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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
AvidXchange
AVDX
$2.06B
| $168K | ﹤0.01% |
16,870
-3,824
| -18% | -$38K |
|
|
CTIC
2227
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $168K | ﹤0.01% |
27,898
+5,898
| +27% | +$35.4K |
|
2228
CareDx
CDNA
$710M
| $167K | ﹤0.01% |
14,647
+1,104
| +8% | +$12.6K |
|
2229
Uranium Energy
UEC
$5.6B
| $164K | ﹤0.01% |
42,237
-4,489
| -10% | -$17.4K |
|
2230
Enovix
ENVX
$1.99B
| $164K | ﹤0.01% |
15,053
-3,045
| -17% | -$33.1K |
|
2231
Coursera
COUR
$1.72B
| $163K | ﹤0.01% |
13,814
-2,602
| -16% | -$30.8K |
|
2232
CCC Intelligent Solutions
CCCS
$6.25B
| $161K | ﹤0.01% |
18,527
-517
| -3% | -$4.5K |
|
|
PRMW
2233
DELISTED
Primo Water Corporation
PRMW
| $159K | ﹤0.01% |
10,262
-6,025
| -37% | -$93.6K |
|
|
PAYA
2234
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
| $159K | ﹤0.01% |
20,186
+7,448
| +58% | +$58.6K |
|
2235
1-800-Flowers.com
FLWS
$326M
| $157K | ﹤0.01% |
+16,405
| New | +$157K |
|
|
INFN
2236
DELISTED
Infinera Corporation Common Stock
INFN
| $156K | ﹤0.01% |
23,187
-4,368
| -16% | -$29.4K |
|
|
FSR
2237
DELISTED
Fisker Inc.
FSR
| $154K | ﹤0.01% |
21,242
-2,422
| -10% | -$17.6K |
|
2238
Stem
STEM
$111M
| $153K | ﹤0.01% |
855
-178
| -17% | -$31.8K |
|
2239
Upwork
UPWK
$2.11B
| $152K | ﹤0.01% |
14,516
-2,938
| -17% | -$30.7K |
|
2240
Adicet Bio
ACET
$66.9M
| $151K | ﹤0.01% |
+16,865
| New | +$151K |
|
2241
Luminar Technologies
LAZR
$116M
| $149K | ﹤0.01% |
2,009
-362
| -15% | -$26.9K |
|
2242
Ginkgo Bioworks
DNA
$609M
| $149K | ﹤0.01% |
2,202
-3,588
| -62% | -$243K |
|
|
QVCGA
2243
QVC Group, Inc. Series A Common Stock
QVCGA
$83.7M
| $148K | ﹤0.01% |
1,820
-780
| -30% | -$63.6K |
|
|
PETQ
2244
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $146K | ﹤0.01% |
15,809
+2,414
| +18% | +$22.3K |
|
2245
Safe Bulkers
SB
$458M
| $145K | ﹤0.01% |
+49,798
| New | +$145K |
|
2246
Arbor Realty Trust
ABR
$2.26B
| $142K | ﹤0.01% |
10,754
-6,271
| -37% | -$82.7K |
|
2247
Sana Biotechnology
SANA
$739M
| $140K | ﹤0.01% |
35,541
+4,505
| +15% | +$17.8K |
|
2248
Amneal Pharmaceuticals
AMRX
$3.08B
| $140K | ﹤0.01% |
70,232
+16,339
| +30% | +$32.5K |
|
2249
Smith & Wesson
SWBI
$416M
| $140K | ﹤0.01% |
16,097
-7,433
| -32% | -$64.5K |
|
2250
QuantumScape
QS
$4.73B
| $138K | ﹤0.01% |
24,336
-3,611
| -13% | -$20.5K |
|