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 | |
|---|---|---|---|---|---|---|
|
TPC
1651
Tutor Perini Corporation
TPC
$3.37B
| $2.87M | ﹤0.01% |
520,463
-215,978
| -29% | -$1.19M |
|
|
SAFE
1652
DELISTED
Safehold Inc.
SAFE
| $2.87M | ﹤0.01% |
108,315
+11,026
| +11% | +$292K |
|
1653
Movado Group
MOV
$438M
| $2.85M | ﹤0.01% |
101,226
-4,976
| -5% | -$140K |
|
1654
Trip.com Group
TCOM
$48.3B
| $2.85M | ﹤0.01% |
104,269
-1,683
| -2% | -$46K |
|
1655
Dorian LPG
LPG
$1.35B
| $2.84M | ﹤0.01% |
209,140
+254
| +0.1% | +$3.45K |
|
|
EBIX
1656
DELISTED
Ebix Inc
EBIX
| $2.83M | ﹤0.01% |
148,935
-8,096
| -5% | -$154K |
|
|
BIG
1657
DELISTED
Big Lots, Inc.
BIG
| $2.78M | ﹤0.01% |
177,947
+1,702
| +1% | +$26.6K |
|
|
TVRD
1658
Tvardi Therapeutics, Inc. Common Stock
TVRD
$318M
| $2.75M | ﹤0.01% |
8,175
-31
| -0.4% | -$10.4K |
|
1659
Children's Place
PLCE
$155M
| $2.74M | ﹤0.01% |
88,809
-11,577
| -12% | -$358K |
|
1660
Datadog
DDOG
$47.6B
| $2.72M | ﹤0.01% |
30,669
-115,716
| -79% | -$10.3M |
|
|
BBBY
1661
DELISTED
Bed Bath & Beyond Inc
BBBY
| $2.72M | ﹤0.01% |
446,923
-66,543
| -13% | -$405K |
|
1662
Liquidity Services
LQDT
$849M
| $2.71M | ﹤0.01% |
166,766
+988
| +0.6% | +$16.1K |
|
1663
REX American Resources
REX
$1.01B
| $2.71M | ﹤0.01% |
97,029
+642
| +0.7% | +$17.9K |
|
|
HAYN
1664
DELISTED
Haynes International, Inc.
HAYN
| $2.7M | ﹤0.01% |
76,803
-122
| -0.2% | -$4.28K |
|
|
CHUY
1665
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $2.69M | ﹤0.01% |
116,181
-757
| -0.6% | -$17.5K |
|
|
PLYM
1666
Plymouth Industrial REIT
PLYM
$980M
| $2.69M | ﹤0.01% |
159,977
-9,424
| -6% | -$158K |
|
1667
Corsair Gaming
CRSR
$948M
| $2.69M | ﹤0.01% |
236,840
+28,237
| +14% | +$320K |
|
1668
Allogene Therapeutics
ALLO
$251M
| $2.68M | ﹤0.01% |
248,543
+7,260
| +3% | +$78.4K |
|
1669
Ionis Pharmaceuticals
IONS
$10.1B
| $2.67M | ﹤0.01% |
60,269
-51,899
| -46% | -$2.29M |
|
1670
TruBridge
TBRG
$302M
| $2.65M | ﹤0.01% |
95,200
-7,445
| -7% | -$208K |
|
1671
Sotera Health
SHC
$4.56B
| $2.64M | ﹤0.01% |
386,835
-6,556
| -2% | -$44.7K |
|
1672
Surmodics
SRDX
$457M
| $2.64M | ﹤0.01% |
86,769
-897
| -1% | -$27.3K |
|
1673
SiriusPoint
SPNT
$2.22B
| $2.6M | ﹤0.01% |
525,176
-10,307
| -2% | -$51K |
|
1674
Forrester Research
FORR
$195M
| $2.58M | ﹤0.01% |
71,595
-2,666
| -4% | -$96K |
|
1675
8x8 Inc
EGHT
$286M
| $2.57M | ﹤0.01% |
743,399
+2,752
| +0.4% | +$9.5K |
|