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 | |
|---|---|---|---|---|---|---|
1526
Benchmark Electronics
BHE
$1.41B
| $7.59M | ﹤0.01% |
283,995
-5,391
| -2% | -$144K |
|
1527
StoneX
SNEX
$5.16B
| $7.58M | ﹤0.01% |
258,773
-758
| -0.3% | -$22.2K |
|
|
HA
1528
DELISTED
Hawaiian Holdings, Inc.
HA
| $7.56M | ﹤0.01% |
349,026
-4,552
| -1% | -$98.6K |
|
1529
American Woodmark
AMWD
$983M
| $7.49M | ﹤0.01% |
114,606
-3,135
| -3% | -$205K |
|
1530
Leggett & Platt
LEG
$1.31B
| $7.49M | ﹤0.01% |
167,059
+4,138
| +3% | +$186K |
|
1531
International Bancshares
IBOC
$4.39B
| $7.49M | ﹤0.01% |
179,872
-15,774
| -8% | -$657K |
|
1532
Vital Energy
VTLE
$652M
| $7.46M | ﹤0.01% |
92,072
+25,187
| +38% | +$2.04M |
|
|
OLK
1533
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $7.44M | ﹤0.01% |
306,743
+11,929
| +4% | +$289K |
|
|
POLY
1534
DELISTED
Plantronics, Inc.
POLY
| $7.43M | ﹤0.01% |
288,871
+25,482
| +10% | +$655K |
|
1535
Tompkins Financial
TMP
$998M
| $7.42M | ﹤0.01% |
91,699
-2,187
| -2% | -$177K |
|
1536
AMERISAFE
AMSF
$851M
| $7.42M | ﹤0.01% |
132,111
-1,654
| -1% | -$92.9K |
|
1537
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
| $7.42M | ﹤0.01% |
65,500
-3,733
| -5% | -$423K |
|
1538
Scholastic
SCHL
$684M
| $7.41M | ﹤0.01% |
207,732
-147
| -0.1% | -$5.24K |
|
1539
CoreCivic
CXW
$2.27B
| $7.39M | ﹤0.01% |
830,661
-15,379
| -2% | -$137K |
|
1540
Children's Place
PLCE
$151M
| $7.38M | ﹤0.01% |
98,125
-15,522
| -14% | -$1.17M |
|
1541
Criteo
CRTO
$1.15B
| $7.33M | ﹤0.01% |
199,955
-6,384
| -3% | -$234K |
|
1542
Standard Motor Products
SMP
$892M
| $7.32M | ﹤0.01% |
167,487
-6,544
| -4% | -$286K |
|
1543
Fresh Del Monte Produce
FDP
$1.7B
| $7.32M | ﹤0.01% |
227,164
+16,692
| +8% | +$538K |
|
1544
Alnylam Pharmaceuticals
ALNY
$61.2B
| $7.3M | ﹤0.01% |
38,640
-4,295
| -10% | -$811K |
|
1545
Fox Class B
FOX
$26B
| $7.25M | ﹤0.01% |
195,396
-52,225
| -21% | -$1.94M |
|
1546
Chefs' Warehouse
CHEF
$2.69B
| $7.25M | ﹤0.01% |
222,665
-2,855
| -1% | -$93K |
|
1547
AtriCure
ATRC
$1.83B
| $7.24M | ﹤0.01% |
104,144
-66,293
| -39% | -$4.61M |
|
1548
Alphatec Holdings
ATEC
$2.25B
| $7.24M | ﹤0.01% |
593,537
-478,800
| -45% | -$5.84M |
|
1549
National Vision
EYE
$1.84B
| $7.21M | ﹤0.01% |
127,063
+3,271
| +3% | +$186K |
|
|
AIMC
1550
DELISTED
Altra Industrial Motion Corp.
AIMC
| $7.2M | ﹤0.01% |
130,144
-97,092
| -43% | -$5.37M |
|