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 | |
|---|---|---|---|---|---|---|
1326
Wolverine World Wide
WWW
$2.48B
| $7.68M | 0.01% |
499,073
-37,999
| -7% | -$585K |
|
1327
Semtech
SMTC
$5.23B
| $7.67M | 0.01% |
260,731
-22,740
| -8% | -$669K |
|
1328
OFG Bancorp
OFG
$1.95B
| $7.66M | 0.01% |
304,932
-27,293
| -8% | -$686K |
|
1329
Cohu
COHU
$964M
| $7.66M | 0.01% |
296,918
-3,186
| -1% | -$82.1K |
|
1330
Snowflake
SNOW
$74.9B
| $7.65M | 0.01% |
44,988
-82,118
| -65% | -$14M |
|
|
ALEX
1331
Alexander & Baldwin
ALEX
$1.34B
| $7.63M | 0.01% |
460,025
-21,168
| -4% | -$351K |
|
1332
LiveRamp
RAMP
$1.73B
| $7.51M | 0.01% |
413,275
-7,125
| -2% | -$129K |
|
1333
Knowles
KN
$1.9B
| $7.44M | 0.01% |
610,985
-83,428
| -12% | -$1.02M |
|
1334
Mativ Holdings
MATV
$674M
| $7.44M | 0.01% |
336,801
+140,002
| +71% | +$3.09M |
|
|
GTY
1335
Getty Realty Corp
GTY
$1.6B
| $7.42M | 0.01% |
275,904
-12,287
| -4% | -$330K |
|
1336
Safety Insurance
SAFT
$1.1B
| $7.41M | 0.01% |
90,839
+4,305
| +5% | +$351K |
|
1337
Acadia Realty Trust
AKR
$2.64B
| $7.38M | 0.01% |
585,179
-644
| -0.1% | -$8.13K |
|
|
JWN
1338
DELISTED
Nordstrom
JWN
| $7.34M | 0.01% |
438,899
-3,863
| -0.9% | -$64.6K |
|
|
CDMO
1339
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $7.33M | 0.01% |
383,230
-4,096
| -1% | -$78.3K |
|
1340
S&T Bancorp
STBA
$1.5B
| $7.32M | 0.01% |
249,568
-15,467
| -6% | -$453K |
|
|
VGR
1341
DELISTED
Vector Group Ltd.
VGR
| $7.31M | 0.01% |
829,745
-30,730
| -4% | -$271K |
|
1342
B&G Foods
BGS
$360M
| $7.28M | 0.01% |
441,539
+16,428
| +4% | +$271K |
|
1343
News Corp Class A
NWSA
$16.5B
| $7.25M | 0.01% |
479,859
-8,622
| -2% | -$130K |
|
1344
Granite Construction
GVA
$4.7B
| $7.23M | 0.01% |
284,630
-31,003
| -10% | -$787K |
|
|
JBGS
1345
JBG SMITH
JBGS
$1.45B
| $7.23M | 0.01% |
388,901
-40,010
| -9% | -$743K |
|
1346
Ultra Clean Holdings
UCTT
$1.14B
| $7.22M | 0.01% |
280,527
+631
| +0.2% | +$16.2K |
|
1347
Koppers
KOP
$567M
| $7.22M | 0.01% |
347,216
-1,541
| -0.4% | -$32K |
|
1348
Universal Corp
UVV
$1.38B
| $7.18M | 0.01% |
155,952
-7,729
| -5% | -$356K |
|
1349
SIGA Technologies
SIGA
$639M
| $7.18M | 0.01% |
+696,866
| New | +$7.18M |
|
1350
Bunge Global
BG
$16.3B
| $7.13M | 0.01% |
86,352
+45,540
| +112% | +$3.76M |
|