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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
MindMed
MNMD
$695M
| $170K | ﹤0.01% |
73,001
+21,507
| +42% | +$50.1K |
|
2452
Immunovant
IMVT
$2.63B
| $169K | ﹤0.01% |
19,462
-3,155
| -14% | -$27.4K |
|
|
CNR
2453
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $168K | ﹤0.01% |
+11,487
| New | +$168K |
|
|
ZGNX
2454
DELISTED
Zogenix, Inc.
ZGNX
| $168K | ﹤0.01% |
11,058
-1,795
| -14% | -$27.3K |
|
|
PRTY
2455
DELISTED
Party City Holdco Inc.
PRTY
| $165K | ﹤0.01% |
23,179
+5,508
| +31% | +$39.2K |
|
2456
Select Water Solutions
WTTR
$879M
| $163K | ﹤0.01% |
31,423
+195
| +0.6% | +$1.01K |
|
2457
CarParts.com
PRTS
$48.5M
| $160K | ﹤0.01% |
+10,227
| New | +$160K |
|
2458
Alaunos Therapeutics
TCRT
$4.51M
| $160K | ﹤0.01% |
88,117
+5,134
| +6% | +$9.32K |
|
|
ETWO
2459
DELISTED
E2open Parent Holdings
ETWO
| $155K | ﹤0.01% |
+13,700
| New | +$155K |
|
2460
A10 Networks
ATEN
$1.25B
| $154K | ﹤0.01% |
+11,408
| New | +$154K |
|
2461
Ambev
ABEV
$34.1B
| $152K | ﹤0.01% |
55,156
| – | – |
|
|
AFMD
2462
DELISTED
Affimed
AFMD
| $150K | ﹤0.01% |
24,345
+5,784
| +31% | +$35.6K |
|
2463
Uranium Energy
UEC
$4.88B
| $148K | ﹤0.01% |
48,399
+14,464
| +43% | +$44.2K |
|
2464
BGC Group
BGC
$4.59B
| $146K | ﹤0.01% |
28,006
-10,272
| -27% | -$53.6K |
|
2465
cbdMD
YCBD
$6.51M
| $146K | ﹤0.01% |
70,090
-523
| -0.7% | -$1.09K |
|
|
NAGE
2466
Niagen Bioscience, Inc. Common Stock
NAGE
$788M
| $146K | ﹤0.01% |
23,368
+7,961
| +52% | +$49.7K |
|
|
BTRS
2467
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $144K | ﹤0.01% |
+13,576
| New | +$144K |
|
2468
Accel Entertainment
ACEL
$961M
| $143K | ﹤0.01% |
+11,816
| New | +$143K |
|
|
PGRE
2469
Paramount Group
PGRE
$1.6B
| $142K | ﹤0.01% |
15,765
-569,621
| -97% | -$5.13M |
|
2470
American Well
AMWL
$109M
| $141K | ﹤0.01% |
15,460
-7,007
| -31% | -$63.9K |
|
|
MCF
2471
DELISTED
Contango Oil & Gas Co.
MCF
| $141K | ﹤0.01% |
30,804
+7,319
| +31% | +$33.5K |
|
2472
Liberty Energy
LBRT
$1.79B
| $139K | ﹤0.01% |
11,496
+166
| +1% | +$2.01K |
|
|
ASXC
2473
DELISTED
Asensus Surgical, Inc.
ASXC
| $137K | ﹤0.01% |
74,404
-9,498
| -11% | -$17.5K |
|
2474
Clover Health Investments
CLOV
$1.38B
| $133K | ﹤0.01% |
18,016
-2,923
| -14% | -$21.6K |
|
2475
Cantaloupe
CTLP
$797M
| $132K | ﹤0.01% |
+12,225
| New | +$132K |
|