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 | |
|---|---|---|---|---|---|---|
1801
CommScope
COMM
$3.58B
| $1.27M | ﹤0.01% |
137,406
-189,688
| -58% | -$1.75M |
|
1802
Virtu Financial
VIRT
$3.1B
| $1.26M | ﹤0.01% |
60,705
-86,045
| -59% | -$1.79M |
|
1803
Zynex
ZYXI
$46.1M
| $1.26M | ﹤0.01% |
138,440
-1,776
| -1% | -$16.1K |
|
|
LL
1804
DELISTED
LL Flooring Holdings, Inc.
LL
| $1.25M | ﹤0.01% |
180,654
-2,964
| -2% | -$20.5K |
|
1805
Guardant Health
GH
$6.85B
| $1.25M | ﹤0.01% |
23,173
-1,710
| -7% | -$92K |
|
1806
GoDaddy
GDDY
$20.4B
| $1.24M | ﹤0.01% |
17,555
-3,999
| -19% | -$283K |
|
1807
Rayonier Advanced Materials
RYAM
$404M
| $1.24M | ﹤0.01% |
393,894
+76
| +0% | +$239 |
|
1808
Golub Capital BDC
GBDC
$3.94B
| $1.23M | ﹤0.01% |
99,291
-173,452
| -64% | -$2.15M |
|
1809
DocuSign
DOCU
$16.4B
| $1.22M | ﹤0.01% |
22,769
-8,976
| -28% | -$480K |
|
1810
Verint Systems
VRNT
$1.23B
| $1.22M | ﹤0.01% |
36,215
-47,670
| -57% | -$1.6M |
|
|
TDCX
1811
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $1.21M | ﹤0.01% |
129,449
| – | – |
|
|
SWCH
1812
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $1.21M | ﹤0.01% |
35,971
-126,712
| -78% | -$4.27M |
|
1813
Evolent Health
EVH
$1.06B
| $1.2M | ﹤0.01% |
33,442
-571,111
| -94% | -$20.5M |
|
1814
Scotiabank
BNS
$79.2B
| $1.19M | ﹤0.01% |
24,903
-39,144
| -61% | -$1.87M |
|
1815
Powell Industries
POWL
$3.54B
| $1.18M | ﹤0.01% |
56,031
+77
| +0.1% | +$1.62K |
|
1816
SS&C Technologies
SSNC
$21.8B
| $1.18M | ﹤0.01% |
24,711
-4,006
| -14% | -$191K |
|
1817
Texas Pacific Land
TPL
$21.7B
| $1.18M | ﹤0.01% |
1,983
-363
| -15% | -$215K |
|
1818
Magnolia Oil & Gas
MGY
$4.47B
| $1.15M | ﹤0.01% |
58,246
-61,339
| -51% | -$1.22M |
|
1819
Prothena Corp
PRTA
$452M
| $1.15M | ﹤0.01% |
19,015
-14,921
| -44% | -$905K |
|
|
GBT
1820
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $1.15M | ﹤0.01% |
16,835
-108
| -0.6% | -$7.35K |
|
1821
Crown Holdings
CCK
$11.3B
| $1.12M | ﹤0.01% |
13,860
-5,254
| -27% | -$426K |
|
|
DBD
1822
DELISTED
Diebold Nixdorf Incorporated
DBD
| $1.12M | ﹤0.01% |
459,839
+1,160
| +0.3% | +$2.83K |
|
1823
Planet Fitness
PLNT
$8.65B
| $1.11M | ﹤0.01% |
19,325
-73,474
| -79% | -$4.24M |
|
|
VMW
1824
DELISTED
VMware, Inc
VMW
| $1.11M | ﹤0.01% |
10,391
-6,102
| -37% | -$649K |
|
1825
First Citizens BancShares
FCNCA
$25.4B
| $1.1M | ﹤0.01% |
1,383
-268
| -16% | -$214K |
|