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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2326
American Well
AMWL
$106M
| $164K | ﹤0.01% |
1,892
-35
| -2% | -$3.03K |
|
|
SEI
2327
Solaris Energy Infrastructure, Inc.
SEI
$1.31B
| $164K | ﹤0.01% |
15,073
-4,061
| -21% | -$44.2K |
|
|
TWKS
2328
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $164K | ﹤0.01% |
+11,608
| New | +$164K |
|
2329
FIGS
FIGS
$1.11B
| $163K | ﹤0.01% |
+17,915
| New | +$163K |
|
2330
APi Group
APG
$14.6B
| $162K | ﹤0.01% |
16,238
-7,791
| -32% | -$77.7K |
|
2331
Pacific Biosciences
PACB
$366M
| $162K | ﹤0.01% |
36,635
-10,744
| -23% | -$47.5K |
|
2332
Theravance Biopharma
TBPH
$687M
| $160K | ﹤0.01% |
17,674
+7,149
| +68% | +$64.7K |
|
2333
Y-mAbs Therapeutics
YMAB
$390M
| $160K | ﹤0.01% |
+10,595
| New | +$160K |
|
|
INFN
2334
DELISTED
Infinera Corporation Common Stock
INFN
| $157K | ﹤0.01% |
29,369
-3,854
| -12% | -$20.6K |
|
|
ZUO
2335
DELISTED
Zuora, Inc.
ZUO
| $157K | ﹤0.01% |
17,517
-3,059
| -15% | -$27.4K |
|
2336
TG Therapeutics
TGTX
$5.05B
| $156K | ﹤0.01% |
36,693
-3,204
| -8% | -$13.6K |
|
2337
Tilly's
TLYS
$60M
| $156K | ﹤0.01% |
22,141
-1,098
| -5% | -$7.74K |
|
2338
Stem
STEM
$111M
| $155K | ﹤0.01% |
1,080
+36
| +3% | +$5.17K |
|
2339
Gossamer Bio
GOSS
$707M
| $154K | ﹤0.01% |
+18,351
| New | +$154K |
|
2340
Enovix
ENVX
$1.99B
| $150K | ﹤0.01% |
+19,290
| New | +$150K |
|
|
NSTG
2341
DELISTED
NanoString Technologies, Inc.
NSTG
| $150K | ﹤0.01% |
11,852
+3,983
| +51% | +$50.4K |
|
2342
Information Services Group
III
$251M
| $148K | ﹤0.01% |
21,833
-12,301
| -36% | -$83.4K |
|
2343
Akebia Therapeutics
AKBA
$777M
| $146K | ﹤0.01% |
414,392
+229,453
| +124% | +$80.8K |
|
2344
Compass
COMP
$4.83B
| $146K | ﹤0.01% |
+40,441
| New | +$146K |
|
2345
Zevra Therapeutics
ZVRA
$448M
| $143K | ﹤0.01% |
+32,004
| New | +$143K |
|
2346
Rocket Companies
RKT
$44B
| $142K | ﹤0.01% |
19,289
+5,537
| +40% | +$40.8K |
|
2347
Alphatec Holdings
ATEC
$2.27B
| $140K | ﹤0.01% |
21,402
-732,975
| -97% | -$4.79M |
|
2348
Hudson Technologies
HDSN
$441M
| $140K | ﹤0.01% |
+18,644
| New | +$140K |
|
2349
Virgin Galactic
SPCE
$180M
| $139K | ﹤0.01% |
1,156
+280
| +32% | +$33.7K |
|
|
ENDP
2350
DELISTED
Endo International plc
ENDP
| $137K | ﹤0.01% |
294,631
-1,546,380
| -84% | -$719K |
|