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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ME
2251
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $158K | ﹤0.01% |
2,767
+757
| +38% | +$43.2K |
|
|
CFB
2252
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $155K | ﹤0.01% |
11,930
-10,240
| -46% | -$133K |
|
2253
Joby Aviation
JOBY
$11.4B
| $154K | ﹤0.01% |
35,630
-1,084
| -3% | -$4.69K |
|
|
NKLA
2254
DELISTED
Nikola Corporation Common Stock
NKLA
| $152K | ﹤0.01% |
1,440
-70
| -5% | -$7.39K |
|
2255
Globalstar
GSAT
$3.94B
| $151K | ﹤0.01% |
6,346
-20
| -0.3% | -$476 |
|
2256
Permian Resources
PR
$9.99B
| $151K | ﹤0.01% |
22,260
+8,874
| +66% | +$60.2K |
|
|
NSTG
2257
DELISTED
NanoString Technologies, Inc.
NSTG
| $151K | ﹤0.01% |
11,844
-8
| -0.1% | -$102 |
|
2258
Y-mAbs Therapeutics
YMAB
$390M
| $150K | ﹤0.01% |
10,391
-204
| -2% | -$2.95K |
|
2259
Sangamo Therapeutics
SGMO
$160M
| $149K | ﹤0.01% |
30,290
+6,998
| +30% | +$34.4K |
|
|
TSVT
2260
DELISTED
2seventy bio
TSVT
| $149K | ﹤0.01% |
+10,289
| New | +$149K |
|
2261
FIGS
FIGS
$1.11B
| $148K | ﹤0.01% |
17,879
-36
| -0.2% | -$298 |
|
2262
Tronox
TROX
$755M
| $148K | ﹤0.01% |
+12,091
| New | +$148K |
|
2263
Aurinia Pharmaceuticals
AUPH
$1.61B
| $147K | ﹤0.01% |
19,526
-1,285
| -6% | -$9.67K |
|
2264
Evolus
EOLS
$475M
| $145K | ﹤0.01% |
18,135
-11,628
| -39% | -$93K |
|
2265
Axogen
AXGN
$739M
| $144K | ﹤0.01% |
12,118
-11,308
| -48% | -$134K |
|
|
BLUE
2266
DELISTED
bluebird bio
BLUE
| $144K | ﹤0.01% |
1,142
+228
| +25% | +$28.8K |
|
2267
REV Group
REVG
$3.06B
| $143K | ﹤0.01% |
12,960
-14,858
| -53% | -$164K |
|
2268
Frontline
FRO
$5.02B
| $141K | ﹤0.01% |
+12,890
| New | +$141K |
|
2269
Altice USA
ATUS
$1.09B
| $135K | ﹤0.01% |
23,172
+1,494
| +7% | +$8.7K |
|
|
PTRA
2270
DELISTED
Proterra Inc. Common Stock
PTRA
| $135K | ﹤0.01% |
27,126
+5,147
| +23% | +$25.6K |
|
|
BTRS
2271
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $135K | ﹤0.01% |
14,602
-962
| -6% | -$8.89K |
|
2272
Caribou Biosciences
CRBU
$166M
| $134K | ﹤0.01% |
+12,736
| New | +$134K |
|
2273
Seres Therapeutics
MCRB
$154M
| $134K | ﹤0.01% |
1,044
-18
| -2% | -$2.31K |
|
|
PDM
2274
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $134K | ﹤0.01% |
+12,705
| New | +$134K |
|
2275
Xeris Biopharma Holdings
XERS
$1.26B
| $134K | ﹤0.01% |
86,048
-90,079
| -51% | -$140K |
|