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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2401
TeraWulf
WULF
$3.71B
| $23.8K | ﹤0.01% | +18,907 | New | +$23.8K |
|
|
PSTX
2402
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $23.8K | ﹤0.01% | +10,000 | New | +$23.8K |
|
2403
Rackspace Technology
RXT
$302M
| $23.7K | ﹤0.01% | +10,066 | New | +$23.7K |
|
|
NSTG
2404
DELISTED
NanoString Technologies, Inc.
NSTG
| $23.6K | ﹤0.01% | 13,726 | – | – |
|
2405
Compass Therapeutics
CMPX
$483M
| $23.6K | ﹤0.01% | +11,972 | New | +$23.6K |
|
|
KG
2406
Kestrel Group, Ltd.
KG
$209M
| $23.5K | ﹤0.01% | +13,358 | New | +$23.5K |
|
|
CMAX
2407
DELISTED
CareMax, Inc. Class A Common Stock
CMAX
| $23.4K | ﹤0.01% | +11,058 | New | +$23.4K |
|
2408
Summit Therapeutics
SMMT
$17.6B
| $22.6K | ﹤0.01% | 12,084 -1,595 | -12% | -$2.98K |
|
2409
BARK
BARK
$153M
| $22.3K | ﹤0.01% | 18,618 +6,991 | +60% | +$8.39K |
|
2410
FibroGen
FGEN
$47.8M
| $22.2K | ﹤0.01% | 25,736 +3,725 | +17% | +$3.21K |
|
|
NGM
2411
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $22.1K | ﹤0.01% | 20,619 | – | – |
|
2412
ESS Tech
GWH
$20.8M
| $21.9K | ﹤0.01% | +11,653 | New | +$21.9K |
|
2413
SelectQuote
SLQT
$391M
| $21.1K | ﹤0.01% | 18,049 +3,606 | +25% | +$4.22K |
|
2414
Origin Materials
ORGN
$80.2M
| $20.9K | ﹤0.01% | 16,308 +5,046 | +45% | +$6.46K |
|
2415
Nkarta
NKTX
$151M
| $20.2K | ﹤0.01% | 14,505 | – | – |
|
2416
Scilex Holding
SCLX
$124M
| $20K | ﹤0.01% | 14,293 | – | – |
|
|
GRTS
2417
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
| $19.3K | ﹤0.01% | +11,206 | New | +$19.3K |
|
|
TIO
2418
DELISTED
Tingo Group, Inc. Common Stock
TIO
| $18.4K | ﹤0.01% | 17,970 +5,006 | +39% | +$5.13K |
|
2419
BlackSky Technology
BKSY
$623M
| $18.3K | ﹤0.01% | 15,680 +3,130 | +25% | +$3.66K |
|
2420
Lineage Cell Therapeutics
LCTX
$267M
| $18K | ﹤0.01% | 15,235 | – | – |
|
2421
X4 Pharmaceuticals
XFOR
$84.2M
| $17.8K | ﹤0.01% | 16,327 +2,523 | +18% | +$2.75K |
|
2422
Adicet Bio
ACET
$59.9M
| $17.4K | ﹤0.01% | 12,695 | – | – |
|
|
NVTA
2423
DELISTED
Invitae Corporation
NVTA
| $17.2K | ﹤0.01% | 28,431 -2,169 | -7% | -$1.31K |
|
2424
Cartesian Therapeutics
RNAC
$261M
| $16.5K | ﹤0.01% | 15,559 +2,869 | +23% | +$3.04K |
|
|
VLD
2425
DELISTED
Velo3D, Inc.
VLD
| $16.4K | ﹤0.01% | 10,510 | – | – |
|