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 | |
|---|---|---|---|---|---|---|
901
Macy's
M
$4.67B
| $16.5M | 0.01% |
1,052,127
-69,504
| -6% | -$1.09M |
|
902
Glaukos
GKOS
$5.02B
| $16.5M | 0.01% |
309,427
-17,262
| -5% | -$919K |
|
903
Corpay
CPAY
$21.5B
| $16.5M | 0.01% |
93,511
-6,124
| -6% | -$1.08M |
|
904
W.R. Berkley
WRB
$27.4B
| $16.4M | 0.01% |
381,864
-13,838
| -3% | -$596K |
|
905
Bankunited
BKU
$2.9B
| $16.4M | 0.01% |
480,052
-24,912
| -5% | -$851K |
|
906
National Vision
EYE
$1.79B
| $16.3M | 0.01% |
500,565
-42,477
| -8% | -$1.39M |
|
907
Garmin
GRMN
$45.4B
| $16.3M | 0.01% |
203,175
+7,972
| +4% | +$640K |
|
908
Hancock Whitney
HWC
$5.38B
| $16.3M | 0.01% |
355,754
-40,751
| -10% | -$1.87M |
|
909
Pacira BioSciences
PCRX
$1.2B
| $16.3M | 0.01% |
306,240
-39,503
| -11% | -$2.1M |
|
|
SGI
910
Somnigroup International Inc.
SGI
$17.9B
| $16.2M | 0.01% |
672,987
-19,733
| -3% | -$476K |
|
911
Novanta
NOVT
$4.14B
| $16.2M | 0.01% |
140,163
+134,650
| +2,442% | +$15.6M |
|
912
GXO Logistics
GXO
$5.76B
| $16.2M | 0.01% |
461,091
+59,642
| +15% | +$2.09M |
|
913
Etsy
ETSY
$5.73B
| $16.2M | 0.01% |
161,343
-3,066
| -2% | -$307K |
|
|
CTLT
914
DELISTED
CATALENT, INC.
CTLT
| $16.1M | 0.01% |
222,385
-3,962
| -2% | -$287K |
|
915
Atkore
ATKR
$2.04B
| $16.1M | 0.01% |
206,438
-52,536
| -20% | -$4.09M |
|
916
Criteo
CRTO
$1.15B
| $16.1M | 0.01% |
594,246
-16,006
| -3% | -$433K |
|
917
Universal Display
OLED
$6.52B
| $16M | 0.01% |
169,612
-2,854
| -2% | -$269K |
|
918
Iron Mountain
IRM
$28.8B
| $15.9M | 0.01% |
362,671
-10,906
| -3% | -$480K |
|
919
Walker & Dunlop
WD
$2.93B
| $15.9M | 0.01% |
190,229
-212
| -0.1% | -$17.8K |
|
920
Prestige Consumer Healthcare
PBH
$3.2B
| $15.9M | 0.01% |
318,632
-24,517
| -7% | -$1.22M |
|
921
Meritage Homes
MTH
$5.77B
| $15.8M | 0.01% |
450,650
-2,628
| -0.6% | -$92.3K |
|
922
Hawaiian Electric Industries
HE
$2.08B
| $15.8M | 0.01% |
456,572
-1,495
| -0.3% | -$51.8K |
|
923
Haemonetics
HAE
$2.59B
| $15.8M | 0.01% |
213,371
-23,527
| -10% | -$1.74M |
|
924
ONE Gas
OGS
$4.5B
| $15.8M | 0.01% |
224,391
-23,502
| -9% | -$1.65M |
|
925
Eagle Materials
EXP
$7.49B
| $15.8M | 0.01% |
147,193
-9,394
| -6% | -$1.01M |
|