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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Arbutus Biopharma
ABUS
$805M
| $114K | ﹤0.01% |
45,575
-25
| -0.1% | -$63 |
|
2252
MRC Global
MRC
$1.28B
| $114K | ﹤0.01% |
10,348
-775
| -7% | -$8.53K |
|
2253
fuboTV
FUBO
$1.37B
| $114K | ﹤0.01% |
35,750
-5,915
| -14% | -$18.8K |
|
2254
Ecovyst
ECVT
$1.03B
| $113K | ﹤0.01% |
11,599
-1,618
| -12% | -$15.8K |
|
2255
P3 Health Partners
PIII
$28.7M
| $113K | ﹤0.01% |
1,607
+6
| +0.4% | +$423 |
|
|
DHC
2256
Diversified Healthcare Trust
DHC
$995M
| $113K | ﹤0.01% |
30,122
-5,546
| -16% | -$20.7K |
|
|
CDMO
2257
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $112K | ﹤0.01% |
17,205
-325,301
| -95% | -$2.11M |
|
2258
Emergent Biosolutions
EBS
$404M
| $112K | ﹤0.01% |
46,551
+7,263
| +18% | +$17.4K |
|
2259
American Vanguard Corp
AVD
$159M
| $111K | ﹤0.01% |
10,131
-141,955
| -93% | -$1.56M |
|
2260
Allogene Therapeutics
ALLO
$255M
| $111K | ﹤0.01% |
34,613
-231,541
| -87% | -$743K |
|
2261
Navitas Semiconductor
NVTS
$1.19B
| $111K | ﹤0.01% |
13,754
-1,713
| -11% | -$13.8K |
|
|
INFN
2262
DELISTED
Infinera Corporation Common Stock
INFN
| $110K | ﹤0.01% |
23,065
+2,011
| +10% | +$9.55K |
|
2263
Nordic American Tanker
NAT
$692M
| $109K | ﹤0.01% |
26,033
-4,311
| -14% | -$18.1K |
|
2264
Cullinan Oncology
CGEM
$413M
| $109K | ﹤0.01% |
10,692
-181
| -2% | -$1.84K |
|
2265
Nano X Imaging
NNOX
$236M
| $108K | ﹤0.01% |
17,008
-1,128
| -6% | -$7.19K |
|
2266
Luminar Technologies
LAZR
$114M
| $107K | ﹤0.01% |
2,110
+193
| +10% | +$9.76K |
|
2267
Phathom Pharmaceuticals
PHAT
$875M
| $106K | ﹤0.01% |
11,585
-216
| -2% | -$1.97K |
|
2268
NovaGold Resources
NG
$2.75B
| $105K | ﹤0.01% |
28,123
+2,596
| +10% | +$9.71K |
|
2269
Xeris Biopharma Holdings
XERS
$1.27B
| $105K | ﹤0.01% |
44,725
+1,601
| +4% | +$3.76K |
|
2270
Nkarta
NKTX
$161M
| $104K | ﹤0.01% |
15,793
+1,288
| +9% | +$8.5K |
|
2271
Y-mAbs Therapeutics
YMAB
$390M
| $101K | ﹤0.01% |
14,829
-390
| -3% | -$2.66K |
|
2272
AngioDynamics
ANGO
$436M
| $101K | ﹤0.01% |
12,863
-548
| -4% | -$4.3K |
|
2273
Esperion Therapeutics
ESPR
$540M
| $101K | ﹤0.01% |
33,633
-803
| -2% | -$2.4K |
|
2274
Fate Therapeutics
FATE
$116M
| $100K | ﹤0.01% |
26,787
-1,745
| -6% | -$6.53K |
|
2275
Ocular Therapeutix
OCUL
$2.37B
| $97.9K | ﹤0.01% |
21,959
-112
| -0.5% | -$500 |
|