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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
National Vision
EYE
$1.81B
| $4.04M | ﹤0.01% |
370,735
-16,910
| -4% | -$184K |
|
1627
Sonic Automotive
SAH
$2.85B
| $4.03M | ﹤0.01% |
68,839
-4,619
| -6% | -$270K |
|
1628
Bristow Group
VTOL
$1.09B
| $4.02M | ﹤0.01% |
116,023
-3,067
| -3% | -$106K |
|
1629
John B. Sanfilippo & Son
JBSS
$735M
| $4.02M | ﹤0.01% |
42,656
-4,395
| -9% | -$414K |
|
1630
Shoe Carnival
SCVL
$653M
| $4.02M | ﹤0.01% |
91,729
-5,007
| -5% | -$220K |
|
1631
Heritage Financial
HFWA
$843M
| $4M | ﹤0.01% |
183,968
-9,002
| -5% | -$196K |
|
1632
Wabash National
WNC
$472M
| $3.98M | ﹤0.01% |
207,433
-46,557
| -18% | -$893K |
|
1633
Crinetics Pharmaceuticals
CRNX
$3.2B
| $3.97M | ﹤0.01% |
77,709
+64,504
| +488% | +$3.3M |
|
1634
Viridian Therapeutics
VRDN
$1.61B
| $3.93M | ﹤0.01% |
172,810
+162,665
| +1,603% | +$3.7M |
|
1635
Birkenstock
BIRK
$8.72B
| $3.92M | ﹤0.01% |
79,607
+155
| +0.2% | +$7.64K |
|
1636
Arcus Biosciences
RCUS
$1.25B
| $3.91M | ﹤0.01% |
255,611
-18,777
| -7% | -$287K |
|
1637
Enviri
NVRI
$970M
| $3.9M | ﹤0.01% |
377,575
-17,472
| -4% | -$181K |
|
1638
Under Armour
UAA
$2.14B
| $3.9M | ﹤0.01% |
437,584
-191,418
| -30% | -$1.71M |
|
1639
Healthcare Services Group
HCSG
$1.18B
| $3.86M | ﹤0.01% |
345,927
-17,349
| -5% | -$194K |
|
1640
Embecta
EMBC
$891M
| $3.84M | ﹤0.01% |
272,117
-12,593
| -4% | -$178K |
|
|
AHH
1641
Armada Hoffler Properties
AHH
$588M
| $3.83M | ﹤0.01% |
354,026
+86
| +0% | +$931 |
|
1642
News Corp Class B
NWS
$18.1B
| $3.83M | ﹤0.01% |
137,034
+2,609
| +2% | +$72.9K |
|
1643
AdvanSix
ASIX
$571M
| $3.82M | ﹤0.01% |
125,852
-14,642
| -10% | -$445K |
|
1644
Allegiant Air
ALGT
$1.17B
| $3.77M | ﹤0.01% |
68,455
-2,937
| -4% | -$162K |
|
1645
Scholastic
SCHL
$672M
| $3.76M | ﹤0.01% |
117,564
-7,846
| -6% | -$251K |
|
1646
CVR Energy
CVI
$3.18B
| $3.73M | ﹤0.01% |
161,844
-8,997
| -5% | -$207K |
|
1647
Pacira BioSciences
PCRX
$1.21B
| $3.72M | ﹤0.01% |
247,427
-9,329
| -4% | -$140K |
|
1648
Biohaven
BHVN
$1.47B
| $3.7M | ﹤0.01% |
74,106
-4,942
| -6% | -$247K |
|
1649
iShares Russell 2000 ETF
IWM
$67.3B
| $3.68M | ﹤0.01% |
16,675
-394
| -2% | -$87K |
|
1650
DXP Enterprises
DXPE
$1.86B
| $3.68M | ﹤0.01% |
68,997
+178
| +0.3% | +$9.5K |
|