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 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Verint Systems
VRNT
$1.23B
| $293K | ﹤0.01% |
5,587
+147
| +3% | +$7.71K |
|
2252
VistaGen Therapeutics
VTGN
$107M
| $291K | ﹤0.01% |
4,968
+3,726
| +300% | +$218K |
|
2253
Enel Chile
ENIC
$4.95B
| $290K | ﹤0.01% |
+160,391
| New | +$290K |
|
2254
FuelCell Energy
FCEL
$118M
| $290K | ﹤0.01% |
1,861
-105
| -5% | -$16.4K |
|
2255
JELD-WEN Holding
JELD
$529M
| $289K | ﹤0.01% |
10,968
-318
| -3% | -$8.38K |
|
2256
Marathon Digital Holdings
MARA
$5.9B
| $288K | ﹤0.01% |
8,755
-65
| -0.7% | -$2.14K |
|
2257
ChargePoint
CHPT
$245M
| $287K | ﹤0.01% |
+753
| New | +$287K |
|
2258
SIGA Technologies
SIGA
$620M
| $285K | ﹤0.01% |
37,837
+27,149
| +254% | +$204K |
|
2259
ImmunityBio
IBRX
$2.43B
| $285K | ﹤0.01% |
46,816
+25,163
| +116% | +$153K |
|
|
LAC
2260
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $283K | ﹤0.01% |
+9,700
| New | +$283K |
|
2261
Bandwidth Inc
BAND
$473M
| $282K | ﹤0.01% |
3,928
-923
| -19% | -$66.3K |
|
2262
AXIS Capital
AXS
$7.67B
| $281K | ﹤0.01% |
5,155
-815
| -14% | -$44.4K |
|
2263
McGrath RentCorp
MGRC
$3.04B
| $281K | ﹤0.01% |
3,495
-642
| -16% | -$51.6K |
|
2264
Lexicon Pharmaceuticals
LXRX
$392M
| $279K | ﹤0.01% |
70,789
-122,623
| -63% | -$483K |
|
2265
Shift4
FOUR
$5.99B
| $278K | ﹤0.01% |
4,793
+199
| +4% | +$11.5K |
|
|
AVYA
2266
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
| $278K | ﹤0.01% |
14,036
-3,275
| -19% | -$64.9K |
|
2267
Brown-Forman Class A
BF.A
$13.3B
| $277K | ﹤0.01% |
4,093
-121
| -3% | -$8.19K |
|
2268
NovaGold Resources
NG
$2.74B
| $277K | ﹤0.01% |
40,338
-9,404
| -19% | -$64.6K |
|
2269
Butterfly Network
BFLY
$400M
| $276K | ﹤0.01% |
41,286
+2,994
| +8% | +$20K |
|
2270
PJT Partners
PJT
$4.41B
| $276K | ﹤0.01% |
3,730
-844
| -18% | -$62.5K |
|
2271
Madison Square Garden
MSGS
$4.88B
| $275K | ﹤0.01% |
1,582
-97
| -6% | -$16.9K |
|
|
EVBG
2272
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $274K | ﹤0.01% |
4,067
-88,950
| -96% | -$5.99M |
|
2273
Sangamo Therapeutics
SGMO
$157M
| $273K | ﹤0.01% |
36,524
-15,347
| -30% | -$115K |
|
2274
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $272K | ﹤0.01% |
4,898
-7,157
| -59% | -$397K |
|
2275
Vimeo
VMEO
$774M
| $272K | ﹤0.01% |
15,140
-6,709
| -31% | -$121K |
|