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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Encompass Health
EHC
$12.7B
| $63.9M | 0.05% |
981,163
+88,630
| +10% | +$5.77M |
|
352
Northrop Grumman
NOC
$83.3B
| $63.7M | 0.04% |
196,857
-23,786
| -11% | -$7.7M |
|
|
SYNH
353
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $63.4M | 0.04% |
835,827
+85,161
| +11% | +$6.46M |
|
354
Dow Inc
DOW
$17B
| $63.3M | 0.04% |
989,385
+5,948
| +0.6% | +$380K |
|
355
MetLife
MET
$52.9B
| $63.2M | 0.04% |
1,039,223
+24,561
| +2% | +$1.49M |
|
356
Essential Utilities
WTRG
$10.8B
| $62.8M | 0.04% |
1,402,536
+275,782
| +24% | +$12.3M |
|
357
Regeneron Pharmaceuticals
REGN
$59.2B
| $62.4M | 0.04% |
131,910
-9,970
| -7% | -$4.72M |
|
358
James River Group
JRVR
$247M
| $61.9M | 0.04% |
1,357,118
-367,245
| -21% | -$16.8M |
|
359
EastGroup Properties
EGP
$8.91B
| $61.7M | 0.04% |
430,484
-41,663
| -9% | -$5.97M |
|
|
ZEN
360
DELISTED
ZENDESK INC
ZEN
| $61.6M | 0.04% |
464,381
+442,777
| +2,050% | +$58.7M |
|
|
TWTR
361
DELISTED
Twitter, Inc.
TWTR
| $61.5M | 0.04% |
966,523
-72,064
| -7% | -$4.59M |
|
362
First Horizon
FHN
$11.3B
| $61.3M | 0.04% |
3,627,363
+982,828
| +37% | +$16.6M |
|
|
HRC
363
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $60.4M | 0.04% |
546,843
-28,878
| -5% | -$3.19M |
|
364
EnerSys
ENS
$3.92B
| $60.2M | 0.04% |
662,937
+52,353
| +9% | +$4.75M |
|
365
Zurn Elkay Water Solutions
ZWS
$7.82B
| $59.7M | 0.04% |
2,633,950
+194,758
| +8% | +$4.42M |
|
366
HCA Healthcare
HCA
$97.8B
| $59.7M | 0.04% |
316,898
-25,564
| -7% | -$4.81M |
|
367
Taylor Morrison
TMHC
$7.11B
| $59.5M | 0.04% |
1,930,756
+191,582
| +11% | +$5.9M |
|
368
Huntsman Corp
HUN
$1.95B
| $59.2M | 0.04% |
2,052,724
-420,748
| -17% | -$12.1M |
|
369
Huntington Ingalls Industries
HII
$10.6B
| $59.2M | 0.04% |
287,443
-33,108
| -10% | -$6.82M |
|
370
Concentrix
CNXC
$3.31B
| $59.1M | 0.04% |
394,902
+42,268
| +12% | +$6.33M |
|
371
Waste Management
WM
$88.2B
| $59.1M | 0.04% |
458,109
-38,030
| -8% | -$4.91M |
|
372
Dycom Industries
DY
$7.31B
| $59M | 0.04% |
635,481
+39,917
| +7% | +$3.71M |
|
373
Atkore
ATKR
$1.97B
| $58.9M | 0.04% |
818,598
+52,355
| +7% | +$3.76M |
|
374
Ford
F
$46.5B
| $58.8M | 0.04% |
4,798,636
-368,716
| -7% | -$4.52M |
|
375
Crocs
CROX
$4.76B
| $58.8M | 0.04% |
730,390
+239,009
| +49% | +$19.2M |
|