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 |
Brookfield
BN
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2326
Olo Inc
OLO
$1.73B
| $75.5K | ﹤0.01% |
11,691
+1,439
| +14% | +$9.3K |
|
2327
SoundHound AI
SOUN
$5.05B
| $75.2K | ﹤0.01% |
+16,527
| New | +$75.2K |
|
2328
Precigen
PGEN
$1.43B
| $75.1K | ﹤0.01% |
65,326
+16,833
| +35% | +$19.4K |
|
2329
SmartRent
SMRT
$273M
| $74.9K | ﹤0.01% |
19,569
+6,040
| +45% | +$23.1K |
|
2330
Quantum-Si Incorporated
QSI
$221M
| $74.6K | ﹤0.01% |
41,696
+10,148
| +32% | +$18.2K |
|
2331
Senseonics Holdings
SENS
$368M
| $73.9K | ﹤0.01% |
96,865
-67,083
| -41% | -$51.2K |
|
2332
Evolv Technologies
EVLV
$1.4B
| $73.3K | ﹤0.01% |
+12,212
| New | +$73.3K |
|
2333
Planet Labs
PL
$1.97B
| $71.8K | ﹤0.01% |
22,305
+989
| +5% | +$3.19K |
|
2334
First Foundation Inc
FFWM
$483M
| $71.6K | ﹤0.01% |
+18,038
| New | +$71.6K |
|
|
STKL
2335
SunOpta
STKL
$723M
| $71.3K | ﹤0.01% |
10,665
-157
| -1% | -$1.05K |
|
2336
UWM Holdings
UWMC
$1.23B
| $68.2K | ﹤0.01% |
12,176
+1,044
| +9% | +$5.85K |
|
2337
Vimeo
VMEO
$689M
| $67.6K | ﹤0.01% |
16,405
+498
| +3% | +$2.05K |
|
2338
Archer Aviation
ACHR
$5.47B
| $66.8K | ﹤0.01% |
16,203
-326
| -2% | -$1.34K |
|
2339
Sangamo Therapeutics
SGMO
$163M
| $66.2K | ﹤0.01% |
50,889
+11,784
| +30% | +$15.3K |
|
2340
Kezar Life Sciences
KZR
$28.6M
| $65.3K | ﹤0.01% |
26,635
+9,753
| +58% | +$23.9K |
|
2341
Conduent
CNDT
$428M
| $62.2K | ﹤0.01% |
18,296
-18,662
| -50% | -$63.5K |
|
2342
Alignment Healthcare
ALHC
$3.27B
| $60K | ﹤0.01% |
10,429
-406
| -4% | -$2.34K |
|
2343
FibroGen
FGEN
$45.8M
| $59.4K | ﹤0.01% |
22,011
-1,371
| -6% | -$3.7K |
|
2344
Codexis
CDXS
$230M
| $58.9K | ﹤0.01% |
21,035
+2,822
| +15% | +$7.9K |
|
2345
Karyopharm Therapeutics
KPTI
$58.7M
| $58.8K | ﹤0.01% |
32,838
-16,024
| -33% | -$28.7K |
|
2346
GoPro
GPRO
$233M
| $57.7K | ﹤0.01% |
13,934
-24,241
| -63% | -$100K |
|
|
DHC
2347
Diversified Healthcare Trust
DHC
$910M
| $57.7K | ﹤0.01% |
25,635
-1,553
| -6% | -$3.49K |
|
|
SHCR
2348
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $57.6K | ﹤0.01% |
32,938
-1,035
| -3% | -$1.81K |
|
2349
Fulcrum Therapeutics
FULC
$351M
| $56.3K | ﹤0.01% |
17,062
+1,770
| +12% | +$5.84K |
|
|
NSTG
2350
DELISTED
NanoString Technologies, Inc.
NSTG
| $55.6K | ﹤0.01% |
13,726
+851
| +7% | +$3.45K |
|