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 | |
|---|---|---|---|---|---|---|
2126
Napco Security Technologies
NSSC
$1.43B
| $260K | ﹤0.01% |
8,953
-8,524
| -49% | -$248K |
|
2127
Veracyte
VCYT
$2.42B
| $260K | ﹤0.01% |
15,639
+3,903
| +33% | +$64.9K |
|
2128
Aclaris Therapeutics
ACRS
$221M
| $259K | ﹤0.01% |
16,397
+240
| +1% | +$3.79K |
|
2129
Luminar Technologies
LAZR
$116M
| $259K | ﹤0.01% |
2,371
-98
| -4% | -$10.7K |
|
2130
Freshpet
FRPT
$2.61B
| $258K | ﹤0.01% |
5,159
-382
| -7% | -$19.1K |
|
2131
Alight
ALIT
$1.89B
| $257K | ﹤0.01% |
35,099
+17,334
| +98% | +$127K |
|
2132
Strategy Inc Common Stock Class A
MSTR
$92.6B
| $257K | ﹤0.01% |
+12,100
| New | +$257K |
|
2133
Zentalis Pharmaceuticals
ZNTL
$105M
| $257K | ﹤0.01% |
11,891
+1,011
| +9% | +$21.9K |
|
2134
iShares MSCI Taiwan ETF
EWT
$6.49B
| $256K | ﹤0.01% |
5,942
-3,017
| -34% | -$130K |
|
2135
Herbalife
HLF
$958M
| $255K | ﹤0.01% |
12,811
+868
| +7% | +$17.3K |
|
2136
Relmada Therapeutics
RLMD
$53.4M
| $255K | ﹤0.01% |
+6,870
| New | +$255K |
|
2137
Northern Oil and Gas
NOG
$2.52B
| $253K | ﹤0.01% |
9,221
+65
| +0.7% | +$1.78K |
|
2138
Amerant Bancorp
AMTB
$880M
| $252K | ﹤0.01% |
10,152
-11,133
| -52% | -$276K |
|
|
CSW
2139
CSW Industrials, Inc.
CSW
$4.24B
| $251K | ﹤0.01% |
2,098
-230
| -10% | -$27.5K |
|
2140
Kinetik
KNTK
$2.58B
| $250K | ﹤0.01% |
7,683
-9,228
| -55% | -$300K |
|
2141
N-able
NABL
$1.53B
| $250K | ﹤0.01% |
27,105
-30,843
| -53% | -$284K |
|
2142
SandRidge Energy
SD
$429M
| $250K | ﹤0.01% |
15,353
-18,492
| -55% | -$301K |
|
2143
Grab
GRAB
$21.6B
| $249K | ﹤0.01% |
94,590
-8,242
| -8% | -$21.7K |
|
2144
Madrigal Pharmaceuticals
MDGL
$9.59B
| $249K | ﹤0.01% |
3,831
-65
| -2% | -$4.23K |
|
|
IMGN
2145
DELISTED
Immunogen Inc
IMGN
| $249K | ﹤0.01% |
52,167
+5,284
| +11% | +$25.2K |
|
2146
AbCellera Biologics
ABCL
$1.28B
| $248K | ﹤0.01% |
25,125
+5,222
| +26% | +$51.5K |
|
2147
Great Southern Bancorp
GSBC
$715M
| $248K | ﹤0.01% |
4,336
-5,431
| -56% | -$311K |
|
2148
SI-BONE Inc
SIBN
$676M
| $248K | ﹤0.01% |
14,195
-9,683
| -41% | -$169K |
|
2149
Genco Shipping & Trading
GNK
$772M
| $246K | ﹤0.01% |
19,651
-25,790
| -57% | -$323K |
|
2150
Smith & Wesson
SWBI
$416M
| $244K | ﹤0.01% |
23,530
-30,385
| -56% | -$315K |
|