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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Rimini Street
RMNI
$426M
| $75K | ﹤0.01% |
16,122
-16,076
| -50% | -$74.8K |
|
2377
Destination XL Group
DXLG
$69.5M
| $74K | ﹤0.01% |
13,566
-9,783
| -42% | -$53.4K |
|
2378
Yext
YEXT
$1.06B
| $73K | ﹤0.01% |
16,361
-2,284
| -12% | -$10.2K |
|
2379
Paysafe
PSFE
$839M
| $72K | ﹤0.01% |
4,370
+1,437
| +49% | +$23.7K |
|
2380
Zevra Therapeutics
ZVRA
$461M
| $72K | ﹤0.01% |
11,610
-20,394
| -64% | -$126K |
|
2381
Origin Materials
ORGN
$78.5M
| $71K | ﹤0.01% |
13,793
+1,523
| +12% | +$7.84K |
|
|
DM
2382
DELISTED
Desktop Metal, Inc.
DM
| $71K | ﹤0.01% |
2,736
+1,356
| +98% | +$35.2K |
|
2383
MiMedx Group
MDXG
$1.05B
| $70K | ﹤0.01% |
24,645
+6,140
| +33% | +$17.4K |
|
|
VVNT
2384
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
| $70K | ﹤0.01% |
+10,667
| New | +$70K |
|
|
BRMK
2385
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
| $69K | ﹤0.01% |
+13,457
| New | +$69K |
|
|
DO
2386
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $68K | ﹤0.01% |
+10,322
| New | +$68K |
|
|
PRVB
2387
DELISTED
Provention Bio, Inc. Common Stock
PRVB
| $68K | ﹤0.01% |
15,151
+153
| +1% | +$687 |
|
2388
GoPro
GPRO
$264M
| $67K | ﹤0.01% |
+13,514
| New | +$67K |
|
2389
Eventbrite
EB
$263M
| $66K | ﹤0.01% |
10,845
-190
| -2% | -$1.16K |
|
2390
IonQ
IONQ
$13.1B
| $66K | ﹤0.01% |
+12,994
| New | +$66K |
|
2391
fuboTV
FUBO
$1.4B
| $65K | ﹤0.01% |
+18,389
| New | +$65K |
|
2392
TETRA Technologies
TTI
$628M
| $65K | ﹤0.01% |
18,120
-1,194
| -6% | -$4.28K |
|
2393
Quantum-Si Incorporated
QSI
$233M
| $63K | ﹤0.01% |
23,084
+5,158
| +29% | +$14.1K |
|
|
VXRT
2394
DELISTED
Vaxart
VXRT
| $62K | ﹤0.01% |
28,513
+5,448
| +24% | +$11.8K |
|
2395
Generation Bio
GBIO
$41.4M
| $61K | ﹤0.01% |
+1,145
| New | +$61K |
|
2396
Oscar Health
OSCR
$5.18B
| $61K | ﹤0.01% |
+12,209
| New | +$61K |
|
|
AMRS
2397
DELISTED
Amyris Inc.
AMRS
| $61K | ﹤0.01% |
20,859
+8,552
| +69% | +$25K |
|
2398
Entravision Communication
EVC
$226M
| $60K | ﹤0.01% |
15,126
-12,187
| -45% | -$48.3K |
|
2399
Workhorse Group
WKHS
$18.3M
| $60K | ﹤0.01% |
84
-3
| -3% | -$2.14K |
|
2400
Conduent
CNDT
$442M
| $59K | ﹤0.01% |
+17,541
| New | +$59K |
|