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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2301
Conduent
CNDT
$447M
| $88.6K | ﹤0.01% |
25,470
+7,174
| +39% | +$25K |
|
|
INFN
2302
DELISTED
Infinera Corporation Common Stock
INFN
| $88K | ﹤0.01% |
21,054
-2,501
| -11% | -$10.5K |
|
2303
Clear Channel Outdoor Holdings
CCO
$656M
| $87.1K | ﹤0.01% |
55,130
+15,511
| +39% | +$24.5K |
|
2304
Lufax Holding
LU
$2.61B
| $86.6K | ﹤0.01% |
20,423
+1,362
| +7% | +$5.78K |
|
2305
TETRA Technologies
TTI
$625M
| $84.4K | ﹤0.01% |
13,221
-1,576
| -11% | -$10.1K |
|
2306
Cerus
CERS
$255M
| $83.4K | ﹤0.01% |
51,496
-2,883
| -5% | -$4.67K |
|
2307
Fulcrum Therapeutics
FULC
$414M
| $83.2K | ﹤0.01% |
18,749
+1,687
| +10% | +$7.49K |
|
2308
Y-mAbs Therapeutics
YMAB
$390M
| $82.9K | ﹤0.01% |
15,219
+1,497
| +11% | +$8.16K |
|
2309
Hims & Hers Health
HIMS
$10.9B
| $81.1K | ﹤0.01% |
12,896
-1,534
| -11% | -$9.65K |
|
|
MTTR
2310
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $80.4K | ﹤0.01% |
37,071
+10,427
| +39% | +$22.6K |
|
2311
Xeris Biopharma Holdings
XERS
$1.27B
| $80.2K | ﹤0.01% |
43,124
-2,166
| -5% | -$4.03K |
|
2312
Arcutis Biotherapeutics
ARQT
$2.06B
| $80.1K | ﹤0.01% |
15,084
+148
| +1% | +$786 |
|
2313
Erasca
ERAS
$457M
| $79.5K | ﹤0.01% |
40,376
+4,994
| +14% | +$9.84K |
|
2314
Quantum-Si Incorporated
QSI
$219M
| $79.3K | ﹤0.01% |
47,760
+6,064
| +15% | +$10.1K |
|
|
RDFN
2315
DELISTED
Redfin
RDFN
| $79K | ﹤0.01% |
11,220
-1,336
| -11% | -$9.41K |
|
|
NPKI
2316
NPK International Inc.
NPKI
$887M
| $77.8K | ﹤0.01% |
+11,260
| New | +$77.8K |
|
2317
Vimeo
VMEO
$734M
| $77.7K | ﹤0.01% |
21,939
+5,534
| +34% | +$19.6K |
|
2318
FuelCell Energy
FCEL
$92.3M
| $77.5K | ﹤0.01% |
2,017
+567
| +39% | +$21.8K |
|
2319
Sutro Biopharma
STRO
$89.9M
| $76.9K | ﹤0.01% |
22,150
+3,168
| +17% | +$11K |
|
2320
Olo Inc
OLO
$1.74B
| $74.2K | ﹤0.01% |
12,239
+548
| +5% | +$3.32K |
|
2321
1-800-Flowers.com
FLWS
$324M
| $72.9K | ﹤0.01% |
+10,412
| New | +$72.9K |
|
|
LICY
2322
DELISTED
Li-Cycle Holdings Corp.
LICY
| $72.5K | ﹤0.01% |
2,551
+719
| +39% | +$20.4K |
|
2323
Yext
YEXT
$1.1B
| $71.5K | ﹤0.01% |
11,294
-1,345
| -11% | -$8.51K |
|
2324
SmartRent
SMRT
$275M
| $71.1K | ﹤0.01% |
27,239
+7,670
| +39% | +$20K |
|
|
TRTX
2325
TPG RE Finance Trust
TRTX
$761M
| $69.9K | ﹤0.01% |
+10,381
| New | +$69.9K |
|