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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Editas Medicine
EDIT
$248M
| $52.1K | ﹤0.01% |
11,163
-8,866
| -44% | -$41.4K |
|
2277
Conduent
CNDT
$447M
| $51.6K | ﹤0.01% |
15,815
-4,108
| -21% | -$13.4K |
|
2278
Eventbrite
EB
$254M
| $51.2K | ﹤0.01% |
10,576
+80
| +0.8% | +$387 |
|
2279
Navitas Semiconductor
NVTS
$1.19B
| $51.1K | ﹤0.01% |
13,012
+253
| +2% | +$994 |
|
|
URG
2280
Ur-Energy
URG
$536M
| $50.8K | ﹤0.01% |
+36,252
| New | +$50.8K |
|
2281
Clear Channel Outdoor Holdings
CCO
$656M
| $50.7K | ﹤0.01% |
35,923
-7,344
| -17% | -$10.4K |
|
2282
Pacific Biosciences
PACB
$381M
| $50.4K | ﹤0.01% |
36,766
-23,612
| -39% | -$32.3K |
|
2283
Community Health Systems
CYH
$409M
| $49.8K | ﹤0.01% |
14,834
+365
| +3% | +$1.23K |
|
|
SBDS
2284
Solo Brands, Inc.
SBDS
$18.8M
| $48.8K | ﹤0.01% |
21,405
+1,723
| +9% | +$3.93K |
|
|
SLRN
2285
DELISTED
ACELYRIN
SLRN
| $48.7K | ﹤0.01% |
+11,038
| New | +$48.7K |
|
2286
Lightwave Logic
LWLG
$423M
| $48.5K | ﹤0.01% |
16,220
+465
| +3% | +$1.39K |
|
2287
Taysha Gene Therapies
TSHA
$917M
| $48.4K | ﹤0.01% |
+21,609
| New | +$48.4K |
|
2288
Anavex Life Sciences
AVXL
$807M
| $48.1K | ﹤0.01% |
11,408
-9,884
| -46% | -$41.7K |
|
|
NXDR
2289
Nextdoor Holdings
NXDR
$802M
| $47.5K | ﹤0.01% |
17,103
-1,786
| -9% | -$4.97K |
|
|
RVNC
2290
DELISTED
Revance Therapeutics, Inc.
RVNC
| $47.2K | ﹤0.01% |
18,375
-2,489
| -12% | -$6.4K |
|
2291
Esperion Therapeutics
ESPR
$540M
| $45.4K | ﹤0.01% |
20,430
-8,721
| -30% | -$19.4K |
|
2292
SmartRent
SMRT
$275M
| $45.3K | ﹤0.01% |
18,943
-2,422
| -11% | -$5.79K |
|
2293
Evolv Technologies
EVLV
$1.39B
| $45K | ﹤0.01% |
17,650
+4,127
| +31% | +$10.5K |
|
2294
Fate Therapeutics
FATE
$116M
| $44.8K | ﹤0.01% |
13,668
-10,208
| -43% | -$33.5K |
|
2295
Clean Energy Fuels
CLNE
$546M
| $44.7K | ﹤0.01% |
16,739
-2,943
| -15% | -$7.86K |
|
2296
CorMedix
CRMD
$926M
| $44.3K | ﹤0.01% |
+10,229
| New | +$44.3K |
|
2297
Getty Images
GETY
$772M
| $44.2K | ﹤0.01% |
+13,553
| New | +$44.2K |
|
2298
Erasca
ERAS
$457M
| $42.9K | ﹤0.01% |
18,185
-16,626
| -48% | -$39.2K |
|
2299
Opko Health
OPK
$1.07B
| $39.9K | ﹤0.01% |
31,941
-12,909
| -29% | -$16.1K |
|
|
SAVE
2300
DELISTED
Spirit Airlines, Inc.
SAVE
| $39.4K | ﹤0.01% |
10,763
-1,869
| -15% | -$6.84K |
|