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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ROVR
2376
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $40.7K | ﹤0.01% |
11,095
-2,203
| -17% | -$8.09K |
|
2377
Nordic American Tanker
NAT
$688M
| $40.6K | ﹤0.01% |
13,259
-7,069
| -35% | -$21.6K |
|
|
BHIL
2378
DELISTED
Benson Hill, Inc.
BHIL
| $40.3K | ﹤0.01% |
451
-157
| -26% | -$14K |
|
2379
UWM Holdings
UWMC
$1.41B
| $39.1K | ﹤0.01% |
11,819
+317
| +3% | +$1.05K |
|
|
VXRT
2380
DELISTED
Vaxart
VXRT
| $36.1K | ﹤0.01% |
37,566
+9,053
| +32% | +$8.7K |
|
2381
SmartRent
SMRT
$275M
| $35.7K | ﹤0.01% |
14,674
-2,642
| -15% | -$6.42K |
|
2382
Invivyd
IVVD
$243M
| $35.6K | ﹤0.01% |
+23,739
| New | +$35.6K |
|
2383
Riot Platforms
RIOT
$4.97B
| $34.7K | ﹤0.01% |
10,250
-3,656
| -26% | -$12.4K |
|
2384
Torrid Holdings
CURV
$176M
| $33.9K | ﹤0.01% |
11,444
+520
| +5% | +$1.54K |
|
2385
Brookdale Senior Living
BKD
$1.84B
| $33K | ﹤0.01% |
12,097
-85,637
| -88% | -$234K |
|
|
SHCR
2386
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $30.6K | ﹤0.01% |
19,149
-50,036
| -72% | -$80.1K |
|
2387
Solid Power
SLDP
$711M
| $29.9K | ﹤0.01% |
11,766
-3,832
| -25% | -$9.73K |
|
|
WE
2388
DELISTED
WeWork Inc.
WE
| $29.1K | ﹤0.01% |
509
+144
| +39% | +$8.24K |
|
|
NVTA
2389
DELISTED
Invitae Corporation
NVTA
| $28.5K | ﹤0.01% |
15,332
-35,048
| -70% | -$65.2K |
|
|
URG
2390
Ur-Energy
URG
$529M
| $28.5K | ﹤0.01% |
24,755
-5,123
| -17% | -$5.89K |
|
2391
Workhorse Group
WKHS
$18.4M
| $27.8K | ﹤0.01% |
73
-11
| -13% | -$4.18K |
|
2392
Microvast
MVST
$932M
| $25.2K | ﹤0.01% |
16,502
-5,172
| -24% | -$7.91K |
|
2393
Clear Channel Outdoor Holdings
CCO
$656M
| $25K | ﹤0.01% |
23,817
-13,444
| -36% | -$14.1K |
|
|
GOEV
2394
DELISTED
Canoo Inc. Class A Common Stock
GOEV
| $24.5K | ﹤0.01% |
43
-1
| -2% | -$569 |
|
2395
Gevo
GEVO
$397M
| $24.3K | ﹤0.01% |
12,764
-7,481
| -37% | -$14.2K |
|
|
DM
2396
DELISTED
Desktop Metal, Inc.
DM
| $23.2K | ﹤0.01% |
1,705
-1,031
| -38% | -$14K |
|
|
AMRS
2397
DELISTED
Amyris Inc.
AMRS
| $22K | ﹤0.01% |
14,359
-6,500
| -31% | -$9.95K |
|
2398
Xeris Biopharma Holdings
XERS
$1.25B
| $21.3K | ﹤0.01% |
15,994
-70,054
| -81% | -$93.2K |
|
2399
fuboTV
FUBO
$1.41B
| $21K | ﹤0.01% |
12,051
-6,338
| -34% | -$11K |
|
2400
VistaGen Therapeutics
VTGN
$107M
| $19.6K | ﹤0.01% |
6,352
+5,417
| +579% | +$16.7K |
|