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 | |
|---|---|---|---|---|---|---|
2326
Ocular Therapeutix
OCUL
$2.37B
| $69.3K | ﹤0.01% |
22,071
-175
| -0.8% | -$550 |
|
|
DHC
2327
Diversified Healthcare Trust
DHC
$995M
| $69.2K | ﹤0.01% |
35,668
+10,033
| +39% | +$19.5K |
|
2328
Vaalco Energy
EGY
$399M
| $68.5K | ﹤0.01% |
15,609
+4,020
| +35% | +$17.6K |
|
|
EU
2329
enCore Energy
EU
$436M
| $68.3K | ﹤0.01% |
20,941
+5,907
| +39% | +$19.3K |
|
2330
Axogen
AXGN
$735M
| $65.5K | ﹤0.01% |
13,097
+302
| +2% | +$1.51K |
|
2331
Senseonics Holdings
SENS
$373M
| $64.2K | ﹤0.01% |
106,283
+9,418
| +10% | +$5.69K |
|
2332
Butterfly Network
BFLY
$393M
| $64.1K | ﹤0.01% |
54,342
+8,253
| +18% | +$9.74K |
|
|
TSVT
2333
DELISTED
2seventy bio
TSVT
| $63.8K | ﹤0.01% |
16,271
-492
| -3% | -$1.93K |
|
2334
GoPro
GPRO
$236M
| $60.9K | ﹤0.01% |
19,410
+5,476
| +39% | +$17.2K |
|
2335
UWM Holdings
UWMC
$1.38B
| $60.9K | ﹤0.01% |
12,566
+390
| +3% | +$1.89K |
|
|
DM
2336
DELISTED
Desktop Metal, Inc.
DM
| $60.5K | ﹤0.01% |
4,147
+1,168
| +39% | +$17.1K |
|
2337
Fate Therapeutics
FATE
$116M
| $60.5K | ﹤0.01% |
28,532
+2,897
| +11% | +$6.14K |
|
2338
CleanSpark
CLSK
$2.6B
| $60.1K | ﹤0.01% |
+15,784
| New | +$60.1K |
|
2339
Praxis Precision Medicines
PRAX
$986M
| $59.3K | ﹤0.01% |
2,310
+192
| +9% | +$4.93K |
|
|
KLRS
2340
Kalaris Therapeutics, Inc. Common Stock
KLRS
$86.4M
| $54.8K | ﹤0.01% |
1,107
+115
| +12% | +$5.69K |
|
2341
Lightwave Logic
LWLG
$423M
| $54.1K | ﹤0.01% |
12,099
-1,441
| -11% | -$6.44K |
|
2342
Virgin Galactic
SPCE
$185M
| $54K | ﹤0.01% |
1,499
+73
| +5% | +$2.63K |
|
2343
SGHC Ltd
SGHC
$6.4B
| $53.1K | ﹤0.01% |
14,391
-1,718
| -11% | -$6.34K |
|
2344
Seer Inc
SEER
$118M
| $52.6K | ﹤0.01% |
23,779
+3,630
| +18% | +$8.02K |
|
2345
Atara Biotherapeutics
ATRA
$90.7M
| $52.5K | ﹤0.01% |
1,419
+216
| +18% | +$7.99K |
|
2346
Gannett
GCI
$629M
| $52.1K | ﹤0.01% |
21,258
+5,997
| +39% | +$14.7K |
|
2347
iHeartMedia
IHRT
$315M
| $48.1K | ﹤0.01% |
15,207
+4,301
| +39% | +$13.6K |
|
2348
Savara
SVRA
$643M
| $48K | ﹤0.01% |
+12,700
| New | +$48K |
|
2349
Stoke Therapeutics
STOK
$1.13B
| $47.8K | ﹤0.01% |
12,131
+743
| +7% | +$2.93K |
|
2350
FTAI Infrastructure
FIP
$481M
| $47.2K | ﹤0.01% |
14,653
+4,146
| +39% | +$13.4K |
|