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 | |
|---|---|---|---|---|---|---|
|
FSP
2326
Franklin Street Properties
FSP
$172M
| $82.5K | ﹤0.01% |
52,532
-560,249
| -91% | -$880K |
|
2327
Edgewise Therapeutics
EWTX
$1.51B
| $81.2K | ﹤0.01% |
12,178
+1,230
| +11% | +$8.2K |
|
2328
Nuvation Bio
NUVB
$1.02B
| $80.9K | ﹤0.01% |
48,713
+3,500
| +8% | +$5.81K |
|
2329
Erasca
ERAS
$445M
| $79.6K | ﹤0.01% |
26,436
+2,853
| +12% | +$8.59K |
|
2330
Kodiak Sciences
KOD
$478M
| $79K | ﹤0.01% |
12,743
+1,066
| +9% | +$6.61K |
|
2331
Atara Biotherapeutics
ATRA
$84.6M
| $77.6K | ﹤0.01% |
26,747
+3,275
| +14% | +$9.5K |
|
2332
Butterfly Network
BFLY
$405M
| $77.3K | ﹤0.01% |
41,103
+4,516
| +12% | +$8.49K |
|
2333
Nano X Imaging
NNOX
$247M
| $77K | ﹤0.01% |
13,348
+1,403
| +12% | +$8.1K |
|
2334
Codexis
CDXS
$246M
| $75.4K | ﹤0.01% |
18,213
-1,347
| -7% | -$5.58K |
|
2335
Atea Pharmaceuticals
AVIR
$267M
| $74.3K | ﹤0.01% |
22,192
+2,644
| +14% | +$8.86K |
|
|
NGM
2336
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $73.2K | ﹤0.01% |
17,935
-768
| -4% | -$3.13K |
|
2337
P3 Health Partners
PIII
$27.2M
| $73K | ﹤0.01% |
68,856
| – | – |
|
|
WW
2338
DELISTED
WW International
WW
| $72.9K | ﹤0.01% |
17,697
-324,474
| -95% | -$1.34M |
|
2339
Altice USA
ATUS
$1.1B
| $71.2K | ﹤0.01% |
20,822
+916
| +5% | +$3.13K |
|
2340
Ring Energy
REI
$225M
| $71K | ﹤0.01% |
37,363
-4,688
| -11% | -$8.91K |
|
2341
Sutro Biopharma
STRO
$72.7M
| $70.9K | ﹤0.01% |
15,348
+1,874
| +14% | +$8.66K |
|
|
DM
2342
DELISTED
Desktop Metal, Inc.
DM
| $70.3K | ﹤0.01% |
30,556
+13,507
| +79% | +$31.1K |
|
|
TELL
2343
DELISTED
Tellurian Inc.
TELL
| $69.9K | ﹤0.01% |
56,811
-4,970
| -8% | -$6.11K |
|
|
BRMK
2344
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
| $69.8K | ﹤0.01% |
+14,841
| New | +$69.8K |
|
|
KNTE
2345
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
| $69.6K | ﹤0.01% |
11,135
+892
| +9% | +$5.58K |
|
|
KLRS
2346
Kalaris Therapeutics, Inc. Common Stock
KLRS
$76.3M
| $68.9K | ﹤0.01% |
17,499
+237
| +1% | +$934 |
|
2347
Alignment Healthcare
ALHC
$3.24B
| $68.9K | ﹤0.01% |
10,835
-358,546
| -97% | -$2.28M |
|
2348
Sangamo Therapeutics
SGMO
$157M
| $68.8K | ﹤0.01% |
39,105
+4,271
| +12% | +$7.52K |
|
2349
Upland Software
UPLD
$81.4M
| $68.6K | ﹤0.01% |
15,943
-1,802
| -10% | -$7.75K |
|
|
MTTR
2350
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $67.9K | ﹤0.01% |
24,879
+1,245
| +5% | +$3.4K |
|