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 | |
|---|---|---|---|---|---|---|
1851
RBC Bearings
RBC
$12.2B
| $942K | ﹤0.01% |
4,530
+2,617
| +137% | +$544K |
|
1852
Sun Life Financial
SLF
$33.5B
| $938K | ﹤0.01% |
23,465
-18,722
| -44% | -$748K |
|
1853
iShares US Treasury Bond ETF
GOVT
$28.2B
| $931K | ﹤0.01% |
40,901
+3,417
| +9% | +$77.8K |
|
1854
Herc Holdings
HRI
$4.29B
| $923K | ﹤0.01% |
8,886
-52,242
| -85% | -$5.43M |
|
1855
Advanced Drainage Systems
WMS
$11.4B
| $920K | ﹤0.01% |
7,396
-972
| -12% | -$121K |
|
1856
MacroGenics
MGNX
$104M
| $918K | ﹤0.01% |
265,424
+3,471
| +1% | +$12K |
|
|
AVLR
1857
DELISTED
Avalara, Inc.
AVLR
| $917K | ﹤0.01% |
9,994
-3,955
| -28% | -$363K |
|
1858
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $906K | ﹤0.01% |
18,565
+1,682
| +10% | +$82.1K |
|
1859
National Health Investors
NHI
$3.76B
| $894K | ﹤0.01% |
15,819
-17,767
| -53% | -$1M |
|
|
BBUC
1860
Brookfield Business Corp
BBUC
$2.42B
| $888K | ﹤0.01% |
40,187
+31,227
| +349% | +$690K |
|
1861
PTC Therapeutics
PTCT
$4.84B
| $887K | ﹤0.01% |
17,672
+529
| +3% | +$26.6K |
|
1862
Teva Pharmaceuticals
TEVA
$22.8B
| $875K | ﹤0.01% |
108,490
-26,203
| -19% | -$211K |
|
1863
Champion Homes, Inc.
SKY
$4.31B
| $863K | ﹤0.01% |
16,321
-15,493
| -49% | -$819K |
|
1864
Lucid Motors
LCID
$6.12B
| $855K | ﹤0.01% |
6,117
-2,025
| -25% | -$283K |
|
1865
Funko
FNKO
$185M
| $854K | ﹤0.01% |
42,199
-13,937
| -25% | -$282K |
|
1866
Alpha Metallurgical Resources
AMR
$1.86B
| $848K | ﹤0.01% |
6,197
-6,991
| -53% | -$957K |
|
1867
Burlington
BURL
$17.6B
| $844K | ﹤0.01% |
7,544
-2,892
| -28% | -$324K |
|
1868
Beam Therapeutics
BEAM
$2.18B
| $816K | ﹤0.01% |
17,111
-462
| -3% | -$22K |
|
1869
Comstock Resources
CRK
$4.69B
| $816K | ﹤0.01% |
47,156
-59,967
| -56% | -$1.04M |
|
1870
Roku
ROKU
$14.2B
| $810K | ﹤0.01% |
14,354
-3,060
| -18% | -$173K |
|
|
CHNG
1871
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $808K | ﹤0.01% |
29,376
+2,688
| +10% | +$73.9K |
|
1872
Travere Therapeutics
TVTX
$2.23B
| $807K | ﹤0.01% |
32,747
-29,298
| -47% | -$722K |
|
1873
Aramark
ARMK
$10.2B
| $801K | ﹤0.01% |
35,550
-5,475
| -13% | -$123K |
|
1874
Western Alliance Bancorporation
WAL
$9.89B
| $789K | ﹤0.01% |
11,997
-1,077
| -8% | -$70.8K |
|
|
MRTX
1875
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $789K | ﹤0.01% |
11,290
+499
| +5% | +$34.9K |
|