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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
ChargePoint
CHPT
$239M
| $69.5K | ﹤0.01% |
2,302
+569
| +33% | +$17.2K |
|
2252
FIGS
FIGS
$1.12B
| $69.3K | ﹤0.01% |
13,006
-3,670
| -22% | -$19.6K |
|
2253
Alector
ALEC
$305M
| $67.1K | ﹤0.01% |
14,773
-7,739
| -34% | -$35.1K |
|
|
STKL
2254
SunOpta
STKL
$779M
| $66.9K | ﹤0.01% |
12,393
-32
| -0.3% | -$173 |
|
2255
Vaalco Energy
EGY
$399M
| $66.4K | ﹤0.01% |
10,593
-1,585
| -13% | -$9.94K |
|
2256
Ardagh Metal Packaging
AMBP
$2.14B
| $66.4K | ﹤0.01% |
19,521
+5,009
| +35% | +$17K |
|
2257
SGHC Ltd
SGHC
$6.4B
| $65.4K | ﹤0.01% |
20,242
+1,894
| +10% | +$6.12K |
|
|
DHC
2258
Diversified Healthcare Trust
DHC
$995M
| $65.3K | ﹤0.01% |
21,419
-6,064
| -22% | -$18.5K |
|
2259
Luminar Technologies
LAZR
$114M
| $65.1K | ﹤0.01% |
2,912
+302
| +12% | +$6.75K |
|
2260
Heron Therapeutics
HRTX
$201M
| $64.6K | ﹤0.01% |
18,446
-17,758
| -49% | -$62.2K |
|
2261
Gannett
GCI
$629M
| $64.2K | ﹤0.01% |
13,918
-3,031
| -18% | -$14K |
|
2262
Adaptive Biotechnologies
ADPT
$1.96B
| $63.3K | ﹤0.01% |
17,495
-15,009
| -46% | -$54.3K |
|
2263
Prime Medicine
PRME
$663M
| $62.6K | ﹤0.01% |
12,187
-5,446
| -31% | -$28K |
|
2264
Vivid Seats
SEAT
$103M
| $60.7K | ﹤0.01% |
+528
| New | +$60.7K |
|
|
NOVA
2265
DELISTED
Sunnova Energy
NOVA
| $59.4K | ﹤0.01% |
10,649
-2,524
| -19% | -$14.1K |
|
2266
TETRA Technologies
TTI
$625M
| $58.7K | ﹤0.01% |
16,960
+106
| +0.6% | +$367 |
|
2267
MaxCyte
MXCT
$150M
| $57.7K | ﹤0.01% |
14,724
-11,660
| -44% | -$45.7K |
|
2268
Cerus
CERS
$255M
| $57.5K | ﹤0.01% |
32,663
-19,791
| -38% | -$34.8K |
|
2269
Standard BioTools
LAB
$497M
| $56.8K | ﹤0.01% |
+32,097
| New | +$56.8K |
|
2270
Annexon
ANNX
$238M
| $56.1K | ﹤0.01% |
+11,440
| New | +$56.1K |
|
2271
Applied Therapeutics
APLT
$68.2M
| $54.1K | ﹤0.01% |
+11,583
| New | +$54.1K |
|
2272
Olo Inc
OLO
$1.74B
| $53.8K | ﹤0.01% |
12,163
-750
| -6% | -$3.32K |
|
2273
Ocugen
OCGN
$322M
| $53.6K | ﹤0.01% |
34,566
-24,788
| -42% | -$38.4K |
|
2274
OmniAb
OABI
$246M
| $52.9K | ﹤0.01% |
14,105
-15,785
| -53% | -$59.2K |
|
2275
Real Brokerage
REAX
$1.1B
| $52.2K | ﹤0.01% |
+12,853
| New | +$52.2K |
|