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 |
Ventas
VTR
|
$594M |
| 2 |
Etsy
ETSY
|
$382M |
| 3 |
Medical Properties Trust
MPW
|
$325M |
| 4 |
Moderna
MRNA
|
$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
$136M |
Top Sells
| 1 |
Welltower
WELL
|
$695M |
| 2 |
Restaurant Brands International
QSR
|
$257M |
| 3 |
Fidelity National Financial
FNF
|
$178M |
| 4 |
Credit Acceptance
CACC
|
$174M |
| 5 |
Prologis
PLD
|
$157M |
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 | |
|---|---|---|---|---|---|---|
576
Snap
SNAP
$12.4B
| $34.7M | 0.02% |
469,422
-1,683
| -0.4% | -$124K |
|
577
Tetra Tech
TTEK
$9.48B
| $34.6M | 0.02% |
1,159,050
+37,330
| +3% | +$1.11M |
|
578
American Financial Group
AFG
$11.6B
| $34.6M | 0.02% |
274,953
+1,644
| +0.6% | +$207K |
|
579
Garmin
GRMN
$45.7B
| $34.6M | 0.02% |
222,518
+24,302
| +12% | +$3.78M |
|
580
McCormick & Company Non-Voting
MKC
$19B
| $34.5M | 0.02% |
425,566
-29,479
| -6% | -$2.39M |
|
|
HES
581
DELISTED
Hess
HES
| $34.5M | 0.02% |
441,284
+99,987
| +29% | +$7.81M |
|
582
Five Below
FIVE
$8.46B
| $34.5M | 0.02% |
194,882
-128,862
| -40% | -$22.8M |
|
583
Skyworks Solutions
SWKS
$11.2B
| $34.4M | 0.02% |
208,917
+1,723
| +0.8% | +$284K |
|
584
Delta Air Lines
DAL
$39.9B
| $34.3M | 0.02% |
804,014
+4,654
| +0.6% | +$198K |
|
585
Lamar Advertising Co
LAMR
$13B
| $34.2M | 0.02% |
301,783
-1,837
| -0.6% | -$208K |
|
586
Mr. Cooper
COOP
$13.6B
| $34.2M | 0.02% |
829,529
+117,801
| +17% | +$4.85M |
|
587
Best Buy
BBY
$16.1B
| $33.9M | 0.02% |
321,092
-21,787
| -6% | -$2.3M |
|
588
The Beauty Health Co
SKIN
$260M
| $33.9M | 0.02% |
1,306,059
-116,741
| -8% | -$3.03M |
|
589
UFP Industries
UFPI
$6.08B
| $33.9M | 0.02% |
498,640
-1,966
| -0.4% | -$134K |
|
590
Penumbra
PEN
$11B
| $33.8M | 0.02% |
126,993
-465
| -0.4% | -$124K |
|
|
SGI
591
Somnigroup International Inc.
SGI
$18.3B
| $33.8M | 0.02% |
729,069
+81,022
| +13% | +$3.76M |
|
592
Hartford Financial Services
HIG
$37B
| $33.7M | 0.02% |
479,623
-38,792
| -7% | -$2.73M |
|
593
International Paper
IP
$25.7B
| $33.6M | 0.02% |
634,632
-7,265
| -1% | -$385K |
|
594
UGI
UGI
$7.43B
| $33.6M | 0.02% |
787,201
-10,000
| -1% | -$426K |
|
|
PRFT
595
DELISTED
Perficient Inc
PRFT
| $33.5M | 0.02% |
289,781
-1,073
| -0.4% | -$124K |
|
596
First Solar
FSLR
$22B
| $33.3M | 0.02% |
349,322
+51,776
| +17% | +$4.94M |
|
597
Generac Holdings
GNRC
$10.6B
| $33.3M | 0.02% |
81,472
-673
| -0.8% | -$275K |
|
598
Lithia Motors
LAD
$8.74B
| $33.2M | 0.02% |
104,564
+1,047
| +1% | +$332K |
|
599
Korn Ferry
KFY
$3.83B
| $33.1M | 0.02% |
457,399
+14,643
| +3% | +$1.06M |
|
|
BCPC
600
Balchem Corporation
BCPC
$5.23B
| $33M | 0.02% |
227,440
-2,105
| -0.9% | -$305K |
|