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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Navitas Semiconductor
NVTS
$1.19B
| $107K | ﹤0.01% |
15,467
-79,284
| -84% | -$551K |
|
2277
Stagwell
STGW
$1.44B
| $107K | ﹤0.01% |
22,913
+4,135
| +22% | +$19.4K |
|
2278
Precigen
PGEN
$1.3B
| $105K | ﹤0.01% |
74,089
+8,763
| +13% | +$12.4K |
|
2279
Ardelyx
ARDX
$1.57B
| $102K | ﹤0.01% |
25,034
+765
| +3% | +$3.12K |
|
2280
ADT
ADT
$7.13B
| $101K | ﹤0.01% |
16,774
+183
| +1% | +$1.1K |
|
2281
Edgewise Therapeutics
EWTX
$1.64B
| $101K | ﹤0.01% |
17,561
+1,479
| +9% | +$8.48K |
|
2282
Lyell Immunopharma
LYEL
$233M
| $100K | ﹤0.01% |
3,404
+396
| +13% | +$11.6K |
|
2283
Cullinan Oncology
CGEM
$413M
| $98.4K | ﹤0.01% |
10,873
+836
| +8% | +$7.57K |
|
2284
AngioDynamics
ANGO
$436M
| $98K | ﹤0.01% |
13,411
-217,349
| -94% | -$1.59M |
|
2285
NovaGold Resources
NG
$2.75B
| $98K | ﹤0.01% |
25,527
-3,030
| -11% | -$11.6K |
|
2286
Globalstar
GSAT
$3.96B
| $98K | ﹤0.01% |
4,986
-379
| -7% | -$7.45K |
|
|
CTEV
2287
Claritev Corporation
CTEV
$1.15B
| $96.9K | ﹤0.01% |
1,442
+436
| +43% | +$29.3K |
|
2288
Compass
COMP
$5.07B
| $96.6K | ﹤0.01% |
33,304
-1,455
| -4% | -$4.22K |
|
2289
LendingClub
LC
$1.9B
| $96.1K | ﹤0.01% |
15,761
+4,455
| +39% | +$27.2K |
|
2290
Clean Energy Fuels
CLNE
$546M
| $96.1K | ﹤0.01% |
25,084
+7,065
| +39% | +$27.1K |
|
2291
Opko Health
OPK
$1.07B
| $95.3K | ﹤0.01% |
59,566
+16,733
| +39% | +$26.8K |
|
2292
Select Water Solutions
WTTR
$881M
| $95.2K | ﹤0.01% |
+11,970
| New | +$95.2K |
|
2293
MaxCyte
MXCT
$150M
| $95.1K | ﹤0.01% |
30,483
+2,780
| +10% | +$8.67K |
|
2294
Arbutus Biopharma
ABUS
$805M
| $92.6K | ﹤0.01% |
45,600
+3,915
| +9% | +$7.95K |
|
2295
indie Semiconductor
INDI
$854M
| $91.6K | ﹤0.01% |
14,547
-1,616
| -10% | -$10.2K |
|
2296
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $91.2K | ﹤0.01% |
24,382
-369,858
| -94% | -$1.38M |
|
2297
Atea Pharmaceuticals
AVIR
$267M
| $91.2K | ﹤0.01% |
30,392
+4,574
| +18% | +$13.7K |
|
2298
PureCycle Technologies
PCT
$2.41B
| $90.8K | ﹤0.01% |
16,191
+3,546
| +28% | +$19.9K |
|
|
TELL
2299
DELISTED
Tellurian Inc.
TELL
| $90.3K | ﹤0.01% |
77,870
+20,872
| +37% | +$24.2K |
|
2300
Stem
STEM
$117M
| $89.3K | ﹤0.01% |
1,053
+297
| +39% | +$25.2K |
|