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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2301
American Well
AMWL
$112M
| $248K | ﹤0.01% |
2,059
+1,286
| +166% | +$155K |
|
2302
Skillz
SKLZ
$115M
| $248K | ﹤0.01% |
1,666
+90
| +6% | +$13.4K |
|
2303
Vanguard Small-Cap Value ETF
VBR
$31.7B
| $248K | ﹤0.01% |
+1,392
| New | +$248K |
|
|
LFG
2304
DELISTED
Archaea Energy Inc.
LFG
| $245K | ﹤0.01% |
+13,410
| New | +$245K |
|
2305
Atlantic Union Bankshares
AUB
$5.06B
| $244K | ﹤0.01% |
6,544
+67
| +1% | +$2.5K |
|
|
HEES
2306
DELISTED
H&E Equipment Services
HEES
| $242K | ﹤0.01% |
5,469
-29,911
| -85% | -$1.32M |
|
2307
Malibu Boats
MBUU
$636M
| $242K | ﹤0.01% |
3,525
-828
| -19% | -$56.8K |
|
|
PRMW
2308
DELISTED
Primo Water Corporation
PRMW
| $242K | ﹤0.01% |
13,706
+425
| +3% | +$7.5K |
|
2309
Tronox
TROX
$717M
| $240K | ﹤0.01% |
+9,988
| New | +$240K |
|
2310
LeaderShares Equity Skew ETF
SQEW
$55.7M
| $239K | ﹤0.01% |
6,815
-33
| -0.5% | -$1.16K |
|
2311
Acco Brands
ACCO
$364M
| $238K | ﹤0.01% |
28,766
-22,200
| -44% | -$184K |
|
|
NOVA
2312
DELISTED
Sunnova Energy
NOVA
| $238K | ﹤0.01% |
8,542
-395
| -4% | -$11K |
|
2313
Liberty Global Class C
LBTYK
$4.04B
| $237K | ﹤0.01% |
8,434
-145
| -2% | -$4.08K |
|
2314
Domo
DOMO
$621M
| $236K | ﹤0.01% |
4,761
-1,025
| -18% | -$50.8K |
|
2315
Goosehead Insurance
GSHD
$2.14B
| $234K | ﹤0.01% |
1,798
-69
| -4% | -$8.98K |
|
2316
iShares Russell 2000 ETF
IWM
$67.9B
| $234K | ﹤0.01% |
+1,052
| New | +$234K |
|
2317
PROS Holdings
PRO
$755M
| $234K | ﹤0.01% |
6,798
-1,591
| -19% | -$54.8K |
|
|
JNCE
2318
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
| $232K | ﹤0.01% |
27,817
-18,203
| -40% | -$152K |
|
2319
Coinbase
COIN
$77.6B
| $231K | ﹤0.01% |
+914
| New | +$231K |
|
2320
Cartesian Therapeutics
RNAC
$265M
| $231K | ﹤0.01% |
2,358
-2,921
| -55% | -$286K |
|
|
TWOU
2321
DELISTED
2U, Inc.
TWOU
| $230K | ﹤0.01% |
382
-74
| -16% | -$44.6K |
|
2322
Arbor Realty Trust
ABR
$2.31B
| $229K | ﹤0.01% |
12,478
+947
| +8% | +$17.4K |
|
2323
PAR Technology
PAR
$1.95B
| $227K | ﹤0.01% |
4,306
-819
| -16% | -$43.2K |
|
2324
GoPro
GPRO
$272M
| $226K | ﹤0.01% |
21,892
-4,577
| -17% | -$47.3K |
|
2325
Travere Therapeutics
TVTX
$1.89B
| $226K | ﹤0.01% |
7,267
-4,175
| -36% | -$130K |
|