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
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TWKS
2326
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $51.7K | ﹤0.01% |
+10,746
| New | +$51.7K |
|
|
TELL
2327
DELISTED
Tellurian Inc.
TELL
| $50.9K | ﹤0.01% |
67,366
-10,504
| -13% | -$7.94K |
|
2328
Community Health Systems
CYH
$399M
| $50.4K | ﹤0.01% |
16,108
-670,209
| -98% | -$2.1M |
|
2329
SGHC Ltd
SGHC
$6B
| $50.4K | ﹤0.01% |
15,890
+1,499
| +10% | +$4.75K |
|
2330
Kodiak Sciences
KOD
$450M
| $50K | ﹤0.01% |
16,461
+1,224
| +8% | +$3.72K |
|
2331
Planet Labs
PL
$1.94B
| $50K | ﹤0.01% |
20,240
+2,389
| +13% | +$5.9K |
|
2332
FTAI Infrastructure
FIP
$475M
| $48.9K | ﹤0.01% |
12,567
-2,086
| -14% | -$8.12K |
|
2333
PMV Pharmaceuticals
PMVP
$76.8M
| $48.4K | ﹤0.01% |
15,616
-903,526
| -98% | -$2.8M |
|
2334
Forge Global Holdings
FRGE
$238M
| $47.5K | ﹤0.01% |
923
-105
| -10% | -$5.4K |
|
2335
American Well
AMWL
$110M
| $46.7K | ﹤0.01% |
1,569
-151
| -9% | -$4.5K |
|
|
BLUE
2336
DELISTED
bluebird bio
BLUE
| $46K | ﹤0.01% |
1,665
-222
| -12% | -$6.13K |
|
2337
EVgo
EVGO
$504M
| $45.8K | ﹤0.01% |
12,797
-1,048
| -8% | -$3.75K |
|
2338
Bit Digital
BTBT
$797M
| $45.2K | ﹤0.01% |
+10,683
| New | +$45.2K |
|
2339
TeraWulf
WULF
$3.46B
| $44.8K | ﹤0.01% |
18,647
-260
| -1% | -$624 |
|
|
IAUX
2340
i-80 Gold Corp
IAUX
$633M
| $42.7K | ﹤0.01% |
24,241
-2,571
| -10% | -$4.53K |
|
|
FSR
2341
DELISTED
Fisker Inc.
FSR
| $42.2K | ﹤0.01% |
24,129
+3,423
| +17% | +$5.99K |
|
2342
Gannett
GCI
$610M
| $41.9K | ﹤0.01% |
18,236
-3,022
| -14% | -$6.95K |
|
|
SHCR
2343
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $41.8K | ﹤0.01% |
38,736
-4,201
| -10% | -$4.54K |
|
|
THRX
2344
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
| $41.4K | ﹤0.01% |
10,216
-463
| -4% | -$1.88K |
|
2345
Seer Inc
SEER
$113M
| $40.8K | ﹤0.01% |
21,016
-2,763
| -12% | -$5.36K |
|
2346
Design Therapeutics
DSGN
$339M
| $40.3K | ﹤0.01% |
15,216
-701,602
| -98% | -$1.86M |
|
2347
Advantage Solutions
ADV
$564M
| $39.6K | ﹤0.01% |
10,937
-1,248
| -10% | -$4.52K |
|
2348
Ocugen
OCGN
$319M
| $39.4K | ﹤0.01% |
68,489
+6,728
| +11% | +$3.87K |
|
2349
TrueCar
TRUE
$180M
| $38.5K | ﹤0.01% |
11,128
-1,849
| -14% | -$6.4K |
|
2350
Stitch Fix
SFIX
$729M
| $38K | ﹤0.01% |
10,651
-426
| -4% | -$1.52K |
|