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 | |
|---|---|---|---|---|---|---|
2426
Clean Energy Fuels
CLNE
$548M
| $99K | ﹤0.01% |
12,423
-1,092
| -8% | -$8.7K |
|
|
PRTK
2427
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $99K | ﹤0.01% |
33,301
-16,915
| -34% | -$50.3K |
|
2428
Karyopharm Therapeutics
KPTI
$59.7M
| $97K | ﹤0.01% |
874
+63
| +8% | +$6.99K |
|
|
DNMR
2429
DELISTED
Danimer Scientific, Inc.
DNMR
| $97K | ﹤0.01% |
415
+30
| +8% | +$7.01K |
|
2430
BlackBerry
BB
$2.28B
| $96K | ﹤0.01% |
+12,900
| New | +$96K |
|
2431
MaxCyte
MXCT
$147M
| $96K | ﹤0.01% |
13,753
+778
| +6% | +$5.43K |
|
2432
Puma Biotechnology
PBYI
$258M
| $96K | ﹤0.01% |
33,483
-16,962
| -34% | -$48.6K |
|
2433
Porch Group
PRCH
$1.91B
| $96K | ﹤0.01% |
13,853
+739
| +6% | +$5.12K |
|
2434
Clover Health Investments
CLOV
$1.4B
| $95K | ﹤0.01% |
26,725
-1,505
| -5% | -$5.35K |
|
|
AFMD
2435
DELISTED
Affimed
AFMD
| $93K | ﹤0.01% |
2,125
+151
| +8% | +$6.61K |
|
2436
GrowGeneration
GRWG
$92.6M
| $93K | ﹤0.01% |
+10,138
| New | +$93K |
|
|
SHCR
2437
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $93K | ﹤0.01% |
37,830
-2,130
| -5% | -$5.24K |
|
|
TTOO
2438
DELISTED
T2 Biosystems, Inc
TTOO
| $93K | ﹤0.01% |
36
-16
| -31% | -$41.3K |
|
|
PAYA
2439
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
| $92K | ﹤0.01% |
15,683
+1,115
| +8% | +$6.54K |
|
2440
Skillz
SKLZ
$114M
| $91K | ﹤0.01% |
1,515
-151
| -9% | -$9.07K |
|
|
BRMK
2441
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
| $89K | ﹤0.01% |
10,288
-905
| -8% | -$7.83K |
|
2442
Axogen
AXGN
$719M
| $88K | ﹤0.01% |
11,132
-5,594
| -33% | -$44.2K |
|
|
AIV
2443
Aimco
AIV
$1.11B
| $87K | ﹤0.01% |
11,931
-1,049
| -8% | -$7.65K |
|
2444
Ardagh Metal Packaging
AMBP
$2.13B
| $87K | ﹤0.01% |
+10,668
| New | +$87K |
|
2445
GeneDx Holdings
WGS
$3.71B
| $84K | ﹤0.01% |
825
-46
| -5% | -$4.68K |
|
2446
Zedge
ZDGE
$42.1M
| $84K | ﹤0.01% |
13,819
-6,994
| -34% | -$42.5K |
|
2447
PureCycle Technologies
PCT
$2.34B
| $83K | ﹤0.01% |
+10,403
| New | +$83K |
|
2448
Precigen
PGEN
$1.35B
| $83K | ﹤0.01% |
39,429
-245
| -0.6% | -$516 |
|
|
RTL
2449
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $82K | ﹤0.01% |
10,424
-891
| -8% | -$7.01K |
|
2450
Jaguar Health
JAGX
$3.65M
| $81K | ﹤0.01% |
1
-1
| -50% | -$81K |
|