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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
PACCAR
PCAR
|
$89.7M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
Ardagh Metal Packaging
AMBP
$2.18B
| $65.8K | ﹤0.01% |
16,130
+587
| +4% | +$2.4K |
|
|
ME
2352
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $65.6K | ﹤0.01% |
28,756
+5,810
| +25% | +$13.2K |
|
2353
Organogenesis Holdings
ORGO
$651M
| $65.5K | ﹤0.01% |
30,746
-434,661
| -93% | -$926K |
|
2354
Lightwave Logic
LWLG
$432M
| $64.9K | ﹤0.01% |
12,416
-1,117
| -8% | -$5.84K |
|
|
RAD
2355
DELISTED
Rite Aid Corporation
RAD
| $64K | ﹤0.01% |
28,557
-4,341
| -13% | -$9.72K |
|
|
BRSP
2356
BrightSpire Capital
BRSP
$747M
| $63K | ﹤0.01% |
+10,684
| New | +$63K |
|
2357
Brookdale Senior Living
BKD
$1.84B
| $62.5K | ﹤0.01% |
21,199
+9,102
| +75% | +$26.9K |
|
2358
American Well
AMWL
$111M
| $61.7K | ﹤0.01% |
26,144
+11,215
| +75% | +$26.5K |
|
2359
Vimeo
VMEO
$698M
| $60.9K | ﹤0.01% |
15,907
-1,425
| -8% | -$5.46K |
|
2360
Seer Inc
SEER
$115M
| $60.8K | ﹤0.01% |
15,759
+1,896
| +14% | +$7.32K |
|
2361
Olaplex Holdings
OLPX
$947M
| $59.5K | ﹤0.01% |
13,931
-1,855
| -12% | -$7.92K |
|
2362
AvePoint
AVPT
$3.45B
| $58.9K | ﹤0.01% |
14,307
-1,285
| -8% | -$5.29K |
|
2363
Inovio Pharmaceuticals
INO
$136M
| $56.7K | ﹤0.01% |
69,143
+9,424
| +16% | +$7.73K |
|
|
AMPS
2364
DELISTED
Altus Power, Inc.
AMPS
| $56.7K | ﹤0.01% |
+10,343
| New | +$56.7K |
|
2365
Quantum-Si Incorporated
QSI
$223M
| $55.5K | ﹤0.01% |
31,548
+2,751
| +10% | +$4.84K |
|
2366
Y-mAbs Therapeutics
YMAB
$389M
| $54.9K | ﹤0.01% |
10,952
-709
| -6% | -$3.55K |
|
2367
UWM Holdings
UWMC
$1.22B
| $54.7K | ﹤0.01% |
11,132
-687
| -6% | -$3.37K |
|
2368
iHeartMedia
IHRT
$332M
| $53.6K | ﹤0.01% |
+13,742
| New | +$53.6K |
|
2369
Vaalco Energy
EGY
$407M
| $53.5K | ﹤0.01% |
11,804
-1,058
| -8% | -$4.79K |
|
2370
Torrid Holdings
CURV
$219M
| $53.2K | ﹤0.01% |
12,191
+747
| +7% | +$3.26K |
|
2371
W&T Offshore
WTI
$267M
| $53K | ﹤0.01% |
10,432
-290
| -3% | -$1.47K |
|
2372
Kezar Life Sciences
KZR
$28.8M
| $52.8K | ﹤0.01% |
16,882
+1,728
| +11% | +$5.41K |
|
2373
Ocugen
OCGN
$319M
| $51.8K | ﹤0.01% |
60,669
-4,467
| -7% | -$3.81K |
|
2374
Precigen
PGEN
$1.46B
| $51.4K | ﹤0.01% |
48,493
-1,328
| -3% | -$1.41K |
|
2375
Origin Materials
ORGN
$81.2M
| $50.6K | ﹤0.01% |
11,854
+1,416
| +14% | +$6.05K |
|