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 |
Brookfield
BN
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
American Well
AMWL
$111M
| $54.7K | ﹤0.01% |
26,043
-101
| -0.4% | -$212 |
|
2352
Eos Energy Enterprises
EOSE
$1.79B
| $54.6K | ﹤0.01% |
+12,575
| New | +$54.6K |
|
2353
Clear Channel Outdoor Holdings
CCO
$616M
| $54.3K | ﹤0.01% |
39,619
-2,530
| -6% | -$3.47K |
|
|
ROVR
2354
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $53.9K | ﹤0.01% |
10,968
+736
| +7% | +$3.61K |
|
|
NXDR
2355
Nextdoor Holdings
NXDR
$794M
| $53.7K | ﹤0.01% |
+16,486
| New | +$53.7K |
|
|
NGM
2356
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $53.4K | ﹤0.01% |
20,619
+2,684
| +15% | +$6.95K |
|
|
DM
2357
DELISTED
Desktop Metal, Inc.
DM
| $52.7K | ﹤0.01% |
29,790
-766
| -3% | -$1.36K |
|
|
HEPS
2358
D-Market Electronic Services & Trading
HEPS
$900M
| $51.3K | ﹤0.01% |
30,559
| – | – |
|
|
TVRD
2359
Tvardi Therapeutics, Inc. Common Stock
TVRD
$281M
| $50.7K | ﹤0.01% |
17,900
-262,972
| -94% | -$744K |
|
2360
TETRA Technologies
TTI
$626M
| $50K | ﹤0.01% |
14,797
+954
| +7% | +$3.23K |
|
2361
Atara Biotherapeutics
ATRA
$84.6M
| $48.4K | ﹤0.01% |
30,067
+3,320
| +12% | +$5.35K |
|
|
ME
2362
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $48.3K | ﹤0.01% |
27,595
-1,161
| -4% | -$2.03K |
|
2363
Origin Materials
ORGN
$80.2M
| $48K | ﹤0.01% |
11,262
-592
| -5% | -$2.52K |
|
2364
SGHC Ltd
SGHC
$5.88B
| $46.7K | ﹤0.01% |
+16,109
| New | +$46.7K |
|
2365
Bionano Genomics
BNGO
$17.6M
| $46.6K | ﹤0.01% |
76,323
-3,092
| -4% | -$1.89K |
|
|
IAUX
2366
i-80 Gold Corp
IAUX
$653M
| $46.5K | ﹤0.01% |
+20,662
| New | +$46.5K |
|
2367
fuboTV
FUBO
$1.21B
| $45K | ﹤0.01% |
21,615
+868
| +4% | +$1.81K |
|
2368
W&T Offshore
WTI
$270M
| $44.9K | ﹤0.01% |
11,609
+1,177
| +11% | +$4.56K |
|
2369
Esperion Therapeutics
ESPR
$448M
| $43.8K | ﹤0.01% |
31,538
+12,248
| +63% | +$17K |
|
2370
Vaalco Energy
EGY
$405M
| $43.6K | ﹤0.01% |
11,589
-215
| -2% | -$808 |
|
2371
Accuray
ARAY
$157M
| $42.4K | ﹤0.01% |
+10,953
| New | +$42.4K |
|
2372
Solid Power
SLDP
$785M
| $41.8K | ﹤0.01% |
16,458
+1,439
| +10% | +$3.66K |
|
2373
Gossamer Bio
GOSS
$562M
| $40.2K | ﹤0.01% |
33,504
+12,353
| +58% | +$14.8K |
|
2374
iHeartMedia
IHRT
$320M
| $39.7K | ﹤0.01% |
10,906
-2,836
| -21% | -$10.3K |
|
2375
Ardagh Metal Packaging
AMBP
$2.21B
| $39.6K | ﹤0.01% |
10,543
-5,587
| -35% | -$21K |
|