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 | |
|---|---|---|---|---|---|---|
2401
Aclaris Therapeutics
ACRS
$227M
| $21.9K | ﹤0.01% |
17,654
-1,765
| -9% | -$2.19K |
|
2402
Olaplex Holdings
OLPX
$994M
| $21.2K | ﹤0.01% |
+11,067
| New | +$21.2K |
|
2403
Microvast
MVST
$829M
| $21K | ﹤0.01% |
25,106
-1,981
| -7% | -$1.66K |
|
2404
Seres Therapeutics
MCRB
$169M
| $21K | ﹤0.01% |
1,354
-1,729
| -56% | -$26.8K |
|
2405
Compass Therapeutics
CMPX
$590M
| $21K | ﹤0.01% |
10,586
-1,386
| -12% | -$2.74K |
|
|
ME
2406
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $20.6K | ﹤0.01% |
1,936
+18
| +0.9% | +$192 |
|
2407
Energy Vault
NRGV
$335M
| $20.4K | ﹤0.01% |
11,424
-1,050
| -8% | -$1.88K |
|
2408
Eos Energy Enterprises
EOSE
$2.01B
| $20.3K | ﹤0.01% |
19,704
+5,851
| +42% | +$6.03K |
|
2409
Kezar Life Sciences
KZR
$29.8M
| $19.8K | ﹤0.01% |
2,197
-514
| -19% | -$4.63K |
|
2410
BARK
BARK
$149M
| $19.1K | ﹤0.01% |
15,406
-1,405
| -8% | -$1.74K |
|
2411
X4 Pharmaceuticals
XFOR
$78.6M
| $19K | ﹤0.01% |
456
-98
| -18% | -$4.09K |
|
2412
BlackSky Technology
BKSY
$575M
| $18.9K | ﹤0.01% |
1,733
-227
| -12% | -$2.47K |
|
2413
Atara Biotherapeutics
ATRA
$90.7M
| $18.5K | ﹤0.01% |
1,064
-268
| -20% | -$4.65K |
|
|
LICY
2414
DELISTED
Li-Cycle Holdings Corp.
LICY
| $18.1K | ﹤0.01% |
2,196
| – | – |
|
|
KLRS
2415
Kalaris Therapeutics, Inc. Common Stock
KLRS
$86.4M
| $15.7K | ﹤0.01% |
901
-96
| -10% | -$1.67K |
|
|
TVRD
2416
Tvardi Therapeutics, Inc. Common Stock
TVRD
$292M
| $15K | ﹤0.01% |
459
-42
| -8% | -$1.37K |
|
2417
Citius Pharmaceuticals
CTXR
$20.9M
| $14K | ﹤0.01% |
626
-64
| -9% | -$1.44K |
|
|
LLAP
2418
DELISTED
Terran Orbital Corporation
LLAP
| $13.1K | ﹤0.01% |
10,031
-1,917
| -16% | -$2.51K |
|
|
DNMR
2419
DELISTED
Danimer Scientific, Inc.
DNMR
| $10.9K | ﹤0.01% |
251
-25
| -9% | -$1.09K |
|
2420
Assertio
ASRT
$76.8M
| $9.97K | ﹤0.01% |
10,396
-771
| -7% | -$740 |
|
2421
Cartesian Therapeutics
RNAC
$277M
| $7.96K | ﹤0.01% |
408
-111
| -21% | -$2.17K |
|
|
AKTS
2422
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
| $7.59K | ﹤0.01% |
+12,841
| New | +$7.59K |
|
2423
Origin Materials
ORGN
$77.7M
| $7.51K | ﹤0.01% |
14,723
| – | – |
|
|
VLD
2424
DELISTED
Velo3D, Inc.
VLD
| $5.7K | ﹤0.01% |
357
| – | – |
|
2425
Workhorse Group
WKHS
$19.4M
| $5.69K | ﹤0.01% |
97
| – | – |
|