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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
PACCAR
PCAR
|
$89.7M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Clear Channel Outdoor Holdings
CCO
$616M
| $50.6K | ﹤0.01% |
42,149
+18,332
| +77% | +$22K |
|
2377
Microvision
MVIS
$346M
| $49.3K | ﹤0.01% |
18,453
-1,593
| -8% | -$4.25K |
|
|
SHCR
2378
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $48.2K | ﹤0.01% |
33,973
+14,824
| +77% | +$21.1K |
|
2379
Archer Aviation
ACHR
$5.77B
| $47.3K | ﹤0.01% |
+16,529
| New | +$47.3K |
|
2380
Heron Therapeutics
HRTX
$207M
| $46.7K | ﹤0.01% |
30,894
-2,199
| -7% | -$3.32K |
|
|
ROVR
2381
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $46.4K | ﹤0.01% |
10,232
-863
| -8% | -$3.91K |
|
2382
Solid Power
SLDP
$785M
| $45.2K | ﹤0.01% |
15,019
+3,253
| +28% | +$9.79K |
|
|
NKLA
2383
DELISTED
Nikola Corporation Common Stock
NKLA
| $44.9K | ﹤0.01% |
37,113
-2,241
| -6% | -$2.71K |
|
2384
Fulcrum Therapeutics
FULC
$351M
| $43.6K | ﹤0.01% |
15,292
+2,471
| +19% | +$7.04K |
|
|
CANO
2385
DELISTED
Cano Health, Inc.
CANO
| $43.5K | ﹤0.01% |
47,823
-9,787
| -17% | -$8.91K |
|
|
HEPS
2386
D-Market Electronic Services & Trading
HEPS
$900M
| $40.9K | ﹤0.01% |
30,559
+2,183
| +8% | +$2.93K |
|
2387
C4 Therapeutics
CCCC
$185M
| $40.2K | ﹤0.01% |
12,793
+1,428
| +13% | +$4.48K |
|
2388
Absci
ABSI
$357M
| $39.7K | ﹤0.01% |
22,699
+591
| +3% | +$1.03K |
|
2389
Nkarta
NKTX
$151M
| $38.6K | ﹤0.01% |
10,887
+709
| +7% | +$2.52K |
|
|
NVTA
2390
DELISTED
Invitae Corporation
NVTA
| $37.6K | ﹤0.01% |
27,869
+12,537
| +82% | +$16.9K |
|
|
PTRA
2391
DELISTED
Proterra Inc. Common Stock
PTRA
| $37.4K | ﹤0.01% |
24,615
+4,551
| +23% | +$6.92K |
|
|
DNMR
2392
DELISTED
Danimer Scientific, Inc.
DNMR
| $37.3K | ﹤0.01% |
+10,798
| New | +$37.3K |
|
|
DHC
2393
Diversified Healthcare Trust
DHC
$920M
| $36.7K | ﹤0.01% |
27,188
+7,610
| +39% | +$10.3K |
|
2394
TETRA Technologies
TTI
$626M
| $36.7K | ﹤0.01% |
13,843
-1,227
| -8% | -$3.25K |
|
|
CMRX
2395
DELISTED
Chimerix, Inc.
CMRX
| $36.5K | ﹤0.01% |
28,932
-830
| -3% | -$1.05K |
|
2396
Clover Health Investments
CLOV
$1.34B
| $36.2K | ﹤0.01% |
42,822
-3,899
| -8% | -$3.3K |
|
2397
SmartRent
SMRT
$278M
| $34.5K | ﹤0.01% |
13,529
-1,145
| -8% | -$2.92K |
|
2398
Gevo
GEVO
$418M
| $34.2K | ﹤0.01% |
22,175
+9,411
| +74% | +$14.5K |
|
|
QUOT
2399
DELISTED
Quotient Technology Inc
QUOT
| $33.9K | ﹤0.01% |
+10,324
| New | +$33.9K |
|
2400
SelectQuote
SLQT
$391M
| $33.5K | ﹤0.01% |
15,459
+5,307
| +52% | +$11.5K |
|