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 | |
|---|---|---|---|---|---|---|
1501
Bunge Global
BG
$16.4B
| $8.15M | 0.01% |
100,262
+8,683
| +9% | +$706K |
|
|
BRKL
1502
DELISTED
Brookline Bancorp
BRKL
| $8.15M | 0.01% |
534,240
-7,265
| -1% | -$111K |
|
1503
Urban Outfitters
URBN
$6.06B
| $8.15M | 0.01% |
274,445
-16,240
| -6% | -$482K |
|
1504
uniQure
QURE
$916M
| $8.13M | 0.01% |
254,112
+243,843
| +2,375% | +$7.81M |
|
1505
Universal Corp
UVV
$1.38B
| $8.11M | 0.01% |
167,691
-1,951
| -1% | -$94.3K |
|
1506
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $8.07M | 0.01% |
153,365
-26,655
| -15% | -$1.4M |
|
1507
E.W. Scripps
SSP
$262M
| $8.05M | 0.01% |
445,782
-9,706
| -2% | -$175K |
|
1508
Apogee Enterprises
APOG
$909M
| $8.03M | 0.01% |
212,728
-4,717
| -2% | -$178K |
|
1509
Cassava Sciences
SAVA
$101M
| $8.03M | 0.01% |
129,366
+2,876
| +2% | +$179K |
|
|
GCP
1510
DELISTED
GCP Applied Technologies Inc.
GCP
| $8.02M | 0.01% |
365,988
+31,070
| +9% | +$681K |
|
1511
Independent Bank Corp
IBCP
$661M
| $7.95M | 0.01% |
369,852
-37,051
| -9% | -$796K |
|
1512
ADC Therapeutics
ADCT
$372M
| $7.93M | 0.01% |
291,805
-3,358
| -1% | -$91.2K |
|
1513
S&T Bancorp
STBA
$1.5B
| $7.92M | 0.01% |
268,759
-3,384
| -1% | -$99.7K |
|
1514
AngioDynamics
ANGO
$433M
| $7.88M | 0.01% |
303,852
-1,964
| -0.6% | -$50.9K |
|
1515
Compass Minerals
CMP
$764M
| $7.87M | 0.01% |
122,198
+1,205
| +1% | +$77.6K |
|
1516
CTS Corp
CTS
$1.24B
| $7.86M | 0.01% |
254,308
-2,887
| -1% | -$89.2K |
|
1517
Fluor
FLR
$6.65B
| $7.82M | 0.01% |
489,833
+46,051
| +10% | +$735K |
|
1518
CarGurus
CARG
$3.58B
| $7.76M | 0.01% |
247,180
+3,292
| +1% | +$103K |
|
1519
Safety Insurance
SAFT
$1.11B
| $7.7M | 0.01% |
97,180
-1,393
| -1% | -$110K |
|
1520
Hanesbrands
HBI
$2.21B
| $7.7M | 0.01% |
448,736
-97,297
| -18% | -$1.67M |
|
1521
Trinity Industries
TRN
$2.29B
| $7.66M | 0.01% |
281,862
-3,048
| -1% | -$82.8K |
|
1522
Vanda Pharmaceuticals
VNDA
$266M
| $7.64M | 0.01% |
445,556
-5,236
| -1% | -$89.7K |
|
1523
Preferred Bank
PFBC
$1.17B
| $7.63M | 0.01% |
114,501
-75
| -0.1% | -$5K |
|
|
LDL
1524
DELISTED
Lydall, Inc.
LDL
| $7.63M | 0.01% |
122,898
+4,247
| +4% | +$264K |
|
1525
Employers Holdings
EIG
$991M
| $7.62M | 0.01% |
193,019
-4,517
| -2% | -$178K |
|