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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ONEM
2201
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $196K | ﹤0.01% |
11,744
-29,110
| -71% | -$486K |
|
2202
Radian Group
RDN
$4.73B
| $195K | ﹤0.01% |
10,220
-88,337
| -90% | -$1.68M |
|
|
PNT
2203
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $195K | ﹤0.01% |
26,708
+16,110
| +152% | +$117K |
|
2204
Montauk Renewables
MNTK
$290M
| $194K | ﹤0.01% |
+17,579
| New | +$194K |
|
2205
Karyopharm Therapeutics
KPTI
$53.8M
| $193K | ﹤0.01% |
3,787
+2,465
| +186% | +$126K |
|
2206
Anavex Life Sciences
AVXL
$763M
| $192K | ﹤0.01% |
20,704
+1,962
| +10% | +$18.2K |
|
2207
IDEAYA Biosciences
IDYA
$2.17B
| $190K | ﹤0.01% |
+10,438
| New | +$190K |
|
2208
Senseonics Holdings
SENS
$357M
| $188K | ﹤0.01% |
182,660
+62,276
| +52% | +$64.1K |
|
2209
GoPro
GPRO
$258M
| $187K | ﹤0.01% |
37,471
+23,957
| +177% | +$119K |
|
2210
Health Catalyst
HCAT
$229M
| $185K | ﹤0.01% |
17,440
+5,686
| +48% | +$60.4K |
|
2211
Alight
ALIT
$1.89B
| $185K | ﹤0.01% |
22,117
-12,982
| -37% | -$109K |
|
2212
DocGo
DCGO
$148M
| $184K | ﹤0.01% |
25,999
+14,278
| +122% | +$101K |
|
2213
Cerus
CERS
$226M
| $183K | ﹤0.01% |
50,249
+5,042
| +11% | +$18.4K |
|
2214
CommScope
COMM
$3.59B
| $183K | ﹤0.01% |
24,835
-112,571
| -82% | -$827K |
|
2215
Evolus
EOLS
$475M
| $183K | ﹤0.01% |
24,302
+6,167
| +34% | +$46.3K |
|
2216
Kura Oncology
KURA
$709M
| $181K | ﹤0.01% |
14,614
+358
| +3% | +$4.44K |
|
2217
ADT
ADT
$7.05B
| $180K | ﹤0.01% |
19,881
-3,289
| -14% | -$29.8K |
|
|
CIO
2218
City Office REIT
CIO
$280M
| $180K | ﹤0.01% |
+21,451
| New | +$180K |
|
2219
Aurinia Pharmaceuticals
AUPH
$1.61B
| $179K | ﹤0.01% |
41,502
+21,976
| +113% | +$94.9K |
|
2220
Biohaven
BHVN
$1.48B
| $179K | ﹤0.01% |
+12,896
| New | +$179K |
|
|
BLUE
2221
DELISTED
bluebird bio
BLUE
| $178K | ﹤0.01% |
1,288
+146
| +13% | +$20.2K |
|
2222
Liquidia Corp
LQDA
$2.35B
| $171K | ﹤0.01% |
+26,887
| New | +$171K |
|
2223
NovaGold Resources
NG
$2.69B
| $170K | ﹤0.01% |
28,390
-5,916
| -17% | -$35.4K |
|
2224
Lyell Immunopharma
LYEL
$251M
| $170K | ﹤0.01% |
2,443
+158
| +7% | +$11K |
|
2225
Cogent Biosciences
COGT
$1.78B
| $169K | ﹤0.01% |
+14,580
| New | +$169K |
|