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 | |
|---|---|---|---|---|---|---|
326
Petrobras
PBR
$79.5B
| $59M | 0.05% |
4,779,006
-194,940
| -4% | -$2.41M |
|
327
LCI Industries
LCII
$2.51B
| $58.9M | 0.05% |
580,763
-13,803
| -2% | -$1.4M |
|
328
Manhattan Associates
MANH
$13B
| $58.3M | 0.05% |
438,073
-197,153
| -31% | -$26.2M |
|
329
FMC
FMC
$4.6B
| $58.3M | 0.05% |
551,226
-28,086
| -5% | -$2.97M |
|
330
Archer Daniels Midland
ADM
$29.9B
| $58.1M | 0.05% |
722,663
-7,123
| -1% | -$573K |
|
331
CONMED
CNMD
$1.67B
| $57.9M | 0.05% |
722,654
+12,457
| +2% | +$999K |
|
332
MYR Group
MYRG
$2.71B
| $57.7M | 0.05% |
681,225
+5,775
| +0.9% | +$489K |
|
333
Idacorp
IDA
$6.73B
| $57.5M | 0.05% |
580,848
-1,712
| -0.3% | -$170K |
|
334
WNS Holdings
WNS
$3.24B
| $57.1M | 0.05% |
698,270
+15,703
| +2% | +$1.29M |
|
335
McKesson
MCK
$87.8B
| $57.1M | 0.05% |
168,047
-5,773
| -3% | -$1.96M |
|
336
General Motors
GM
$55.2B
| $57.1M | 0.05% |
1,779,438
-31,275
| -2% | -$1M |
|
337
Liberty Broadband Class A
LBRDA
$8.64B
| $57.1M | 0.05% |
765,341
-180,009
| -19% | -$13.4M |
|
338
Norfolk Southern
NSC
$61.3B
| $57M | 0.05% |
272,117
-9,467
| -3% | -$1.98M |
|
339
Carlisle Companies
CSL
$16.3B
| $56.8M | 0.05% |
202,474
-2,480
| -1% | -$695K |
|
340
Taylor Morrison
TMHC
$6.92B
| $56.7M | 0.05% |
2,430,909
+100,279
| +4% | +$2.34M |
|
341
General Mills
GIS
$26.9B
| $56.7M | 0.05% |
739,479
-17,144
| -2% | -$1.31M |
|
342
HDFC Bank
HDB
$179B
| $56.6M | 0.05% |
969,051
-184,830
| -16% | -$10.8M |
|
343
KLA
KLAC
$121B
| $56.3M | 0.04% |
186,095
+907
| +0.5% | +$274K |
|
344
Centene
CNC
$15.3B
| $56.2M | 0.04% |
722,113
-292,237
| -29% | -$22.7M |
|
|
FOCS
345
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $55.6M | 0.04% |
1,765,842
+80,227
| +5% | +$2.53M |
|
346
AutoZone
AZO
$71.8B
| $55.6M | 0.04% |
25,938
+268
| +1% | +$574K |
|
347
General Dynamics
GD
$86.4B
| $55.4M | 0.04% |
261,033
-11,978
| -4% | -$2.54M |
|
348
Occidental Petroleum
OXY
$44.4B
| $55.3M | 0.04% |
900,201
-229,725
| -20% | -$14.1M |
|
|
KNBE
349
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
| $55.3M | 0.04% |
2,658,189
+167,432
| +7% | +$3.48M |
|
350
Amphenol
APH
$143B
| $55M | 0.04% |
1,641,292
+93,322
| +6% | +$3.12M |
|