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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
RLJ Lodging Trust
RLJ
$1.14B
| $111K | ﹤0.01% |
10,445
-6,086
| -37% | -$64.5K |
|
|
TWKS
2277
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $111K | ﹤0.01% |
+10,849
| New | +$111K |
|
|
MNTV
2278
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $110K | ﹤0.01% |
15,777
-2,995
| -16% | -$21K |
|
|
RAD
2279
DELISTED
Rite Aid Corporation
RAD
| $110K | ﹤0.01% |
+32,898
| New | +$110K |
|
2280
Sangamo Therapeutics
SGMO
$160M
| $109K | ﹤0.01% |
34,834
+4,544
| +15% | +$14.3K |
|
|
NSTG
2281
DELISTED
NanoString Technologies, Inc.
NSTG
| $109K | ﹤0.01% |
13,675
+1,831
| +15% | +$14.6K |
|
2282
Sutro Biopharma
STRO
$77.2M
| $109K | ﹤0.01% |
13,474
+3,082
| +30% | +$24.9K |
|
2283
Energy Fuels
UUUU
$2.91B
| $109K | ﹤0.01% |
17,483
-4,241
| -20% | -$26.3K |
|
2284
Zeta Global
ZETA
$4.49B
| $108K | ﹤0.01% |
13,229
-2,504
| -16% | -$20.5K |
|
2285
Kezar Life Sciences
KZR
$29.3M
| $107K | ﹤0.01% |
1,515
+405
| +36% | +$28.5K |
|
|
SLGC
2286
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $106K | ﹤0.01% |
42,312
+5,027
| +13% | +$12.6K |
|
2287
Playtika
PLTK
$1.39B
| $105K | ﹤0.01% |
12,375
+478
| +4% | +$4.07K |
|
|
CTEV
2288
Claritev Corporation
CTEV
$1.04B
| $105K | ﹤0.01% |
2,280
-1,654
| -42% | -$76.1K |
|
|
TELL
2289
DELISTED
Tellurian Inc.
TELL
| $104K | ﹤0.01% |
61,781
-12,500
| -17% | -$21K |
|
2290
Ring Energy
REI
$215M
| $103K | ﹤0.01% |
42,051
+31,436
| +296% | +$77.3K |
|
2291
Globalstar
GSAT
$3.94B
| $103K | ﹤0.01% |
5,144
-1,202
| -19% | -$24K |
|
|
TSVT
2292
DELISTED
2seventy bio
TSVT
| $102K | ﹤0.01% |
10,903
+614
| +6% | +$5.75K |
|
2293
Erasca
ERAS
$440M
| $102K | ﹤0.01% |
23,583
+2,861
| +14% | +$12.3K |
|
2294
Joby Aviation
JOBY
$11.4B
| $98.4K | ﹤0.01% |
29,386
-6,244
| -18% | -$20.9K |
|
2295
Rocket Lab Corporation Common Stock
RKLB
$22.3B
| $98.4K | ﹤0.01% |
26,109
-4,934
| -16% | -$18.6K |
|
2296
Bionano Genomics
BNGO
$23M
| $97.9K | ﹤0.01% |
112
+6
| +6% | +$5.25K |
|
2297
Edgewise Therapeutics
EWTX
$1.55B
| $97.9K | ﹤0.01% |
+10,948
| New | +$97.9K |
|
|
SRNE
2298
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $94.1K | ﹤0.01% |
106,183
+22,657
| +27% | +$20.1K |
|
2299
Atea Pharmaceuticals
AVIR
$250M
| $94K | ﹤0.01% |
19,548
+2,041
| +12% | +$9.82K |
|
|
NGM
2300
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $93.9K | ﹤0.01% |
18,703
+4,657
| +33% | +$23.4K |
|