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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Esperion Therapeutics
ESPR
$510M
| $33.7K | ﹤0.01% |
34,436
+2,898
| +9% | +$2.84K |
|
|
CANO
2377
DELISTED
Cano Health, Inc.
CANO
| $33K | ﹤0.01% |
1,301
+428
| +49% | +$10.9K |
|
|
TVRD
2378
Tvardi Therapeutics, Inc. Common Stock
TVRD
$285M
| $32.5K | ﹤0.01% |
537
+40
| +8% | +$2.42K |
|
2379
Sangamo Therapeutics
SGMO
$160M
| $32.4K | ﹤0.01% |
54,004
+3,115
| +6% | +$1.87K |
|
2380
Organogenesis Holdings
ORGO
$638M
| $32.1K | ﹤0.01% |
+10,101
| New | +$32.1K |
|
2381
Assertio
ASRT
$77.7M
| $31.9K | ﹤0.01% |
+12,447
| New | +$31.9K |
|
2382
Forge Global Holdings
FRGE
$238M
| $31.3K | ﹤0.01% |
1,028
+250
| +32% | +$7.61K |
|
|
NXDR
2383
Nextdoor Holdings
NXDR
$794M
| $30.8K | ﹤0.01% |
16,923
+437
| +3% | +$795 |
|
2384
Douglas Elliman
DOUG
$235M
| $30.1K | ﹤0.01% |
+13,308
| New | +$30.1K |
|
|
THRX
2385
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
| $28.7K | ﹤0.01% |
10,679
| – | – |
|
2386
SoundHound AI
SOUN
$5.42B
| $28.7K | ﹤0.01% |
14,256
-2,271
| -14% | -$4.57K |
|
2387
Gossamer Bio
GOSS
$571M
| $27.9K | ﹤0.01% |
33,504
| – | – |
|
|
TWOU
2388
DELISTED
2U, Inc.
TWOU
| $27.8K | ﹤0.01% |
+375
| New | +$27.8K |
|
2389
Kodiak Sciences
KOD
$452M
| $27.4K | ﹤0.01% |
15,237
| – | – |
|
2390
Nuvation Bio
NUVB
$1.17B
| $27.4K | ﹤0.01% |
20,451
+4,983
| +32% | +$6.68K |
|
2391
TrueCar
TRUE
$187M
| $26.9K | ﹤0.01% |
+12,977
| New | +$26.9K |
|
2392
Microvast
MVST
$819M
| $26.8K | ﹤0.01% |
14,203
+3,042
| +27% | +$5.75K |
|
2393
Outdoor Holding Company Common Stock
POWW
$179M
| $26.8K | ﹤0.01% |
+13,273
| New | +$26.8K |
|
2394
Torrid Holdings
CURV
$236M
| $26.8K | ﹤0.01% |
12,111
+747
| +7% | +$1.65K |
|
|
DNMR
2395
DELISTED
Danimer Scientific, Inc.
DNMR
| $26.7K | ﹤0.01% |
+323
| New | +$26.7K |
|
2396
C4 Therapeutics
CCCC
$190M
| $25.9K | ﹤0.01% |
13,917
| – | – |
|
2397
Hyliion Holdings
HYLN
$288M
| $25.6K | ﹤0.01% |
21,723
+6,047
| +39% | +$7.14K |
|
2398
Ocugen
OCGN
$322M
| $24.7K | ﹤0.01% |
61,761
| – | – |
|
2399
Eos Energy Enterprises
EOSE
$2.05B
| $24.2K | ﹤0.01% |
11,248
-1,327
| -11% | -$2.85K |
|
2400
Inovio Pharmaceuticals
INO
$146M
| $23.9K | ﹤0.01% |
5,111
| – | – |
|