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 | |
|---|---|---|---|---|---|---|
1626
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $3.24M | ﹤0.01% |
84,000
-14,400
| -15% | -$555K |
|
1627
HealthStream
HSTM
$855M
| $3.24M | ﹤0.01% |
152,234
-6,897
| -4% | -$147K |
|
|
ITOS
1628
DELISTED
iTeos Therapeutics
ITOS
| $3.22M | ﹤0.01% |
169,149
+1,399
| +0.8% | +$26.6K |
|
1629
Cenovus Energy
CVE
$30.4B
| $3.2M | ﹤0.01% |
207,337
-3,936,977
| -95% | -$60.8M |
|
1630
PC Connection
CNXN
$1.6B
| $3.2M | ﹤0.01% |
70,900
-267
| -0.4% | -$12K |
|
1631
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $3.18M | ﹤0.01% |
40,600
-2,979
| -7% | -$234K |
|
1632
Heidrick & Struggles
HSII
$1.03B
| $3.17M | ﹤0.01% |
121,822
-761,960
| -86% | -$19.8M |
|
1633
Unisys
UIS
$282M
| $3.17M | ﹤0.01% |
419,228
-2,889
| -0.7% | -$21.8K |
|
|
MCHB
1634
Mechanics Bancorp Class A Common Stock
MCHB
$3.03B
| $3.16M | ﹤0.01% |
109,650
-5,984
| -5% | -$172K |
|
1635
Airbnb
ABNB
$75B
| $3.14M | ﹤0.01% |
29,893
-10,016
| -25% | -$1.05M |
|
1636
Ethan Allen Interiors
ETD
$742M
| $3.14M | ﹤0.01% |
148,567
-8,975
| -6% | -$190K |
|
|
FARO
1637
DELISTED
Faro Technologies
FARO
| $3.09M | ﹤0.01% |
112,609
-143
| -0.1% | -$3.92K |
|
1638
SunCoke Energy
SXC
$654M
| $3.09M | ﹤0.01% |
531,597
-31,361
| -6% | -$182K |
|
|
CLLS
1639
Cellectis
CLLS
$290M
| $3.08M | ﹤0.01% |
1,343,467
-4,845
| -0.4% | -$11.1K |
|
1640
Invesco Preferred ETF
PGX
$3.99B
| $3.08M | ﹤0.01% |
258,902
-83,372
| -24% | -$991K |
|
1641
iShares Russell 2000 ETF
IWM
$66.9B
| $3.07M | ﹤0.01% |
18,634
+1,432
| +8% | +$236K |
|
|
ONL
1642
Orion Office REIT
ONL
$168M
| $3.06M | ﹤0.01% |
349,265
+18
| +0% | +$157 |
|
1643
CGI
GIB
$20.8B
| $3.05M | ﹤0.01% |
40,312
+34,625
| +609% | +$2.62M |
|
1644
Guess, Inc.
GES
$869M
| $3.04M | ﹤0.01% |
207,213
-17,612
| -8% | -$258K |
|
1645
Mercer International
MERC
$206M
| $3.01M | ﹤0.01% |
244,910
-2,461
| -1% | -$30.3K |
|
|
UBA
1646
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.01M | ﹤0.01% |
194,050
-14,268
| -7% | -$221K |
|
|
AAMI
1647
Acadian Asset Management Inc.
AAMI
$1.74B
| $2.99M | ﹤0.01% |
200,773
-1,984
| -1% | -$29.6K |
|
|
CLDT
1648
Chatham Lodging
CLDT
$348M
| $2.97M | ﹤0.01% |
301,167
-534
| -0.2% | -$5.27K |
|
1649
iShares MSCI Japan ETF
EWJ
$15.7B
| $2.95M | ﹤0.01% |
60,325
-33,527
| -36% | -$1.64M |
|
1650
Kelly Services Class A
KELYA
$481M
| $2.9M | ﹤0.01% |
213,141
-34
| -0% | -$462 |
|