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 | |
|---|---|---|---|---|---|---|
|
VSTO
901
DELISTED
Vista Outdoor Inc.
VSTO
| $21.2M | 0.01% |
525,808
-15,979
| -3% | -$644K |
|
902
Quanta Services
PWR
$58.1B
| $21.2M | 0.01% |
186,087
-16,933
| -8% | -$1.93M |
|
903
Regal Rexnord
RRX
$9.39B
| $21.2M | 0.01% |
140,694
-651
| -0.5% | -$97.9K |
|
904
Cogent Communications
CCOI
$1.74B
| $21.1M | 0.01% |
298,138
-1,234
| -0.4% | -$87.4K |
|
905
First Financial Bankshares
FFIN
$5.13B
| $21.1M | 0.01% |
459,056
-44,745
| -9% | -$2.06M |
|
906
Organon & Co
OGN
$2.67B
| $21.1M | 0.01% |
641,997
+60,353
| +10% | +$1.98M |
|
907
CVB Financial
CVBF
$2.8B
| $21M | 0.01% |
1,033,091
-9,007
| -0.9% | -$183K |
|
|
FLOW
908
DELISTED
SPX FLOW, Inc.
FLOW
| $21M | 0.01% |
287,839
-9,237
| -3% | -$675K |
|
909
Landstar System
LSTR
$4.5B
| $21M | 0.01% |
133,280
-1,364
| -1% | -$215K |
|
910
WNS Holdings
WNS
$3.24B
| $21M | 0.01% |
256,788
+153,036
| +148% | +$12.5M |
|
911
Collegium Pharmaceutical
COLL
$1.19B
| $20.9M | 0.01% |
1,057,611
+25,684
| +2% | +$507K |
|
912
Insmed
INSM
$30.8B
| $20.9M | 0.01% |
757,514
+35,722
| +5% | +$984K |
|
913
Myriad Genetics
MYGN
$642M
| $20.9M | 0.01% |
645,861
-1,565
| -0.2% | -$50.5K |
|
914
Titan Machinery
TITN
$464M
| $20.8M | 0.01% |
802,618
+18,463
| +2% | +$478K |
|
915
MDU Resources
MDU
$3.36B
| $20.8M | 0.01% |
1,842,987
-431
| -0% | -$4.86K |
|
916
Glacier Bancorp
GBCI
$5.76B
| $20.8M | 0.01% |
375,543
+39,434
| +12% | +$2.18M |
|
917
ManpowerGroup
MAN
$1.75B
| $20.8M | 0.01% |
191,856
-34,993
| -15% | -$3.79M |
|
918
Allegiant Air
ALGT
$1.16B
| $20.8M | 0.01% |
106,203
+3,016
| +3% | +$590K |
|
919
Globus Medical
GMED
$7.89B
| $20.7M | 0.01% |
270,770
+707
| +0.3% | +$54.2K |
|
920
Gentherm
THRM
$1.07B
| $20.7M | 0.01% |
255,992
-1,496
| -0.6% | -$121K |
|
921
Kellanova
K
$27.5B
| $20.7M | 0.01% |
345,066
+8,587
| +3% | +$515K |
|
922
Sleep Number
SNBR
$211M
| $20.7M | 0.01% |
221,286
-8,935
| -4% | -$835K |
|
|
FLG
923
Flagstar Financial, Inc.
FLG
$5.24B
| $20.7M | 0.01% |
535,506
-3,371
| -0.6% | -$130K |
|
924
Hilltop Holdings
HTH
$2.19B
| $20.7M | 0.01% |
632,645
-28,256
| -4% | -$923K |
|
925
TEGNA Inc
TGNA
$3.37B
| $20.6M | 0.01% |
1,044,508
-11,925
| -1% | -$235K |
|