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 | |
|---|---|---|---|---|---|---|
1651
Invesco S&P 500 Equal Weight ETF
RSP
$75.3B
| $5.54M | ﹤0.01% |
36,949
+2,150
| +6% | +$322K |
|
1652
SiriusPoint
SPNT
$2.18B
| $5.53M | ﹤0.01% |
597,471
+61,478
| +11% | +$569K |
|
|
HNGR
1653
DELISTED
Hanger Inc.
HNGR
| $5.51M | ﹤0.01% |
250,848
-15,854
| -6% | -$348K |
|
|
EGRX
1654
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $5.5M | ﹤0.01% |
98,616
-2,370
| -2% | -$132K |
|
1655
Myers Industries
MYE
$602M
| $5.47M | ﹤0.01% |
279,308
-3,390
| -1% | -$66.3K |
|
1656
World Acceptance Corp
WRLD
$904M
| $5.46M | ﹤0.01% |
28,817
+1,542
| +6% | +$292K |
|
1657
nLIGHT
LASR
$1.44B
| $5.46M | ﹤0.01% |
193,526
-75
| -0% | -$2.11K |
|
1658
Exact Sciences
EXAS
$10.4B
| $5.45M | ﹤0.01% |
57,143
-241,210
| -81% | -$23M |
|
|
TVRD
1659
Tvardi Therapeutics, Inc. Common Stock
TVRD
$308M
| $5.45M | ﹤0.01% |
9,807
-358
| -4% | -$199K |
|
|
DISCA
1660
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $5.44M | ﹤0.01% |
214,495
+4,982
| +2% | +$126K |
|
1661
Simulations Plus
SLP
$280M
| $5.39M | ﹤0.01% |
136,487
+1,165
| +0.9% | +$46K |
|
1662
Unitil
UTL
$812M
| $5.39M | ﹤0.01% |
125,957
+4,009
| +3% | +$171K |
|
1663
MacroGenics
MGNX
$109M
| $5.38M | ﹤0.01% |
256,838
+7,582
| +3% | +$159K |
|
|
PLYM
1664
Plymouth Industrial REIT
PLYM
$988M
| $5.31M | ﹤0.01% |
233,491
-16,772
| -7% | -$382K |
|
1665
Surmodics
SRDX
$459M
| $5.26M | ﹤0.01% |
94,579
-1,328
| -1% | -$73.8K |
|
1666
National Health Investors
NHI
$3.71B
| $5.22M | ﹤0.01% |
97,651
-6,153
| -6% | -$329K |
|
|
CUTR
1667
DELISTED
Cutera, Inc.
CUTR
| $5.19M | ﹤0.01% |
111,382
-11,857
| -10% | -$552K |
|
|
PLRG
1668
DELISTED
Principal U.S. Large-Cap Adaptive Multi-Factor ETF
PLRG
| $5.19M | ﹤0.01% |
+198,571
| New | +$5.19M |
|
|
AVTA
1669
DELISTED
Avantax, Inc. Common Stock
AVTA
| $5.18M | ﹤0.01% |
332,380
-2,368
| -0.7% | -$36.9K |
|
1670
Agios Pharmaceuticals
AGIO
$2.07B
| $5.16M | ﹤0.01% |
111,873
-4,670
| -4% | -$216K |
|
|
CZOO
1671
DELISTED
Cazoo Group Ltd
CZOO
| $5.15M | ﹤0.01% |
331
-29
| -8% | -$451K |
|
1672
Mueller Water Products
MWA
$3.86B
| $5.14M | ﹤0.01% |
337,422
+3,948
| +1% | +$60.1K |
|
1673
Heartland Express
HTLD
$656M
| $5.12M | ﹤0.01% |
319,759
-17,583
| -5% | -$282K |
|
1674
Cross Country Healthcare
CCRN
$455M
| $5.12M | ﹤0.01% |
241,118
-1,803
| -0.7% | -$38.3K |
|
1675
Phreesia
PHR
$1.52B
| $5.11M | ﹤0.01% |
82,849
+4,789
| +6% | +$295K |
|