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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
W&T Offshore
WTI
$257M
| $59.8K | ﹤0.01% |
10,722
-2,394
| -18% | -$13.4K |
|
2352
Vimeo
VMEO
$797M
| $59.4K | ﹤0.01% |
17,332
-3,507
| -17% | -$12K |
|
2353
Vaalco Energy
EGY
$396M
| $58.7K | ﹤0.01% |
12,862
-5,611
| -30% | -$25.6K |
|
2354
Lightwave Logic
LWLG
$400M
| $58.3K | ﹤0.01% |
13,533
-2,738
| -17% | -$11.8K |
|
|
AFMD
2355
DELISTED
Affimed
AFMD
| $57.7K | ﹤0.01% |
4,655
+2,616
| +128% | +$32.4K |
|
2356
Clean Energy Fuels
CLNE
$544M
| $57.4K | ﹤0.01% |
11,040
-6,480
| -37% | -$33.7K |
|
2357
Y-mAbs Therapeutics
YMAB
$390M
| $56.9K | ﹤0.01% |
11,661
+1,270
| +12% | +$6.2K |
|
2358
Opendoor
OPEN
$4.5B
| $56.7K | ﹤0.01% |
48,895
-3,575
| -7% | -$4.15K |
|
|
NUTX
2359
Nutex Health
NUTX
$463M
| $56.7K | ﹤0.01% |
+199
| New | +$56.7K |
|
|
LICY
2360
DELISTED
Li-Cycle Holdings Corp.
LICY
| $56.3K | ﹤0.01% |
1,478
-528
| -26% | -$20.1K |
|
|
CELL
2361
DELISTED
PhenomeX Inc. Common Stock
CELL
| $56.1K | ﹤0.01% |
20,925
+7,273
| +53% | +$19.5K |
|
|
CMRX
2362
DELISTED
Chimerix, Inc.
CMRX
| $55.4K | ﹤0.01% |
29,762
+8,654
| +41% | +$16.1K |
|
|
RDFN
2363
DELISTED
Redfin
RDFN
| $54.6K | ﹤0.01% |
12,867
-2,422
| -16% | -$10.3K |
|
2364
Quantum-Si Incorporated
QSI
$233M
| $52.7K | ﹤0.01% |
28,797
+5,713
| +25% | +$10.5K |
|
2365
TETRA Technologies
TTI
$633M
| $52.1K | ﹤0.01% |
15,070
-3,050
| -17% | -$10.6K |
|
|
ME
2366
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $49.6K | ﹤0.01% |
1,147
-1,620
| -59% | -$70K |
|
2367
Gossamer Bio
GOSS
$630M
| $48.9K | ﹤0.01% |
22,520
+4,511
| +25% | +$9.79K |
|
2368
Origin Materials
ORGN
$78.5M
| $48.1K | ﹤0.01% |
10,438
-3,355
| -24% | -$15.5K |
|
2369
Microvision
MVIS
$343M
| $47.1K | ﹤0.01% |
20,046
-4,059
| -17% | -$9.54K |
|
2370
Absci
ABSI
$380M
| $46.4K | ﹤0.01% |
22,108
+5,906
| +36% | +$12.4K |
|
2371
Celularity
CELU
$60.3M
| $45.1K | ﹤0.01% |
+3,500
| New | +$45.1K |
|
2372
Praxis Precision Medicines
PRAX
$858M
| $44.7K | ﹤0.01% |
+1,253
| New | +$44.7K |
|
|
TCS
2373
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $43.5K | ﹤0.01% |
+673
| New | +$43.5K |
|
2374
Clover Health Investments
CLOV
$1.48B
| $43.4K | ﹤0.01% |
46,721
-52,608
| -53% | -$48.9K |
|
2375
American Well
AMWL
$112M
| $42.2K | ﹤0.01% |
746
-1,771
| -70% | -$100K |
|