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 |
Martin Marietta Materials
MLM
|
$379M |
| 2 |
Apple
AAPL
|
$367M |
| 3 |
Hilton Worldwide
HLT
|
$330M |
| 4 |
Veeva Systems
VEEV
|
$266M |
| 5 |
Waste Connections
WCN
|
$260M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Cerus
CERS
$255M
| $29.4K | ﹤0.01% |
16,891
-15,772
| -48% | -$27.4K |
|
2202
Nuvation Bio
NUVB
$1.33B
| $28.6K | ﹤0.01% |
12,502
-13,448
| -52% | -$30.8K |
|
2203
Talkspace
TALK
$437M
| $25.7K | ﹤0.01% |
12,306
-4,301
| -26% | -$8.99K |
|
|
IAUX
2204
i-80 Gold Corp
IAUX
$694M
| $25.6K | ﹤0.01% |
22,088
-3,336
| -13% | -$3.87K |
|
2205
Esperion Therapeutics
ESPR
$540M
| $25.3K | ﹤0.01% |
15,344
-5,086
| -25% | -$8.39K |
|
2206
Ocugen
OCGN
$322M
| $25K | ﹤0.01% |
25,225
-9,341
| -27% | -$9.27K |
|
2207
SmartRent
SMRT
$275M
| $23.1K | ﹤0.01% |
13,334
-5,609
| -30% | -$9.7K |
|
2208
Akebia Therapeutics
AKBA
$785M
| $20.8K | ﹤0.01% |
15,777
-5,336
| -25% | -$7.04K |
|
2209
LanzaTech
LNZA
$44.5M
| $19.8K | ﹤0.01% |
104
-47
| -31% | -$8.96K |
|
2210
Microvision
MVIS
$334M
| $19.4K | ﹤0.01% |
16,976
-7,360
| -30% | -$8.39K |
|
2211
Ring Energy
REI
$207M
| $16.6K | ﹤0.01% |
10,352
-4,179
| -29% | -$6.69K |
|
2212
Nektar Therapeutics
NKTR
$764M
| $16.2K | ﹤0.01% |
830
-337
| -29% | -$6.57K |
|
2213
Atossa Therapeutics
ATOS
$102M
| $15.6K | ﹤0.01% |
10,245
-2,962
| -22% | -$4.5K |
|
2214
Lyell Immunopharma
LYEL
$233M
| $15.5K | ﹤0.01% |
561
-765
| -58% | -$21.1K |
|
2215
Solid Power
SLDP
$760M
| $14.4K | ﹤0.01% |
10,683
-4,233
| -28% | -$5.72K |
|
2216
FuelCell Energy
FCEL
$92.3M
| $13.2K | ﹤0.01% |
1,160
-258
| -18% | -$2.94K |
|
2217
X4 Pharmaceuticals
XFOR
$78.6M
| $12.5K | ﹤0.01% |
625
-422
| -40% | -$8.47K |
|
2218
Lineage Cell Therapeutics
LCTX
$279M
| $12.4K | ﹤0.01% |
13,700
-5,577
| -29% | -$5.05K |
|
2219
Veru
VERU
$49.4M
| $11K | ﹤0.01% |
1,427
-231
| -14% | -$1.78K |
|
|
BLUE
2220
DELISTED
bluebird bio
BLUE
| $6.98K | ﹤0.01% |
671
-758
| -53% | -$7.88K |
|
|
LLAP
2221
DELISTED
Terran Orbital Corporation
LLAP
| $3.76K | ﹤0.01% |
14,983
| – | – |
|
2222
Stem
STEM
$117M
| $3.69K | ﹤0.01% |
530
-214
| -29% | -$1.49K |
|
2223
Intellia Therapeutics
NTLA
$1.29B
| – | – |
-12,860
| Closed | -$288K |
|
2224
Nu Skin
NUS
$569M
| – | – |
-244,909
| Closed | -$2.58M |
|
2225
NovoCure
NVCR
$1.37B
| – | – |
-18,287
| Closed | -$313K |
|