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 | |
|---|---|---|---|---|---|---|
1201
MP Materials
MP
$11.2B
| $9.83M | 0.01% |
360,177
+347,806
| +2,811% | +$9.5M |
|
|
NVEE
1202
DELISTED
NV5 Global
NVEE
| $9.8M | 0.01% |
316,512
-2,704
| -0.8% | -$83.7K |
|
1203
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
| $9.8M | 0.01% |
102,000
+9,000
| +10% | +$864K |
|
1204
Hope Bancorp
HOPE
$1.4B
| $9.79M | 0.01% |
774,457
-73,149
| -9% | -$925K |
|
|
LTC
1205
LTC Properties
LTC
$1.67B
| $9.78M | 0.01% |
261,100
-13,887
| -5% | -$520K |
|
|
WRK
1206
DELISTED
WestRock Company
WRK
| $9.77M | 0.01% |
316,323
-60,285
| -16% | -$1.86M |
|
1207
American Airlines Group
AAL
$8.52B
| $9.73M | 0.01% |
808,357
+6,896
| +0.9% | +$83K |
|
1208
Xencor
XNCR
$613M
| $9.72M | 0.01% |
374,195
+437
| +0.1% | +$11.4K |
|
|
XHR
1209
Xenia Hotels & Resorts
XHR
$1.41B
| $9.72M | 0.01% |
704,493
-748
| -0.1% | -$10.3K |
|
1210
Whirlpool
WHR
$5.15B
| $9.66M | 0.01% |
71,630
+921
| +1% | +$124K |
|
|
ENV
1211
DELISTED
ENVESTNET, INC.
ENV
| $9.64M | 0.01% |
217,105
-3,013
| -1% | -$134K |
|
1212
Ironwood Pharmaceuticals
IRWD
$213M
| $9.58M | 0.01% |
924,443
-303,360
| -25% | -$3.14M |
|
1213
iRobot
IRBT
$107M
| $9.5M | 0.01% |
168,610
-1,053
| -0.6% | -$59.3K |
|
1214
Astrana Health
ASTH
$1.38B
| $9.49M | 0.01% |
243,322
+3,925
| +2% | +$153K |
|
1215
Hanesbrands
HBI
$2.2B
| $9.47M | 0.01% |
1,360,467
-12,835
| -0.9% | -$89.3K |
|
1216
Victoria's Secret
VSCO
$2.12B
| $9.47M | 0.01% |
325,202
+53,244
| +20% | +$1.55M |
|
1217
American Eagle Outfitters
AEO
$3.18B
| $9.47M | 0.01% |
972,908
+371,054
| +62% | +$3.61M |
|
1218
Lindblad Expeditions
LIND
$735M
| $9.46M | 0.01% |
1,399,447
+106,124
| +8% | +$717K |
|
|
ELME
1219
Elme Communities
ELME
$1.51B
| $9.46M | 0.01% |
538,543
-1,311
| -0.2% | -$23K |
|
1220
Warrior Met Coal
HCC
$3.04B
| $9.45M | 0.01% |
332,212
-24,186
| -7% | -$688K |
|
1221
ACI Worldwide
ACIW
$5.18B
| $9.38M | 0.01% |
448,712
-9,152
| -2% | -$191K |
|
1222
Adaptive Biotechnologies
ADPT
$1.92B
| $9.36M | 0.01% |
1,314,279
+113,217
| +9% | +$806K |
|
1223
Bath & Body Works
BBWI
$5.61B
| $9.35M | 0.01% |
286,702
-16,436
| -5% | -$536K |
|
1224
Adeia
ADEA
$1.71B
| $9.34M | 0.01% |
2,497,650
-121,826
| -5% | -$456K |
|
1225
Columbia Sportswear
COLM
$2.99B
| $9.33M | 0.01% |
138,696
+6,568
| +5% | +$442K |
|