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 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2401
Axogen
AXGN
$735M
| $157K | ﹤0.01% |
16,726
-23,346
| -58% | -$219K |
|
2402
Neuronetics
STIM
$214M
| $157K | ﹤0.01% |
35,157
-6,526
| -16% | -$29.1K |
|
|
RVI
2403
DELISTED
Retail Value Inc. Common Shares
RVI
| $155K | ﹤0.01% |
49,584
-357,377
| -88% | -$1.12M |
|
2404
Liberty Latin America Class C
LILAK
$1.63B
| $154K | ﹤0.01% |
+13,468
| New | +$154K |
|
|
CNVY
2405
DELISTED
Convey Health Solutions Holdings, Inc.
CNVY
| $154K | ﹤0.01% |
+18,369
| New | +$154K |
|
2406
Hims & Hers Health
HIMS
$10.9B
| $153K | ﹤0.01% |
23,324
-13,023
| -36% | -$85.4K |
|
2407
Puma Biotechnology
PBYI
$253M
| $153K | ﹤0.01% |
50,445
+5,883
| +13% | +$17.8K |
|
2408
Precigen
PGEN
$1.3B
| $147K | ﹤0.01% |
39,674
-19,466
| -33% | -$72.1K |
|
2409
Uranium Energy
UEC
$4.96B
| $146K | ﹤0.01% |
43,576
-4,823
| -10% | -$16.2K |
|
2410
Microvision
MVIS
$334M
| $140K | ﹤0.01% |
27,951
-6,516
| -19% | -$32.6K |
|
2411
Ouster
OUST
$1.59B
| $138K | ﹤0.01% |
+2,663
| New | +$138K |
|
2412
EyePoint Pharmaceuticals
EYPT
$966M
| $136K | ﹤0.01% |
+11,082
| New | +$136K |
|
2413
Harrow
HROW
$1.37B
| $136K | ﹤0.01% |
+15,713
| New | +$136K |
|
|
PGRE
2414
Paramount Group
PGRE
$1.66B
| $136K | ﹤0.01% |
16,269
+504
| +3% | +$4.21K |
|
|
CMRX
2415
DELISTED
Chimerix, Inc.
CMRX
| $135K | ﹤0.01% |
21,103
-9,083
| -30% | -$58.1K |
|
|
TTOO
2416
DELISTED
T2 Biosystems, Inc
TTOO
| $134K | ﹤0.01% |
52
-90
| -63% | -$232K |
|
2417
MaxCyte
MXCT
$150M
| $132K | ﹤0.01% |
+12,975
| New | +$132K |
|
2418
Rigel Pharmaceuticals
RIGL
$742M
| $131K | ﹤0.01% |
4,951
-1,989
| -29% | -$52.6K |
|
|
DM
2419
DELISTED
Desktop Metal, Inc.
DM
| $131K | ﹤0.01% |
2,644
-123
| -4% | -$6.09K |
|
|
DNMR
2420
DELISTED
Danimer Scientific, Inc.
DNMR
| $131K | ﹤0.01% |
385
+40
| +12% | +$13.6K |
|
2421
Sonder
SOND
$23.6M
| $129K | ﹤0.01% |
645
-95,000
| -99% | -$19M |
|
2422
GeneDx Holdings
WGS
$3.81B
| $128K | ﹤0.01% |
+871
| New | +$128K |
|
2423
BGC Group
BGC
$4.71B
| $128K | ﹤0.01% |
27,426
-580
| -2% | -$2.71K |
|
|
IVC
2424
DELISTED
Invacare Corporation
IVC
| $127K | ﹤0.01% |
46,555
-233,866
| -83% | -$638K |
|
|
TEN
2425
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $126K | ﹤0.01% |
11,179
-2,328
| -17% | -$26.2K |
|