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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
CryoPort
CYRX
$518M
| $160K | ﹤0.01% |
11,681
-210
| -2% | -$2.88K |
|
2202
Rocket Companies
RKT
$43.1B
| $158K | ﹤0.01% |
19,363
+1,033
| +6% | +$8.45K |
|
2203
Denny's
DENN
$237M
| $157K | ﹤0.01% |
18,482
+4,233
| +30% | +$35.9K |
|
2204
QuantumScape
QS
$5.37B
| $155K | ﹤0.01% |
23,143
+1,858
| +9% | +$12.4K |
|
|
CBAY
2205
DELISTED
Cymabay Therapeutics
CBAY
| $154K | ﹤0.01% |
10,345
-1,234
| -11% | -$18.4K |
|
2206
Steelcase
SCS
$1.98B
| $152K | ﹤0.01% |
+13,646
| New | +$152K |
|
2207
AvidXchange
AVDX
$2.06B
| $152K | ﹤0.01% |
16,058
-49,886
| -76% | -$473K |
|
2208
Marathon Digital Holdings
MARA
$5.63B
| $151K | ﹤0.01% |
17,771
-2,109
| -11% | -$17.9K |
|
2209
ZimVie
ZIMV
$533M
| $151K | ﹤0.01% |
15,995
+2,880
| +22% | +$27.1K |
|
|
AIV
2210
Aimco
AIV
$1.1B
| $149K | ﹤0.01% |
21,945
+6,185
| +39% | +$42.1K |
|
2211
Claros Mortgage Trust
CMTG
$537M
| $149K | ﹤0.01% |
+13,450
| New | +$149K |
|
2212
Upwork
UPWK
$2.12B
| $148K | ﹤0.01% |
13,060
-1,554
| -11% | -$17.7K |
|
2213
RE/MAX Holdings
RMAX
$194M
| $148K | ﹤0.01% |
11,440
-97,365
| -89% | -$1.26M |
|
2214
Krispy Kreme
DNUT
$539M
| $147K | ﹤0.01% |
+11,790
| New | +$147K |
|
|
MFA
2215
MFA Financial
MFA
$1.06B
| $146K | ﹤0.01% |
15,153
+4,283
| +39% | +$41.2K |
|
2216
Energy Fuels
UUUU
$2.75B
| $144K | ﹤0.01% |
17,485
-811
| -4% | -$6.67K |
|
|
NKLA
2217
DELISTED
Nikola Corporation Common Stock
NKLA
| $144K | ﹤0.01% |
3,048
+946
| +45% | +$44.6K |
|
|
GOGL
2218
DELISTED
Golden Ocean Group
GOGL
| $144K | ﹤0.01% |
18,219
+5,142
| +39% | +$40.5K |
|
2219
4D Molecular Therapeutics
FDMT
$326M
| $141K | ﹤0.01% |
+11,041
| New | +$141K |
|
2220
Safe Bulkers
SB
$456M
| $140K | ﹤0.01% |
43,320
+14,001
| +48% | +$45.4K |
|
2221
Outset Medical
OM
$245M
| $139K | ﹤0.01% |
853
-19
| -2% | -$3.1K |
|
2222
Snap
SNAP
$12.2B
| $137K | ﹤0.01% |
15,373
+1,025
| +7% | +$9.13K |
|
2223
Dyne Therapeutics
DYN
$2.02B
| $136K | ﹤0.01% |
15,229
+1,476
| +11% | +$13.2K |
|
2224
DocGo
DCGO
$154M
| $136K | ﹤0.01% |
25,591
+5,154
| +25% | +$27.5K |
|
|
EVRI
2225
DELISTED
Everi Holdings
EVRI
| $136K | ﹤0.01% |
+10,282
| New | +$136K |
|