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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Virgin Galactic
SPCE
$180M
| $133K | ﹤0.01% |
1,409
+253
| +22% | +$23.9K |
|
2277
Energy Fuels
UUUU
$2.93B
| $133K | ﹤0.01% |
21,724
+206
| +1% | +$1.26K |
|
|
INFN
2278
DELISTED
Infinera Corporation Common Stock
INFN
| $133K | ﹤0.01% |
27,555
-1,814
| -6% | -$8.76K |
|
|
DCT
2279
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $133K | ﹤0.01% |
11,242
-81,441
| -88% | -$963K |
|
|
SHCR
2280
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $131K | ﹤0.01% |
69,185
+27,669
| +67% | +$52.4K |
|
|
SRNE
2281
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $131K | ﹤0.01% |
83,526
+17,128
| +26% | +$26.9K |
|
2282
Kratos Defense & Security Solutions
KTOS
$11B
| $130K | ﹤0.01% |
+12,772
| New | +$130K |
|
|
ZUO
2283
DELISTED
Zuora, Inc.
ZUO
| $129K | ﹤0.01% |
17,527
+10
| +0.1% | +$74 |
|
2284
Mersana Therapeutics
MRSN
$37.9M
| $128K | ﹤0.01% |
757
+199
| +36% | +$33.6K |
|
|
CTIC
2285
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $128K | ﹤0.01% |
22,000
+4,556
| +26% | +$26.5K |
|
|
STKL
2286
SunOpta
STKL
$748M
| $127K | ﹤0.01% |
13,949
-43,780
| -76% | -$399K |
|
2287
Udemy
UDMY
$1.02B
| $127K | ﹤0.01% |
10,503
-693
| -6% | -$8.38K |
|
2288
Rocket Lab Corporation Common Stock
RKLB
$22.5B
| $126K | ﹤0.01% |
31,043
-2,042
| -6% | -$8.29K |
|
|
CIM
2289
Chimera Investment
CIM
$1.17B
| $125K | ﹤0.01% |
7,981
+3,833
| +92% | +$60K |
|
|
ETWO
2290
DELISTED
E2open Parent Holdings
ETWO
| $125K | ﹤0.01% |
20,594
+10,172
| +98% | +$61.7K |
|
|
NVTA
2291
DELISTED
Invitae Corporation
NVTA
| $124K | ﹤0.01% |
50,380
+12,732
| +34% | +$31.3K |
|
2292
Open Lending Corp
LPRO
$252M
| $123K | ﹤0.01% |
15,359
-1,011
| -6% | -$8.1K |
|
|
PGRE
2293
Paramount Group
PGRE
$1.6B
| $123K | ﹤0.01% |
+19,761
| New | +$123K |
|
2294
Snap
SNAP
$12B
| $123K | ﹤0.01% |
12,498
-26,590
| -68% | -$262K |
|
|
CLVS
2295
DELISTED
Clovis Oncology, Inc.
CLVS
| $123K | ﹤0.01% |
103,638
-151,745
| -59% | -$180K |
|
2296
Marathon Digital Holdings
MARA
$6.02B
| $122K | ﹤0.01% |
+11,433
| New | +$122K |
|
2297
GrafTech
EAF
$212M
| $120K | ﹤0.01% |
2,786
-271
| -9% | -$11.7K |
|
2298
Acco Brands
ACCO
$355M
| $119K | ﹤0.01% |
24,402
-21,557
| -47% | -$105K |
|
2299
LendingClub
LC
$1.88B
| $119K | ﹤0.01% |
+10,813
| New | +$119K |
|
2300
Lightwave Logic
LWLG
$399M
| $119K | ﹤0.01% |
16,271
-1,071
| -6% | -$7.83K |
|