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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Theravance Biopharma
TBPH
$699M
| $171K | ﹤0.01% |
11,554
-572
| -5% | -$8.47K |
|
2227
Element Solutions
ESI
$6.21B
| $168K | ﹤0.01% |
16,009
-2,072
| -11% | -$21.7K |
|
2228
Gossamer Bio
GOSS
$562M
| $167K | ﹤0.01% |
13,436
-664
| -5% | -$8.25K |
|
|
PRMW
2229
DELISTED
Primo Water Corporation
PRMW
| $166K | ﹤0.01% |
11,718
-6,104
| -34% | -$86.5K |
|
|
ISBC
2230
DELISTED
Investors Bancorp, Inc.
ISBC
| $165K | ﹤0.01% |
22,719
-6,916
| -23% | -$50.2K |
|
|
ACR
2231
ACRES Commercial Realty
ACR
$156M
| $163K | ﹤0.01% |
77,873
+36,850
| +90% | +$77.1K |
|
2232
Alaunos Therapeutics
TCRT
$4.21M
| $163K | ﹤0.01% |
64,573
-5,729
| -8% | -$14.5K |
|
2233
Ovintiv
OVV
$10.8B
| $160K | ﹤0.01% |
19,638
-22,364
| -53% | -$182K |
|
|
ATRS
2234
DELISTED
Antares Pharma, Inc.
ATRS
| $159K | ﹤0.01% |
58,926
-3,072
| -5% | -$8.29K |
|
|
ZUO
2235
DELISTED
Zuora, Inc.
ZUO
| $158K | ﹤0.01% |
15,252
-883
| -5% | -$9.15K |
|
2236
Outfront Media
OUT
$3.12B
| $154K | ﹤0.01% |
10,606
-1,374
| -11% | -$20K |
|
2237
APi Group
APG
$14.8B
| $149K | ﹤0.01% |
10,501
-5,470
| -34% | -$77.6K |
|
2238
Apple Hospitality REIT
APLE
$3.1B
| $149K | ﹤0.01% |
15,457
-375,839
| -96% | -$3.62M |
|
2239
TherapeuticsMD
TXMD
$12.8M
| $146K | ﹤0.01% |
92,555
-5,172
| -5% | -$8.16K |
|
|
LGTY
2240
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $146K | ﹤0.01% |
+10,376
| New | +$146K |
|
2241
Atara Biotherapeutics
ATRA
$84.6M
| $143K | ﹤0.01% |
11,014
-546
| -5% | -$7.09K |
|
2242
MannKind Corp
MNKD
$1.41B
| $142K | ﹤0.01% |
75,460
-3,772
| -5% | -$7.1K |
|
|
VRAY
2243
DELISTED
ViewRay, Inc.
VRAY
| $142K | ﹤0.01% |
40,637
-5,619
| -12% | -$19.6K |
|
|
TBIO
2244
DELISTED
Translate Bio, Inc. Common Stock
TBIO
| $140K | ﹤0.01% |
+10,285
| New | +$140K |
|
2245
Dynavax Technologies
DVAX
$1.19B
| $139K | ﹤0.01% |
32,007
-156
| -0.5% | -$677 |
|
2246
ImmunityBio
IBRX
$2.21B
| $139K | ﹤0.01% |
20,016
-990
| -5% | -$6.88K |
|
2247
Tilly's
TLYS
$59.4M
| $138K | ﹤0.01% |
22,841
+10,863
| +91% | +$65.6K |
|
2248
Banco Bilbao Vizcaya Argentaria
BBVA
$104B
| $137K | ﹤0.01% |
50,000
-10,000
| -17% | -$27.4K |
|
|
ACBI
2249
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
| $137K | ﹤0.01% |
+12,114
| New | +$137K |
|
2250
Coeur Mining
CDE
$8.45B
| $134K | ﹤0.01% |
18,163
-9,457
| -34% | -$69.8K |
|