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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Eastern Bankshares
EBC
$3.46B
| $363K | ﹤0.01% |
17,992
-1,082
| -6% | -$21.8K |
|
2202
Spirit AeroSystems
SPR
$4.82B
| $361K | ﹤0.01% |
8,367
-680
| -8% | -$29.3K |
|
2203
eXp World Holdings
EXPI
$1.78B
| $360K | ﹤0.01% |
10,674
-2,494
| -19% | -$84.1K |
|
2204
fuboTV
FUBO
$1.4B
| $357K | ﹤0.01% |
23,008
-4,570
| -17% | -$70.9K |
|
2205
Transcat
TRNS
$743M
| $357K | ﹤0.01% |
+3,865
| New | +$357K |
|
|
CHNG
2206
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $355K | ﹤0.01% |
16,616
-2,633
| -14% | -$56.3K |
|
2207
FibroGen
FGEN
$45.1M
| $353K | ﹤0.01% |
1,002
-407
| -29% | -$143K |
|
2208
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$134M
| $353K | ﹤0.01% |
10,079
-29
| -0.3% | -$1.02K |
|
2209
DigitalBridge
DBRG
$2.08B
| $350K | ﹤0.01% |
10,518
+273
| +3% | +$9.08K |
|
2210
iShares ESG Aware MSCI USA ETF
ESGU
$14.3B
| $349K | ﹤0.01% |
3,235
-14,749
| -82% | -$1.59M |
|
2211
Arcus Biosciences
RCUS
$1.22B
| $347K | ﹤0.01% |
8,580
-5,499
| -39% | -$222K |
|
2212
Seaboard Corp
SEB
$3.81B
| $346K | ﹤0.01% |
88
-45
| -34% | -$177K |
|
2213
Cass Information Systems
CASS
$569M
| $344K | ﹤0.01% |
8,748
-12,371
| -59% | -$486K |
|
2214
Alibaba
BABA
$351B
| $343K | ﹤0.01% |
2,887
+296
| +11% | +$35.2K |
|
|
TSP
2215
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $342K | ﹤0.01% |
+9,552
| New | +$342K |
|
2216
Duluth Holdings
DLTH
$145M
| $341K | ﹤0.01% |
22,468
+540
| +2% | +$8.2K |
|
2217
Altice USA
ATUS
$1.05B
| $340K | ﹤0.01% |
21,002
-25
| -0.1% | -$405 |
|
2218
Riot Platforms
RIOT
$5.62B
| $338K | ﹤0.01% |
15,131
-2,554
| -14% | -$57.1K |
|
2219
Senseonics Holdings
SENS
$362M
| $338K | ﹤0.01% |
126,792
-38,903
| -23% | -$104K |
|
|
HMHC
2220
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $338K | ﹤0.01% |
21,023
-4,710
| -18% | -$75.7K |
|
2221
Cerus
CERS
$247M
| $335K | ﹤0.01% |
49,148
-19,543
| -28% | -$133K |
|
2222
nCino
NCNO
$3.52B
| $333K | ﹤0.01% |
6,075
+306
| +5% | +$16.8K |
|
2223
NVE Corp
NVEC
$324M
| $333K | ﹤0.01% |
+4,870
| New | +$333K |
|
|
MNDT
2224
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $329K | ﹤0.01% |
18,730
-1,529
| -8% | -$26.9K |
|
2225
Treace Medical Concepts
TMCI
$449M
| $327K | ﹤0.01% |
+17,523
| New | +$327K |
|