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 | |
|---|---|---|---|---|---|---|
1226
Northwest Natural Holdings
NWN
$1.73B
| $9.32M | 0.01% |
214,764
+3,127
| +1% | +$136K |
|
1227
Hain Celestial
HAIN
$194M
| $9.31M | 0.01% |
551,391
+202,780
| +58% | +$3.42M |
|
1228
Veritex Holdings
VBTX
$1.88B
| $9.29M | 0.01% |
349,520
-29,731
| -8% | -$790K |
|
1229
Vir Biotechnology
VIR
$695M
| $9.27M | 0.01% |
480,746
+8,811
| +2% | +$170K |
|
1230
Viasat
VSAT
$4.1B
| $9.26M | 0.01% |
306,431
-20,160
| -6% | -$609K |
|
1231
Carpenter Technology
CRS
$12B
| $9.26M | 0.01% |
297,383
-336
| -0.1% | -$10.5K |
|
1232
Tapestry
TPR
$22.2B
| $9.26M | 0.01% |
325,774
-4,066
| -1% | -$116K |
|
|
B
1233
DELISTED
Barnes Group Inc.
B
| $9.26M | 0.01% |
320,659
+6,453
| +2% | +$186K |
|
1234
ODP
ODP
$624M
| $9.26M | 0.01% |
263,390
-6,765
| -3% | -$238K |
|
1235
Eagle Bancorp
EGBN
$615M
| $9.24M | 0.01% |
206,115
-14,990
| -7% | -$672K |
|
1236
Cheesecake Factory
CAKE
$2.82B
| $9.23M | 0.01% |
315,370
-31,544
| -9% | -$924K |
|
1237
Fortune Brands Innovations
FBIN
$7.12B
| $9.22M | 0.01% |
200,993
+4,637
| +2% | +$213K |
|
1238
Mercury Systems
MRCY
$4.33B
| $9.12M | 0.01% |
224,621
-151,486
| -40% | -$6.15M |
|
1239
Telephone and Data Systems
TDS
$4.51B
| $9.11M | 0.01% |
655,187
-56,851
| -8% | -$790K |
|
1240
Pricesmart
PSMT
$3.52B
| $9.1M | 0.01% |
158,028
-331
| -0.2% | -$19.1K |
|
1241
Helen of Troy
HELE
$554M
| $9.09M | 0.01% |
94,258
-842
| -0.9% | -$81.2K |
|
1242
Pinnacle West Capital
PNW
$10.5B
| $9.08M | 0.01% |
140,718
+1,164
| +0.8% | +$75.1K |
|
1243
Ingevity
NGVT
$2.12B
| $9M | 0.01% |
148,445
-26,596
| -15% | -$1.61M |
|
|
VIVO
1244
DELISTED
Meridian Bioscience Inc
VIVO
| $8.99M | 0.01% |
285,191
-25,387
| -8% | -$800K |
|
1245
Adtran
ADTN
$809M
| $8.97M | 0.01% |
458,288
+91,279
| +25% | +$1.79M |
|
1246
TripAdvisor
TRIP
$2.06B
| $8.97M | 0.01% |
406,013
+11,046
| +3% | +$244K |
|
1247
Monro
MNRO
$519M
| $8.94M | 0.01% |
205,696
-21,070
| -9% | -$916K |
|
1248
Arcus Biosciences
RCUS
$1.23B
| $8.93M | 0.01% |
341,206
+9,429
| +3% | +$247K |
|
1249
Horace Mann Educators
HMN
$1.94B
| $8.9M | 0.01% |
252,185
-3,859
| -2% | -$136K |
|
1250
Coty
COTY
$3.57B
| $8.88M | 0.01% |
1,404,775
+50,232
| +4% | +$317K |
|