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 | |
|---|---|---|---|---|---|---|
2301
Allogene Therapeutics
ALLO
$255M
| $39.2K | ﹤0.01% |
16,836
-13,935
| -45% | -$32.5K |
|
2302
Precigen
PGEN
$1.3B
| $39.2K | ﹤0.01% |
24,783
-37,802
| -60% | -$59.7K |
|
2303
The RealReal
REAL
$999M
| $38.7K | ﹤0.01% |
+12,136
| New | +$38.7K |
|
2304
Lyell Immunopharma
LYEL
$233M
| $38.4K | ﹤0.01% |
1,326
-1,587
| -54% | -$46K |
|
2305
Lexicon Pharmaceuticals
LXRX
$396M
| $38.2K | ﹤0.01% |
22,759
+12,225
| +116% | +$20.5K |
|
2306
Talkspace
TALK
$437M
| $38.2K | ﹤0.01% |
+16,607
| New | +$38.2K |
|
2307
Atea Pharmaceuticals
AVIR
$267M
| $37.8K | ﹤0.01% |
11,425
-13,949
| -55% | -$46.2K |
|
2308
Mersana Therapeutics
MRSN
$34M
| $36.7K | ﹤0.01% |
731
-540
| -42% | -$27.1K |
|
2309
fuboTV
FUBO
$1.37B
| $36.5K | ﹤0.01% |
29,457
-3,167
| -10% | -$3.93K |
|
2310
Bit Digital
BTBT
$807M
| $36.5K | ﹤0.01% |
11,471
+676
| +6% | +$2.15K |
|
2311
SelectQuote
SLQT
$358M
| $35.2K | ﹤0.01% |
12,738
-2,992
| -19% | -$8.26K |
|
|
PSTX
2312
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $35.1K | ﹤0.01% |
+12,006
| New | +$35.1K |
|
2313
Codexis
CDXS
$218M
| $33.3K | ﹤0.01% |
10,734
-10,303
| -49% | -$31.9K |
|
2314
GrafTech
EAF
$256M
| $33.2K | ﹤0.01% |
3,422
+1,178
| +52% | +$11.4K |
|
2315
DocGo
DCGO
$155M
| $32.9K | ﹤0.01% |
10,661
+202
| +2% | +$624 |
|
2316
Sutro Biopharma
STRO
$89.9M
| $31.8K | ﹤0.01% |
10,853
-7,792
| -42% | -$22.8K |
|
2317
Accuray
ARAY
$170M
| $31K | ﹤0.01% |
17,036
+4,496
| +36% | +$8.18K |
|
2318
Planet Labs
PL
$1.98B
| $30.7K | ﹤0.01% |
16,524
-6,716
| -29% | -$12.5K |
|
2319
Blink Charging
BLNK
$117M
| $30.2K | ﹤0.01% |
+11,028
| New | +$30.2K |
|
2320
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $30.1K | ﹤0.01% |
17,372
-7,093
| -29% | -$12.3K |
|
2321
W&T Offshore
WTI
$261M
| $29.1K | ﹤0.01% |
13,578
+355
| +3% | +$760 |
|
|
BLUE
2322
DELISTED
bluebird bio
BLUE
| $28.1K | ﹤0.01% |
1,429
-522
| -27% | -$10.3K |
|
2323
LanzaTech
LNZA
$44.5M
| $27.9K | ﹤0.01% |
+151
| New | +$27.9K |
|
2324
Scilex Holding
SCLX
$159M
| $27.6K | ﹤0.01% |
408
| – | – |
|
|
IAUX
2325
i-80 Gold Corp
IAUX
$694M
| $27.5K | ﹤0.01% |
25,424
+2,791
| +12% | +$3.01K |
|