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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Ecovyst
ECVT
$1.05B
| $123K | ﹤0.01% |
11,016
-583
| -5% | -$6.5K |
|
2252
KalVista Pharmaceuticals
KALV
$803M
| $121K | ﹤0.01% |
10,234
-1,295
| -11% | -$15.4K |
|
|
CIM
2253
Chimera Investment
CIM
$1.19B
| $121K | ﹤0.01% |
8,742
-814
| -9% | -$11.3K |
|
2254
Aurora
AUR
$10.6B
| $115K | ﹤0.01% |
40,793
-1,864
| -4% | -$5.26K |
|
2255
Phathom Pharmaceuticals
PHAT
$882M
| $115K | ﹤0.01% |
10,783
-802
| -7% | -$8.52K |
|
|
OSG
2256
DELISTED
Overseas Shipholding Group Inc.
OSG
| $114K | ﹤0.01% |
+17,787
| New | +$114K |
|
2257
Chegg
CHGG
$169M
| $114K | ﹤0.01% |
14,999
-74,570
| -83% | -$564K |
|
2258
Caribou Biosciences
CRBU
$169M
| $113K | ﹤0.01% |
22,019
-1,726
| -7% | -$8.87K |
|
2259
MaxCyte
MXCT
$150M
| $111K | ﹤0.01% |
26,384
-2,056
| -7% | -$8.62K |
|
|
VZIO
2260
DELISTED
VIZIO Holding Corp.
VZIO
| $110K | ﹤0.01% |
+10,078
| New | +$110K |
|
2261
SoundHound AI
SOUN
$6.23B
| $109K | ﹤0.01% |
18,560
+2,629
| +17% | +$15.5K |
|
2262
Anavex Life Sciences
AVXL
$803M
| $108K | ﹤0.01% |
21,292
+428
| +2% | +$2.18K |
|
2263
C4 Therapeutics
CCCC
$193M
| $108K | ﹤0.01% |
13,238
-1,515
| -10% | -$12.4K |
|
2264
LendingClub
LC
$1.89B
| $108K | ﹤0.01% |
12,301
-1,217
| -9% | -$10.7K |
|
2265
Replimune Group
REPL
$471M
| $107K | ﹤0.01% |
13,129
-1,571
| -11% | -$12.8K |
|
2266
Arbutus Biopharma
ABUS
$784M
| $107K | ﹤0.01% |
41,448
-4,127
| -9% | -$10.6K |
|
2267
Sutro Biopharma
STRO
$83.3M
| $105K | ﹤0.01% |
18,645
-1,254
| -6% | -$7.09K |
|
2268
Axogen
AXGN
$738M
| $105K | ﹤0.01% |
12,965
+460
| +4% | +$3.71K |
|
2269
Adaptive Biotechnologies
ADPT
$1.91B
| $104K | ﹤0.01% |
32,504
-459,615
| -93% | -$1.48M |
|
|
EVRI
2270
DELISTED
Everi Holdings
EVRI
| $104K | ﹤0.01% |
10,327
+163
| +2% | +$1.64K |
|
|
BRSP
2271
BrightSpire Capital
BRSP
$772M
| $103K | ﹤0.01% |
14,944
-1,409
| -9% | -$9.71K |
|
|
RVNC
2272
DELISTED
Revance Therapeutics, Inc.
RVNC
| $103K | ﹤0.01% |
20,864
-248,854
| -92% | -$1.22M |
|
2273
Claros Mortgage Trust
CMTG
$537M
| $103K | ﹤0.01% |
10,509
-1,025
| -9% | -$10K |
|
2274
Atea Pharmaceuticals
AVIR
$258M
| $103K | ﹤0.01% |
25,374
-2,088
| -8% | -$8.44K |
|
2275
Vera Bradley
VRA
$65.9M
| $101K | ﹤0.01% |
+14,859
| New | +$101K |
|