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 | |
|---|---|---|---|---|---|---|
926
Light & Wonder
LNW
$7.42B
| $15.7M | 0.01% |
367,084
-4,813
| -1% | -$206K |
|
927
Corcept Therapeutics
CORT
$7.83B
| $15.7M | 0.01% |
611,715
-45,952
| -7% | -$1.18M |
|
928
Patterson-UTI
PTEN
$2.14B
| $15.7M | 0.01% |
1,341,543
-7,894
| -0.6% | -$92.2K |
|
929
Unifirst Corp
UNF
$3.17B
| $15.6M | 0.01% |
92,970
-754
| -0.8% | -$127K |
|
|
UNVR
930
DELISTED
Univar Solutions Inc.
UNVR
| $15.5M | 0.01% |
683,048
-72,837
| -10% | -$1.66M |
|
931
Medpace
MEDP
$13.4B
| $15.5M | 0.01% |
98,790
-8,686
| -8% | -$1.37M |
|
|
FLG
932
Flagstar Financial, Inc.
FLG
$5.24B
| $15.5M | 0.01% |
605,687
-7,147
| -1% | -$183K |
|
933
Forward Air
FWRD
$913M
| $15.5M | 0.01% |
171,277
-9,916
| -5% | -$895K |
|
934
Synaptics
SYNA
$2.67B
| $15.4M | 0.01% |
155,832
-2,177
| -1% | -$216K |
|
935
Matsons
MATX
$3.28B
| $15.4M | 0.01% |
250,404
-28,222
| -10% | -$1.74M |
|
936
Gen Digital
GEN
$18B
| $15.4M | 0.01% |
764,867
+27,319
| +4% | +$550K |
|
937
Healthpeak Properties
DOC
$12.6B
| $15.4M | 0.01% |
671,949
-7,782
| -1% | -$178K |
|
938
Sun Country Airlines
SNCY
$699M
| $15.4M | 0.01% |
1,130,361
+297,832
| +36% | +$4.05M |
|
939
Yeti Holdings
YETI
$2.88B
| $15.4M | 0.01% |
539,338
-198,035
| -27% | -$5.65M |
|
940
SPX Corp
SPXC
$9.29B
| $15.4M | 0.01% |
278,551
-3,941
| -1% | -$218K |
|
941
Las Vegas Sands
LVS
$37.4B
| $15.4M | 0.01% |
409,864
-26,216
| -6% | -$984K |
|
942
Innovative Industrial Properties
IIPR
$1.58B
| $15.4M | 0.01% |
173,472
-1,936
| -1% | -$171K |
|
943
Textron
TXT
$14.4B
| $15.3M | 0.01% |
263,448
-7,318
| -3% | -$426K |
|
944
AutoNation
AN
$8.42B
| $15.3M | 0.01% |
150,581
+10,022
| +7% | +$1.02M |
|
|
TXNM
945
TXNM Energy, Inc.
TXNM
$5.99B
| $15.3M | 0.01% |
334,020
+398
| +0.1% | +$18.2K |
|
946
Omnicell
OMCL
$1.53B
| $15.3M | 0.01% |
175,354
-103,301
| -37% | -$8.99M |
|
947
MGIC Investment
MTG
$6.54B
| $15.2M | 0.01% |
1,183,295
-35,739
| -3% | -$458K |
|
948
Wingstop
WING
$7.84B
| $15.1M | 0.01% |
120,755
+1,553
| +1% | +$195K |
|
|
SRCL
949
DELISTED
Stericycle Inc
SRCL
| $15.1M | 0.01% |
359,300
-3,205
| -0.9% | -$135K |
|
950
Ormat Technologies
ORA
$5.56B
| $15.1M | 0.01% |
175,268
+170,289
| +3,420% | +$14.7M |
|