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
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
Microvast
MVST
$829M
| $37.9K | ﹤0.01% |
27,087
+12,884
| +91% | +$18K |
|
2352
W&T Offshore
WTI
$270M
| $37.3K | ﹤0.01% |
11,434
+1,065
| +10% | +$3.47K |
|
|
ME
2353
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $35K | ﹤0.01% |
1,918
+95
| +5% | +$1.74K |
|
2354
Summit Therapeutics
SMMT
$17.2B
| $34.9K | ﹤0.01% |
13,378
+1,294
| +11% | +$3.38K |
|
2355
Inovio Pharmaceuticals
INO
$141M
| $34.9K | ﹤0.01% |
5,696
+585
| +11% | +$3.58K |
|
2356
iHeartMedia
IHRT
$341M
| $34.8K | ﹤0.01% |
13,042
-2,165
| -14% | -$5.78K |
|
|
NXDR
2357
Nextdoor Holdings
NXDR
$798M
| $34.4K | ﹤0.01% |
18,177
+1,254
| +7% | +$2.37K |
|
2358
Gevo
GEVO
$389M
| $34.2K | ﹤0.01% |
29,462
-3,345
| -10% | -$3.88K |
|
2359
SoundHound AI
SOUN
$5.33B
| $33.8K | ﹤0.01% |
15,931
+1,675
| +12% | +$3.55K |
|
2360
Ventyx Biosciences
VTYX
$181M
| $32.7K | ﹤0.01% |
13,241
+418
| +3% | +$1.03K |
|
2361
Accuray
ARAY
$168M
| $32.6K | ﹤0.01% |
+11,509
| New | +$32.6K |
|
2362
Ribbon Communications
RBBN
$740M
| $32.5K | ﹤0.01% |
11,211
-1,860
| -14% | -$5.39K |
|
2363
Gossamer Bio
GOSS
$555M
| $31.5K | ﹤0.01% |
34,543
+1,039
| +3% | +$948 |
|
2364
The Beauty Health Co
SKIN
$247M
| $31.3K | ﹤0.01% |
10,060
-965,868
| -99% | -$3M |
|
2365
Douglas Elliman
DOUG
$235M
| $30.1K | ﹤0.01% |
10,210
-3,098
| -23% | -$9.14K |
|
2366
Nektar Therapeutics
NKTR
$612M
| $29.4K | ﹤0.01% |
3,467
-386
| -10% | -$3.27K |
|
2367
Scilex Holding
SCLX
$129M
| $29.2K | ﹤0.01% |
408
| – | – |
|
2368
Energy Vault
NRGV
$330M
| $29.1K | ﹤0.01% |
12,474
-1,285
| -9% | -$2.99K |
|
2369
PLAYSTUDIOS Inc
MYPS
$120M
| $27.9K | ﹤0.01% |
10,300
-1,712
| -14% | -$4.64K |
|
2370
SES AI
SES
$384M
| $27.5K | ﹤0.01% |
15,003
-2,267
| -13% | -$4.15K |
|
2371
Sangamo Therapeutics
SGMO
$157M
| $27.4K | ﹤0.01% |
50,448
-3,556
| -7% | -$1.93K |
|
2372
Karyopharm Therapeutics
KPTI
$60M
| $27.2K | ﹤0.01% |
2,096
-93
| -4% | -$1.21K |
|
2373
Solid Power
SLDP
$685M
| $27K | ﹤0.01% |
18,648
-3,090
| -14% | -$4.48K |
|
|
DM
2374
DELISTED
Desktop Metal, Inc.
DM
| $26.7K | ﹤0.01% |
3,559
-588
| -14% | -$4.42K |
|
2375
Nuvation Bio
NUVB
$1.09B
| $26.5K | ﹤0.01% |
17,545
-2,906
| -14% | -$4.39K |
|