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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
OraSure Technologies
OSUR
$243M
| $7.84M | 0.01% |
475,726
-15,462
| -3% | -$255K |
|
1427
Nutrien
NTR
$27.8B
| $7.81M | 0.01% |
143,568
+19,439
| +16% | +$1.06M |
|
|
NCI
1428
DELISTED
Navigant Consulting, Inc.
NCI
| $7.79M | 0.01% |
352,042
+6,613
| +2% | +$146K |
|
|
CNR
1429
Core Natural Resources, Inc.
CNR
$3.72B
| $7.79M | 0.01% |
203,155
+8,924
| +5% | +$342K |
|
|
CRAY
1430
DELISTED
Cray, Inc.
CRAY
| $7.79M | 0.01% |
316,681
+6,439
| +2% | +$158K |
|
|
NPKI
1431
NPK International Inc.
NPKI
$901M
| $7.74M | 0.01% |
713,284
-3,937
| -0.5% | -$42.7K |
|
1432
FormFactor
FORM
$2.36B
| $7.73M | 0.01% |
581,194
-18,853
| -3% | -$251K |
|
1433
HEICO Class A
HEI.A
$35.3B
| $7.7M | 0.01% |
126,329
+90,310
| +251% | +$5.5M |
|
1434
MongoDB
MDB
$27B
| $7.7M | 0.01% |
155,099
-2,054
| -1% | -$102K |
|
1435
PetMed Express
PETS
$58.5M
| $7.66M | 0.01% |
173,927
-15,304
| -8% | -$674K |
|
|
DF
1436
DELISTED
Dean Foods Company
DF
| $7.64M | 0.01% |
726,870
+3,378
| +0.5% | +$35.5K |
|
1437
Standard Motor Products
SMP
$901M
| $7.62M | 0.01% |
157,633
+1,607
| +1% | +$77.7K |
|
|
PRFT
1438
DELISTED
Perficient Inc
PRFT
| $7.62M | 0.01% |
288,892
+21,162
| +8% | +$558K |
|
1439
Sturm, Ruger & Co
RGR
$601M
| $7.61M | 0.01% |
135,906
+2,324
| +2% | +$130K |
|
|
TGI
1440
DELISTED
Triumph Group
TGI
| $7.59M | 0.01% |
387,341
+6,615
| +2% | +$130K |
|
|
CBL
1441
DELISTED
CBL& Associates Properties, Inc.
CBL
| $7.59M | 0.01% |
1,362,524
+21,453
| +2% | +$120K |
|
|
CLDT
1442
Chatham Lodging
CLDT
$354M
| $7.58M | 0.01% |
357,363
+5,792
| +2% | +$123K |
|
1443
Phibro Animal Health
PAHC
$1.67B
| $7.58M | 0.01% |
164,569
+4,066
| +3% | +$187K |
|
|
KTWO
1444
DELISTED
K2M Group Holdings, Inc
KTWO
| $7.56M | 0.01% |
336,031
+5,146
| +2% | +$116K |
|
1445
Rayonier Advanced Materials
RYAM
$411M
| $7.55M | 0.01% |
442,034
+10,517
| +2% | +$180K |
|
|
TRHC
1446
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $7.54M | 0.01% |
118,072
+18,341
| +18% | +$1.17M |
|
1447
MaxLinear
MXL
$1.4B
| $7.53M | 0.01% |
482,942
+15,901
| +3% | +$248K |
|
1448
Marten Transport
MRTN
$975M
| $7.52M | 0.01% |
480,762
+17,571
| +4% | +$275K |
|
1449
Quanta Services
PWR
$58.1B
| $7.51M | 0.01% |
224,727
-12,026
| -5% | -$402K |
|
1450
Synaptics
SYNA
$2.76B
| $7.5M | 0.01% |
148,820
-3,352
| -2% | -$169K |
|