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 | |
|---|---|---|---|---|---|---|
1076
J&J Snack Foods
JJSF
$2.04B
| $12M | 0.01% |
92,954
-981
| -1% | -$127K |
|
1077
Progress Software
PRGS
$1.83B
| $12M | 0.01% |
282,303
-26,335
| -9% | -$1.12M |
|
1078
Boston Beer
SAM
$2.36B
| $12M | 0.01% |
37,109
-197
| -0.5% | -$63.8K |
|
1079
Integra LifeSciences
IART
$1.18B
| $12M | 0.01% |
283,170
+1,614
| +0.6% | +$68.4K |
|
1080
Tandem Diabetes Care
TNDM
$825M
| $12M | 0.01% |
250,661
-3,198
| -1% | -$153K |
|
1081
F5
FFIV
$18.5B
| $12M | 0.01% |
82,832
+6,625
| +9% | +$959K |
|
|
CPE
1082
DELISTED
Callon Petroleum Company
CPE
| $12M | 0.01% |
342,392
-24,380
| -7% | -$854K |
|
1083
FormFactor
FORM
$2.35B
| $12M | 0.01% |
478,308
-11,383
| -2% | -$285K |
|
1084
Associated Banc-Corp
ASB
$4.35B
| $12M | 0.01% |
595,732
+12,661
| +2% | +$254K |
|
1085
The Beauty Health Co
SKIN
$317M
| $11.9M | 0.01% |
1,012,257
-317
| -0% | -$3.74K |
|
1086
Bank of Hawaii
BOH
$2.72B
| $11.9M | 0.01% |
156,590
-1,963
| -1% | -$149K |
|
1087
Installed Building Products
IBP
$7.21B
| $11.8M | 0.01% |
146,194
+830
| +0.6% | +$67.2K |
|
|
SBNY
1088
DELISTED
Signature Bank
SBNY
| $11.8M | 0.01% |
78,244
-1,018
| -1% | -$154K |
|
1089
Advance Auto Parts
AAP
$3.64B
| $11.8M | 0.01% |
75,566
-1,687
| -2% | -$264K |
|
|
BNT
1090
Brookfield Wealth Solutions Ltd.
BNT
$19.3B
| $11.8M | 0.01% |
288,769
+3,409
| +1% | +$139K |
|
1091
ICU Medical
ICUI
$3.3B
| $11.8M | 0.01% |
78,303
-867
| -1% | -$131K |
|
1092
Seagate
STX
$41.5B
| $11.8M | 0.01% |
221,449
-7,229
| -3% | -$385K |
|
1093
Owens & Minor
OMI
$412M
| $11.8M | 0.01% |
489,033
-34,775
| -7% | -$838K |
|
1094
Henry Schein
HSIC
$8.35B
| $11.8M | 0.01% |
178,749
+4,795
| +3% | +$315K |
|
1095
Bio-Rad Laboratories Class A
BIO
$7.59B
| $11.7M | 0.01% |
28,145
-18,038
| -39% | -$7.52M |
|
1096
PVH
PVH
$3.95B
| $11.7M | 0.01% |
261,873
+177,776
| +211% | +$7.96M |
|
1097
Ollie's Bargain Outlet
OLLI
$8.04B
| $11.7M | 0.01% |
227,108
-94,859
| -29% | -$4.89M |
|
1098
ESCO Technologies
ESE
$5.35B
| $11.7M | 0.01% |
159,476
-320
| -0.2% | -$23.5K |
|
1099
Itron
ITRI
$5.46B
| $11.7M | 0.01% |
278,080
-209
| -0.1% | -$8.8K |
|
|
MZTI
1100
The Marzetti Company Common Stock
MZTI
$5.05B
| $11.7M | 0.01% |
77,770
-909
| -1% | -$137K |
|