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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RDFN
2351
DELISTED
Redfin
RDFN
| $89K | ﹤0.01% |
15,289
-1,007
| -6% | -$5.86K |
|
2352
JELD-WEN Holding
JELD
$529M
| $88K | ﹤0.01% |
+10,056
| New | +$88K |
|
|
TRHC
2353
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $87K | ﹤0.01% |
18,150
-26,452
| -59% | -$127K |
|
2354
MRC Global
MRC
$1.26B
| $87K | ﹤0.01% |
12,086
-796
| -6% | -$5.73K |
|
2355
Microvision
MVIS
$343M
| $87K | ﹤0.01% |
24,105
-1,587
| -6% | -$5.73K |
|
2356
Protagonist Therapeutics
PTGX
$3.63B
| $87K | ﹤0.01% |
+10,349
| New | +$87K |
|
2357
Ardagh Metal Packaging
AMBP
$2.12B
| $85K | ﹤0.01% |
17,464
-403
| -2% | -$1.96K |
|
2358
Inovio Pharmaceuticals
INO
$146M
| $85K | ﹤0.01% |
4,128
+1,208
| +41% | +$24.9K |
|
|
LICY
2359
DELISTED
Li-Cycle Holdings Corp.
LICY
| $85K | ﹤0.01% |
2,006
+490
| +32% | +$20.8K |
|
2360
Ocular Therapeutix
OCUL
$2.21B
| $84K | ﹤0.01% |
20,095
-476
| -2% | -$1.99K |
|
|
MFA
2361
MFA Financial
MFA
$1.05B
| $83K | ﹤0.01% |
+10,608
| New | +$83K |
|
2362
Vimeo
VMEO
$774M
| $83K | ﹤0.01% |
20,839
-1,372
| -6% | -$5.47K |
|
|
LGF.B
2363
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $83K | ﹤0.01% |
+11,895
| New | +$83K |
|
2364
Nuvation Bio
NUVB
$1.15B
| $82K | ﹤0.01% |
36,917
+6,395
| +21% | +$14.2K |
|
2365
Solid Power
SLDP
$685M
| $82K | ﹤0.01% |
+15,598
| New | +$82K |
|
|
PNT
2366
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $82K | ﹤0.01% |
10,598
-446
| -4% | -$3.45K |
|
|
RTL
2367
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $81K | ﹤0.01% |
+13,811
| New | +$81K |
|
2368
Vaalco Energy
EGY
$396M
| $80K | ﹤0.01% |
18,473
-18,072
| -49% | -$78.3K |
|
2369
Precigen
PGEN
$1.23B
| $80K | ﹤0.01% |
37,736
-781
| -2% | -$1.66K |
|
|
BORR
2370
Borr Drilling
BORR
$870M
| $79K | ﹤0.01% |
23,661
+10,304
| +77% | +$34.4K |
|
2371
Hudson Technologies
HDSN
$450M
| $78K | ﹤0.01% |
10,607
-8,037
| -43% | -$59.1K |
|
|
PAYA
2372
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
| $78K | ﹤0.01% |
12,738
-839
| -6% | -$5.14K |
|
2373
Atara Biotherapeutics
ATRA
$85.5M
| $77K | ﹤0.01% |
816
+175
| +27% | +$16.5K |
|
2374
W&T Offshore
WTI
$260M
| $77K | ﹤0.01% |
13,116
+38
| +0.3% | +$223 |
|
2375
AvePoint
AVPT
$3.51B
| $75K | ﹤0.01% |
18,748
-1,235
| -6% | -$4.94K |
|