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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
CommScope
COMM
$3.55B
| $130K | ﹤0.01% |
14,428
-2,457
| -15% | -$22.1K |
|
2252
Ribbon Communications
RBBN
$722M
| $127K | ﹤0.01% |
32,762
+15,336
| +88% | +$59.4K |
|
|
SPWR
2253
DELISTED
SunPower Corporation Common Stock
SPWR
| $126K | ﹤0.01% |
10,061
-1,379
| -12% | -$17.3K |
|
|
AXDX
2254
DELISTED
Accelerate Diagnostics
AXDX
| $119K | ﹤0.01% |
11,208
-550
| -5% | -$5.84K |
|
|
CIM
2255
Chimera Investment
CIM
$1.15B
| $118K | ﹤0.01% |
14,397
-7,497
| -34% | -$61.4K |
|
2256
Precigen
PGEN
$1.34B
| $116K | ﹤0.01% |
33,104
-11,889
| -26% | -$41.7K |
|
|
INFN
2257
DELISTED
Infinera Corporation Common Stock
INFN
| $111K | ﹤0.01% |
18,053
-3,683
| -17% | -$22.6K |
|
2258
Catalyst Pharmaceutical
CPRX
$2.52B
| $107K | ﹤0.01% |
36,188
-1,850
| -5% | -$5.47K |
|
2259
RLJ Lodging Trust
RLJ
$1.16B
| $107K | ﹤0.01% |
12,312
-6,412
| -34% | -$55.7K |
|
2260
Inseego
INSG
$185M
| $106K | ﹤0.01% |
10,288
-970
| -9% | -$9.99K |
|
|
TWO
2261
Two Harbors Investment
TWO
$1.04B
| $106K | ﹤0.01% |
20,782
-703,714
| -97% | -$3.59M |
|
|
MOBL
2262
DELISTED
MobileIron, Inc.
MOBL
| $105K | ﹤0.01% |
15,029
-869
| -5% | -$6.07K |
|
2263
Clearside Biomedical
CLSD
$28.9M
| $104K | ﹤0.01% |
67,820
+32,073
| +90% | +$49.2K |
|
|
EGIO
2264
DELISTED
Edgio, Inc. Common Stock
EGIO
| $104K | ﹤0.01% |
18,122
-1,047
| -5% | -$6.01K |
|
2265
Omeros
OMER
$283M
| $102K | ﹤0.01% |
10,121
-500
| -5% | -$5.04K |
|
2266
Energy Recovery
ERII
$756M
| $99K | ﹤0.01% |
12,079
-741
| -6% | -$6.07K |
|
|
CVA
2267
DELISTED
Covanta Holding Corporation
CVA
| $99K | ﹤0.01% |
12,743
-3,168
| -20% | -$24.6K |
|
2268
DigitalBridge
DBRG
$2.08B
| $98K | ﹤0.01% |
35,989
-19,394
| -35% | -$52.8K |
|
2269
Capitol Federal Financial
CFFN
$844M
| $93K | ﹤0.01% |
10,062
-5,074
| -34% | -$46.9K |
|
2270
Magnolia Oil & Gas
MGY
$4.61B
| $93K | ﹤0.01% |
18,043
-2,113
| -10% | -$10.9K |
|
|
MFA
2271
MFA Financial
MFA
$1.05B
| $92K | ﹤0.01% |
34,425
-17,342
| -34% | -$46.3K |
|
|
SRGA
2272
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $92K | ﹤0.01% |
50,622
+23,856
| +89% | +$43.4K |
|
|
TCDA
2273
DELISTED
Tricida, Inc. Common Stock
TCDA
| $91K | ﹤0.01% |
10,097
-500
| -5% | -$4.51K |
|
2274
GoPro
GPRO
$247M
| $87K | ﹤0.01% |
19,196
-1,422
| -7% | -$6.45K |
|
|
LX
2275
LexinFintech Holdings
LX
$1.06B
| $87K | ﹤0.01% |
+12,678
| New | +$87K |
|