,286
| -69% | -$141K |
|
|
MOBL
2204
DELISTED
MobileIron, Inc.
MOBL
| $64K | ﹤0.01% |
13,243
-2,487
| -16% | -$12K |
|
2205
Conduent
CNDT
$439M
| $63K | ﹤0.01% |
10,099
-2,586
| -20% | -$16.1K |
|
2206
TrueCar
TRUE
$195M
| $63K | ﹤0.01% |
+13,367
| New | +$63K |
|
|
CFMS
2207
DELISTED
Conformis, Inc. Common Stock
CFMS
| $58K | ﹤0.01% |
38,794
+25,156
| +184% | +$37.6K |
|
2208
Nordic American Tanker
NAT
$659M
| $56K | ﹤0.01% |
11,474
-3,962
| -26% | -$19.3K |
|
|
LTS
2209
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
| $55K | ﹤0.01% |
15,823
-1,751
| -10% | -$6.09K |
|
2210
Option Care Health
OPCH
$4.65B
| $53K | ﹤0.01% |
14,091
-2,525
| -15% | -$9.5K |
|
|
EGIO
2211
DELISTED
Edgio, Inc. Common Stock
EGIO
| $48K | ﹤0.01% |
+11,752
| New | +$48K |
|
2212
Wipro
WIT
$28.9B
| $46K | ﹤0.01% |
12,272
| – | – |
|
|
AMRS
2213
DELISTED
Amyris Inc.
AMRS
| $46K | ﹤0.01% |
14,771
-59,432
| -80% | -$185K |
|
2214
Inovio Pharmaceuticals
INO
$126M
| $43K | ﹤0.01% |
13,136
-15,647
| -54% | -$51.2K |
|
|
AT
2215
DELISTED
Atlantic Power Corporation
AT
| $33K | ﹤0.01% |
14,127
-3,497
| -20% | -$8.17K |
|
2216
Mammoth Energy Services
TUSK
$114M
| $32K | ﹤0.01% |
14,615
+3,461
| +31% | +$7.58K |
|
|
CMRX
2217
DELISTED
Chimerix, Inc.
CMRX
| $32K | ﹤0.01% |
+15,665
| New | +$32K |
|
2218
Clean Energy Fuels
CLNE
$577M
| $29K | ﹤0.01% |
12,580
-2,092
| -14% | -$4.82K |
|
2219
Senseonics Holdings
SENS
$374M
| $27K | ﹤0.01% |
29,658
+3,460
| +13% | +$3.15K |
|
2220
MEI Pharma
MEIP
$160M
| $26K | ﹤0.01% |
10,453
-1,164
| -10% | -$2.9K |
|
|
GEN
2221
DELISTED
Genesis Healthcare, Inc.
GEN
| $26K | ﹤0.01% |
15,589
-6,928
| -31% | -$11.6K |
|
|
CSLT
2222
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
| $25K | ﹤0.01% |
18,805
-2,080
| -10% | -$2.77K |
|
2223
Talphera
TLPH
$11.1M
| $24K | ﹤0.01% |
11,595
-864
| -7% | -$1.79K |
|
|
PTN
2224
DELISTED
Palatin Technologies
PTN
| $23K | ﹤0.01% |
29,633
-3,276
| -10% | -$2.54K |
|
|
ATHX
2225
DELISTED
Athersys, Inc. Common Stock
ATHX
| $23K | ﹤0.01% |
18,745
-2,075
| -10% | -$2.55K |
|