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 | |
|---|---|---|---|---|---|---|
351
nVent Electric
NVT
$14.9B
| $54.7M | 0.04% |
1,731,118
-40,511
| -2% | -$1.28M |
|
352
American Electric Power
AEP
$57.5B
| $54.7M | 0.04% |
632,689
+13,822
| +2% | +$1.19M |
|
353
Kinsale Capital Group
KNSL
$10.5B
| $54.5M | 0.04% |
213,456
-54,544
| -20% | -$13.9M |
|
354
Williams-Sonoma
WSM
$24.8B
| $54.3M | 0.04% |
921,732
+78,568
| +9% | +$4.63M |
|
355
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $54.2M | 0.04% |
+564,225
| New | +$54.2M |
|
356
Emerson Electric
EMR
$74.7B
| $54.1M | 0.04% |
738,281
+25,371
| +4% | +$1.86M |
|
357
Cummins
CMI
$54.8B
| $54M | 0.04% |
265,533
+87,675
| +49% | +$17.8M |
|
358
Paychex
PAYX
$48.7B
| $53.4M | 0.04% |
476,006
+60,468
| +15% | +$6.79M |
|
359
MetLife
MET
$52.9B
| $53.1M | 0.04% |
874,387
-33,750
| -4% | -$2.05M |
|
360
Allegro MicroSystems
ALGM
$5.62B
| $53.1M | 0.04% |
2,431,151
-7,530
| -0.3% | -$165K |
|
361
Devon Energy
DVN
$21.9B
| $52.9M | 0.04% |
879,031
-7,878
| -0.9% | -$474K |
|
362
Principal Active High Yield ETF
YLD
$387M
| $52.8M | 0.04% |
3,044,200
-6,450,000
| -68% | -$112M |
|
363
Albany International
AIN
$1.82B
| $52.6M | 0.04% |
666,704
-33,963
| -5% | -$2.68M |
|
364
Motorola Solutions
MSI
$79.7B
| $52.5M | 0.04% |
234,200
-51,446
| -18% | -$11.5M |
|
365
Principal Investment Grade Corporate Active ETF
IG
$122M
| $52.2M | 0.04% |
2,550,000
-13,200,000
| -84% | -$270M |
|
366
Monolithic Power Systems
MPWR
$41.4B
| $51.6M | 0.04% |
142,055
-2,727
| -2% | -$991K |
|
|
BFS
367
Saul Centers
BFS
$794M
| $51.6M | 0.04% |
1,376,184
-10,125
| -0.7% | -$380K |
|
368
TD Synnex
SNX
$12.4B
| $51.4M | 0.04% |
632,541
+63,276
| +11% | +$5.14M |
|
369
Ford
F
$46.5B
| $51.2M | 0.04% |
4,574,856
-90,229
| -2% | -$1.01M |
|
370
First Solar
FSLR
$21.8B
| $51.2M | 0.04% |
387,306
-3,736
| -1% | -$494K |
|
371
Acushnet Holdings
GOLF
$4.54B
| $50.4M | 0.04% |
1,159,028
-64,634
| -5% | -$2.81M |
|
372
Entegris
ENTG
$12.4B
| $50.2M | 0.04% |
605,130
-27,425
| -4% | -$2.28M |
|
373
California Resources
CRC
$4.14B
| $50.2M | 0.04% |
1,306,386
+61,972
| +5% | +$2.38M |
|
374
Wolfspeed
WOLF
$285M
| $50.1M | 0.04% |
484,741
-206,944
| -30% | -$21.4M |
|
375
Natera
NTRA
$23B
| $50M | 0.04% |
1,140,655
+113,175
| +11% | +$4.96M |
|