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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Anavex Life Sciences
AVXL
$881M
| $135K | ﹤0.01% |
20,660
-295
| -1% | -$1.93K |
|
|
NOVA
2227
DELISTED
Sunnova Energy
NOVA
| $135K | ﹤0.01% |
12,893
+1,584
| +14% | +$16.6K |
|
2228
Avidity Biosciences
RNA
$6B
| $134K | ﹤0.01% |
20,946
+3,443
| +20% | +$22K |
|
2229
Emergent Biosolutions
EBS
$441M
| $134K | ﹤0.01% |
39,288
-240,031
| -86% | -$816K |
|
2230
Evolus
EOLS
$478M
| $133K | ﹤0.01% |
14,553
+297
| +2% | +$2.72K |
|
|
FSR
2231
DELISTED
Fisker Inc.
FSR
| $133K | ﹤0.01% |
20,706
-2,456
| -11% | -$15.8K |
|
|
SLGC
2232
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $133K | ﹤0.01% |
55,604
+9,446
| +20% | +$22.6K |
|
2233
Rigel Pharmaceuticals
RIGL
$644M
| $132K | ﹤0.01% |
12,194
+2,196
| +22% | +$23.7K |
|
2234
Magnite
MGNI
$3.47B
| $131K | ﹤0.01% |
17,424
+2,526
| +17% | +$19K |
|
2235
Luminar Technologies
LAZR
$118M
| $131K | ﹤0.01% |
1,917
-227
| -11% | -$15.5K |
|
2236
Ecovyst
ECVT
$1.03B
| $130K | ﹤0.01% |
13,217
+2,856
| +28% | +$28.1K |
|
2237
Newmark Group
NMRK
$3.3B
| $130K | ﹤0.01% |
20,212
+5,915
| +41% | +$38K |
|
2238
Ring Energy
REI
$203M
| $130K | ﹤0.01% |
66,610
+22,230
| +50% | +$43.3K |
|
2239
Sweetgreen
SG
$1.03B
| $129K | ﹤0.01% |
10,986
-382
| -3% | -$4.49K |
|
2240
Rocket Lab Corporation Common Stock
RKLB
$22.7B
| $129K | ﹤0.01% |
29,432
-3,488
| -11% | -$15.3K |
|
2241
ImmunityBio
IBRX
$2.43B
| $129K | ﹤0.01% |
76,220
+2,166
| +3% | +$3.66K |
|
2242
Aclaris Therapeutics
ACRS
$231M
| $129K | ﹤0.01% |
18,765
-368
| -2% | -$2.52K |
|
2243
Seres Therapeutics
MCRB
$163M
| $128K | ﹤0.01% |
2,697
+437
| +19% | +$20.8K |
|
2244
8x8 Inc
EGHT
$282M
| $128K | ﹤0.01% |
50,597
-618,009
| -92% | -$1.56M |
|
|
PGRE
2245
Paramount Group
PGRE
$1.6B
| $126K | ﹤0.01% |
27,359
+7,702
| +39% | +$35.6K |
|
2246
Oscar Health
OSCR
$5.18B
| $125K | ﹤0.01% |
22,522
+5,954
| +36% | +$33.2K |
|
2247
Nordic American Tanker
NAT
$675M
| $125K | ﹤0.01% |
30,344
+8,539
| +39% | +$35.2K |
|
2248
CareDx
CDNA
$716M
| $123K | ﹤0.01% |
17,635
+2,205
| +14% | +$15.4K |
|
2249
Phathom Pharmaceuticals
PHAT
$914M
| $122K | ﹤0.01% |
11,801
+1,259
| +12% | +$13.1K |
|
2250
Nurix Therapeutics
NRIX
$703M
| $122K | ﹤0.01% |
15,531
+2,002
| +15% | +$15.7K |
|