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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Kratos Defense & Security Solutions
KTOS
$10.9B
| $258K | ﹤0.01% |
12,603
-378
| -3% | -$7.74K |
|
2277
CryoPort
CYRX
$518M
| $257K | ﹤0.01% |
7,365
+467
| +7% | +$16.3K |
|
2278
Frontdoor
FTDR
$4.59B
| $257K | ﹤0.01% |
8,613
+217
| +3% | +$6.48K |
|
2279
ImmunityBio
IBRX
$2.27B
| $256K | ﹤0.01% |
45,568
-1,248
| -3% | -$7.01K |
|
2280
StoneCo
STNE
$4.63B
| $256K | ﹤0.01% |
21,860
-1,656
| -7% | -$19.4K |
|
2281
Senseonics Holdings
SENS
$373M
| $255K | ﹤0.01% |
129,563
+2,771
| +2% | +$5.45K |
|
|
HEES
2282
DELISTED
H&E Equipment Services
HEES
| $254K | ﹤0.01% |
5,841
+372
| +7% | +$16.2K |
|
2283
Lucid Motors
LCID
$5.66B
| $254K | ﹤0.01% |
999
+18
| +2% | +$4.58K |
|
2284
Recursion Pharmaceuticals
RXRX
$2.01B
| $252K | ﹤0.01% |
35,198
-273
| -0.8% | -$1.96K |
|
|
RVNC
2285
DELISTED
Revance Therapeutics, Inc.
RVNC
| $251K | ﹤0.01% |
12,850
+913
| +8% | +$17.8K |
|
2286
PJT Partners
PJT
$4.38B
| $248K | ﹤0.01% |
3,931
+201
| +5% | +$12.7K |
|
|
SBOW
2287
DELISTED
SilverBow Resources, Inc.
SBOW
| $248K | ﹤0.01% |
7,741
-3,852
| -33% | -$123K |
|
2288
Pinduoduo
PDD
$177B
| $247K | ﹤0.01% |
6,158
-9,863
| -62% | -$396K |
|
2289
The RMR Group
RMR
$284M
| $247K | ﹤0.01% |
7,957
-4,023
| -34% | -$125K |
|
|
EQC
2290
DELISTED
Equity Commonwealth
EQC
| $244K | ﹤0.01% |
8,638
-1,533
| -15% | -$43.3K |
|
|
CNR
2291
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $244K | ﹤0.01% |
+10,025
| New | +$244K |
|
2292
PROS Holdings
PRO
$746M
| $242K | ﹤0.01% |
7,259
+461
| +7% | +$15.4K |
|
2293
eXp World Holdings
EXPI
$1.76B
| $241K | ﹤0.01% |
11,399
+725
| +7% | +$15.3K |
|
2294
Lyell Immunopharma
LYEL
$233M
| $241K | ﹤0.01% |
2,386
+953
| +67% | +$96.3K |
|
2295
AdaptHealth
AHCO
$1.29B
| $239K | ﹤0.01% |
14,896
-836
| -5% | -$13.4K |
|
2296
Editas Medicine
EDIT
$248M
| $238K | ﹤0.01% |
12,521
-7,280
| -37% | -$138K |
|
2297
Energy Fuels
UUUU
$2.67B
| $238K | ﹤0.01% |
26,042
+1,582
| +6% | +$14.5K |
|
2298
Information Services Group
III
$253M
| $232K | ﹤0.01% |
34,134
-17,312
| -34% | -$118K |
|
2299
MGE Energy Inc
MGEE
$3.1B
| $231K | ﹤0.01% |
2,892
-283
| -9% | -$22.6K |
|
|
AVID
2300
DELISTED
Avid Technology Inc
AVID
| $231K | ﹤0.01% |
6,621
+473
| +8% | +$16.5K |
|