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 | |
|---|---|---|---|---|---|---|
1576
NETSCOUT
NTCT
$1.8B
| $6.75M | ﹤0.01% |
250,336
-8,278
| -3% | -$223K |
|
1577
Sociedad Química y Minera de Chile
SQM
$12.2B
| $6.72M | ﹤0.01% |
125,017
-29,131
| -19% | -$1.56M |
|
|
NTUS
1578
DELISTED
Natus Medical Inc
NTUS
| $6.71M | ﹤0.01% |
267,567
-4,280
| -2% | -$107K |
|
1579
Ecopetrol
EC
$19B
| $6.7M | ﹤0.01% |
467,011
-93,038
| -17% | -$1.34M |
|
1580
iShares Russell 2000 Growth ETF
IWO
$12.8B
| $6.64M | ﹤0.01% |
22,600
+5,508
| +32% | +$1.62M |
|
1581
BJ's Restaurants
BJRI
$691M
| $6.63M | ﹤0.01% |
158,783
-1,986
| -1% | -$82.9K |
|
1582
Southern Copper
SCCO
$85.3B
| $6.63M | ﹤0.01% |
124,017
+16,178
| +15% | +$865K |
|
|
WW
1583
DELISTED
WW International
WW
| $6.61M | ﹤0.01% |
362,253
+192,480
| +113% | +$3.51M |
|
1584
Gannett
GCI
$632M
| $6.59M | ﹤0.01% |
986,281
+32,220
| +3% | +$215K |
|
|
ENDP
1585
DELISTED
Endo International plc
ENDP
| $6.59M | ﹤0.01% |
2,033,281
-38,361
| -2% | -$124K |
|
|
TBI
1586
Trueblue
TBI
$171M
| $6.56M | ﹤0.01% |
242,383
-3,170
| -1% | -$85.8K |
|
1587
eHealth
EHTH
$115M
| $6.51M | ﹤0.01% |
160,633
-20,070
| -11% | -$813K |
|
1588
Marten Transport
MRTN
$949M
| $6.39M | ﹤0.01% |
407,174
+439
| +0.1% | +$6.89K |
|
1589
Grocery Outlet
GO
$1.72B
| $6.36M | ﹤0.01% |
294,943
-8,039
| -3% | -$173K |
|
1590
Wabash National
WNC
$461M
| $6.36M | ﹤0.01% |
420,341
-18,563
| -4% | -$281K |
|
|
PRSU
1591
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $6.35M | ﹤0.01% |
139,787
-1,962
| -1% | -$89.1K |
|
1592
MGP Ingredients
MGPI
$588M
| $6.31M | ﹤0.01% |
96,923
-5,750
| -6% | -$374K |
|
|
NP
1593
DELISTED
Neenah, Inc. Common Stock
NP
| $6.31M | ﹤0.01% |
135,364
-1,663
| -1% | -$77.5K |
|
1594
SpartanNash
SPTN
$900M
| $6.31M | ﹤0.01% |
287,975
-4,070
| -1% | -$89.1K |
|
1595
Invesco Mortgage Capital
IVR
$506M
| $6.3M | ﹤0.01% |
199,903
+643
| +0.3% | +$20.3K |
|
1596
Heritage Financial
HFWA
$842M
| $6.26M | ﹤0.01% |
245,443
-3,561
| -1% | -$90.8K |
|
|
NXGN
1597
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $6.24M | ﹤0.01% |
442,808
+159
| +0% | +$2.24K |
|
1598
Petrobras
PBR
$81.6B
| $6.22M | ﹤0.01% |
601,428
-53,661
| -8% | -$555K |
|
1599
Adtran
ADTN
$849M
| $6.21M | ﹤0.01% |
331,248
-35,377
| -10% | -$664K |
|
1600
Insulet
PODD
$23.8B
| $6.19M | ﹤0.01% |
21,785
-66,948
| -75% | -$19M |
|