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 | |
|---|---|---|---|---|---|---|
1026
Fox Factory Holding Corp
FOXF
$1.18B
| $13.1M | 0.01% |
166,239
-1,944
| -1% | -$154K |
|
1027
Choice Hotels
CHH
$5.28B
| $13.1M | 0.01% |
119,752
-56,489
| -32% | -$6.19M |
|
1028
Palomar
PLMR
$3.17B
| $13.1M | 0.01% |
156,533
+6,390
| +4% | +$535K |
|
1029
Cal-Maine
CALM
$5.38B
| $13.1M | 0.01% |
235,487
+132
| +0.1% | +$7.34K |
|
1030
ManpowerGroup
MAN
$1.8B
| $13.1M | 0.01% |
201,841
-5,818
| -3% | -$376K |
|
1031
Teradata
TDC
$2.02B
| $13M | 0.01% |
418,468
-42,917
| -9% | -$1.33M |
|
1032
SITE Centers
SITC
$471M
| $13M | 0.01% |
1,554,676
-112,313
| -7% | -$938K |
|
1033
Chesapeake Utilities
CPK
$2.95B
| $13M | 0.01% |
112,553
-5,675
| -5% | -$655K |
|
1034
Moog
MOG.A
$6.24B
| $13M | 0.01% |
184,172
-10,064
| -5% | -$708K |
|
1035
Trupanion
TRUP
$1.85B
| $12.9M | 0.01% |
217,810
+110
| +0.1% | +$6.54K |
|
1036
AeroVironment
AVAV
$12.3B
| $12.9M | 0.01% |
154,912
+9,625
| +7% | +$802K |
|
1037
Antero Midstream
AM
$8.87B
| $12.9M | 0.01% |
1,405,163
-149,758
| -10% | -$1.37M |
|
1038
Everest Group
EG
$14.6B
| $12.9M | 0.01% |
49,076
-1,035
| -2% | -$272K |
|
1039
Charles River Laboratories
CRL
$7.69B
| $12.8M | 0.01% |
65,265
-2,629
| -4% | -$517K |
|
1040
Axcelis
ACLS
$2.68B
| $12.8M | 0.01% |
211,876
-14,292
| -6% | -$866K |
|
1041
Campbell Soup
CPB
$9.98B
| $12.8M | 0.01% |
271,881
+17,840
| +7% | +$841K |
|
1042
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $12.7M | 0.01% |
290,595
+15,160
| +6% | +$665K |
|
1043
First Financial Bancorp
FFBC
$2.46B
| $12.7M | 0.01% |
602,783
-29,395
| -5% | -$620K |
|
1044
Sprouts Farmers Market
SFM
$13.4B
| $12.7M | 0.01% |
457,610
-72,973
| -14% | -$2.03M |
|
1045
United Natural Foods
UNFI
$1.79B
| $12.7M | 0.01% |
369,271
-17,001
| -4% | -$584K |
|
1046
Western Digital
WDC
$33.7B
| $12.7M | 0.01% |
515,712
-5,864
| -1% | -$144K |
|
1047
Steven Madden
SHOO
$2.23B
| $12.6M | 0.01% |
473,964
-33,589
| -7% | -$896K |
|
1048
Fox Class A
FOXA
$28.8B
| $12.6M | 0.01% |
411,042
-49,525
| -11% | -$1.52M |
|
1049
Kohl's
KSS
$1.74B
| $12.6M | 0.01% |
500,818
-5,458
| -1% | -$137K |
|
1050
Ziff Davis
ZD
$1.52B
| $12.6M | 0.01% |
183,856
-759
| -0.4% | -$52K |
|