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
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Caribou Biosciences
CRBU
$174M
| $136K | ﹤0.01% |
23,745
-1,453
| -6% | -$8.33K |
|
2227
1-800-Flowers.com
FLWS
$324M
| $135K | ﹤0.01% |
12,484
+2,072
| +20% | +$22.3K |
|
2228
MaxCyte
MXCT
$150M
| $134K | ﹤0.01% |
28,440
-2,043
| -7% | -$9.6K |
|
2229
Energy Fuels
UUUU
$2.67B
| $133K | ﹤0.01% |
18,472
+987
| +6% | +$7.1K |
|
|
RDFN
2230
DELISTED
Redfin
RDFN
| $130K | ﹤0.01% |
12,631
+1,411
| +13% | +$14.6K |
|
2231
Vanda Pharmaceuticals
VNDA
$272M
| $130K | ﹤0.01% |
30,774
+5,310
| +21% | +$22.4K |
|
2232
Sweetgreen
SG
$1.06B
| $129K | ﹤0.01% |
11,425
+439
| +4% | +$4.96K |
|
2233
Destination XL Group
DXLG
$66.8M
| $129K | ﹤0.01% |
29,245
+4,759
| +19% | +$20.9K |
|
2234
Hims & Hers Health
HIMS
$10.9B
| $126K | ﹤0.01% |
14,130
+1,234
| +10% | +$11K |
|
2235
Compass
COMP
$5.07B
| $125K | ﹤0.01% |
33,316
+12
| +0% | +$45 |
|
|
SLGC
2236
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $124K | ﹤0.01% |
49,103
-6,501
| -12% | -$16.4K |
|
2237
Replimune Group
REPL
$494M
| $124K | ﹤0.01% |
14,700
-48
| -0.3% | -$405 |
|
2238
Zynex
ZYXI
$45.1M
| $123K | ﹤0.01% |
+11,301
| New | +$123K |
|
2239
Lyell Immunopharma
LYEL
$233M
| $122K | ﹤0.01% |
3,146
-258
| -8% | -$10K |
|
|
BRSP
2240
BrightSpire Capital
BRSP
$772M
| $122K | ﹤0.01% |
16,353
-2,713
| -14% | -$20.2K |
|
2241
Fulcrum Therapeutics
FULC
$414M
| $121K | ﹤0.01% |
17,993
-756
| -4% | -$5.1K |
|
|
PGRE
2242
Paramount Group
PGRE
$1.66B
| $121K | ﹤0.01% |
23,472
-3,887
| -14% | -$20.1K |
|
2243
Ring Energy
REI
$207M
| $120K | ﹤0.01% |
81,994
+15,384
| +23% | +$22.5K |
|
2244
Archer Aviation
ACHR
$5.48B
| $119K | ﹤0.01% |
19,352
-3,209
| -14% | -$19.7K |
|
2245
Novavax
NVAX
$1.28B
| $119K | ﹤0.01% |
24,721
+1,219
| +5% | +$5.85K |
|
2246
Cogent Biosciences
COGT
$1.82B
| $118K | ﹤0.01% |
20,143
-1,124
| -5% | -$6.61K |
|
2247
LendingClub
LC
$1.9B
| $118K | ﹤0.01% |
13,518
-2,243
| -14% | -$19.6K |
|
2248
Cerus
CERS
$255M
| $116K | ﹤0.01% |
53,479
+1,983
| +4% | +$4.28K |
|
|
ROVR
2249
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $115K | ﹤0.01% |
+10,556
| New | +$115K |
|
|
EVRI
2250
DELISTED
Everi Holdings
EVRI
| $115K | ﹤0.01% |
10,164
-118
| -1% | -$1.33K |
|