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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
DaVita
DVA
$9.52B
| $6.23M | ﹤0.01% |
77,926
+967
| +1% | +$77.3K |
|
1477
Deluxe
DLX
$881M
| $6.21M | ﹤0.01% |
286,507
-18,806
| -6% | -$408K |
|
1478
AMERISAFE
AMSF
$841M
| $6.2M | ﹤0.01% |
119,278
-8,594
| -7% | -$447K |
|
1479
Under Armour
UAA
$2.08B
| $6.19M | ﹤0.01% |
742,691
+514,798
| +226% | +$4.29M |
|
1480
Apogee Enterprises
APOG
$903M
| $6.19M | ﹤0.01% |
157,745
-23,036
| -13% | -$903K |
|
1481
Enanta Pharmaceuticals
ENTA
$177M
| $6.15M | ﹤0.01% |
130,011
+7,243
| +6% | +$342K |
|
1482
LPL Financial
LPLA
$28.1B
| $6.14M | ﹤0.01% |
33,301
+16,496
| +98% | +$3.04M |
|
1483
PENN Entertainment
PENN
$2.86B
| $6.14M | ﹤0.01% |
201,929
+1,329
| +0.7% | +$40.4K |
|
1484
LivePerson
LPSN
$86M
| $6.14M | ﹤0.01% |
434,300
-22,651
| -5% | -$320K |
|
1485
Fresh Del Monte Produce
FDP
$1.71B
| $6.1M | ﹤0.01% |
206,543
-13,258
| -6% | -$391K |
|
1486
Under Armour Class C
UA
$2.04B
| $6.06M | ﹤0.01% |
799,782
+538,734
| +206% | +$4.08M |
|
1487
Buckle
BKE
$3.04B
| $6.05M | ﹤0.01% |
218,601
-10,631
| -5% | -$294K |
|
1488
The GEO Group
GEO
$3.12B
| $6.05M | ﹤0.01% |
916,525
-129,069
| -12% | -$852K |
|
1489
Brinker International
EAT
$6.84B
| $6.05M | ﹤0.01% |
274,387
-27,847
| -9% | -$613K |
|
1490
Marcus & Millichap
MMI
$1.26B
| $6.01M | ﹤0.01% |
162,567
-2,560
| -2% | -$94.7K |
|
|
OPI
1491
Office Properties Income Trust
OPI
$40.8M
| $5.96M | ﹤0.01% |
298,916
-20,816
| -7% | -$415K |
|
|
GTM
1492
ZoomInfo Technologies
GTM
$3.74B
| $5.96M | ﹤0.01% |
179,169
+431
| +0.2% | +$14.3K |
|
1493
LeMaitre Vascular
LMAT
$2.09B
| $5.94M | ﹤0.01% |
130,349
-11,888
| -8% | -$542K |
|
1494
Pilgrim's Pride
PPC
$10.4B
| $5.94M | ﹤0.01% |
190,119
+29,128
| +18% | +$910K |
|
|
CDMO
1495
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $5.91M | ﹤0.01% |
387,326
-68,331
| -15% | -$1.04M |
|
|
PENG
1496
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.36B
| $5.9M | ﹤0.01% |
360,375
-52,135
| -13% | -$854K |
|
1497
AMC Networks
AMCX
$357M
| $5.86M | ﹤0.01% |
201,061
-12,138
| -6% | -$353K |
|
1498
Unitil
UTL
$827M
| $5.82M | ﹤0.01% |
99,163
-15,268
| -13% | -$897K |
|
1499
Matthews International
MATW
$763M
| $5.82M | ﹤0.01% |
203,016
-14,170
| -7% | -$406K |
|
1500
Enova International
ENVA
$2.88B
| $5.8M | ﹤0.01% |
201,098
-61,061
| -23% | -$1.76M |
|