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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
PACCAR
PCAR
|
$89.7M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2301
Mitek Systems
MITK
$462M
| $98.5K | ﹤0.01% |
10,268
-1,724
| -14% | -$16.5K |
|
2302
Compass
COMP
$4.79B
| $98K | ﹤0.01% |
30,353
-2,713
| -8% | -$8.76K |
|
|
QVCGA
2303
QVC Group, Inc. Series A Common Stock
QVCGA
$74.4M
| $97.3K | ﹤0.01% |
98,535
+7,513
| +8% | +$7.42K |
|
2304
Energy Fuels
UUUU
$2.59B
| $97.2K | ﹤0.01% |
17,423
-60
| -0.3% | -$335 |
|
2305
Rocket Lab Corporation Common Stock
RKLB
$22.8B
| $96.8K | ﹤0.01% |
23,960
-2,149
| -8% | -$8.68K |
|
2306
Sight Sciences
SGHT
$209M
| $94.4K | ﹤0.01% |
10,802
+458
| +4% | +$4K |
|
2307
Adicet Bio
ACET
$60.8M
| $94.3K | ﹤0.01% |
16,368
-497
| -3% | -$2.86K |
|
2308
Nordic American Tanker
NAT
$652M
| $92.6K | ﹤0.01% |
23,389
+10,130
| +76% | +$40.1K |
|
2309
Stem
STEM
$125M
| $90.1K | ﹤0.01% |
15,886
-1,215
| -7% | -$6.89K |
|
2310
Oscar Health
OSCR
$4.17B
| $90K | ﹤0.01% |
+13,754
| New | +$90K |
|
2311
Opendoor
OPEN
$3.37B
| $89.5K | ﹤0.01% |
50,827
+1,932
| +4% | +$3.4K |
|
2312
Monte Rosa Therapeutics
GLUE
$309M
| $88.8K | ﹤0.01% |
11,395
+1,021
| +10% | +$7.95K |
|
2313
Bionano Genomics
BNGO
$17.4M
| $88.2K | ﹤0.01% |
79,415
+12,348
| +18% | +$13.7K |
|
2314
Globalstar
GSAT
$3.9B
| $87.8K | ﹤0.01% |
75,648
-1,508
| -2% | -$1.75K |
|
2315
LendingClub
LC
$1.92B
| $87.4K | ﹤0.01% |
+12,125
| New | +$87.4K |
|
|
LICY
2316
DELISTED
Li-Cycle Holdings Corp.
LICY
| $86.9K | ﹤0.01% |
15,429
+3,605
| +30% | +$20.3K |
|
2317
Amneal Pharmaceuticals
AMRX
$2.99B
| $85.3K | ﹤0.01% |
61,365
-8,867
| -13% | -$12.3K |
|
2318
IonQ
IONQ
$12.6B
| $84.8K | ﹤0.01% |
+13,790
| New | +$84.8K |
|
2319
Clean Energy Fuels
CLNE
$581M
| $84.2K | ﹤0.01% |
19,319
+8,279
| +75% | +$36.1K |
|
2320
Caribou Biosciences
CRBU
$179M
| $83.9K | ﹤0.01% |
15,801
+1,977
| +14% | +$10.5K |
|
2321
Planet Labs
PL
$2.05B
| $83.8K | ﹤0.01% |
21,316
+3,374
| +19% | +$13.3K |
|
2322
Olo Inc
OLO
$1.73B
| $83.7K | ﹤0.01% |
+10,252
| New | +$83.7K |
|
|
STKL
2323
SunOpta
STKL
$732M
| $83.3K | ﹤0.01% |
10,822
-43,633
| -80% | -$336K |
|
2324
PureCycle Technologies
PCT
$2.54B
| $82.6K | ﹤0.01% |
11,793
+155
| +1% | +$1.09K |
|
2325
Open Lending Corp
LPRO
$252M
| $82.5K | ﹤0.01% |
11,720
-1,053
| -8% | -$7.41K |
|