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 |
TransDigm Group
TDG
|
$406M |
| 2 |
Welltower
WELL
|
$262M |
| 3 |
Camden Property Trust
CPT
|
$199M |
| 4 |
Autodesk
ADSK
|
$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
$193M |
Top Sells
| 1 |
Alibaba
BABA
|
$419M |
| 2 |
Digital Realty Trust
DLR
|
$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
$207M |
| 4 |
iShares MBS ETF
MBB
|
$192M |
| 5 |
Americold
COLD
|
$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Clearside Biomedical
CLSD
$26.7M
| $67K | ﹤0.01% |
+35,747
| New | +$67K |
|
2277
MEI Pharma
MEIP
$149M
| $67K | ﹤0.01% |
814
+157
| +24% | +$12.9K |
|
2278
Nordic American Tanker
NAT
$671M
| $67K | ﹤0.01% |
16,449
-188,626
| -92% | -$768K |
|
2279
DHT Holdings
DHT
$1.94B
| $65K | ﹤0.01% |
+12,715
| New | +$65K |
|
|
CALA
2280
DELISTED
Calithera Biosciences, Inc
CALA
| $57K | ﹤0.01% |
+543
| New | +$57K |
|
|
AFMD
2281
DELISTED
Affimed
AFMD
| $56K | ﹤0.01% |
+1,212
| New | +$56K |
|
|
EVRI
2282
DELISTED
Everi Holdings
EVRI
| $55K | ﹤0.01% |
10,738
-433
| -4% | -$2.22K |
|
|
ORC
2283
Orchid Island Capital
ORC
$951M
| $54K | ﹤0.01% |
2,286
-783
| -26% | -$18.5K |
|
2284
Wipro
WIT
$29B
| $54K | ﹤0.01% |
32,406
| – | – |
|
|
AUD
2285
DELISTED
Audacy, Inc.
AUD
| $51K | ﹤0.01% |
36,952
+23,934
| +184% | +$33K |
|
2286
Geron
GERN
$893M
| $46K | ﹤0.01% |
21,147
+227
| +1% | +$494 |
|
2287
Conduent
CNDT
$444M
| $45K | ﹤0.01% |
18,820
+1,278
| +7% | +$3.06K |
|
|
NEX
2288
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $45K | ﹤0.01% |
18,457
+2,097
| +13% | +$5.11K |
|
|
CETV
2289
DELISTED
Central European Media Enterprises Ltd
CETV
| $44K | ﹤0.01% |
12,340
-417
| -3% | -$1.49K |
|
|
SIEN
2290
DELISTED
Sientra, Inc.
SIEN
| $41K | ﹤0.01% |
+1,057
| New | +$41K |
|
2291
Expro
XPRO
$1.39B
| $39K | ﹤0.01% |
+2,946
| New | +$39K |
|
2292
Verastem
VSTM
$585M
| $38K | ﹤0.01% |
+1,841
| New | +$38K |
|
|
PDLI
2293
DELISTED
PDL BioPharma, Inc.
PDLI
| $38K | ﹤0.01% |
12,966
-102,820
| -89% | -$301K |
|
|
MRNS
2294
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $36K | ﹤0.01% |
+3,498
| New | +$36K |
|
|
SEAC
2295
DELISTED
Seachange International Inc
SEAC
| $36K | ﹤0.01% |
+1,207
| New | +$36K |
|
2296
National CineMedia
NCMI
$419M
| $34K | ﹤0.01% |
1,138
-214
| -16% | -$6.39K |
|
2297
Clean Energy Fuels
CLNE
$548M
| $33K | ﹤0.01% |
14,990
-315
| -2% | -$693 |
|
|
ASAP
2298
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
| $33K | ﹤0.01% |
+627
| New | +$33K |
|
2299
Oxford Square Capital
OXSQ
$172M
| $32K | ﹤0.01% |
11,559
-1,520
| -12% | -$4.21K |
|
2300
TrueCar
TRUE
$183M
| $31K | ﹤0.01% |
12,084
-2,567
| -18% | -$6.59K |
|