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 | |
|---|---|---|---|---|---|---|
1751
Alkermes
ALKS
$4.53B
| $1.66M | ﹤0.01% |
74,345
-71,401
| -49% | -$1.59M |
|
1752
Community Health Systems
CYH
$412M
| $1.66M | ﹤0.01% |
771,370
-9,903
| -1% | -$21.3K |
|
1753
Peabody Energy
BTU
$2.24B
| $1.66M | ﹤0.01% |
66,742
-89,335
| -57% | -$2.22M |
|
1754
OptimizeRx
OPRX
$345M
| $1.66M | ﹤0.01% |
111,683
-2,058
| -2% | -$30.5K |
|
1755
Royalty Pharma
RPRX
$15.8B
| $1.63M | ﹤0.01% |
40,649
-5,783
| -12% | -$232K |
|
|
HT
1756
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $1.62M | ﹤0.01% |
202,675
-1,281
| -0.6% | -$10.2K |
|
1757
LendingTree
TREE
$979M
| $1.61M | ﹤0.01% |
67,421
-1,397
| -2% | -$33.3K |
|
1758
Agilon Health
AGL
$443M
| $1.6M | ﹤0.01% |
68,502
-1,898
| -3% | -$44.4K |
|
1759
Zscaler
ZS
$44.2B
| $1.58M | ﹤0.01% |
9,604
-3,787
| -28% | -$623K |
|
1760
Invesco QQQ Trust
QQQ
$373B
| $1.57M | ﹤0.01% |
5,865
-1,017
| -15% | -$272K |
|
1761
Sea Limited
SE
$117B
| $1.57M | ﹤0.01% |
27,930
-28,293
| -50% | -$1.59M |
|
|
TUP
1762
DELISTED
Tupperware Brands Corporation
TUP
| $1.56M | ﹤0.01% |
238,712
-44,053
| -16% | -$289K |
|
1763
Equitable Holdings
EQH
$16.2B
| $1.56M | ﹤0.01% |
59,043
-8,779
| -13% | -$231K |
|
1764
Allison Transmission
ALSN
$7.45B
| $1.56M | ﹤0.01% |
46,042
-64,476
| -58% | -$2.18M |
|
|
FSP
1765
Franklin Street Properties
FSP
$175M
| $1.55M | ﹤0.01% |
588,066
-42,173
| -7% | -$111K |
|
1766
Plug Power
PLUG
$1.73B
| $1.54M | ﹤0.01% |
73,265
-1,596
| -2% | -$33.5K |
|
1767
Premier
PINC
$2.19B
| $1.54M | ﹤0.01% |
45,322
-57,427
| -56% | -$1.95M |
|
1768
Oil States International
OIS
$341M
| $1.53M | ﹤0.01% |
393,976
+12,322
| +3% | +$47.9K |
|
1769
iRhythm Technologies
IRTC
$5.71B
| $1.51M | ﹤0.01% |
12,083
-7,745
| -39% | -$970K |
|
1770
Casella Waste Systems
CWST
$5.79B
| $1.5M | ﹤0.01% |
19,675
-22,191
| -53% | -$1.7M |
|
1771
U-Haul Holding Co
UHAL
$10.8B
| $1.5M | ﹤0.01% |
29,490
+17,850
| +153% | +$909K |
|
1772
MongoDB
MDB
$26.9B
| $1.5M | ﹤0.01% |
7,528
-55,309
| -88% | -$11M |
|
1773
W.P. Carey
WPC
$15B
| $1.48M | ﹤0.01% |
21,693
-3,025
| -12% | -$207K |
|
1774
Organogenesis Holdings
ORGO
$625M
| $1.47M | ﹤0.01% |
454,733
+10,719
| +2% | +$34.7K |
|
1775
Tredegar Corp
TG
$280M
| $1.47M | ﹤0.01% |
155,508
-3,676
| -2% | -$34.7K |
|