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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Amplitude
AMPL
$1.51B
| $91.8K | ﹤0.01% |
+10,319
| New | +$91.8K |
|
2227
89bio
ETNB
$1.32B
| $91.1K | ﹤0.01% |
11,374
+760
| +7% | +$6.09K |
|
2228
LendingClub
LC
$1.9B
| $90.6K | ﹤0.01% |
10,713
-1,588
| -13% | -$13.4K |
|
2229
Tango Therapeutics
TNGX
$772M
| $90.1K | ﹤0.01% |
+10,497
| New | +$90.1K |
|
2230
SSR Mining
SSRM
$4.28B
| $89.7K | ﹤0.01% |
19,899
+3,760
| +23% | +$17K |
|
2231
Cipher Mining
CIFR
$2.96B
| $88.1K | ﹤0.01% |
+21,231
| New | +$88.1K |
|
|
EU
2232
enCore Energy
EU
$436M
| $87.9K | ﹤0.01% |
22,317
+3,652
| +20% | +$14.4K |
|
2233
ARS Pharmaceuticals
SPRY
$995M
| $87.1K | ﹤0.01% |
+10,230
| New | +$87.1K |
|
2234
Evolution Petroleum
EPM
$174M
| $85.8K | ﹤0.01% |
16,283
+771
| +5% | +$4.06K |
|
2235
Travere Therapeutics
TVTX
$1.93B
| $84.6K | ﹤0.01% |
10,288
-8,317
| -45% | -$68.4K |
|
|
PGRE
2236
Paramount Group
PGRE
$1.66B
| $83.8K | ﹤0.01% |
18,092
-3,330
| -16% | -$15.4K |
|
2237
NovaGold Resources
NG
$2.75B
| $82.7K | ﹤0.01% |
23,916
-8,613
| -26% | -$29.8K |
|
2238
Humacyte
HUMA
$226M
| $82.5K | ﹤0.01% |
+17,196
| New | +$82.5K |
|
2239
NextNav
NN
$2.14B
| $82.2K | ﹤0.01% |
+10,134
| New | +$82.2K |
|
2240
Arbutus Biopharma
ABUS
$805M
| $80.7K | ﹤0.01% |
26,107
-15,341
| -37% | -$47.4K |
|
|
CDMO
2241
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $79.7K | ﹤0.01% |
+11,161
| New | +$79.7K |
|
2242
Open Lending Corp
LPRO
$267M
| $77K | ﹤0.01% |
13,804
+641
| +5% | +$3.58K |
|
2243
PureCycle Technologies
PCT
$2.41B
| $76.6K | ﹤0.01% |
12,947
-547
| -4% | -$3.24K |
|
2244
Nuvation Bio
NUVB
$1.33B
| $75.8K | ﹤0.01% |
25,950
+9,603
| +59% | +$28K |
|
|
ETWO
2245
DELISTED
E2open Parent Holdings
ETWO
| $75.2K | ﹤0.01% |
16,739
-2,876
| -15% | -$12.9K |
|
2246
Wave Life Sciences
WVE
$1.32B
| $73.7K | ﹤0.01% |
+14,766
| New | +$73.7K |
|
2247
Applied Digital
APLD
$3.64B
| $72.5K | ﹤0.01% |
12,180
+440
| +4% | +$2.62K |
|
|
BRSP
2248
BrightSpire Capital
BRSP
$772M
| $72.2K | ﹤0.01% |
12,666
-2,278
| -15% | -$13K |
|
2249
Savara
SVRA
$643M
| $71.7K | ﹤0.01% |
17,795
+6,973
| +64% | +$28.1K |
|
2250
Altimmune
ALT
$334M
| $70.4K | ﹤0.01% |
+10,590
| New | +$70.4K |
|