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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
SI-BONE Inc
SIBN
$692M
| $167K | ﹤0.01% |
10,217
-186,751
| -95% | -$3.06M |
|
|
ZUO
2202
DELISTED
Zuora, Inc.
ZUO
| $166K | ﹤0.01% |
18,218
+2,851
| +19% | +$26K |
|
2203
Krispy Kreme
DNUT
$531M
| $163K | ﹤0.01% |
10,673
-125
| -1% | -$1.9K |
|
2204
OmniAb
OABI
$226M
| $162K | ﹤0.01% |
29,890
-2,598
| -8% | -$14.1K |
|
|
INFN
2205
DELISTED
Infinera Corporation Common Stock
INFN
| $162K | ﹤0.01% |
26,790
+3,725
| +16% | +$22.5K |
|
2206
Teekay
TK
$732M
| $161K | ﹤0.01% |
+22,179
| New | +$161K |
|
|
DO
2207
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $159K | ﹤0.01% |
11,626
-1,298
| -10% | -$17.7K |
|
2208
Warby Parker
WRBY
$3.29B
| $158K | ﹤0.01% |
+11,577
| New | +$158K |
|
2209
SIGA Technologies
SIGA
$627M
| $157K | ﹤0.01% |
18,373
-39,408
| -68% | -$337K |
|
2210
Pangaea Logistics
PANL
$361M
| $157K | ﹤0.01% |
+22,533
| New | +$157K |
|
2211
Rocket Lab Corporation Common Stock
RKLB
$22.7B
| $156K | ﹤0.01% |
38,074
+5,838
| +18% | +$24K |
|
2212
CareDx
CDNA
$716M
| $156K | ﹤0.01% |
14,769
-1,311
| -8% | -$13.9K |
|
2213
AbCellera Biologics
ABCL
$1.27B
| $155K | ﹤0.01% |
34,204
-76,984
| -69% | -$349K |
|
2214
Coeur Mining
CDE
$9.21B
| $155K | ﹤0.01% |
40,990
-813
| -2% | -$3.07K |
|
2215
Nkarta
NKTX
$147M
| $154K | ﹤0.01% |
14,260
-1,533
| -10% | -$16.6K |
|
2216
Ginkgo Bioworks
DNA
$637M
| $153K | ﹤0.01% |
3,308
+555
| +20% | +$25.7K |
|
2217
Fulcrum Therapeutics
FULC
$392M
| $153K | ﹤0.01% |
16,233
-1,760
| -10% | -$16.6K |
|
2218
Plug Power
PLUG
$1.63B
| $151K | ﹤0.01% |
43,956
+10,663
| +32% | +$36.7K |
|
2219
Rocket Companies
RKT
$43.1B
| $150K | ﹤0.01% |
+10,324
| New | +$150K |
|
2220
Granite Ridge Resources
GRNT
$681M
| $150K | ﹤0.01% |
+23,092
| New | +$150K |
|
2221
Enovix
ENVX
$1.97B
| $149K | ﹤0.01% |
21,309
+3,010
| +16% | +$21.1K |
|
2222
Editas Medicine
EDIT
$248M
| $149K | ﹤0.01% |
20,029
-1,775
| -8% | -$13.2K |
|
2223
OneSpaWorld
OSW
$2.27B
| $148K | ﹤0.01% |
+11,222
| New | +$148K |
|
2224
Nano X Imaging
NNOX
$255M
| $148K | ﹤0.01% |
15,141
-1,867
| -11% | -$18.2K |
|
2225
Peloton Interactive
PTON
$3.24B
| $148K | ﹤0.01% |
34,431
-1,064
| -3% | -$4.56K |
|