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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZUO
2301
DELISTED
Zuora, Inc.
ZUO
| $93.6K | ﹤0.01% |
14,724
-2,803
| -16% | -$17.8K |
|
2302
Fulcrum Therapeutics
FULC
$378M
| $93.3K | ﹤0.01% |
+12,821
| New | +$93.3K |
|
2303
Inovio Pharmaceuticals
INO
$145M
| $93.2K | ﹤0.01% |
4,977
+849
| +21% | +$15.9K |
|
|
SUMO
2304
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $93.1K | ﹤0.01% |
11,497
-3,204
| -22% | -$26K |
|
2305
Altice USA
ATUS
$1.1B
| $91.6K | ﹤0.01% |
19,906
-3,266
| -14% | -$15K |
|
2306
Codexis
CDXS
$224M
| $91.2K | ﹤0.01% |
19,560
+3,116
| +19% | +$14.5K |
|
2307
Sweetgreen
SG
$1.02B
| $90.9K | ﹤0.01% |
10,609
-2,028
| -16% | -$17.4K |
|
2308
Arbutus Biopharma
ABUS
$888M
| $90.5K | ﹤0.01% |
38,831
+24,800
| +177% | +$57.8K |
|
2309
Yext
YEXT
$1.04B
| $90K | ﹤0.01% |
13,786
-2,575
| -16% | -$16.8K |
|
2310
Butterfly Network
BFLY
$378M
| $90K | ﹤0.01% |
36,587
+3,000
| +9% | +$7.38K |
|
2311
LegalZoom.com
LZ
$1.87B
| $89.9K | ﹤0.01% |
11,613
-2,220
| -16% | -$17.2K |
|
|
BORR
2312
Borr Drilling
BORR
$876M
| $88.8K | ﹤0.01% |
17,877
-5,784
| -24% | -$28.7K |
|
|
KLRS
2313
Kalaris Therapeutics, Inc. Common Stock
KLRS
$85.3M
| $88.6K | ﹤0.01% |
+751
| New | +$88.6K |
|
2314
Nano X Imaging
NNOX
$245M
| $88.2K | ﹤0.01% |
+11,945
| New | +$88.2K |
|
2315
Pulmonx
LUNG
$66M
| $88.1K | ﹤0.01% |
+10,450
| New | +$88.1K |
|
2316
ACV Auctions
ACVA
$1.81B
| $87.5K | ﹤0.01% |
10,662
-3,315
| -24% | -$27.2K |
|
2317
Hims & Hers Health
HIMS
$10.9B
| $87.5K | ﹤0.01% |
13,656
-26,127
| -66% | -$167K |
|
2318
Caribou Biosciences
CRBU
$168M
| $86.8K | ﹤0.01% |
13,824
+1,088
| +9% | +$6.83K |
|
2319
Nuvation Bio
NUVB
$1.14B
| $86.8K | ﹤0.01% |
45,213
+8,296
| +22% | +$15.9K |
|
2320
Accel Entertainment
ACEL
$933M
| $86.7K | ﹤0.01% |
11,258
-2,408
| -18% | -$18.5K |
|
2321
Open Lending Corp
LPRO
$252M
| $86.2K | ﹤0.01% |
12,773
-2,586
| -17% | -$17.5K |
|
|
NKLA
2322
DELISTED
Nikola Corporation Common Stock
NKLA
| $85K | ﹤0.01% |
1,312
-128
| -9% | -$8.29K |
|
2323
Ocugen
OCGN
$322M
| $84.7K | ﹤0.01% |
65,136
+10,898
| +20% | +$14.2K |
|
2324
Kodiak Sciences
KOD
$511M
| $83.6K | ﹤0.01% |
+11,677
| New | +$83.6K |
|
|
CIM
2325
Chimera Investment
CIM
$1.17B
| $83.3K | ﹤0.01% |
5,048
-2,933
| -37% | -$48.4K |
|