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 | 10.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Hanover Insurance
THG
$6.35B
| $72.8M | 0.06% |
568,395
+25,822
| +5% | +$3.31M |
|
277
Colgate-Palmolive
CL
$68.8B
| $72.6M | 0.06% |
1,034,156
-63,473
| -6% | -$4.46M |
|
278
Synopsys
SNPS
$111B
| $72.4M | 0.06% |
236,858
-69,110
| -23% | -$21.1M |
|
279
Camden Property Trust
CPT
$11.9B
| $72.1M | 0.06% |
603,651
-35,928
| -6% | -$4.29M |
|
280
Brookfield Infrastructure
BIPC
$4.75B
| $72M | 0.06% |
1,769,347
+55,999
| +3% | +$2.28M |
|
281
MKS Inc. Common Stock
MKSI
$7.02B
| $71.3M | 0.06% |
863,034
+60,459
| +8% | +$5M |
|
282
Avery Dennison
AVY
$13.1B
| $71.2M | 0.06% |
437,488
-113,913
| -21% | -$18.5M |
|
|
SYNH
283
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $71.1M | 0.06% |
1,507,308
+95,814
| +7% | +$4.52M |
|
284
Performance Food Group
PFGC
$16.5B
| $71M | 0.06% |
1,653,924
+89,528
| +6% | +$3.85M |
|
285
ABM Industries
ABM
$3B
| $70.9M | 0.06% |
1,854,289
+63,294
| +4% | +$2.42M |
|
286
Concentrix
CNXC
$3.39B
| $70.2M | 0.06% |
629,194
+49,973
| +9% | +$5.58M |
|
287
Nasdaq
NDAQ
$53.6B
| $69.3M | 0.06% |
1,222,139
+64,445
| +6% | +$3.65M |
|
288
Nordson
NDSN
$12.6B
| $69.2M | 0.06% |
326,141
-46,246
| -12% | -$9.82M |
|
289
Amdocs
DOX
$9.46B
| $69.2M | 0.06% |
870,787
-139,439
| -14% | -$11.1M |
|
290
HF Sinclair
DINO
$9.56B
| $68.9M | 0.05% |
1,280,207
-334,713
| -21% | -$18M |
|
291
Dominion Energy
D
$49.7B
| $68.5M | 0.05% |
991,709
+33,024
| +3% | +$2.28M |
|
292
Littelfuse
LFUS
$6.51B
| $67.7M | 0.05% |
340,506
-36,271
| -10% | -$7.21M |
|
293
iShares Core S&P 500 ETF
IVV
$664B
| $67.6M | 0.05% |
188,575
+34,242
| +22% | +$12.3M |
|
294
Travel + Leisure Co
TNL
$4.08B
| $67.6M | 0.05% |
1,980,993
-1,439,751
| -42% | -$49.1M |
|
295
Raymond James Financial
RJF
$33B
| $67.3M | 0.05% |
681,048
-16,453
| -2% | -$1.63M |
|
296
Truist Financial
TFC
$60B
| $66.9M | 0.05% |
1,536,883
-35,751
| -2% | -$1.56M |
|
297
CSX Corp
CSX
$60.6B
| $66.8M | 0.05% |
2,509,113
-92,227
| -4% | -$2.46M |
|
298
Enphase Energy
ENPH
$5.18B
| $66.5M | 0.05% |
239,628
-180,138
| -43% | -$50M |
|
299
EastGroup Properties
EGP
$8.97B
| $66.5M | 0.05% |
460,434
+29,539
| +7% | +$4.26M |
|
300
Illinois Tool Works
ITW
$77.6B
| $66.3M | 0.05% |
367,013
+14,269
| +4% | +$2.58M |
|