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 | |
|---|---|---|---|---|---|---|
1351
Palo Alto Networks
PANW
$131B
| $7.13M | 0.01% |
87,000
-257,220
| -75% | -$21.1M |
|
1352
Marten Transport
MRTN
$953M
| $7.12M | 0.01% |
371,607
-38,962
| -9% | -$747K |
|
1353
Virtus Investment Partners
VRTS
$1.34B
| $7.06M | 0.01% |
44,245
-4,937
| -10% | -$788K |
|
1354
OSI Systems
OSIS
$3.95B
| $7.06M | 0.01% |
97,925
-198
| -0.2% | -$14.3K |
|
1355
ePlus
PLUS
$1.97B
| $7.06M | 0.01% |
169,890
-7,259
| -4% | -$302K |
|
|
TWO
1356
Two Harbors Investment
TWO
$1.05B
| $7.05M | 0.01% |
530,948
-98
| -0% | -$1.3K |
|
1357
Hilltop Holdings
HTH
$2.18B
| $7.03M | 0.01% |
282,954
-24,543
| -8% | -$610K |
|
1358
DXC Technology
DXC
$2.51B
| $7.01M | 0.01% |
286,222
-15,838
| -5% | -$388K |
|
|
RC
1359
Ready Capital
RC
$689M
| $6.98M | 0.01% |
688,565
+97,553
| +17% | +$989K |
|
1360
Sylvamo
SLVM
$1.75B
| $6.97M | 0.01% |
205,578
-15,504
| -7% | -$526K |
|
1361
Allegiant Air
ALGT
$1.19B
| $6.96M | 0.01% |
95,434
+869
| +0.9% | +$63.4K |
|
1362
Bread Financial
BFH
$2.95B
| $6.96M | 0.01% |
221,328
-47,101
| -18% | -$1.48M |
|
1363
Nu Skin
NUS
$596M
| $6.95M | 0.01% |
208,396
-20,435
| -9% | -$682K |
|
1364
St. Joe Company
JOE
$3.01B
| $6.92M | 0.01% |
216,136
-1,951
| -0.9% | -$62.5K |
|
1365
HNI Corp
HNI
$2.07B
| $6.92M | 0.01% |
260,891
-214,921
| -45% | -$5.7M |
|
|
PXUS
1366
DELISTED
Principal International Adaptive Multi-Factor ETF
PXUS
| $6.91M | 0.01% |
390,001
| – | – |
|
1367
Vericel Corp
VCEL
$1.62B
| $6.91M | 0.01% |
297,916
-2,820
| -0.9% | -$65.4K |
|
1368
Amphastar Pharmaceuticals
AMPH
$1.3B
| $6.88M | 0.01% |
244,743
-11,801
| -5% | -$332K |
|
1369
DNOW Inc
DNOW
$1.6B
| $6.86M | 0.01% |
682,947
+202
| +0% | +$2.03K |
|
1370
National Bank Holdings
NBHC
$1.46B
| $6.86M | 0.01% |
185,511
-416
| -0.2% | -$15.4K |
|
|
GAP
1371
The Gap, Inc.
GAP
$8.5B
| $6.82M | 0.01% |
830,410
+1,738
| +0.2% | +$14.3K |
|
1372
Global Net Lease
GNL
$1.81B
| $6.81M | 0.01% |
639,438
-237
| -0% | -$2.52K |
|
1373
NeoGenomics
NEO
$1.03B
| $6.79M | 0.01% |
788,854
+5,564
| +0.7% | +$47.9K |
|
1374
Agilysys
AGYS
$2.97B
| $6.78M | 0.01% |
122,566
+68
| +0.1% | +$3.76K |
|
1375
Brinker International
EAT
$6.84B
| $6.78M | 0.01% |
271,547
-2,840
| -1% | -$70.9K |
|