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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
Nektar Therapeutics
NKTR
$920M
| $47.1K | ﹤0.01% |
3,364
-103
| -3% | -$1.44K |
|
2352
Butterfly Network
BFLY
$398M
| $46.8K | ﹤0.01% |
43,295
-5,841
| -12% | -$6.31K |
|
2353
TeraWulf
WULF
$4.05B
| $45.7K | ﹤0.01% |
17,387
-1,260
| -7% | -$3.31K |
|
2354
AST SpaceMobile
ASTS
$9.93B
| $44.7K | ﹤0.01% |
+15,421
| New | +$44.7K |
|
|
TELL
2355
DELISTED
Tellurian Inc.
TELL
| $44K | ﹤0.01% |
66,570
-796
| -1% | -$526 |
|
|
SBDS
2356
Solo Brands, Inc.
SBDS
$22.2M
| $42.7K | ﹤0.01% |
+19,682
| New | +$42.7K |
|
|
NXDR
2357
Nextdoor Holdings
NXDR
$790M
| $42.5K | ﹤0.01% |
18,889
+712
| +4% | +$1.6K |
|
2358
DocGo
DCGO
$155M
| $42.3K | ﹤0.01% |
10,459
-22,299
| -68% | -$90.1K |
|
2359
Amylyx Pharmaceuticals
AMLX
$938M
| $41.7K | ﹤0.01% |
14,666
+194
| +1% | +$551 |
|
2360
Gannett
GCI
$601M
| $41.4K | ﹤0.01% |
16,949
-1,287
| -7% | -$3.14K |
|
2361
CommScope
COMM
$3.59B
| $36.9K | ﹤0.01% |
28,178
-114,786
| -80% | -$150K |
|
|
CTEV
2362
Claritev Corporation
CTEV
$1.2B
| $36.1K | ﹤0.01% |
1,112
-100
| -8% | -$3.25K |
|
2363
Stem
STEM
$117M
| $36.1K | ﹤0.01% |
823
-81
| -9% | -$3.55K |
|
2364
Gossamer Bio
GOSS
$630M
| $35.3K | ﹤0.01% |
29,935
-4,608
| -13% | -$5.44K |
|
2365
Sangamo Therapeutics
SGMO
$156M
| $35.3K | ﹤0.01% |
52,605
+2,157
| +4% | +$1.45K |
|
2366
Solid Power
SLDP
$683M
| $35.2K | ﹤0.01% |
17,332
-1,316
| -7% | -$2.67K |
|
2367
TrueCar
TRUE
$190M
| $35.1K | ﹤0.01% |
10,367
-761
| -7% | -$2.58K |
|
2368
W&T Offshore
WTI
$257M
| $35K | ﹤0.01% |
13,223
+1,789
| +16% | +$4.74K |
|
2369
Emergent Biosolutions
EBS
$441M
| $34.9K | ﹤0.01% |
13,806
-32,745
| -70% | -$82.8K |
|
2370
Adicet Bio
ACET
$67.2M
| $34.5K | ﹤0.01% |
14,664
+2,899
| +25% | +$6.81K |
|
2371
Seer Inc
SEER
$113M
| $33.6K | ﹤0.01% |
17,669
-3,347
| -16% | -$6.36K |
|
2372
Ribbon Communications
RBBN
$717M
| $33.3K | ﹤0.01% |
10,413
-798
| -7% | -$2.55K |
|
2373
GoPro
GPRO
$263M
| $32.9K | ﹤0.01% |
14,775
-1,122
| -7% | -$2.5K |
|
|
TWKS
2374
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $31.5K | ﹤0.01% |
12,452
+1,706
| +16% | +$4.32K |
|
|
NGM
2375
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $31.5K | ﹤0.01% |
19,796
+775
| +4% | +$1.23K |
|