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 | |
|---|---|---|---|---|---|---|
1401
Lazard
LAZ
$5.25B
| $6.45M | 0.01% |
202,750
-1,249
| -0.6% | -$39.8K |
|
1402
Regenxbio
RGNX
$465M
| $6.45M | 0.01% |
244,030
-14,902
| -6% | -$394K |
|
1403
Enerpac Tool Group
EPAC
$2.3B
| $6.44M | 0.01% |
361,048
-19,044
| -5% | -$340K |
|
1404
RadNet
RDNT
$5.69B
| $6.42M | 0.01% |
315,658
-3,397
| -1% | -$69.1K |
|
1405
CoreCivic
CXW
$2.26B
| $6.41M | 0.01% |
724,601
-25,834
| -3% | -$228K |
|
1406
3D Systems Corporation
DDD
$286M
| $6.4M | 0.01% |
801,791
-1,838
| -0.2% | -$14.7K |
|
1407
US Physical Therapy
USPH
$1.22B
| $6.38M | 0.01% |
83,910
-6,480
| -7% | -$493K |
|
|
CSR
1408
Centerspace
CSR
$979M
| $6.38M | 0.01% |
94,729
-161
| -0.2% | -$10.8K |
|
|
NXGN
1409
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $6.36M | 0.01% |
359,168
-40,233
| -10% | -$712K |
|
1410
Alaska Air
ALK
$7.31B
| $6.33M | 0.01% |
161,780
+2,015
| +1% | +$78.9K |
|
1411
Navient
NAVI
$1.28B
| $6.33M | 0.01% |
430,718
-142,365
| -25% | -$2.09M |
|
1412
The GEO Group
GEO
$3.12B
| $6.31M | 0.01% |
818,979
-97,546
| -11% | -$751K |
|
1413
Pathward Financial
CASH
$1.72B
| $6.28M | 0.01% |
190,499
-22,158
| -10% | -$730K |
|
1414
Andersons Inc
ANDE
$1.38B
| $6.26M | 0.01% |
201,613
-7,482
| -4% | -$232K |
|
1415
La-Z-Boy
LZB
$1.39B
| $6.26M | 0.01% |
277,183
-16,716
| -6% | -$377K |
|
1416
LeMaitre Vascular
LMAT
$2.09B
| $6.25M | 0.01% |
123,315
-7,034
| -5% | -$357K |
|
1417
Standex International
SXI
$2.47B
| $6.24M | 0.01% |
76,387
-5,183
| -6% | -$423K |
|
1418
HubSpot
HUBS
$25.9B
| $6.22M | ﹤0.01% |
23,012
-4,871
| -17% | -$1.32M |
|
1419
M/I Homes
MHO
$4.07B
| $6.2M | ﹤0.01% |
171,116
-3,804
| -2% | -$138K |
|
1420
Buckle
BKE
$3.04B
| $6.19M | ﹤0.01% |
195,469
-23,132
| -11% | -$732K |
|
1421
Protolabs
PRLB
$1.18B
| $6.18M | ﹤0.01% |
169,527
-504
| -0.3% | -$18.4K |
|
1422
Dine Brands
DIN
$368M
| $6.17M | ﹤0.01% |
96,988
-7,696
| -7% | -$489K |
|
1423
Patrick Industries
PATK
$3.67B
| $6.14M | ﹤0.01% |
210,003
-17,766
| -8% | -$519K |
|
1424
Dime Community Bancshares
DCOM
$1.35B
| $6.11M | ﹤0.01% |
208,573
-13,596
| -6% | -$398K |
|
1425
Chefs' Warehouse
CHEF
$2.7B
| $6.11M | ﹤0.01% |
210,796
-31,106
| -13% | -$901K |
|