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 | |
|---|---|---|---|---|---|---|
1376
ScottsMiracle-Gro
SMG
$3.51B
| $6.74M | 0.01% |
157,756
-30,503
| -16% | -$1.3M |
|
1377
Talos Energy
TALO
$1.68B
| $6.74M | 0.01% |
404,663
+141,768
| +54% | +$2.36M |
|
|
NXRT
1378
NexPoint Residential Trust
NXRT
$858M
| $6.69M | 0.01% |
144,813
-9,098
| -6% | -$420K |
|
1379
Amkor Technology
AMKR
$6.29B
| $6.68M | 0.01% |
391,631
-573
| -0.1% | -$9.77K |
|
1380
Vital Energy
VTLE
$635M
| $6.66M | 0.01% |
106,040
+7,079
| +7% | +$445K |
|
1381
Southside Bancshares
SBSI
$916M
| $6.66M | 0.01% |
188,226
-10,251
| -5% | -$362K |
|
1382
Xerox
XRX
$463M
| $6.65M | 0.01% |
508,414
-153,295
| -23% | -$2.01M |
|
1383
Tennant Co
TNC
$1.5B
| $6.65M | 0.01% |
117,486
-4,854
| -4% | -$275K |
|
1384
SpartanNash
SPTN
$897M
| $6.64M | 0.01% |
228,947
-11,055
| -5% | -$321K |
|
|
KREF
1385
KKR Real Estate Finance Trust
KREF
$630M
| $6.64M | 0.01% |
408,680
-35,489
| -8% | -$577K |
|
1386
Macerich
MAC
$4.58B
| $6.64M | 0.01% |
835,892
+1,678
| +0.2% | +$13.3K |
|
|
ARI
1387
Apollo Commercial Real Estate
ARI
$1.51B
| $6.63M | 0.01% |
798,246
-18,366
| -2% | -$152K |
|
1388
Enanta Pharmaceuticals
ENTA
$177M
| $6.61M | 0.01% |
127,515
-2,496
| -2% | -$129K |
|
1389
Capitol Federal Financial
CFFN
$839M
| $6.61M | 0.01% |
796,501
-669
| -0.1% | -$5.55K |
|
|
B
1390
Barrick Mining Corporation
B
$49.5B
| $6.6M | 0.01% |
423,685
-91,795
| -18% | -$1.43M |
|
1391
Sonder
SOND
$22.9M
| $6.6M | 0.01% |
198,859
+60,706
| +44% | +$2.02M |
|
1392
Avanos Medical
AVNS
$567M
| $6.6M | 0.01% |
303,078
-23,987
| -7% | -$522K |
|
1393
Sabre
SABR
$738M
| $6.59M | 0.01% |
1,279,782
+4,468
| +0.4% | +$23K |
|
|
PMT
1394
PennyMac Mortgage Investment
PMT
$1.07B
| $6.58M | 0.01% |
558,899
-10,914
| -2% | -$129K |
|
1395
Kyndryl
KD
$7.39B
| $6.58M | 0.01% |
795,789
+88,380
| +12% | +$731K |
|
1396
Greif
GEF
$3.59B
| $6.54M | 0.01% |
109,785
-10,542
| -9% | -$628K |
|
1397
Kennametal
KMT
$1.58B
| $6.51M | 0.01% |
316,521
-4,635
| -1% | -$95.4K |
|
1398
Newell Brands
NWL
$2.48B
| $6.51M | 0.01% |
468,386
-142,293
| -23% | -$1.98M |
|
1399
ProAssurance
PRA
$1.22B
| $6.49M | 0.01% |
332,818
-1,034
| -0.3% | -$20.2K |
|
1400
LPL Financial
LPLA
$28.1B
| $6.48M | 0.01% |
29,650
-3,651
| -11% | -$798K |
|