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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Match Group
MTCH
$9.15B
| $17.1M | 0.01% |
357,810
-14,495
| -4% | -$692K |
|
877
PENN Entertainment
PENN
$2.92B
| $17M | 0.01% |
618,255
+416,326
| +206% | +$11.5M |
|
|
JBTM
878
JBT Marel Corporation
JBTM
$7.28B
| $17M | 0.01% |
197,581
-1,774
| -0.9% | -$153K |
|
879
NetApp
NTAP
$25B
| $17M | 0.01% |
274,723
-13,248
| -5% | -$819K |
|
880
Sonos
SONO
$1.83B
| $17M | 0.01% |
1,221,330
-69,033
| -5% | -$960K |
|
|
VRN
881
DELISTED
Veren
VRN
| $17M | 0.01% |
2,742,050
-489,150
| -15% | -$3.03M |
|
882
Hexcel
HXL
$4.98B
| $17M | 0.01% |
327,832
-3,047
| -0.9% | -$158K |
|
883
Trimble
TRMB
$19.7B
| $16.9M | 0.01% |
311,810
-3,056
| -1% | -$166K |
|
884
Synchrony
SYF
$28.3B
| $16.9M | 0.01% |
599,584
-32,204
| -5% | -$908K |
|
885
SPDR S&P 500 ETF Trust
SPY
$670B
| $16.9M | 0.01% |
47,192
+2,256
| +5% | +$806K |
|
886
First Bancorp
FBP
$3.54B
| $16.8M | 0.01% |
1,230,447
-184,599
| -13% | -$2.53M |
|
887
LXP Industrial Trust
LXP
$2.74B
| $16.8M | 0.01% |
1,836,150
-241,305
| -12% | -$2.21M |
|
|
X
888
DELISTED
US Steel
X
| $16.8M | 0.01% |
924,842
-101,036
| -10% | -$1.83M |
|
889
Denali Therapeutics
DNLI
$2.17B
| $16.8M | 0.01% |
545,871
+278,139
| +104% | +$8.54M |
|
890
iShares MSCI India ETF
INDA
$9.4B
| $16.7M | 0.01% |
410,060
+91,006
| +29% | +$3.71M |
|
891
Avis
CAR
$5.53B
| $16.7M | 0.01% |
112,541
-21,980
| -16% | -$3.26M |
|
892
Home BancShares
HOMB
$5.79B
| $16.7M | 0.01% |
742,117
+6,826
| +0.9% | +$154K |
|
893
Skechers
SKX
$9.49B
| $16.7M | 0.01% |
525,849
-5,778
| -1% | -$183K |
|
894
Affiliated Managers Group
AMG
$6.7B
| $16.7M | 0.01% |
149,060
-3,195
| -2% | -$357K |
|
|
IAA
895
DELISTED
IAA, Inc. Common Stock
IAA
| $16.6M | 0.01% |
521,987
-9,294
| -2% | -$296K |
|
896
Silicon Laboratories
SLAB
$4.45B
| $16.6M | 0.01% |
134,558
-11,325
| -8% | -$1.4M |
|
897
Insight Enterprises
NSIT
$4.07B
| $16.6M | 0.01% |
200,910
-49,796
| -20% | -$4.1M |
|
898
Ryder
R
$7.73B
| $16.5M | 0.01% |
218,830
-36,755
| -14% | -$2.77M |
|
899
Korn Ferry
KFY
$3.93B
| $16.5M | 0.01% |
351,758
-66,454
| -16% | -$3.12M |
|
900
Veeva Systems
VEEV
$45.8B
| $16.5M | 0.01% |
100,105
-19,387
| -16% | -$3.2M |
|