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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2326
FuelCell Energy
FCEL
$92.3M
| $27.2K | ﹤0.01% |
1,418
-332
| -19% | -$6.36K |
|
2327
Microvision
MVIS
$334M
| $25.8K | ﹤0.01% |
24,336
-1,340
| -5% | -$1.42K |
|
2328
CommScope
COMM
$3.55B
| $25.5K | ﹤0.01% |
20,698
-7,480
| -27% | -$9.2K |
|
2329
EVgo
EVGO
$529M
| $25.3K | ﹤0.01% |
10,342
-1,507
| -13% | -$3.69K |
|
2330
Solid Power
SLDP
$760M
| $24.6K | ﹤0.01% |
14,916
-2,416
| -14% | -$3.99K |
|
2331
Ring Energy
REI
$207M
| $24.6K | ﹤0.01% |
14,531
+664
| +5% | +$1.12K |
|
2332
BARK
BARK
$149M
| $24.2K | ﹤0.01% |
13,376
-2,030
| -13% | -$3.67K |
|
2333
Wheels Up
UP
$1.4B
| $22.9K | ﹤0.01% |
+12,115
| New | +$22.9K |
|
2334
Hyliion Holdings
HYLN
$309M
| $22.4K | ﹤0.01% |
13,821
-3,196
| -19% | -$5.18K |
|
2335
Nektar Therapeutics
NKTR
$764M
| $21.7K | ﹤0.01% |
1,167
-2,197
| -65% | -$40.9K |
|
2336
Akebia Therapeutics
AKBA
$785M
| $21.5K | ﹤0.01% |
+21,113
| New | +$21.5K |
|
2337
Olaplex Holdings
OLPX
$994M
| $20.9K | ﹤0.01% |
13,596
+2,529
| +23% | +$3.9K |
|
|
CTV
2338
DELISTED
Innovid Corp.
CTV
| $20.2K | ﹤0.01% |
+10,895
| New | +$20.2K |
|
2339
Caribou Biosciences
CRBU
$174M
| $20K | ﹤0.01% |
12,213
-9,806
| -45% | -$16.1K |
|
2340
The Beauty Health Co
SKIN
$260M
| $19.3K | ﹤0.01% |
10,055
-834
| -8% | -$1.6K |
|
2341
BigBear.ai
BBAI
$1.85B
| $19.3K | ﹤0.01% |
+12,776
| New | +$19.3K |
|
2342
Lineage Cell Therapeutics
LCTX
$279M
| $19.2K | ﹤0.01% |
19,277
+1,426
| +8% | +$1.42K |
|
|
TE
2343
T1 Energy Inc.
TE
$309M
| $18.7K | ﹤0.01% |
+10,992
| New | +$18.7K |
|
2344
X4 Pharmaceuticals
XFOR
$78.6M
| $18.2K | ﹤0.01% |
1,047
+591
| +130% | +$10.3K |
|
2345
Quantum-Si Incorporated
QSI
$219M
| $17.3K | ﹤0.01% |
16,462
-24,565
| -60% | -$25.8K |
|
2346
GoPro
GPRO
$236M
| $16.6K | ﹤0.01% |
11,715
-3,060
| -21% | -$4.35K |
|
2347
Stem
STEM
$117M
| $16.5K | ﹤0.01% |
744
-79
| -10% | -$1.75K |
|
2348
Forge Global Holdings
FRGE
$235M
| $16.1K | ﹤0.01% |
735
-102
| -12% | -$2.24K |
|
2349
Porch Group
PRCH
$1.9B
| $15.7K | ﹤0.01% |
+10,427
| New | +$15.7K |
|
2350
Atossa Therapeutics
ATOS
$102M
| $15.7K | ﹤0.01% |
+13,207
| New | +$15.7K |
|