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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DM
2401
DELISTED
Desktop Metal, Inc.
DM
| $131K | ﹤0.01% |
2,755
+111
| +4% | +$5.28K |
|
|
SURF
2402
DELISTED
Surface Oncology, Inc. Common Stock
SURF
| $130K | ﹤0.01% |
44,105
-20,052
| -31% | -$59.1K |
|
|
BTRS
2403
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $129K | ﹤0.01% |
17,265
+6,093
| +55% | +$45.5K |
|
|
LX
2404
LexinFintech Holdings
LX
$1.01B
| $128K | ﹤0.01% |
48,961
-110,458
| -69% | -$289K |
|
2405
Accel Entertainment
ACEL
$969M
| $126K | ﹤0.01% |
+10,313
| New | +$126K |
|
|
SIEN
2406
DELISTED
Sientra, Inc.
SIEN
| $126K | ﹤0.01% |
5,659
-2,574
| -31% | -$57.3K |
|
|
CANO
2407
DELISTED
Cano Health, Inc.
CANO
| $125K | ﹤0.01% |
196
-11
| -5% | -$7.02K |
|
|
JNCE
2408
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
| $125K | ﹤0.01% |
18,373
-9,444
| -34% | -$64.3K |
|
2409
SoFi Technologies
SOFI
$30.4B
| $120K | ﹤0.01% |
12,732
+206
| +2% | +$1.94K |
|
2410
Liberty Latin America Class C
LILAK
$1.63B
| $119K | ﹤0.01% |
12,380
-1,088
| -8% | -$10.5K |
|
2411
Hims & Hers Health
HIMS
$10.9B
| $118K | ﹤0.01% |
22,080
-1,244
| -5% | -$6.65K |
|
2412
Paysafe
PSFE
$791M
| $118K | ﹤0.01% |
2,904
-1,004
| -26% | -$40.8K |
|
2413
Harvard Bioscience
HBIO
$20.8M
| $117K | ﹤0.01% |
18,918
-9,619
| -34% | -$59.5K |
|
2414
ADT
ADT
$7.23B
| $116K | ﹤0.01% |
15,328
+4,727
| +45% | +$35.8K |
|
|
CASA
2415
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $116K | ﹤0.01% |
25,629
-12,937
| -34% | -$58.6K |
|
2416
Clear Channel Outdoor Holdings
CCO
$641M
| $112K | ﹤0.01% |
32,253
-1,921
| -6% | -$6.67K |
|
2417
Empire State Realty Trust
ESRT
$1.33B
| $112K | ﹤0.01% |
11,454
-1,007
| -8% | -$9.85K |
|
2418
BGC Group
BGC
$4.74B
| $111K | ﹤0.01% |
25,213
-2,213
| -8% | -$9.74K |
|
2419
Lexicon Pharmaceuticals
LXRX
$389M
| $108K | ﹤0.01% |
51,855
-18,934
| -27% | -$39.4K |
|
2420
The RealReal
REAL
$1B
| $106K | ﹤0.01% |
14,611
+1,039
| +8% | +$7.54K |
|
|
QUOT
2421
DELISTED
Quotient Technology Inc
QUOT
| $105K | ﹤0.01% |
16,518
+1,175
| +8% | +$7.47K |
|
2422
Clearside Biomedical
CLSD
$27.5M
| $104K | ﹤0.01% |
45,373
-19,971
| -31% | -$45.8K |
|
2423
Ouster
OUST
$1.64B
| $104K | ﹤0.01% |
2,316
-347
| -13% | -$15.6K |
|
|
EMKR
2424
DELISTED
Emcore Corp
EMKR
| $104K | ﹤0.01% |
2,809
-1,416
| -34% | -$52.4K |
|
2425
Theravance Biopharma
TBPH
$708M
| $101K | ﹤0.01% |
+10,525
| New | +$101K |
|