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 | |
|---|---|---|---|---|---|---|
|
OPI
1551
Office Properties Income Trust
OPI
$40.8M
| $4.2M | ﹤0.01% |
298,883
-33
| -0% | -$464 |
|
1552
John B. Sanfilippo & Son
JBSS
$737M
| $4.19M | ﹤0.01% |
55,279
-426
| -0.8% | -$32.3K |
|
1553
Mister Car Wash
MCW
$1.77B
| $4.18M | ﹤0.01% |
487,614
+477,258
| +4,609% | +$4.09M |
|
|
HA
1554
DELISTED
Hawaiian Holdings, Inc.
HA
| $4.16M | ﹤0.01% |
316,311
-195
| -0.1% | -$2.57K |
|
1555
Trinseo
TSE
$87.7M
| $4.15M | ﹤0.01% |
226,361
-27,097
| -11% | -$496K |
|
1556
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $4.15M | ﹤0.01% |
431,273
-39,532
| -8% | -$380K |
|
|
INVX
1557
Innovex International, Inc.
INVX
$1.14B
| $4.14M | ﹤0.01% |
211,814
-1,048
| -0.5% | -$20.5K |
|
|
RWT
1558
Redwood Trust
RWT
$804M
| $4.13M | ﹤0.01% |
719,706
-23,883
| -3% | -$137K |
|
1559
Cerence
CRNC
$450M
| $4.13M | ﹤0.01% |
261,945
-33,914
| -11% | -$534K |
|
1560
Heartland Express
HTLD
$656M
| $4.12M | ﹤0.01% |
287,712
+70
| +0% | +$1K |
|
1561
G-III Apparel Group
GIII
$1.12B
| $4.09M | ﹤0.01% |
273,466
-9,642
| -3% | -$144K |
|
1562
Pilgrim's Pride
PPC
$10.4B
| $4.09M | ﹤0.01% |
177,536
-12,583
| -7% | -$290K |
|
1563
E.W. Scripps
SSP
$257M
| $4.07M | ﹤0.01% |
361,344
-8,741
| -2% | -$98.5K |
|
1564
LivePerson
LPSN
$86M
| $4.06M | ﹤0.01% |
430,597
-3,703
| -0.9% | -$34.9K |
|
|
ROCC
1565
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $4.03M | ﹤0.01% |
128,036
-18,515
| -13% | -$582K |
|
|
PRSU
1566
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $4.01M | ﹤0.01% |
127,050
+79
| +0.1% | +$2.5K |
|
|
EFC
1567
Ellington Financial
EFC
$1.34B
| $4M | ﹤0.01% |
351,409
+910
| +0.3% | +$10.3K |
|
1568
Metallus
MTUS
$697M
| $3.99M | ﹤0.01% |
266,462
-23,870
| -8% | -$358K |
|
1569
Usana Health Sciences
USNA
$557M
| $3.99M | ﹤0.01% |
71,153
-6,474
| -8% | -$363K |
|
1570
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $3.98M | ﹤0.01% |
66,609
+3,500
| +6% | +$209K |
|
|
RPT
1571
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $3.97M | ﹤0.01% |
524,867
-885
| -0.2% | -$6.69K |
|
|
CBL
1572
CBL Properties
CBL
$993M
| $3.96M | ﹤0.01% |
154,518
-4,418
| -3% | -$113K |
|
1573
MarineMax
HZO
$556M
| $3.95M | ﹤0.01% |
132,750
-297
| -0.2% | -$8.85K |
|
1574
Vanguard Russell 1000 Growth ETF
VONG
$31.9B
| $3.94M | ﹤0.01% |
72,726
-3,300
| -4% | -$179K |
|
1575
Titan International
TWI
$552M
| $3.92M | ﹤0.01% |
323,054
-19,092
| -6% | -$232K |
|