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 | |
|---|---|---|---|---|---|---|
|
DHC
1776
Diversified Healthcare Trust
DHC
$1.08B
| $1.46M | ﹤0.01% |
1,472,156
-1,615
| -0.1% | -$1.6K |
|
1777
Universal Electronics
UEIC
$63M
| $1.46M | ﹤0.01% |
74,031
-3,825
| -5% | -$75.3K |
|
|
ARCH
1778
DELISTED
Arch Resources, Inc.
ARCH
| $1.45M | ﹤0.01% |
12,187
-17,451
| -59% | -$2.07M |
|
1779
BILL Holdings
BILL
$5.21B
| $1.43M | ﹤0.01% |
10,803
-17,362
| -62% | -$2.3M |
|
1780
DoorDash
DASH
$109B
| $1.42M | ﹤0.01% |
28,710
-136,084
| -83% | -$6.73M |
|
1781
The Joint Corp
JYNT
$155M
| $1.41M | ﹤0.01% |
89,799
-936
| -1% | -$14.7K |
|
|
AXNX
1782
DELISTED
Axonics, Inc. Common Stock
AXNX
| $1.4M | ﹤0.01% |
19,909
-122,495
| -86% | -$8.63M |
|
|
SPLK
1783
DELISTED
Splunk Inc
SPLK
| $1.4M | ﹤0.01% |
18,577
-7,231
| -28% | -$544K |
|
1784
Spotify
SPOT
$141B
| $1.39M | ﹤0.01% |
16,157
-2,938
| -15% | -$253K |
|
1785
Maravai LifeSciences
MRVI
$398M
| $1.38M | ﹤0.01% |
54,141
-587,208
| -92% | -$15M |
|
1786
Avantor
AVTR
$8.6B
| $1.38M | ﹤0.01% |
70,227
-26,324
| -27% | -$516K |
|
1787
Camping World
CWH
$1.06B
| $1.36M | ﹤0.01% |
53,565
-52,142
| -49% | -$1.32M |
|
1788
Olympic Steel
ZEUS
$371M
| $1.35M | ﹤0.01% |
59,189
+1,408
| +2% | +$32.1K |
|
1789
Exact Sciences
EXAS
$10.4B
| $1.34M | ﹤0.01% |
41,290
-3,272
| -7% | -$106K |
|
1790
Gannett
GCI
$622M
| $1.33M | ﹤0.01% |
870,951
-33,991
| -4% | -$52K |
|
1791
Twilio
TWLO
$15.5B
| $1.33M | ﹤0.01% |
19,286
-4,774
| -20% | -$330K |
|
1792
Park Aerospace
PKE
$375M
| $1.33M | ﹤0.01% |
120,113
-144
| -0.1% | -$1.59K |
|
|
GTM
1793
ZoomInfo Technologies
GTM
$3.69B
| $1.32M | ﹤0.01% |
31,677
-147,492
| -82% | -$6.15M |
|
1794
Elanco Animal Health
ELAN
$9.07B
| $1.3M | ﹤0.01% |
104,691
-5,545
| -5% | -$68.8K |
|
1795
Inspire Medical Systems
INSP
$2.39B
| $1.3M | ﹤0.01% |
7,312
-115,053
| -94% | -$20.4M |
|
|
WW
1796
DELISTED
WW International
WW
| $1.3M | ﹤0.01% |
329,433
-254
| -0.1% | -$998 |
|
1797
BioCryst Pharmaceuticals
BCRX
$1.67B
| $1.29M | ﹤0.01% |
102,666
-96,743
| -49% | -$1.22M |
|
1798
iShares California Muni Bond ETF
CMF
$3.38B
| $1.27M | ﹤0.01% |
23,402
| – | – |
|
|
EXE
1799
Expand Energy Corporation Common Stock
EXE
$23B
| $1.27M | ﹤0.01% |
13,471
+261
| +2% | +$24.6K |
|
1800
ZimVie
ZIMV
$533M
| $1.27M | ﹤0.01% |
128,472
-195
| -0.2% | -$1.93K |
|