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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Clover Health Investments
CLOV
$1.55B
| $218K | ﹤0.01% |
101,699
+74,974
| +281% | +$161K |
|
2277
QuantumScape
QS
$4.73B
| $218K | ﹤0.01% |
25,378
+1,346
| +6% | +$11.6K |
|
|
TA
2278
DELISTED
TravelCenters of America LLC
TA
| $218K | ﹤0.01% |
+6,312
| New | +$218K |
|
2279
Regional Management Corp
RM
$412M
| $217K | ﹤0.01% |
5,811
-2,563
| -31% | -$95.7K |
|
2280
GrafTech
EAF
$199M
| $216K | ﹤0.01% |
3,057
-352
| -10% | -$24.9K |
|
|
NKLA
2281
DELISTED
Nikola Corporation Common Stock
NKLA
| $216K | ﹤0.01% |
1,510
+127
| +9% | +$18.2K |
|
|
FSR
2282
DELISTED
Fisker Inc.
FSR
| $216K | ﹤0.01% |
25,221
-3,117
| -11% | -$26.7K |
|
2283
Ryman Hospitality Properties
RHP
$6.34B
| $214K | ﹤0.01% |
2,813
-6,517
| -70% | -$496K |
|
|
DOYU
2284
DouYu International Holdings
DOYU
$244M
| $213K | ﹤0.01% |
+17,736
| New | +$213K |
|
2285
Recursion Pharmaceuticals
RXRX
$1.98B
| $213K | ﹤0.01% |
26,179
-9,019
| -26% | -$73.4K |
|
2286
AbCellera Biologics
ABCL
$1.28B
| $212K | ﹤0.01% |
+19,903
| New | +$212K |
|
2287
Southern Missouri Bancorp
SMBC
$639M
| $211K | ﹤0.01% |
+4,659
| New | +$211K |
|
|
IMGN
2288
DELISTED
Immunogen Inc
IMGN
| $211K | ﹤0.01% |
46,883
-117,121
| -71% | -$527K |
|
2289
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $210K | ﹤0.01% |
+12,193
| New | +$210K |
|
2290
Aurinia Pharmaceuticals
AUPH
$1.61B
| $209K | ﹤0.01% |
+20,811
| New | +$209K |
|
2291
NeueHealth
NEUE
$60.8M
| $209K | ﹤0.01% |
1,440
+519
| +56% | +$75.3K |
|
2292
Cameco
CCJ
$34.6B
| $208K | ﹤0.01% |
9,898
-467
| -5% | -$9.81K |
|
|
CANO
2293
DELISTED
Cano Health, Inc.
CANO
| $208K | ﹤0.01% |
476
+280
| +143% | +$122K |
|
2294
Merchants Bancorp
MBIN
$1.45B
| $207K | ﹤0.01% |
9,128
-3,068
| -25% | -$69.6K |
|
|
BBUC
2295
Brookfield Business Corp
BBUC
$2.36B
| $206K | ﹤0.01% |
+8,960
| New | +$206K |
|
2296
ImmunityBio
IBRX
$2.43B
| $206K | ﹤0.01% |
55,493
+9,925
| +22% | +$36.8K |
|
2297
Build-A-Bear
BBW
$962M
| $204K | ﹤0.01% |
+12,407
| New | +$204K |
|
2298
Copa Holdings
CPA
$4.73B
| $204K | ﹤0.01% |
3,218
-836,886
| -100% | -$53.1M |
|
2299
Asana
ASAN
$3.14B
| $201K | ﹤0.01% |
11,428
-1,236
| -10% | -$21.7K |
|
2300
Altice USA
ATUS
$1.09B
| $201K | ﹤0.01% |
21,678
+262
| +1% | +$2.43K |
|