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 | |
|---|---|---|---|---|---|---|
1501
Vital Farms
VITL
$2.17B
| $4.84M | ﹤0.01% |
403,947
-753,314
| -65% | -$9.02M |
|
1502
Abercrombie & Fitch
ANF
$4.12B
| $4.83M | ﹤0.01% |
310,521
-800
| -0.3% | -$12.4K |
|
|
KAMN
1503
DELISTED
Kaman Corp
KAMN
| $4.83M | ﹤0.01% |
172,806
+85
| +0% | +$2.37K |
|
1504
American Axle
AXL
$697M
| $4.82M | ﹤0.01% |
705,992
-583
| -0.1% | -$3.98K |
|
1505
Ralph Lauren
RL
$19.1B
| $4.81M | ﹤0.01% |
56,584
-3,631
| -6% | -$308K |
|
|
USI
1506
DELISTED
Principal Ultra-Short Active Income ETF
USI
| $4.8M | ﹤0.01% |
199,681
| – | – |
|
1507
Independent Bank Corp
IBCP
$657M
| $4.77M | ﹤0.01% |
249,886
-10,332
| -4% | -$197K |
|
1508
uniQure
QURE
$904M
| $4.77M | ﹤0.01% |
254,311
+26,607
| +12% | +$499K |
|
1509
Fulgent Genetics
FLGT
$670M
| $4.76M | ﹤0.01% |
124,980
+3,225
| +3% | +$123K |
|
1510
Marvell Technology
MRVL
$58.1B
| $4.75M | ﹤0.01% |
110,729
-181,174
| -62% | -$7.77M |
|
|
CHCT
1511
Community Healthcare Trust
CHCT
$445M
| $4.74M | ﹤0.01% |
144,627
-2,449
| -2% | -$80.2K |
|
1512
Monarch Casino & Resort
MCRI
$1.9B
| $4.7M | ﹤0.01% |
83,785
-4,028
| -5% | -$226K |
|
1513
PROG Holdings
PRG
$1.41B
| $4.69M | ﹤0.01% |
312,880
-23,165
| -7% | -$347K |
|
1514
Wabash National
WNC
$457M
| $4.68M | ﹤0.01% |
301,021
-5,732
| -2% | -$89.2K |
|
|
HSKA
1515
DELISTED
Heska Corp
HSKA
| $4.68M | ﹤0.01% |
64,220
-4,477
| -7% | -$326K |
|
1516
Vornado Realty Trust
VNO
$8.25B
| $4.68M | ﹤0.01% |
202,098
-28
| -0% | -$648 |
|
1517
Mercury Insurance
MCY
$4.4B
| $4.66M | ﹤0.01% |
163,840
+60,542
| +59% | +$1.72M |
|
1518
Hanmi Financial
HAFC
$748M
| $4.64M | ﹤0.01% |
196,103
-13,919
| -7% | -$330K |
|
1519
Under Armour Class C
UA
$2.04B
| $4.64M | ﹤0.01% |
778,501
-21,281
| -3% | -$127K |
|
1520
Sleep Number
SNBR
$214M
| $4.62M | ﹤0.01% |
136,671
-2,561
| -2% | -$86.6K |
|
1521
MillerKnoll
MLKN
$1.4B
| $4.6M | ﹤0.01% |
295,166
+602
| +0.2% | +$9.39K |
|
1522
Unitil
UTL
$827M
| $4.6M | ﹤0.01% |
99,005
-158
| -0.2% | -$7.34K |
|
1523
Hawkins
HWKN
$3.62B
| $4.58M | ﹤0.01% |
117,329
-72
| -0.1% | -$2.81K |
|
1524
PDF Solutions
PDFS
$765M
| $4.56M | ﹤0.01% |
185,951
-8,486
| -4% | -$208K |
|
1525
Deluxe
DLX
$881M
| $4.55M | ﹤0.01% |
273,021
-13,486
| -5% | -$225K |
|