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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Intercontinental Exchange
ICE
$101B
| $78M | 0.05% |
679,394
+9,833
| +1% | +$1.13M |
|
302
Regeneron Pharmaceuticals
REGN
$61.5B
| $77.6M | 0.05% |
128,296
+2,682
| +2% | +$1.62M |
|
303
Eaton
ETN
$136B
| $77.5M | 0.05% |
519,192
-7,575
| -1% | -$1.13M |
|
304
Northrop Grumman
NOC
$84.5B
| $77M | 0.05% |
213,876
+23,939
| +13% | +$8.62M |
|
305
Omnicell
OMCL
$1.5B
| $77M | 0.05% |
518,786
+92,430
| +22% | +$13.7M |
|
306
Motorola Solutions
MSI
$78.7B
| $76.6M | 0.05% |
329,818
+18,713
| +6% | +$4.35M |
|
307
Hubbell
HUBB
$22.9B
| $75.3M | 0.05% |
416,565
-45,895
| -10% | -$8.29M |
|
308
RPM International
RPM
$16.1B
| $75.2M | 0.05% |
968,855
-50,888
| -5% | -$3.95M |
|
309
HCA Healthcare
HCA
$94.5B
| $75.1M | 0.05% |
309,604
-16,569
| -5% | -$4.02M |
|
310
Sunstone Hotel Investors
SHO
$1.8B
| $74.9M | 0.05% |
6,271,252
-169,827
| -3% | -$2.03M |
|
|
PXD
311
DELISTED
Pioneer Natural Resource Co.
PXD
| $74.8M | 0.05% |
449,447
-20,144
| -4% | -$3.35M |
|
312
Illinois Tool Works
ITW
$77.1B
| $74.4M | 0.05% |
360,297
-7,711
| -2% | -$1.59M |
|
313
Illumina
ILMN
$15.8B
| $74.3M | 0.05% |
183,154
-631
| -0.3% | -$256K |
|
314
Boston Scientific
BSX
$156B
| $74.2M | 0.05% |
1,709,262
+888
| +0.1% | +$38.5K |
|
315
Ingredion
INGR
$8.31B
| $73.9M | 0.05% |
830,299
-99,940
| -11% | -$8.9M |
|
|
BTEC
316
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $73.8M | 0.05% |
1,350,000
+50,000
| +4% | +$2.73M |
|
317
Brookfield Infrastructure
BIPC
$4.79B
| $73.8M | 0.05% |
1,232,721
+380,066
| +45% | +$22.8M |
|
318
Emerson Electric
EMR
$74.3B
| $73.3M | 0.05% |
777,983
-396
| -0.1% | -$37.3K |
|
319
Acushnet Holdings
GOLF
$4.5B
| $73.1M | 0.05% |
1,565,170
-417,429
| -21% | -$19.5M |
|
320
Entegris
ENTG
$12.7B
| $72.7M | 0.05% |
577,421
+11,496
| +2% | +$1.45M |
|
321
FedEx
FDX
$54.5B
| $72.3M | 0.05% |
329,530
+23,880
| +8% | +$5.24M |
|
|
HRC
322
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $71.5M | 0.05% |
476,421
-198,671
| -29% | -$29.8M |
|
323
Cleveland-Cliffs
CLF
$5.32B
| $71.1M | 0.05% |
3,589,563
+9,985
| +0.3% | +$198K |
|
324
Chart Industries
GTLS
$8.96B
| $71.1M | 0.05% |
371,997
-102,060
| -22% | -$19.5M |
|
325
Norfolk Southern
NSC
$62.8B
| $71M | 0.05% |
296,599
-545
| -0.2% | -$130K |
|