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 | |
|---|---|---|---|---|---|---|
1601
Globant
GLOB
$2.47B
| $3.58M | ﹤0.01% |
19,137
-175,689
| -90% | -$32.9M |
|
1602
Vanda Pharmaceuticals
VNDA
$266M
| $3.58M | ﹤0.01% |
361,785
-23,933
| -6% | -$236K |
|
1603
RPC Inc
RES
$986M
| $3.57M | ﹤0.01% |
515,110
+72,650
| +16% | +$504K |
|
1604
NETGEAR
NTGR
$831M
| $3.55M | ﹤0.01% |
177,064
-606
| -0.3% | -$12.1K |
|
1605
Cloudflare
NET
$77.1B
| $3.55M | ﹤0.01% |
64,088
-39,958
| -38% | -$2.21M |
|
1606
Ambac
AMBC
$413M
| $3.53M | ﹤0.01% |
277,046
-763
| -0.3% | -$9.73K |
|
1607
iShares Russell 2000 Growth ETF
IWO
$12.6B
| $3.51M | ﹤0.01% |
17,000
-2,500
| -13% | -$516K |
|
1608
Vanguard Mid-Cap ETF
VO
$88B
| $3.5M | ﹤0.01% |
18,621
-21,160
| -53% | -$3.98M |
|
1609
Trade Desk
TTD
$22.1B
| $3.5M | ﹤0.01% |
58,512
-260,849
| -82% | -$15.6M |
|
1610
Calavo Growers
CVGW
$489M
| $3.49M | ﹤0.01% |
110,037
-974
| -0.9% | -$30.9K |
|
1611
Uber
UBER
$200B
| $3.48M | ﹤0.01% |
131,347
-49,823
| -28% | -$1.32M |
|
1612
American Vanguard Corp
AVD
$160M
| $3.47M | ﹤0.01% |
185,521
+2,080
| +1% | +$38.9K |
|
|
ARR
1613
Armour Residential REIT
ARR
$1.72B
| $3.44M | ﹤0.01% |
141,448
+14,052
| +11% | +$342K |
|
1614
BJ's Restaurants
BJRI
$684M
| $3.44M | ﹤0.01% |
144,324
-185
| -0.1% | -$4.41K |
|
|
TGI
1615
DELISTED
Triumph Group
TGI
| $3.44M | ﹤0.01% |
399,936
+1,135
| +0.3% | +$9.75K |
|
|
UHT
1616
Universal Health Realty Income Trust
UHT
$575M
| $3.41M | ﹤0.01% |
79,005
-1,569
| -2% | -$67.8K |
|
1617
Bristow Group
VTOL
$1.09B
| $3.39M | ﹤0.01% |
144,498
+1,223
| +0.9% | +$28.7K |
|
1618
Helix Energy Solutions
HLX
$914M
| $3.39M | ﹤0.01% |
879,087
-81
| -0% | -$313 |
|
1619
QuinStreet
QNST
$930M
| $3.33M | ﹤0.01% |
317,385
+6,037
| +2% | +$63.4K |
|
|
RUTH
1620
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $3.32M | ﹤0.01% |
196,641
-13,393
| -6% | -$226K |
|
1621
Interface
TILE
$1.66B
| $3.31M | ﹤0.01% |
368,097
-14,678
| -4% | -$132K |
|
1622
Insteel Industries
IIIN
$749M
| $3.31M | ﹤0.01% |
124,592
-7,457
| -6% | -$198K |
|
1623
America Movil
AMX
$61.4B
| $3.28M | ﹤0.01% |
199,198
| – | – |
|
1624
Genesco
GCO
$358M
| $3.26M | ﹤0.01% |
83,010
-3,803
| -4% | -$150K |
|
1625
WisdomTree
WT
$2.11B
| $3.26M | ﹤0.01% |
695,999
+799
| +0.1% | +$3.74K |
|