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 |
Brookfield
BN
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Aris Water Solutions
ARIS
$786M
| $129K | ﹤0.01% |
+12,525
| New | +$129K |
|
2252
Rigel Pharmaceuticals
RIGL
$690M
| $129K | ﹤0.01% |
99,976
-14,986
| -13% | -$19.3K |
|
2253
MaxCyte
MXCT
$143M
| $127K | ﹤0.01% |
27,703
+1,758
| +7% | +$8.07K |
|
|
CBAY
2254
DELISTED
Cymabay Therapeutics
CBAY
| $127K | ﹤0.01% |
+11,579
| New | +$127K |
|
|
BLUE
2255
DELISTED
bluebird bio
BLUE
| $126K | ﹤0.01% |
38,391
+7,034
| +22% | +$23.1K |
|
2256
Edgewise Therapeutics
EWTX
$1.57B
| $125K | ﹤0.01% |
16,082
+3,904
| +32% | +$30.3K |
|
2257
DHT Holdings
DHT
$1.89B
| $124K | ﹤0.01% |
14,574
-1,035
| -7% | -$8.83K |
|
|
MFA
2258
MFA Financial
MFA
$1.03B
| $122K | ﹤0.01% |
10,870
-830
| -7% | -$9.33K |
|
2259
Fate Therapeutics
FATE
$119M
| $122K | ﹤0.01% |
25,635
+2,685
| +12% | +$12.8K |
|
2260
Compass
COMP
$4.7B
| $122K | ﹤0.01% |
34,759
+4,406
| +15% | +$15.4K |
|
|
CANO
2261
DELISTED
Cano Health, Inc.
CANO
| $121K | ﹤0.01% |
87,261
+39,438
| +82% | +$54.8K |
|
2262
Stoke Therapeutics
STOK
$1.07B
| $121K | ﹤0.01% |
+11,388
| New | +$121K |
|
2263
Perella Weinberg Partners
PWP
$1.36B
| $120K | ﹤0.01% |
+14,427
| New | +$120K |
|
2264
Ecovyst
ECVT
$1.04B
| $119K | ﹤0.01% |
+10,361
| New | +$119K |
|
|
ETWO
2265
DELISTED
E2open Parent Holdings
ETWO
| $119K | ﹤0.01% |
21,191
-1,510
| -7% | -$8.46K |
|
2266
Xeris Biopharma Holdings
XERS
$1.28B
| $119K | ﹤0.01% |
45,290
+30,325
| +203% | +$79.5K |
|
2267
Berry Corp
BRY
$258M
| $118K | ﹤0.01% |
17,132
-712
| -4% | -$4.9K |
|
2268
Warby Parker
WRBY
$3.12B
| $117K | ﹤0.01% |
+10,010
| New | +$117K |
|
2269
Axogen
AXGN
$723M
| $117K | ﹤0.01% |
12,795
+1,450
| +13% | +$13.2K |
|
2270
Ocular Therapeutix
OCUL
$2.21B
| $115K | ﹤0.01% |
22,246
-625
| -3% | -$3.23K |
|
2271
Energy Fuels
UUUU
$2.62B
| $114K | ﹤0.01% |
18,296
+873
| +5% | +$5.45K |
|
2272
SFL Corp
SFL
$1.07B
| $114K | ﹤0.01% |
12,233
-14,722
| -55% | -$137K |
|
2273
NovaGold Resources
NG
$2.72B
| $114K | ﹤0.01% |
28,557
+2,426
| +9% | +$9.68K |
|
|
INFN
2274
DELISTED
Infinera Corporation Common Stock
INFN
| $114K | ﹤0.01% |
23,555
+2,279
| +11% | +$11K |
|
2275
Ramaco Resources Class A
METC
$1.59B
| $112K | ﹤0.01% |
13,315
-6,030
| -31% | -$50.9K |
|