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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Sonic Automotive
SAH
$2.73B
| $9.52M | 0.01% |
181,211
-18,118
| -9% | -$952K |
|
1427
MarineMax
HZO
$556M
| $9.5M | 0.01% |
195,832
-2,213
| -1% | -$107K |
|
1428
The Greenbrier Companies
GBX
$1.42B
| $9.49M | 0.01% |
220,677
-6,552
| -3% | -$282K |
|
1429
ePlus
PLUS
$1.97B
| $9.46M | 0.01% |
184,378
-2,630
| -1% | -$135K |
|
|
SI
1430
DELISTED
Silvergate Capital Corporation
SI
| $9.45M | 0.01% |
81,780
+2,574
| +3% | +$297K |
|
|
DISCK
1431
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $9.39M | 0.01% |
386,854
+12,125
| +3% | +$294K |
|
|
PBCT
1432
DELISTED
People's United Financial Inc
PBCT
| $9.39M | 0.01% |
537,184
-383,243
| -42% | -$6.7M |
|
1433
Lazard
LAZ
$5.25B
| $9.35M | 0.01% |
204,245
+3,918
| +2% | +$179K |
|
|
VRE
1434
Veris Residential
VRE
$1.49B
| $9.34M | 0.01% |
545,489
-60,717
| -10% | -$1.04M |
|
1435
Enviri
NVRI
$983M
| $9.34M | 0.01% |
550,706
-7,488
| -1% | -$127K |
|
1436
Interparfums
IPAR
$3.43B
| $9.33M | 0.01% |
124,765
-673
| -0.5% | -$50.3K |
|
|
TVTY
1437
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $9.3M | 0.01% |
403,483
+36,879
| +10% | +$850K |
|
1438
Dime Community Bancshares
DCOM
$1.35B
| $9.3M | 0.01% |
284,697
-15,809
| -5% | -$516K |
|
1439
NETGEAR
NTGR
$831M
| $9.28M | 0.01% |
290,952
+1,840
| +0.6% | +$58.7K |
|
1440
B. Riley Financial
RILY
$190M
| $9.28M | 0.01% |
157,097
-11,001
| -7% | -$649K |
|
1441
TTM Technologies
TTMI
$4.83B
| $9.24M | 0.01% |
735,388
+33,231
| +5% | +$418K |
|
1442
Yelp
YELP
$1.95B
| $9.24M | 0.01% |
248,022
-1,260
| -0.5% | -$46.9K |
|
1443
Cal-Maine
CALM
$5.37B
| $9.23M | 0.01% |
255,305
-3,824
| -1% | -$138K |
|
1444
Xometry
XMTR
$2.59B
| $9.23M | 0.01% |
160,008
+4,508
| +3% | +$260K |
|
1445
Alaska Air
ALK
$7.31B
| $9.21M | 0.01% |
157,156
+1,862
| +1% | +$109K |
|
1446
Veeco
VECO
$1.52B
| $9.21M | 0.01% |
414,503
-44,916
| -10% | -$998K |
|
1447
Mercury Systems
MRCY
$4.33B
| $9.2M | 0.01% |
194,076
-1,209
| -0.6% | -$57.3K |
|
1448
Ichor Holdings
ICHR
$579M
| $9.19M | 0.01% |
223,717
-36,211
| -14% | -$1.49M |
|
1449
Academy Sports + Outdoors
ASO
$3.1B
| $9.17M | 0.01% |
229,066
-34,920
| -13% | -$1.4M |
|
1450
PVH
PVH
$3.9B
| $9.15M | 0.01% |
89,006
+2,128
| +2% | +$219K |
|