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 | |
|---|---|---|---|---|---|---|
1876
CI&T Inc
CINT
$686M
| $777K | ﹤0.01% |
82,700
| – | – |
|
1877
Enbridge
ENB
$106B
| $773K | ﹤0.01% |
20,816
-50,162
| -71% | -$1.86M |
|
1878
Invesco S&P 500 Equal Weight ETF
RSP
$75.3B
| $764K | ﹤0.01% |
6,001
| – | – |
|
1879
International Seaways
INSW
$2.32B
| $761K | ﹤0.01% |
21,652
-26,359
| -55% | -$926K |
|
1880
UNIFI
UFI
$81.9M
| $759K | ﹤0.01% |
79,743
-5,917
| -7% | -$56.3K |
|
1881
Unity
U
$18.3B
| $755K | ﹤0.01% |
23,695
-7,114
| -23% | -$227K |
|
1882
Amicus Therapeutics
FOLD
$2.47B
| $753K | ﹤0.01% |
72,180
-2,027
| -3% | -$21.1K |
|
1883
Schneider National
SNDR
$4.3B
| $749K | ﹤0.01% |
36,909
-53,418
| -59% | -$1.08M |
|
1884
HEICO
HEI
$44.7B
| $745K | ﹤0.01% |
5,171
-1,925
| -27% | -$277K |
|
1885
Verra Mobility
VRRM
$4B
| $745K | ﹤0.01% |
48,471
-50,577
| -51% | -$777K |
|
1886
Super Micro Computer
SMCI
$26.1B
| $738K | ﹤0.01% |
134,090
-123,510
| -48% | -$680K |
|
1887
Americold
COLD
$3.88B
| $734K | ﹤0.01% |
29,829
+1,914
| +7% | +$47.1K |
|
1888
Otter Tail
OTTR
$3.52B
| $726K | ﹤0.01% |
11,807
-10,964
| -48% | -$674K |
|
1889
Peloton Interactive
PTON
$3.12B
| $726K | ﹤0.01% |
104,707
-79,524
| -43% | -$551K |
|
1890
Rogers Communications
RCI
$19.4B
| $723K | ﹤0.01% |
18,676
+9,635
| +107% | +$373K |
|
1891
Ginkgo Bioworks
DNA
$618M
| $722K | ﹤0.01% |
5,790
+133
| +2% | +$16.6K |
|
1892
Thomson Reuters
TRI
$78.2B
| $717K | ﹤0.01% |
6,694
+1,860
| +38% | +$199K |
|
1893
Mueller Water Products
MWA
$3.98B
| $715K | ﹤0.01% |
69,667
-83,482
| -55% | -$857K |
|
|
CERE
1894
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $715K | ﹤0.01% |
25,296
-13
| -0.1% | -$367 |
|
1895
Cameco
CCJ
$34.8B
| $711K | ﹤0.01% |
26,655
+16,757
| +169% | +$447K |
|
|
AQUA
1896
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $709K | ﹤0.01% |
21,456
+3,202
| +18% | +$106K |
|
1897
Mercado Libre
MELI
$119B
| $701K | ﹤0.01% |
847
-1,102
| -57% | -$912K |
|
|
ONEM
1898
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $701K | ﹤0.01% |
40,854
+9,866
| +32% | +$169K |
|
|
LFG
1899
DELISTED
Archaea Energy Inc.
LFG
| $700K | ﹤0.01% |
38,896
+18,822
| +94% | +$339K |
|
1900
Agios Pharmaceuticals
AGIO
$2.12B
| $687K | ﹤0.01% |
24,291
-18,624
| -43% | -$527K |
|