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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
PACCAR
PCAR
|
$89.7M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Montauk Renewables
MNTK
$306M
| $118K | ﹤0.01% |
15,049
-2,530
| -14% | -$19.9K |
|
2277
Arbutus Biopharma
ABUS
$711M
| $118K | ﹤0.01% |
39,082
+251
| +0.6% | +$761 |
|
2278
Ginkgo Bioworks
DNA
$750M
| $118K | ﹤0.01% |
88,896
+819
| +0.9% | +$1.09K |
|
2279
ImmunityBio
IBRX
$2.21B
| $118K | ﹤0.01% |
64,808
-4,164
| -6% | -$7.58K |
|
2280
Scilex Holding
SCLX
$124M
| $117K | ﹤0.01% |
+14,293
| New | +$117K |
|
2281
Senseonics Holdings
SENS
$374M
| $116K | ﹤0.01% |
163,948
-18,712
| -10% | -$13.3K |
|
2282
Marathon Digital Holdings
MARA
$5.92B
| $116K | ﹤0.01% |
+13,342
| New | +$116K |
|
|
MFA
2283
MFA Financial
MFA
$1.05B
| $116K | ﹤0.01% |
+11,700
| New | +$116K |
|
2284
ARKO Corp
ARKO
$564M
| $115K | ﹤0.01% |
13,557
-1,868
| -12% | -$15.9K |
|
2285
Quanterix
QTRX
$211M
| $115K | ﹤0.01% |
+10,201
| New | +$115K |
|
2286
Carvana
CVNA
$51.4B
| $114K | ﹤0.01% |
11,693
-1,553
| -12% | -$15.2K |
|
2287
Nurix Therapeutics
NRIX
$714M
| $114K | ﹤0.01% |
12,804
+1,793
| +16% | +$15.9K |
|
2288
Uranium Energy
UEC
$4.75B
| $113K | ﹤0.01% |
39,315
-2,922
| -7% | -$8.42K |
|
2289
MiMedx Group
MDXG
$1.05B
| $112K | ﹤0.01% |
32,891
+4,238
| +15% | +$14.5K |
|
|
MGI
2290
DELISTED
MoneyGram International, Inc. New
MGI
| $111K | ﹤0.01% |
+10,691
| New | +$111K |
|
2291
Virgin Galactic
SPCE
$179M
| $110K | ﹤0.01% |
27,141
+5,126
| +23% | +$20.8K |
|
2292
Newmark Group
NMRK
$3.22B
| $109K | ﹤0.01% |
+15,451
| New | +$109K |
|
2293
Axogen
AXGN
$743M
| $107K | ﹤0.01% |
11,345
-848
| -7% | -$8.01K |
|
|
RDFN
2294
DELISTED
Redfin
RDFN
| $107K | ﹤0.01% |
11,805
-1,062
| -8% | -$9.62K |
|
2295
Mersana Therapeutics
MRSN
$36.5M
| $105K | ﹤0.01% |
25,462
+3,595
| +16% | +$14.8K |
|
2296
Cullinan Oncology
CGEM
$445M
| $104K | ﹤0.01% |
+10,210
| New | +$104K |
|
|
CTEV
2297
Claritev Corporation
CTEV
$1.14B
| $102K | ﹤0.01% |
96,602
+5,388
| +6% | +$5.71K |
|
2298
LegalZoom.com
LZ
$2B
| $99.9K | ﹤0.01% |
10,655
-958
| -8% | -$8.99K |
|
|
BLUE
2299
DELISTED
bluebird bio
BLUE
| $99.7K | ﹤0.01% |
31,357
+5,596
| +22% | +$17.8K |
|
2300
Lexicon Pharmaceuticals
LXRX
$400M
| $98.5K | ﹤0.01% |
40,544
-667
| -2% | -$1.62K |
|