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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
A.O. Smith
AOS
$10.2B
| $15.7M | 0.01% |
182,462
-4,234
| -2% | -$363K |
|
1127
Veeva Systems
VEEV
$45B
| $15.7M | 0.01% |
61,288
-24,759
| -29% | -$6.33M |
|
1128
MongoDB
MDB
$27.2B
| $15.6M | 0.01% |
29,543
+695
| +2% | +$368K |
|
1129
Blackbaud
BLKB
$3.33B
| $15.6M | 0.01% |
197,570
-23,684
| -11% | -$1.87M |
|
1130
RLI Corp
RLI
$6.08B
| $15.6M | 0.01% |
278,384
-6,628
| -2% | -$372K |
|
|
JNPR
1131
DELISTED
Juniper Networks
JNPR
| $15.6M | 0.01% |
436,351
+1,720
| +0.4% | +$61.4K |
|
1132
Doximity
DOCS
$12.9B
| $15.5M | 0.01% |
310,112
+103,632
| +50% | +$5.2M |
|
1133
Adient
ADNT
$1.92B
| $15.5M | 0.01% |
323,069
-4,893
| -1% | -$234K |
|
1134
Hawaiian Electric Industries
HE
$2.08B
| $15.4M | 0.01% |
371,294
-154,678
| -29% | -$6.42M |
|
1135
Black Hills Corp
BKH
$4.28B
| $15.4M | 0.01% |
218,140
-1,677
| -0.8% | -$118K |
|
1136
JetBlue
JBLU
$1.85B
| $15.4M | 0.01% |
1,080,565
-18,582
| -2% | -$265K |
|
1137
Pathward Financial
CASH
$1.74B
| $15.3M | 0.01% |
256,657
-25,963
| -9% | -$1.55M |
|
|
MDRX
1138
DELISTED
Veradigm Inc. Common Stock
MDRX
| $15.3M | 0.01% |
826,576
-36,408
| -4% | -$672K |
|
1139
Moelis & Co
MC
$5.44B
| $15.2M | 0.01% |
243,884
+96,811
| +66% | +$6.05M |
|
1140
CSG Systems International
CSGS
$1.82B
| $15.2M | 0.01% |
263,829
-24,695
| -9% | -$1.42M |
|
|
LHCG
1141
DELISTED
LHC Group LLC
LHCG
| $15.2M | 0.01% |
110,692
-2,733
| -2% | -$375K |
|
1142
Veritex Holdings
VBTX
$1.87B
| $15.2M | 0.01% |
381,233
-38,934
| -9% | -$1.55M |
|
|
ENV
1143
DELISTED
ENVESTNET, INC.
ENV
| $15.2M | 0.01% |
190,978
-4,193
| -2% | -$333K |
|
|
DOC
1144
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $15.1M | 0.01% |
802,424
+101
| +0% | +$1.9K |
|
1145
Vital Farms
VITL
$2.1B
| $15.1M | 0.01% |
835,558
-6,862
| -0.8% | -$124K |
|
|
NUVA
1146
DELISTED
NuVasive, Inc.
NUVA
| $15.1M | 0.01% |
287,528
-35,150
| -11% | -$1.84M |
|
1147
Innospec
IOSP
$2.06B
| $15.1M | 0.01% |
166,882
-4,134
| -2% | -$373K |
|
1148
Treehouse Foods
THS
$886M
| $15.1M | 0.01% |
371,432
-8,762
| -2% | -$355K |
|
1149
Hope Bancorp
HOPE
$1.41B
| $15M | 0.01% |
1,020,541
-25,863
| -2% | -$380K |
|
1150
Cerence
CRNC
$403M
| $15M | 0.01% |
195,543
-13,827
| -7% | -$1.06M |
|