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 | |
|---|---|---|---|---|---|---|
1476
Shenandoah Telecom
SHEN
$744M
| $5.25M | ﹤0.01% |
308,159
-798
| -0.3% | -$13.6K |
|
|
CUTR
1477
DELISTED
Cutera, Inc.
CUTR
| $5.24M | ﹤0.01% |
114,968
+2,298
| +2% | +$105K |
|
1478
Marcus & Millichap
MMI
$1.26B
| $5.23M | ﹤0.01% |
159,507
-3,060
| -2% | -$100K |
|
1479
Sonic Automotive
SAH
$2.73B
| $5.22M | ﹤0.01% |
120,599
-17,513
| -13% | -$758K |
|
1480
TTEC Holdings
TTEC
$173M
| $5.19M | ﹤0.01% |
117,145
+1,970
| +2% | +$87.3K |
|
1481
Vicor
VICR
$2.28B
| $5.17M | ﹤0.01% |
87,438
+1,280
| +1% | +$75.7K |
|
1482
AngioDynamics
ANGO
$433M
| $5.17M | ﹤0.01% |
252,546
-13,813
| -5% | -$283K |
|
1483
Consensus Cloud Solutions
CCSI
$524M
| $5.15M | ﹤0.01% |
108,792
+9,350
| +9% | +$442K |
|
|
SLCA
1484
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $5.1M | ﹤0.01% |
465,925
-635
| -0.1% | -$6.95K |
|
1485
Fox Class B
FOX
$23.5B
| $5.1M | ﹤0.01% |
178,865
-6,728
| -4% | -$192K |
|
1486
Gogo Inc
GOGO
$1.31B
| $5.1M | ﹤0.01% |
420,502
-48,245
| -10% | -$585K |
|
1487
Aveanna Healthcare
AVAH
$1.76B
| $5.07M | ﹤0.01% |
3,380,089
+242,234
| +8% | +$363K |
|
1488
Skywest
SKYW
$4.35B
| $5.06M | ﹤0.01% |
311,404
-142
| -0% | -$2.31K |
|
1489
Cheniere Energy
LNG
$51.9B
| $5.04M | ﹤0.01% |
30,356
-133,083
| -81% | -$22.1M |
|
1490
SPDR Portfolio S&P 500 ETF
SPLG
$85.8B
| $5.03M | ﹤0.01% |
119,745
+81,888
| +216% | +$3.44M |
|
|
LBAI
1491
DELISTED
Lakeland Bancorp Inc
LBAI
| $4.98M | ﹤0.01% |
311,010
-23,834
| -7% | -$382K |
|
1492
Oceaneering
OII
$2.43B
| $4.94M | ﹤0.01% |
621,139
-6,887
| -1% | -$54.8K |
|
1493
Simulations Plus
SLP
$303M
| $4.94M | ﹤0.01% |
101,756
-4,083
| -4% | -$198K |
|
1494
BioMarin Pharmaceuticals
BMRN
$10.4B
| $4.9M | ﹤0.01% |
57,847
+13,372
| +30% | +$1.13M |
|
1495
Under Armour
UAA
$2.08B
| $4.89M | ﹤0.01% |
735,412
-7,279
| -1% | -$48.4K |
|
1496
BioLife Solutions
BLFS
$1.22B
| $4.89M | ﹤0.01% |
214,747
+21,349
| +11% | +$486K |
|
|
AVID
1497
DELISTED
Avid Technology Inc
AVID
| $4.89M | ﹤0.01% |
+210,020
| New | +$4.89M |
|
1498
The Greenbrier Companies
GBX
$1.42B
| $4.87M | ﹤0.01% |
200,572
-489
| -0.2% | -$11.9K |
|
1499
Innoviva
INVA
$1.22B
| $4.85M | ﹤0.01% |
417,810
-53,166
| -11% | -$617K |
|
|
SAFE
1500
Safehold
SAFE
$1.18B
| $4.85M | ﹤0.01% |
107,628
+2,785
| +3% | +$126K |
|