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 |
iShares Core S&P 500 ETF
IVV
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Ocugen
OCGN
$328M
| $17.9K | ﹤0.01% |
22,246
-2,979
| -12% | -$2.4K |
|
2202
LanzaTech
LNZA
$46.3M
| $14.2K | ﹤0.01% |
104
| – | – |
|
2203
X4 Pharmaceuticals
XFOR
$70M
| $10.6K | ﹤0.01% |
483
-142
| -23% | -$3.13K |
|
2204
Nektar Therapeutics
NKTR
$543M
| $10K | ﹤0.01% |
718
-112
| -13% | -$1.56K |
|
|
IAUX
2205
i-80 Gold Corp
IAUX
$662M
| $9.26K | ﹤0.01% |
19,096
-2,992
| -14% | -$1.45K |
|
2206
Lyell Immunopharma
LYEL
$220M
| $7.04K | ﹤0.01% |
550
-11
| -2% | -$141 |
|
2207
Lineage Cell Therapeutics
LCTX
$281M
| $6.88K | ﹤0.01% |
13,700
| – | – |
|
2208
Stem
STEM
$121M
| $6.39K | ﹤0.01% |
530
| – | – |
|
2209
Aehr Test Systems
AEHR
$734M
| – | – |
-46,793
| Closed | -$601K |
|
|
AIV
2210
Aimco
AIV
$1.1B
| – | – |
-11,499
| Closed | -$104K |
|
2211
Apogee Therapeutics
APGE
$2.27B
| – | – |
-3,517
| Closed | -$207K |
|
2212
AST SpaceMobile
ASTS
$12.2B
| – | – |
-9,345
| Closed | -$244K |
|
2213
Atossa Therapeutics
ATOS
$99.4M
| – | – |
-10,245
| Closed | -$15.6K |
|
|
BLUE
2214
DELISTED
bluebird bio
BLUE
| – | – |
-671
| Closed | -$6.98K |
|
2215
Kanzhun
BZ
$11.1B
| – | – |
-27,100
| Closed | -$470K |
|
|
CLLS
2216
Cellectis
CLLS
$260M
| – | – |
-411,800
| Closed | -$881K |
|
2217
Clean Energy Fuels
CLNE
$548M
| – | – |
-11,911
| Closed | -$37K |
|
2218
Clearwater Paper
CLW
$346M
| – | – |
-78,381
| Closed | -$2.24M |
|
2219
Conduent
CNDT
$444M
| – | – |
-11,226
| Closed | -$45.2K |
|
2220
Community Health Systems
CYH
$392M
| – | – |
-10,476
| Closed | -$63.6K |
|
2221
Dyne Therapeutics
DYN
$1.92B
| – | – |
-7,497
| Closed | -$269K |
|
2222
iShares MSCI Mexico ETF
EWW
$1.81B
| – | – |
-50,726
| Closed | -$2.72M |
|
2223
FuelCell Energy
FCEL
$91.6M
| – | – |
-1,160
| Closed | -$13.2K |
|
2224
Fluence Energy
FLNC
$884M
| – | – |
-252,824
| Closed | -$5.74M |
|
2225
Hawaiian Electric Industries
HE
$2.15B
| – | – |
-11,556
| Closed | -$112K |
|