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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PGRE
2276
Paramount Group
PGRE
$1.66B
| $100K | ﹤0.01% |
21,422
-2,050
| -9% | -$9.61K |
|
2277
Heron Therapeutics
HRTX
$201M
| $100K | ﹤0.01% |
36,204
-704
| -2% | -$1.95K |
|
2278
Organogenesis Holdings
ORGO
$634M
| $99.7K | ﹤0.01% |
+35,088
| New | +$99.7K |
|
2279
Pulmonx
LUNG
$70.9M
| $99.5K | ﹤0.01% |
10,738
-110
| -1% | -$1.02K |
|
2280
Cerus
CERS
$255M
| $99.1K | ﹤0.01% |
52,454
-1,025
| -2% | -$1.94K |
|
2281
Montauk Renewables
MNTK
$294M
| $99K | ﹤0.01% |
23,795
-6,178
| -21% | -$25.7K |
|
|
RDFN
2282
DELISTED
Redfin
RDFN
| $98.9K | ﹤0.01% |
14,872
+2,241
| +18% | +$14.9K |
|
2283
NovaGold Resources
NG
$2.75B
| $97.6K | ﹤0.01% |
32,529
+4,406
| +16% | +$13.2K |
|
2284
Ocugen
OCGN
$322M
| $97.3K | ﹤0.01% |
59,354
-9,135
| -13% | -$15K |
|
2285
Evolution Petroleum
EPM
$174M
| $95.2K | ﹤0.01% |
+15,512
| New | +$95.2K |
|
2286
Rigel Pharmaceuticals
RIGL
$742M
| $91.5K | ﹤0.01% |
6,182
-8,182
| -57% | -$121K |
|
2287
Precigen
PGEN
$1.3B
| $90.7K | ﹤0.01% |
62,585
-4,686
| -7% | -$6.8K |
|
|
NKLA
2288
DELISTED
Nikola Corporation Common Stock
NKLA
| $87.7K | ﹤0.01% |
2,812
+196
| +7% | +$6.12K |
|
|
ETWO
2289
DELISTED
E2open Parent Holdings
ETWO
| $87.1K | ﹤0.01% |
19,615
-1,835
| -9% | -$8.15K |
|
|
STKL
2290
SunOpta
STKL
$779M
| $85.4K | ﹤0.01% |
12,425
+1,917
| +18% | +$13.2K |
|
2291
Vaalco Energy
EGY
$399M
| $84.9K | ﹤0.01% |
12,178
-1,463
| -11% | -$10.2K |
|
2292
PureCycle Technologies
PCT
$2.41B
| $83.9K | ﹤0.01% |
13,494
-1,160
| -8% | -$7.22K |
|
2293
FIGS
FIGS
$1.12B
| $83K | ﹤0.01% |
16,676
-108,971
| -87% | -$543K |
|
2294
P3 Health Partners
PIII
$28.7M
| $82.8K | ﹤0.01% |
1,607
| – | – |
|
2295
Open Lending Corp
LPRO
$267M
| $82.4K | ﹤0.01% |
13,163
-39,325
| -75% | -$246K |
|
|
EU
2296
enCore Energy
EU
$436M
| $81.8K | ﹤0.01% |
18,665
+178
| +1% | +$780 |
|
2297
Archer Aviation
ACHR
$5.48B
| $81.7K | ﹤0.01% |
17,692
-1,660
| -9% | -$7.67K |
|
2298
Quantum-Si Incorporated
QSI
$219M
| $80.8K | ﹤0.01% |
41,027
-2,274
| -5% | -$4.48K |
|
|
NOVA
2299
DELISTED
Sunnova Energy
NOVA
| $80.8K | ﹤0.01% |
13,173
+335
| +3% | +$2.05K |
|
2300
Esperion Therapeutics
ESPR
$540M
| $78.1K | ﹤0.01% |
29,151
-4,482
| -13% | -$12K |
|