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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
EVgo
EVGO
$510M
| $46.8K | ﹤0.01% |
+13,845
| New | +$46.8K |
|
2352
Planet Labs
PL
$1.93B
| $46.4K | ﹤0.01% |
17,851
-4,454
| -20% | -$11.6K |
|
2353
W&T Offshore
WTI
$264M
| $45.4K | ﹤0.01% |
10,369
-1,240
| -11% | -$5.43K |
|
2354
Karyopharm Therapeutics
KPTI
$60.8M
| $44K | ﹤0.01% |
2,189
| – | – |
|
2355
Solid Power
SLDP
$689M
| $43.9K | ﹤0.01% |
21,738
+5,280
| +32% | +$10.7K |
|
|
HEPS
2356
D-Market Electronic Services & Trading
HEPS
$890M
| $43.5K | ﹤0.01% |
32,742
+2,183
| +7% | +$2.9K |
|
2357
Codexis
CDXS
$210M
| $43.4K | ﹤0.01% |
22,978
+1,943
| +9% | +$3.67K |
|
|
IAUX
2358
i-80 Gold Corp
IAUX
$641M
| $41K | ﹤0.01% |
26,812
+6,150
| +30% | +$9.41K |
|
2359
Microvision
MVIS
$334M
| $40.9K | ﹤0.01% |
18,662
-2,222
| -11% | -$4.87K |
|
|
SHCR
2360
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $40.4K | ﹤0.01% |
42,937
+9,999
| +30% | +$9.4K |
|
2361
Mersana Therapeutics
MRSN
$34.6M
| $40.3K | ﹤0.01% |
1,270
+56
| +5% | +$1.78K |
|
2362
American Well
AMWL
$109M
| $40.2K | ﹤0.01% |
1,720
+418
| +32% | +$9.78K |
|
2363
SES AI
SES
$384M
| $39.2K | ﹤0.01% |
17,270
+3,876
| +29% | +$8.8K |
|
2364
Gevo
GEVO
$392M
| $39K | ﹤0.01% |
32,807
+7,976
| +32% | +$9.49K |
|
2365
Ardagh Metal Packaging
AMBP
$2.13B
| $38.2K | ﹤0.01% |
12,216
+1,673
| +16% | +$5.24K |
|
2366
Stitch Fix
SFIX
$706M
| $38.2K | ﹤0.01% |
+11,077
| New | +$38.2K |
|
2367
PLAYSTUDIOS Inc
MYPS
$121M
| $38.2K | ﹤0.01% |
+12,012
| New | +$38.2K |
|
|
TSP
2368
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $36.2K | ﹤0.01% |
23,185
+5,645
| +32% | +$8.81K |
|
2369
Heron Therapeutics
HRTX
$198M
| $35.9K | ﹤0.01% |
34,884
+1,190
| +4% | +$1.23K |
|
|
ME
2370
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $35.7K | ﹤0.01% |
1,823
+443
| +32% | +$8.67K |
|
2371
Energy Vault
NRGV
$327M
| $35.1K | ﹤0.01% |
13,759
+3,350
| +32% | +$8.54K |
|
2372
Ribbon Communications
RBBN
$733M
| $35K | ﹤0.01% |
+13,071
| New | +$35K |
|
2373
Advantage Solutions
ADV
$551M
| $34.6K | ﹤0.01% |
+12,185
| New | +$34.6K |
|
2374
Kezar Life Sciences
KZR
$28M
| $34.5K | ﹤0.01% |
2,901
+237
| +9% | +$2.82K |
|
2375
Nektar Therapeutics
NKTR
$655M
| $34.4K | ﹤0.01% |
3,853
+317
| +9% | +$2.83K |
|