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
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KG
2376
Kestrel Group, Ltd.
KG
$209M
| $26.2K | ﹤0.01% | 11,430 -1,928 | -14% | -$4.42K |
|
2377
Kezar Life Sciences
KZR
$28.9M
| $25.7K | ﹤0.01% | 27,107 -1,905 | -7% | -$1.81K |
|
2378
Outdoor Holding Company Common Stock
POWW
$167M
| $23.9K | ﹤0.01% | 11,382 -1,891 | -14% | -$3.97K |
|
2379
SelectQuote
SLQT
$391M
| $23.5K | ﹤0.01% | 17,185 -864 | -5% | -$1.18K |
|
|
GRTS
2380
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
| $22.9K | ﹤0.01% | 11,206 | – | – |
|
2381
Adicet Bio
ACET
$59.9M
| $22.2K | ﹤0.01% | 11,765 -930 | -7% | -$1.76K |
|
2382
BlackSky Technology
BKSY
$623M
| $22K | ﹤0.01% | 15,680 | – | – |
|
2383
FibroGen
FGEN
$47.8M
| $21.7K | ﹤0.01% | 24,499 -1,237 | -5% | -$1.1K |
|
2384
Aclaris Therapeutics
ACRS
$209M
| $20.4K | ﹤0.01% | 19,419 +654 | +3% | +$687 |
|
2385
Kaltura
KLTR
$246M
| $20.2K | ﹤0.01% | +10,362 | New | +$20.2K |
|
|
NVTA
2386
DELISTED
Invitae Corporation
NVTA
| $19.9K | ﹤0.01% | 31,713 +3,282 | +12% | +$2.06K |
|
2387
Compass Therapeutics
CMPX
$483M
| $18.7K | ﹤0.01% | 11,972 | – | – |
|
|
TSP
2388
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $18.5K | ﹤0.01% | 21,079 -2,106 | -9% | -$1.85K |
|
2389
Lineage Cell Therapeutics
LCTX
$267M
| $17.8K | ﹤0.01% | 16,315 +1,080 | +7% | +$1.18K |
|
2390
Atara Biotherapeutics
ATRA
$84.6M
| $17.1K | ﹤0.01% | 33,306 -2,161 | -6% | -$1.11K |
|
|
NGM
2391
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $16.3K | ﹤0.01% | 19,021 -1,598 | -8% | -$1.37K |
|
2392
Lexicon Pharmaceuticals
LXRX
$400M
| $16.1K | ﹤0.01% | 10,534 +201 | +2% | +$308 |
|
|
KLRS
2393
Kalaris Therapeutics, Inc. Common Stock
KLRS
$76.3M
| $15.6K | ﹤0.01% | 22,937 -2,531 | -10% | -$1.72K |
|
2394
Hyliion Holdings
HYLN
$295M
| $15.1K | ﹤0.01% | 18,597 -3,126 | -14% | -$2.54K |
|
2395
Eos Energy Enterprises
EOSE
$1.79B
| $15.1K | ﹤0.01% | 13,853 +2,605 | +23% | +$2.84K |
|
2396
Allbirds
BIRD
$52.4M
| $14.9K | ﹤0.01% | 12,147 | – | – |
|
2397
X4 Pharmaceuticals
XFOR
$84.2M
| $13.9K | ﹤0.01% | 16,626 +299 | +2% | +$251 |
|
|
TWOU
2398
DELISTED
2U, Inc.
TWOU
| $13.8K | ﹤0.01% | 11,237 | – | – |
|
|
LLAP
2399
DELISTED
Terran Orbital Corporation
LLAP
| $13.6K | ﹤0.01% | 11,948 | – | – |
|
2400
BARK
BARK
$153M
| $13.5K | ﹤0.01% | 16,811 -1,807 | -10% | -$1.46K |
|