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 | |
|---|---|---|---|---|---|---|
326
Dominion Energy
D
$50.5B
| $70.9M | 0.05% |
970,553
-3,071
| -0.3% | -$224K |
|
327
Monolithic Power Systems
MPWR
$39.4B
| $70.6M | 0.05% |
145,709
+6,162
| +4% | +$2.99M |
|
328
Waste Management
WM
$90.9B
| $70.3M | 0.05% |
470,838
+4,370
| +0.9% | +$653K |
|
329
EastGroup Properties
EGP
$8.85B
| $70.1M | 0.05% |
420,839
-58,869
| -12% | -$9.81M |
|
330
Ameriprise Financial
AMP
$48.3B
| $69.8M | 0.05% |
264,335
+6,365
| +2% | +$1.68M |
|
331
Hanover Insurance
THG
$6.29B
| $69.8M | 0.05% |
538,619
-26,034
| -5% | -$3.37M |
|
332
Raymond James Financial
RJF
$33.6B
| $69.3M | 0.05% |
751,061
+135,658
| +22% | +$12.5M |
|
333
Revolve Group
RVLV
$1.53B
| $69.2M | 0.05% |
1,120,340
-88,726
| -7% | -$5.48M |
|
334
Assured Guaranty
AGO
$3.87B
| $69M | 0.05% |
1,474,306
-241,922
| -14% | -$11.3M |
|
335
Brookfield Renewable
BEPC
$5.94B
| $68.7M | 0.04% |
1,769,416
+2,196
| +0.1% | +$85.2K |
|
336
Humana
HUM
$37.3B
| $67M | 0.04% |
172,258
-2,962
| -2% | -$1.15M |
|
337
Energizer
ENR
$1.93B
| $67M | 0.04% |
1,715,939
-156,151
| -8% | -$6.1M |
|
338
Ford
F
$46.6B
| $67M | 0.04% |
4,728,751
+9,832
| +0.2% | +$139K |
|
339
FMC
FMC
$4.81B
| $66.3M | 0.04% |
723,927
+90,928
| +14% | +$8.33M |
|
340
Match Group
MTCH
$8.9B
| $66.2M | 0.04% |
421,425
+385,782
| +1,082% | +$60.6M |
|
341
Zurn Elkay Water Solutions
ZWS
$7.56B
| $66.1M | 0.04% |
1,028,879
-380,691
| -27% | -$24.5M |
|
342
Middleby
MIDD
$6.96B
| $65.9M | 0.04% |
386,346
-26,816
| -6% | -$4.57M |
|
343
Chipotle Mexican Grill
CMG
$56B
| $65.7M | 0.04% |
36,144
-493
| -1% | -$896K |
|
344
Bio-Techne
TECH
$8.31B
| $65.3M | 0.04% |
134,831
-37,808
| -22% | -$18.3M |
|
345
Yeti Holdings
YETI
$2.81B
| $65M | 0.04% |
759,124
-32,687
| -4% | -$2.8M |
|
346
KLA
KLAC
$112B
| $64.8M | 0.04% |
193,670
-6,657
| -3% | -$2.23M |
|
347
Ecolab
ECL
$77.9B
| $64.5M | 0.04% |
309,193
+1,938
| +0.6% | +$404K |
|
348
Freeport-McMoran
FCX
$64.5B
| $64M | 0.04% |
1,968,349
+21,840
| +1% | +$710K |
|
349
AMN Healthcare
AMN
$786M
| $63.7M | 0.04% |
555,098
-8,483
| -2% | -$973K |
|
350
T Rowe Price
TROW
$23.2B
| $63.7M | 0.04% |
323,826
+6,329
| +2% | +$1.24M |
|