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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $204K | ﹤0.01% |
12,193
| – | – |
|
|
PRMW
2202
DELISTED
Primo Water Corporation
PRMW
| $204K | ﹤0.01% |
+16,287
| New | +$204K |
|
2203
Sterling Infrastructure
STRL
$9.16B
| $203K | ﹤0.01% |
9,419
-9,280
| -50% | -$200K |
|
2204
Camden National
CAC
$679M
| $202K | ﹤0.01% |
4,736
-5,000
| -51% | -$213K |
|
2205
WesBanco
WSBC
$3.07B
| $201K | ﹤0.01% |
+6,032
| New | +$201K |
|
|
ECOM
2206
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $201K | ﹤0.01% |
8,877
-9,099
| -51% | -$206K |
|
2207
1st Source
SRCE
$1.56B
| $200K | ﹤0.01% |
4,327
-3,824
| -47% | -$177K |
|
2208
Outset Medical
OM
$241M
| $198K | ﹤0.01% |
831
-20
| -2% | -$4.77K |
|
2209
Horizon Bancorp
HBNC
$839M
| $197K | ﹤0.01% |
10,982
-9,892
| -47% | -$177K |
|
2210
Arbor Realty Trust
ABR
$2.26B
| $196K | ﹤0.01% |
+17,025
| New | +$196K |
|
2211
Kura Oncology
KURA
$709M
| $195K | ﹤0.01% |
14,256
+3,468
| +32% | +$47.4K |
|
2212
ADMA Biologics
ADMA
$3.76B
| $194K | ﹤0.01% |
79,788
-54,586
| -41% | -$133K |
|
2213
Anavex Life Sciences
AVXL
$763M
| $194K | ﹤0.01% |
18,742
-393
| -2% | -$4.07K |
|
|
ALBO
2214
DELISTED
Albireo Pharma, Inc. Common Stock
ALBO
| $194K | ﹤0.01% |
10,059
-9,370
| -48% | -$181K |
|
2215
ZipRecruiter
ZIP
$404M
| $192K | ﹤0.01% |
11,632
-767
| -6% | -$12.7K |
|
2216
Payoneer
PAYO
$2.33B
| $191K | ﹤0.01% |
31,515
-2,073
| -6% | -$12.6K |
|
2217
Rocket Pharmaceuticals
RCKT
$343M
| $191K | ﹤0.01% |
+11,977
| New | +$191K |
|
2218
Alphatec Holdings
ATEC
$2.27B
| $188K | ﹤0.01% |
21,501
+99
| +0.5% | +$866 |
|
2219
Sana Biotechnology
SANA
$739M
| $186K | ﹤0.01% |
31,036
+5,193
| +20% | +$31.1K |
|
2220
Editas Medicine
EDIT
$230M
| $184K | ﹤0.01% |
15,060
+3,762
| +33% | +$46K |
|
|
NGM
2221
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $184K | ﹤0.01% |
14,046
+856
| +6% | +$11.2K |
|
|
HUYA
2222
Huya Inc
HUYA
$740M
| $183K | ﹤0.01% |
82,620
| – | – |
|
2223
American Well
AMWL
$106M
| $181K | ﹤0.01% |
2,517
+625
| +33% | +$44.9K |
|
2224
Theravance Biopharma
TBPH
$687M
| $180K | ﹤0.01% |
17,726
+52
| +0.3% | +$528 |
|
|
FSR
2225
DELISTED
Fisker Inc.
FSR
| $179K | ﹤0.01% |
23,664
-1,557
| -6% | -$11.8K |
|