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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Sleep Number
SNBR
$220M
| $158K | ﹤0.01% |
10,683
-109,836
| -91% | -$1.63M |
|
2202
Steelcase
SCS
$1.97B
| $158K | ﹤0.01% |
11,701
-1,945
| -14% | -$26.3K |
|
2203
Globalstar
GSAT
$3.96B
| $158K | ﹤0.01% |
5,419
+433
| +9% | +$12.6K |
|
2204
Claros Mortgage Trust
CMTG
$538M
| $157K | ﹤0.01% |
11,534
-1,916
| -14% | -$26.1K |
|
2205
LegalZoom.com
LZ
$1.86B
| $155K | ﹤0.01% |
13,685
+2,697
| +25% | +$30.5K |
|
2206
Magnite
MGNI
$3.54B
| $153K | ﹤0.01% |
16,394
-1,030
| -6% | -$9.62K |
|
|
GOGL
2207
DELISTED
Golden Ocean Group
GOGL
| $153K | ﹤0.01% |
15,627
-2,592
| -14% | -$25.3K |
|
2208
Evolus
EOLS
$495M
| $152K | ﹤0.01% |
14,394
-159
| -1% | -$1.67K |
|
2209
Plug Power
PLUG
$1.69B
| $150K | ﹤0.01% |
33,293
-7,525
| -18% | -$33.9K |
|
2210
Udemy
UDMY
$1B
| $149K | ﹤0.01% |
+10,149
| New | +$149K |
|
|
MFA
2211
MFA Financial
MFA
$1.07B
| $146K | ﹤0.01% |
12,994
-2,159
| -14% | -$24.3K |
|
2212
Nurix Therapeutics
NRIX
$758M
| $146K | ﹤0.01% |
14,135
-1,396
| -9% | -$14.4K |
|
|
LGF.B
2213
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $145K | ﹤0.01% |
14,213
+357
| +3% | +$3.64K |
|
2214
CCC Intelligent Solutions
CCCS
$6.4B
| $145K | ﹤0.01% |
12,688
-3,119
| -20% | -$35.5K |
|
|
ZUO
2215
DELISTED
Zuora, Inc.
ZUO
| $144K | ﹤0.01% |
15,367
+1,800
| +13% | +$16.9K |
|
|
AIV
2216
Aimco
AIV
$1.11B
| $144K | ﹤0.01% |
18,426
-3,519
| -16% | -$27.6K |
|
|
CIM
2217
Chimera Investment
CIM
$1.2B
| $143K | ﹤0.01% |
9,556
-1,917
| -17% | -$28.7K |
|
2218
indie Semiconductor
INDI
$854M
| $142K | ﹤0.01% |
17,488
+2,941
| +20% | +$23.9K |
|
2219
KalVista Pharmaceuticals
KALV
$796M
| $141K | ﹤0.01% |
11,529
+185
| +2% | +$2.27K |
|
2220
AvePoint
AVPT
$3.45B
| $141K | ﹤0.01% |
17,159
+975
| +6% | +$8.01K |
|
2221
Zeta Global
ZETA
$4.5B
| $140K | ﹤0.01% |
15,897
+1,512
| +11% | +$13.3K |
|
2222
QuantumScape
QS
$4.44B
| $140K | ﹤0.01% |
20,172
-2,971
| -13% | -$20.6K |
|
2223
Pulmonx
LUNG
$70.9M
| $138K | ﹤0.01% |
10,848
+67
| +0.6% | +$854 |
|
2224
Brookdale Senior Living
BKD
$1.83B
| $137K | ﹤0.01% |
23,531
-3,896
| -14% | -$22.7K |
|
2225
Coeur Mining
CDE
$9.43B
| $136K | ﹤0.01% |
41,803
-6,915
| -14% | -$22.5K |
|