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 | |
|---|---|---|---|---|---|---|
1001
Maximus
MMS
$5.08B
| $13.8M | 0.01% |
237,981
-6,652
| -3% | -$385K |
|
1002
Cogent Communications
CCOI
$1.77B
| $13.8M | 0.01% |
264,012
-1,830
| -0.7% | -$95.5K |
|
1003
Outfront Media
OUT
$3.13B
| $13.8M | 0.01% |
919,637
+896,555
| +3,884% | +$13.4M |
|
1004
Silgan Holdings
SLGN
$4.71B
| $13.7M | 0.01% |
326,566
-4,928
| -1% | -$207K |
|
1005
Spire
SR
$4.49B
| $13.7M | 0.01% |
220,245
-26,469
| -11% | -$1.65M |
|
1006
SLM Corp
SLM
$5.9B
| $13.7M | 0.01% |
980,197
-79,908
| -8% | -$1.12M |
|
1007
Design Therapeutics
DSGN
$348M
| $13.7M | 0.01% |
819,986
+66,293
| +9% | +$1.11M |
|
1008
NETSCOUT
NTCT
$1.82B
| $13.6M | 0.01% |
435,323
-66,109
| -13% | -$2.07M |
|
1009
Calix
CALX
$4.01B
| $13.6M | 0.01% |
222,766
+2,162
| +1% | +$132K |
|
|
DOC
1010
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $13.5M | 0.01% |
899,315
-25,739
| -3% | -$387K |
|
|
CVET
1011
DELISTED
Covetrus, Inc. Common Stock
CVET
| $13.5M | 0.01% |
647,258
+2,384
| +0.4% | +$49.8K |
|
1012
Watts Water Technologies
WTS
$9.38B
| $13.5M | 0.01% |
107,392
-2,014
| -2% | -$253K |
|
1013
Leslie's
LESL
$62M
| $13.5M | 0.01% |
915,295
+894,139
| +4,226% | +$13.2M |
|
|
ETRN
1014
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $13.5M | 0.01% |
1,798,191
-100,816
| -5% | -$754K |
|
|
CNR
1015
Core Natural Resources, Inc.
CNR
$3.74B
| $13.4M | 0.01% |
209,055
-7,441
| -3% | -$479K |
|
1016
PotlatchDeltic
PCH
$3.25B
| $13.4M | 0.01% |
327,540
+20,387
| +7% | +$837K |
|
|
IBTX
1017
DELISTED
Independent Bank Group, Inc.
IBTX
| $13.4M | 0.01% |
218,388
-6,223
| -3% | -$382K |
|
1018
Universal Health Services
UHS
$12.2B
| $13.4M | 0.01% |
151,963
-133,828
| -47% | -$11.8M |
|
1019
Simpson Manufacturing
SSD
$7.9B
| $13.3M | 0.01% |
169,771
-2,433
| -1% | -$191K |
|
1020
United Airlines
UAL
$34.8B
| $13.2M | 0.01% |
406,707
+3,407
| +0.8% | +$111K |
|
1021
Evertec
EVTC
$2.15B
| $13.2M | 0.01% |
421,810
+13,364
| +3% | +$419K |
|
1022
Masco
MAS
$15.5B
| $13.2M | 0.01% |
283,094
-17,242
| -6% | -$805K |
|
1023
Treehouse Foods
THS
$890M
| $13.2M | 0.01% |
310,971
-34,240
| -10% | -$1.45M |
|
1024
Innospec
IOSP
$2.06B
| $13.2M | 0.01% |
153,794
-1,591
| -1% | -$136K |
|
1025
Integer Holdings
ITGR
$3.57B
| $13.2M | 0.01% |
211,615
-13,403
| -6% | -$834K |
|