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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
PACCAR
PCAR
|
$89.7M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AFMD
2401
DELISTED
Affimed
AFMD
| $32.6K | ﹤0.01% |
43,753
-2,796
| -6% | -$2.09K |
|
|
AMRS
2402
DELISTED
Amyris Inc.
AMRS
| $32.1K | ﹤0.01% |
23,625
+9,266
| +65% | +$12.6K |
|
2403
Hyliion Holdings
HYLN
$295M
| $31K | ﹤0.01% |
+15,672
| New | +$31K |
|
2404
Esperion Therapeutics
ESPR
$448M
| $30.7K | ﹤0.01% |
19,290
-1,448
| -7% | -$2.3K |
|
|
VXRT
2405
DELISTED
Vaxart
VXRT
| $29.5K | ﹤0.01% |
39,019
+1,453
| +4% | +$1.1K |
|
|
LOGC
2406
DELISTED
ContextLogic
LOGC
| $29.3K | ﹤0.01% |
65,700
+28,558
| +77% | +$12.7K |
|
2407
Invivyd
IVVD
$204M
| $29.1K | ﹤0.01% |
24,217
+478
| +2% | +$574 |
|
|
NUTX
2408
Nutex Health
NUTX
$465M
| $27.8K | ﹤0.01% |
27,507
-2,325
| -8% | -$2.35K |
|
|
CELL
2409
DELISTED
PhenomeX Inc. Common Stock
CELL
| $27.4K | ﹤0.01% |
23,602
+2,677
| +13% | +$3.11K |
|
2410
Ouster
OUST
$1.65B
| $26.8K | ﹤0.01% |
+32,079
| New | +$26.8K |
|
2411
Gossamer Bio
GOSS
$562M
| $26.7K | ﹤0.01% |
21,151
-1,369
| -6% | -$1.73K |
|
2412
fuboTV
FUBO
$1.21B
| $25.1K | ﹤0.01% |
20,747
+8,696
| +72% | +$10.5K |
|
2413
Xeris Biopharma Holdings
XERS
$1.26B
| $24.4K | ﹤0.01% |
14,965
-1,029
| -6% | -$1.68K |
|
2414
Microvast
MVST
$864M
| $23.3K | ﹤0.01% |
18,760
+2,258
| +14% | +$2.8K |
|
|
URG
2415
Ur-Energy
URG
$507M
| $23.2K | ﹤0.01% |
21,888
-2,867
| -12% | -$3.04K |
|
2416
The RealReal
REAL
$879M
| $23.1K | ﹤0.01% |
18,353
+2,848
| +18% | +$3.59K |
|
|
TSP
2417
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $22.9K | ﹤0.01% |
+15,571
| New | +$22.9K |
|
|
HLTH
2418
DELISTED
Cue Health Inc. Common Stock
HLTH
| $22.6K | ﹤0.01% |
+12,439
| New | +$22.6K |
|
2419
VistaGen Therapeutics
VTGN
$102M
| $22.5K | ﹤0.01% |
180,504
-10,058
| -5% | -$1.25K |
|
2420
Workhorse Group
WKHS
$20.3M
| $22.5K | ﹤0.01% |
16,922
-1,336
| -7% | -$1.78K |
|
2421
Skillz
SKLZ
$135M
| $22K | ﹤0.01% |
37,072
+16,963
| +84% | +$10.1K |
|
2422
Blend Labs
BLND
$939M
| $21.6K | ﹤0.01% |
21,718
+9,864
| +83% | +$9.83K |
|
2423
Celularity
CELU
$94.4M
| $20.4K | ﹤0.01% |
32,838
-2,158
| -6% | -$1.34K |
|
|
BHIL
2424
DELISTED
Benson Hill, Inc.
BHIL
| $20.3K | ﹤0.01% |
17,636
+1,840
| +12% | +$2.12K |
|
|
GOEV
2425
DELISTED
Canoo Inc. Class A Common Stock
GOEV
| $20.2K | ﹤0.01% |
30,911
+11,022
| +55% | +$7.19K |
|