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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2426
Heron Therapeutics
HRTX
$199M
| $76K | ﹤0.01% |
27,385
-1,074
| -4% | -$2.98K |
|
|
SUMO
2427
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $76K | ﹤0.01% |
10,172
-5,878
| -37% | -$43.9K |
|
|
JNCE
2428
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
| $76K | ﹤0.01% |
25,014
+6,641
| +36% | +$20.2K |
|
2429
Bioventus
BVS
$482M
| $75K | ﹤0.01% |
+10,995
| New | +$75K |
|
|
PNT
2430
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $75K | ﹤0.01% |
+11,044
| New | +$75K |
|
2431
OneSpaWorld
OSW
$2.27B
| $74K | ﹤0.01% |
+10,297
| New | +$74K |
|
2432
Seres Therapeutics
MCRB
$200M
| $73K | ﹤0.01% |
1,062
-91
| -8% | -$6.26K |
|
|
EMKR
2433
DELISTED
Emcore Corp
EMKR
| $73K | ﹤0.01% |
2,376
-433
| -15% | -$13.3K |
|
2434
Arhaus
ARHS
$1.61B
| $72K | ﹤0.01% |
+16,076
| New | +$72K |
|
|
VZIO
2435
DELISTED
VIZIO Holding Corp.
VZIO
| $72K | ﹤0.01% |
10,528
-30,967
| -75% | -$212K |
|
2436
BlackBerry
BB
$2.23B
| $71K | ﹤0.01% |
13,200
+300
| +2% | +$1.61K |
|
2437
Geron
GERN
$868M
| $70K | ﹤0.01% |
44,953
+20,925
| +87% | +$32.6K |
|
2438
Paysafe
PSFE
$837M
| $68K | ﹤0.01% |
2,933
+29
| +1% | +$672 |
|
|
WE
2439
DELISTED
WeWork Inc.
WE
| $68K | ﹤0.01% |
+337
| New | +$68K |
|
2440
Bionano Genomics
BNGO
$19.9M
| $66K | ﹤0.01% |
79
-1,037
| -93% | -$866K |
|
2441
Lineage Cell Therapeutics
LCTX
$290M
| $65K | ﹤0.01% |
41,065
-4,094
| -9% | -$6.48K |
|
|
SHCR
2442
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $65K | ﹤0.01% |
41,516
+3,686
| +10% | +$5.77K |
|
2443
Mersana Therapeutics
MRSN
$35.1M
| $64K | ﹤0.01% |
558
+111
| +25% | +$12.7K |
|
2444
MiMedx Group
MDXG
$1.06B
| $64K | ﹤0.01% |
18,505
-10,636
| -36% | -$36.8K |
|
2445
Origin Materials
ORGN
$78.5M
| $63K | ﹤0.01% |
+12,270
| New | +$63K |
|
|
BORR
2446
Borr Drilling
BORR
$870M
| $62K | ﹤0.01% |
+13,357
| New | +$62K |
|
2447
Inovio Pharmaceuticals
INO
$153M
| $61K | ﹤0.01% |
2,920
-446
| -13% | -$9.32K |
|
|
PRVB
2448
DELISTED
Provention Bio, Inc. Common Stock
PRVB
| $60K | ﹤0.01% |
+14,998
| New | +$60K |
|
2449
Immunovant
IMVT
$2.85B
| $60K | ﹤0.01% |
15,327
+2,293
| +18% | +$8.98K |
|
|
AFMD
2450
DELISTED
Affimed
AFMD
| $59K | ﹤0.01% |
2,131
+6
| +0.3% | +$166 |
|