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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
SelectQuote
SLQT
$358M
| $31.5K | ﹤0.01% |
15,730
-1,455
| -8% | -$2.91K |
|
2377
Bit Digital
BTBT
$807M
| $31K | ﹤0.01% |
10,795
+112
| +1% | +$321 |
|
2378
Accuray
ARAY
$170M
| $31K | ﹤0.01% |
12,540
+1,031
| +9% | +$2.55K |
|
2379
GrafTech
EAF
$256M
| $31K | ﹤0.01% |
2,244
-8,367
| -79% | -$115K |
|
|
IAUX
2380
i-80 Gold Corp
IAUX
$694M
| $30.3K | ﹤0.01% |
22,633
-1,608
| -7% | -$2.16K |
|
2381
Hyliion Holdings
HYLN
$309M
| $30K | ﹤0.01% |
17,017
-1,580
| -8% | -$2.78K |
|
2382
EVgo
EVGO
$529M
| $29.7K | ﹤0.01% |
11,849
-948
| -7% | -$2.38K |
|
2383
Digital Turbine
APPS
$483M
| $29.4K | ﹤0.01% |
11,230
-464,460
| -98% | -$1.22M |
|
2384
Outdoor Holding Company Common Stock
POWW
$169M
| $28.6K | ﹤0.01% |
10,395
-987
| -9% | -$2.71K |
|
|
DM
2385
DELISTED
Desktop Metal, Inc.
DM
| $28.5K | ﹤0.01% |
3,237
-322
| -9% | -$2.83K |
|
2386
Stitch Fix
SFIX
$737M
| $28.4K | ﹤0.01% |
10,749
+98
| +0.9% | +$259 |
|
|
SHCR
2387
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $27.8K | ﹤0.01% |
36,249
-2,487
| -6% | -$1.91K |
|
2388
Ring Energy
REI
$207M
| $27.2K | ﹤0.01% |
13,867
-68,127
| -83% | -$134K |
|
|
GRTS
2389
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
| $26.5K | ﹤0.01% |
10,296
-910
| -8% | -$2.34K |
|
2390
Lineage Cell Therapeutics
LCTX
$279M
| $26.4K | ﹤0.01% |
17,851
+1,536
| +9% | +$2.27K |
|
2391
Outset Medical
OM
$249M
| $26.1K | ﹤0.01% |
785
-53
| -6% | -$1.76K |
|
2392
iHeartMedia
IHRT
$315M
| $25.3K | ﹤0.01% |
12,115
-927
| -7% | -$1.94K |
|
2393
Lexicon Pharmaceuticals
LXRX
$396M
| $25.3K | ﹤0.01% |
10,534
| – | – |
|
2394
Forge Global Holdings
FRGE
$235M
| $24.2K | ﹤0.01% |
837
-86
| -9% | -$2.49K |
|
2395
PMV Pharmaceuticals
PMVP
$77.4M
| $24.1K | ﹤0.01% |
14,180
-1,436
| -9% | -$2.44K |
|
2396
SES AI
SES
$395M
| $24K | ﹤0.01% |
14,307
-696
| -5% | -$1.17K |
|
2397
American Well
AMWL
$113M
| $23.7K | ﹤0.01% |
1,463
-106
| -7% | -$1.72K |
|
|
KG
2398
Kestrel Group, Ltd.
KG
$200M
| $23.3K | ﹤0.01% |
518
-54
| -9% | -$2.43K |
|
2399
Scilex Holding
SCLX
$159M
| $22.7K | ﹤0.01% |
408
| – | – |
|
2400
Gevo
GEVO
$404M
| $22.4K | ﹤0.01% |
29,174
-288
| -1% | -$221 |
|