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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TELL
2226
DELISTED
Tellurian Inc.
TELL
| $178K | ﹤0.01% |
74,281
-4,884
| -6% | -$11.7K |
|
2227
Coursera
COUR
$1.72B
| $177K | ﹤0.01% |
16,416
-1,081
| -6% | -$11.7K |
|
|
DOYU
2228
DouYu International Holdings
DOYU
$244M
| $177K | ﹤0.01% |
17,736
| – | – |
|
|
BRSL
2229
Brightstar Lottery PLC
BRSL
$3.13B
| $176K | ﹤0.01% |
+11,109
| New | +$176K |
|
2230
Alector
ALEC
$287M
| $176K | ﹤0.01% |
18,540
-315
| -2% | -$2.99K |
|
2231
FuelCell Energy
FCEL
$130M
| $176K | ﹤0.01% |
1,717
+155
| +10% | +$15.9K |
|
|
EVRI
2232
DELISTED
Everi Holdings
EVRI
| $175K | ﹤0.01% |
+10,810
| New | +$175K |
|
2233
Avidity Biosciences
RNA
$5.97B
| $175K | ﹤0.01% |
+10,697
| New | +$175K |
|
2234
ADT
ADT
$7.05B
| $174K | ﹤0.01% |
23,170
+1,492
| +7% | +$11.2K |
|
2235
AvidXchange
AVDX
$2.06B
| $174K | ﹤0.01% |
20,694
-490
| -2% | -$4.12K |
|
2236
CCC Intelligent Solutions
CCCS
$6.25B
| $173K | ﹤0.01% |
19,044
-620
| -3% | -$5.63K |
|
2237
MannKind Corp
MNKD
$1.71B
| $173K | ﹤0.01% |
56,022
+11,964
| +27% | +$36.9K |
|
2238
Lufax Holding
LU
$2.54B
| $169K | ﹤0.01% |
16,586
| – | – |
|
2239
Clover Health Investments
CLOV
$1.55B
| $168K | ﹤0.01% |
99,329
-2,370
| -2% | -$4.01K |
|
2240
RLJ Lodging Trust
RLJ
$1.14B
| $167K | ﹤0.01% |
+16,531
| New | +$167K |
|
|
ACCD
2241
DELISTED
Accolade, Inc. Common Stock
ACCD
| $165K | ﹤0.01% |
14,447
-562,831
| -97% | -$6.43M |
|
2242
Uranium Energy
UEC
$5.6B
| $164K | ﹤0.01% |
46,726
+3,364
| +8% | +$11.8K |
|
2243
Opendoor
OPEN
$4.31B
| $163K | ﹤0.01% |
52,470
-295
| -0.6% | -$916 |
|
2244
Cerus
CERS
$226M
| $162K | ﹤0.01% |
45,207
-1,059
| -2% | -$3.8K |
|
2245
Erasca
ERAS
$440M
| $161K | ﹤0.01% |
20,722
+3,728
| +22% | +$29K |
|
2246
NovaGold Resources
NG
$2.69B
| $161K | ﹤0.01% |
34,306
-1,550
| -4% | -$7.27K |
|
2247
Denny's
DENN
$253M
| $159K | ﹤0.01% |
16,966
-16,769
| -50% | -$157K |
|
2248
Senseonics Holdings
SENS
$357M
| $159K | ﹤0.01% |
120,384
-2,896
| -2% | -$3.83K |
|
2249
Butterfly Network
BFLY
$378M
| $158K | ﹤0.01% |
33,587
+7,373
| +28% | +$34.7K |
|
2250
Remitly
RELY
$3.89B
| $158K | ﹤0.01% |
14,229
+1,177
| +9% | +$13.1K |
|