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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AGEN
2251
Agenus
AGEN
$138M
| $121K | ﹤0.01% |
5,365
+769
| +17% | +$17.4K |
|
2252
Caribou Biosciences
CRBU
$174M
| $120K | ﹤0.01% |
25,198
+6,227
| +33% | +$29.8K |
|
2253
LegalZoom.com
LZ
$1.86B
| $120K | ﹤0.01% |
10,988
-1,309
| -11% | -$14.3K |
|
2254
Zeta Global
ZETA
$4.5B
| $120K | ﹤0.01% |
14,385
-1,464
| -9% | -$12.2K |
|
|
BRSP
2255
BrightSpire Capital
BRSP
$772M
| $119K | ﹤0.01% |
19,066
+5,380
| +39% | +$33.7K |
|
2256
Nano X Imaging
NNOX
$236M
| $119K | ﹤0.01% |
18,136
+2,420
| +15% | +$15.9K |
|
2257
Maravai LifeSciences
MRVI
$363M
| $119K | ﹤0.01% |
11,891
+797
| +7% | +$7.97K |
|
2258
P3 Health Partners
PIII
$28.7M
| $118K | ﹤0.01% |
1,601
+188
| +13% | +$13.8K |
|
2259
Aurora
AUR
$10.6B
| $115K | ﹤0.01% |
48,978
+16,686
| +52% | +$39.2K |
|
|
BLUE
2260
DELISTED
bluebird bio
BLUE
| $115K | ﹤0.01% |
1,887
-33
| -2% | -$2.01K |
|
2261
Archer Aviation
ACHR
$5.48B
| $114K | ﹤0.01% |
22,561
+6,358
| +39% | +$32.2K |
|
2262
MRC Global
MRC
$1.28B
| $114K | ﹤0.01% |
+11,123
| New | +$114K |
|
2263
Brookdale Senior Living
BKD
$1.83B
| $114K | ﹤0.01% |
27,427
+9,319
| +51% | +$38.6K |
|
|
ETWO
2264
DELISTED
E2open Parent Holdings
ETWO
| $114K | ﹤0.01% |
25,004
+3,813
| +18% | +$17.3K |
|
2265
Viking Therapeutics
VKTX
$3.03B
| $112K | ﹤0.01% |
10,143
-1,208
| -11% | -$13.4K |
|
|
ZUO
2266
DELISTED
Zuora, Inc.
ZUO
| $112K | ﹤0.01% |
13,567
-1,042
| -7% | -$8.59K |
|
2267
Liquidia Corp
LQDA
$2.48B
| $112K | ﹤0.01% |
17,600
+139
| +0.8% | +$881 |
|
2268
Pulmonx
LUNG
$70.9M
| $111K | ﹤0.01% |
10,781
-468
| -4% | -$4.83K |
|
2269
fuboTV
FUBO
$1.37B
| $111K | ﹤0.01% |
41,665
+20,050
| +93% | +$53.5K |
|
2270
Vanda Pharmaceuticals
VNDA
$272M
| $110K | ﹤0.01% |
25,464
-311,998
| -92% | -$1.35M |
|
2271
Destination XL Group
DXLG
$66.8M
| $110K | ﹤0.01% |
24,486
+7,774
| +47% | +$34.8K |
|
2272
KalVista Pharmaceuticals
KALV
$796M
| $109K | ﹤0.01% |
+11,344
| New | +$109K |
|
|
LGF.B
2273
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $109K | ﹤0.01% |
13,856
+624
| +5% | +$4.91K |
|
2274
AvePoint
AVPT
$3.45B
| $109K | ﹤0.01% |
16,184
-1,921
| -11% | -$12.9K |
|
2275
Coeur Mining
CDE
$9.43B
| $108K | ﹤0.01% |
48,718
+14,768
| +43% | +$32.8K |
|