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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Healthcare Services Group
HCSG
$1.2B
| $9.67M | 0.01% |
555,422
-49,059
| -8% | -$854K |
|
1277
Middlesex Water
MSEX
$954M
| $9.67M | 0.01% |
110,289
-34,442
| -24% | -$3.02M |
|
1278
Palomar
PLMR
$3.18B
| $9.67M | 0.01% |
150,143
-13,683
| -8% | -$881K |
|
|
VSTO
1279
DELISTED
Vista Outdoor Inc.
VSTO
| $9.65M | 0.01% |
345,925
-74,242
| -18% | -$2.07M |
|
1280
Lincoln National
LNC
$7.99B
| $9.63M | 0.01% |
205,916
-2,508
| -1% | -$117K |
|
1281
KB Home
KBH
$4.59B
| $9.63M | 0.01% |
338,258
+47,313
| +16% | +$1.35M |
|
|
NXRT
1282
NexPoint Residential Trust
NXRT
$850M
| $9.62M | 0.01% |
153,911
-31,937
| -17% | -$2M |
|
1283
Stewart Information Services
STC
$2.04B
| $9.59M | 0.01% |
192,820
-22,227
| -10% | -$1.11M |
|
1284
Graham Holdings Company
GHC
$4.97B
| $9.57M | 0.01% |
16,883
+601
| +4% | +$341K |
|
1285
Shutterstock
SSTK
$715M
| $9.53M | 0.01% |
166,263
-19,922
| -11% | -$1.14M |
|
1286
Pentair
PNR
$17.9B
| $9.52M | 0.01% |
208,062
-126,136
| -38% | -$5.77M |
|
1287
Materion
MTRN
$2.29B
| $9.49M | 0.01% |
128,726
-8,806
| -6% | -$649K |
|
1288
Columbia Sportswear
COLM
$3.01B
| $9.46M | 0.01% |
132,128
+13,496
| +11% | +$966K |
|
|
SASR
1289
DELISTED
Sandy Spring Bancorp Inc
SASR
| $9.46M | 0.01% |
242,092
+86,605
| +56% | +$3.38M |
|
|
VIVO
1290
DELISTED
Meridian Bioscience Inc
VIVO
| $9.45M | 0.01% |
310,578
-39
| -0% | -$1.19K |
|
1291
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $9.45M | 0.01% |
93,000
| – | – |
|
1292
ePlus
PLUS
$1.93B
| $9.41M | 0.01% |
177,149
-14,158
| -7% | -$752K |
|
1293
Chefs' Warehouse
CHEF
$2.63B
| $9.41M | 0.01% |
241,902
+26,992
| +13% | +$1.05M |
|
|
JWN
1294
DELISTED
Nordstrom
JWN
| $9.36M | 0.01% |
442,762
+63,156
| +17% | +$1.33M |
|
1295
Oxford Industries
OXM
$770M
| $9.34M | 0.01% |
105,237
-8,380
| -7% | -$744K |
|
|
NVEE
1296
DELISTED
NV5 Global
NVEE
| $9.32M | 0.01% |
319,216
-22,948
| -7% | -$670K |
|
1297
Tanger
SKT
$3.91B
| $9.31M | 0.01% |
654,480
-130,898
| -17% | -$1.86M |
|
1298
Harmony Biosciences
HRMY
$1.92B
| $9.31M | 0.01% |
190,831
-4,907
| -3% | -$239K |
|
1299
FB Financial Corp
FBK
$2.86B
| $9.29M | 0.01% |
236,983
-24,332
| -9% | -$954K |
|
1300
Westamerica Bancorp
WABC
$1.25B
| $9.28M | 0.01% |
166,775
-10,785
| -6% | -$600K |
|