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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BELFB
1776
Bel Fuse Class B
BELFB
$1.84B
| $1.6M | ﹤0.01% |
76,714
+1,145
| +2% | +$23.9K |
|
|
CRR
1777
DELISTED
Carbo Ceramics Inc.
CRR
| $1.59M | ﹤0.01% |
172,986
+4,504
| +3% | +$41.3K |
|
1778
Mueller Water Products
MWA
$3.86B
| $1.56M | ﹤0.01% |
133,253
-33,664
| -20% | -$395K |
|
1779
Insulet
PODD
$23.8B
| $1.55M | ﹤0.01% |
18,049
-19,569
| -52% | -$1.68M |
|
1780
XPO
XPO
$15.3B
| $1.55M | ﹤0.01% |
44,582
+2,449
| +6% | +$84.9K |
|
1781
ON Semiconductor
ON
$19.7B
| $1.53M | ﹤0.01% |
68,883
-4,449
| -6% | -$98.9K |
|
|
PETX
1782
DELISTED
Aratana Therapeutics, Inc.
PETX
| $1.51M | ﹤0.01% |
355,400
+66,400
| +23% | +$282K |
|
1783
Geospace Technologies
GEOS
$211M
| $1.49M | ﹤0.01% |
105,780
+1,820
| +2% | +$25.6K |
|
1784
Ionis Pharmaceuticals
IONS
$10.2B
| $1.48M | ﹤0.01% |
35,455
-2,822
| -7% | -$118K |
|
1785
iRhythm Technologies
IRTC
$5.85B
| $1.47M | ﹤0.01% |
18,156
+14,070
| +344% | +$1.14M |
|
|
ZEN
1786
DELISTED
ZENDESK INC
ZEN
| $1.47M | ﹤0.01% |
26,914
+10,655
| +66% | +$581K |
|
1787
Varonis Systems
VRNS
$6.31B
| $1.47M | ﹤0.01% |
58,989
-5,868
| -9% | -$146K |
|
1788
Veeva Systems
VEEV
$45B
| $1.46M | ﹤0.01% |
19,034
+4,672
| +33% | +$359K |
|
|
LOXO
1789
DELISTED
Loxo Oncology, Inc
LOXO
| $1.45M | ﹤0.01% |
8,383
-132
| -2% | -$22.9K |
|
1790
Olympic Steel
ZEUS
$365M
| $1.45M | ﹤0.01% |
71,114
+1,148
| +2% | +$23.4K |
|
1791
Jazz Pharmaceuticals
JAZZ
$7.7B
| $1.45M | ﹤0.01% |
+8,397
| New | +$1.45M |
|
1792
electroCore
ECOR
$37.2M
| $1.44M | ﹤0.01% |
+5,799
| New | +$1.44M |
|
1793
Flotek Industries
FTK
$331M
| $1.43M | ﹤0.01% |
73,833
+1,330
| +2% | +$25.8K |
|
|
TBHC
1794
The Brand House Collective, Inc. Common Stock
TBHC
$44.2M
| $1.43M | ﹤0.01% |
122,743
+153
| +0.1% | +$1.78K |
|
1795
Advanced Drainage Systems
WMS
$11B
| $1.43M | ﹤0.01% |
49,911
+13,210
| +36% | +$377K |
|
1796
Seneca Foods Class A
SENEA
$756M
| $1.42M | ﹤0.01% |
52,620
+849
| +2% | +$22.9K |
|
1797
Kopin
KOPN
$344M
| $1.41M | ﹤0.01% |
493,095
+25,362
| +5% | +$72.5K |
|
|
FCB
1798
DELISTED
FCB Financial Holdings, Inc.
FCB
| $1.41M | ﹤0.01% |
23,901
-4,414
| -16% | -$259K |
|
1799
Builders FirstSource
BLDR
$15.5B
| $1.39M | ﹤0.01% |
75,812
-5,978
| -7% | -$109K |
|
1800
Halozyme
HALO
$8.87B
| $1.36M | ﹤0.01% |
80,430
+38,479
| +92% | +$649K |
|