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 | |
|---|---|---|---|---|---|---|
1176
Kemper
KMPR
$3.35B
| $10.3M | 0.01% |
248,945
+12,399
| +5% | +$512K |
|
1177
LGI Homes
LGIH
$1.39B
| $10.3M | 0.01% |
126,215
-2,425
| -2% | -$197K |
|
1178
Adient
ADNT
$1.95B
| $10.2M | 0.01% |
368,978
+508
| +0.1% | +$14.1K |
|
1179
Frontdoor
FTDR
$4.83B
| $10.2M | 0.01% |
+502,144
| New | +$10.2M |
|
1180
Iovance Biotherapeutics
IOVA
$821M
| $10.2M | 0.01% |
1,067,432
+150,749
| +16% | +$1.44M |
|
1181
Gentherm
THRM
$1.06B
| $10.2M | 0.01% |
205,598
-2,253
| -1% | -$112K |
|
1182
Urban Edge Properties
UE
$2.66B
| $10.2M | 0.01% |
765,449
-29,784
| -4% | -$397K |
|
1183
Qorvo
QRVO
$8.04B
| $10.2M | 0.01% |
128,480
-7,980
| -6% | -$634K |
|
1184
Materion
MTRN
$2.31B
| $10.2M | 0.01% |
127,421
-1,305
| -1% | -$104K |
|
1185
Avient
AVNT
$3.31B
| $10.2M | 0.01% |
336,053
-26,117
| -7% | -$791K |
|
1186
Minerals Technologies
MTX
$1.99B
| $10.2M | 0.01% |
205,971
+63,961
| +45% | +$3.16M |
|
|
UNIT
1187
Uniti Group
UNIT
$1.71B
| $10.2M | 0.01% |
1,462,578
-1,338
| -0.1% | -$9.3K |
|
1188
Adtalem Global Education
ATGE
$4.94B
| $10.2M | 0.01% |
278,671
+275
| +0.1% | +$10K |
|
1189
BorgWarner
BWA
$9.46B
| $10.2M | 0.01% |
367,361
-48,558
| -12% | -$1.34M |
|
1190
NCR Voyix
VYX
$1.77B
| $10.1M | 0.01% |
868,361
-7,122
| -0.8% | -$83.1K |
|
1191
Lulu's Fashion Lounge
LVLU
$12.2M
| $10.1M | 0.01% |
143,824
+11,863
| +9% | +$829K |
|
|
RCM
1192
DELISTED
R1 RCM Inc. Common Stock
RCM
| $10M | 0.01% |
541,822
+6,110
| +1% | +$113K |
|
1193
NBT Bancorp
NBTB
$2.27B
| $10M | 0.01% |
264,164
-452
| -0.2% | -$17.2K |
|
1194
Commault Systems
CVLT
$7.82B
| $10M | 0.01% |
188,908
-24,872
| -12% | -$1.32M |
|
1195
Lindsay Corp
LNN
$1.52B
| $9.98M | 0.01% |
69,617
+730
| +1% | +$105K |
|
1196
TechTarget
TTGT
$427M
| $9.97M | 0.01% |
168,326
+1,352
| +0.8% | +$80K |
|
1197
Tri Pointe Homes
TPH
$3.09B
| $9.91M | 0.01% |
656,108
-64,211
| -9% | -$970K |
|
|
NUVA
1198
DELISTED
NuVasive, Inc.
NUVA
| $9.9M | 0.01% |
225,866
-28,940
| -11% | -$1.27M |
|
1199
Myriad Genetics
MYGN
$674M
| $9.89M | 0.01% |
518,431
-21,055
| -4% | -$402K |
|
1200
Brink's
BCO
$4.83B
| $9.85M | 0.01% |
203,379
-33,687
| -14% | -$1.63M |
|