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 | |
|---|---|---|---|---|---|---|
1726
Pembina Pipeline
PBA
$22.8B
| $1.85M | ﹤0.01% |
60,671
-18,198
| -23% | -$556K |
|
1727
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.85M | ﹤0.01% |
14,365
-195
| -1% | -$25.1K |
|
1728
Manulife Financial
MFC
$54.2B
| $1.84M | ﹤0.01% |
116,804
-65,571
| -36% | -$1.03M |
|
1729
Vanguard FTSE Developed Markets ETF
VEA
$174B
| $1.84M | ﹤0.01% |
50,671
-825
| -2% | -$30K |
|
1730
NovoCure
NVCR
$1.36B
| $1.84M | ﹤0.01% |
24,148
-4,107
| -15% | -$312K |
|
1731
Pennant Group
PNTG
$884M
| $1.84M | ﹤0.01% |
176,271
-690
| -0.4% | -$7.18K |
|
1732
DMC Global
BOOM
$145M
| $1.83M | ﹤0.01% |
114,482
-6,179
| -5% | -$98.8K |
|
1733
Enviri
NVRI
$984M
| $1.83M | ﹤0.01% |
488,981
-761
| -0.2% | -$2.85K |
|
1734
Roblox
RBLX
$92.5B
| $1.82M | ﹤0.01% |
50,823
-17,742
| -26% | -$636K |
|
1735
Pinterest
PINS
$23.8B
| $1.81M | ﹤0.01% |
77,668
-4,298
| -5% | -$100K |
|
1736
Motorcar Parts of America
MPAA
$305M
| $1.8M | ﹤0.01% |
118,559
+585
| +0.5% | +$8.9K |
|
1737
BWX Technologies
BWXT
$15.4B
| $1.8M | ﹤0.01% |
35,708
-46,206
| -56% | -$2.33M |
|
1738
Box
BOX
$4.7B
| $1.76M | ﹤0.01% |
72,149
-90,587
| -56% | -$2.21M |
|
|
KRTX
1739
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $1.76M | ﹤0.01% |
7,823
+340
| +5% | +$76.5K |
|
1740
Douglas Elliman
DOUG
$242M
| $1.75M | ﹤0.01% |
447,128
-27,982
| -6% | -$109K |
|
1741
Comtech Telecommunications
CMTL
$67.6M
| $1.74M | ﹤0.01% |
174,021
-2,495
| -1% | -$25K |
|
1742
Seneca Foods Class A
SENEA
$751M
| $1.74M | ﹤0.01% |
34,533
-2,947
| -8% | -$149K |
|
1743
Ovintiv
OVV
$10.8B
| $1.74M | ﹤0.01% |
37,693
-4,100
| -10% | -$189K |
|
1744
HCI Group
HCI
$2.34B
| $1.73M | ﹤0.01% |
44,177
-5,215
| -11% | -$204K |
|
1745
Phibro Animal Health
PAHC
$1.6B
| $1.73M | ﹤0.01% |
130,278
-483,620
| -79% | -$6.43M |
|
1746
OraSure Technologies
OSUR
$242M
| $1.73M | ﹤0.01% |
455,602
+615
| +0.1% | +$2.33K |
|
1747
Apellis Pharmaceuticals
APLS
$3.14B
| $1.71M | ﹤0.01% |
25,046
-204
| -0.8% | -$13.9K |
|
1748
Palantir
PLTR
$407B
| $1.7M | ﹤0.01% |
209,067
-77,431
| -27% | -$630K |
|
1749
Universal Insurance Holdings
UVE
$719M
| $1.68M | ﹤0.01% |
170,983
-1,451
| -0.8% | -$14.3K |
|
1750
Century Aluminum
CENX
$2.44B
| $1.68M | ﹤0.01% |
317,731
-2,967
| -0.9% | -$15.7K |
|