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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Magnite
MGNI
$3.7B
| $86K | ﹤0.01% |
12,425
-2,265
| -15% | -$15.7K |
|
2277
Viking Therapeutics
VKTX
$3.04B
| $86K | ﹤0.01% |
14,702
-728
| -5% | -$4.26K |
|
|
AGRX
2278
DELISTED
Agile Therapeutics, Inc
AGRX
| $86K | ﹤0.01% |
28,205
-1,357
| -5% | -$4.14K |
|
|
RUBY
2279
DELISTED
Rubius Therapeutics, Inc
RUBY
| $81K | ﹤0.01% |
16,236
-804
| -5% | -$4.01K |
|
|
WBT
2280
DELISTED
Welbilt, Inc.
WBT
| $79K | ﹤0.01% |
12,833
-3,911
| -23% | -$24.1K |
|
|
QUOT
2281
DELISTED
Quotient Technology Inc
QUOT
| $77K | ﹤0.01% |
10,374
-1,884
| -15% | -$14K |
|
|
AUD
2282
DELISTED
Audacy, Inc.
AUD
| $72K | ﹤0.01% |
44,874
+7,922
| +21% | +$12.7K |
|
|
VBIV
2283
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
| $70K | ﹤0.01% |
24,405
-2,313
| -9% | -$6.63K |
|
2284
Mistras Group
MG
$302M
| $69K | ﹤0.01% |
+17,609
| New | +$69K |
|
|
NH
2285
DELISTED
NantHealth, Inc
NH
| $69K | ﹤0.01% |
29,343
+13,845
| +89% | +$32.6K |
|
2286
Empire State Realty Trust
ESRT
$1.3B
| $64K | ﹤0.01% |
10,525
-1,663
| -14% | -$10.1K |
|
2287
FuelCell Energy
FCEL
$95.7M
| $59K | ﹤0.01% |
27,709
-3,794
| -12% | -$8.08K |
|
2288
National CineMedia
NCMI
$411M
| $59K | ﹤0.01% |
21,606
+10,224
| +90% | +$27.9K |
|
|
ORC
2289
Orchid Island Capital
ORC
$940M
| $59K | ﹤0.01% |
11,732
+301
| +3% | +$1.51K |
|
2290
BGC Group
BGC
$4.65B
| $55K | ﹤0.01% |
23,064
-11,704
| -34% | -$27.9K |
|
|
ATHX
2291
DELISTED
Athersys, Inc. Common Stock
ATHX
| $53K | ﹤0.01% |
27,345
-1,299
| -5% | -$2.52K |
|
2292
Antero Resources
AR
$9.86B
| $51K | ﹤0.01% |
18,412
-9,276
| -34% | -$25.7K |
|
|
HALL
2293
DELISTED
Hallmark Financial Services, Inc.
HALL
| $48K | ﹤0.01% |
+18,368
| New | +$48K |
|
2294
MEI Pharma
MEIP
$160M
| $47K | ﹤0.01% |
15,102
-1,169
| -7% | -$3.64K |
|
2295
Newmark Group
NMRK
$3.22B
| $47K | ﹤0.01% |
10,830
-5,461
| -34% | -$23.7K |
|
2296
Corbus Pharmaceuticals
CRBP
$115M
| $45K | ﹤0.01% |
25,229
-977
| -4% | -$1.74K |
|
|
CETV
2297
DELISTED
Central European Media Enterprises Ltd
CETV
| $43K | ﹤0.01% |
10,187
-2,153
| -17% | -$9.09K |
|
2298
Conduent
CNDT
$439M
| $40K | ﹤0.01% |
12,511
-6,309
| -34% | -$20.2K |
|
|
SEAC
2299
DELISTED
Seachange International Inc
SEAC
| $40K | ﹤0.01% |
45,442
+21,300
| +88% | +$18.7K |
|
|
AFMD
2300
DELISTED
Affimed
AFMD
| $39K | ﹤0.01% |
11,497
-624
| -5% | -$2.12K |
|