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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Washington Trust Bancorp
WASH
$574M
| $56.4M | 0.06% |
1,094,945
+714,155
| +188% | +$36.8M |
|
377
Boston Scientific
BSX
$159B
| $56.3M | 0.06% |
2,031,611
+47,667
| +2% | +$1.32M |
|
378
Hilton Grand Vacations
HGV
$4.15B
| $56.2M | 0.06% |
1,559,415
+906,791
| +139% | +$32.7M |
|
379
Western Digital
WDC
$31.9B
| $56.1M | 0.06% |
837,993
+117,860
| +16% | +$7.89M |
|
380
EastGroup Properties
EGP
$8.97B
| $56.1M | 0.06% |
669,443
+137,591
| +26% | +$11.5M |
|
381
BOK Financial
BOKF
$7.18B
| $55.7M | 0.06% |
662,251
+428,292
| +183% | +$36M |
|
|
COR
382
DELISTED
Coresite Realty Corporation
COR
| $55.6M | 0.06% |
536,724
+166,193
| +45% | +$17.2M |
|
383
Encompass Health
EHC
$12.6B
| $55.5M | 0.06% |
1,442,043
+132,841
| +10% | +$5.11M |
|
384
HNI Corp
HNI
$2.14B
| $55.5M | 0.06% |
1,392,007
+427,715
| +44% | +$17.1M |
|
|
ESRX
385
DELISTED
Express Scripts Holding Company
ESRX
| $55.4M | 0.06% |
867,846
-53,516
| -6% | -$3.42M |
|
|
TXNM
386
TXNM Energy, Inc.
TXNM
$5.99B
| $55.2M | 0.06% |
1,443,011
+753,729
| +109% | +$28.8M |
|
387
Oneok
OKE
$45.7B
| $55.2M | 0.06% |
1,057,610
+278,255
| +36% | +$14.5M |
|
388
Halliburton
HAL
$18.8B
| $55.1M | 0.06% |
1,290,125
+65,999
| +5% | +$2.82M |
|
389
Edwards Lifesciences
EW
$47.5B
| $55.1M | 0.06% |
1,397,655
+412,929
| +42% | +$16.3M |
|
390
Truist Financial
TFC
$60B
| $54.9M | 0.06% |
1,209,554
-266,890
| -18% | -$12.1M |
|
391
Ventas
VTR
$30.9B
| $54.8M | 0.05% |
788,655
-393,109
| -33% | -$27.3M |
|
392
Brink's
BCO
$4.78B
| $54.1M | 0.05% |
807,295
+454,097
| +129% | +$30.4M |
|
|
OAK
393
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $54M | 0.05% |
1,159,853
+1,050,259
| +958% | +$48.9M |
|
394
Agilent Technologies
A
$36.5B
| $53M | 0.05% |
894,206
+376,928
| +73% | +$22.4M |
|
395
UGI
UGI
$7.43B
| $52.9M | 0.05% |
1,093,443
-623,604
| -36% | -$30.2M |
|
396
Eaton
ETN
$136B
| $52.7M | 0.05% |
677,244
+36,357
| +6% | +$2.83M |
|
397
Intuitive Surgical
ISRG
$167B
| $52.6M | 0.05% |
505,917
+1,296
| +0.3% | +$135K |
|
398
ICU Medical
ICUI
$3.24B
| $52.3M | 0.05% |
303,152
-32,419
| -10% | -$5.59M |
|
399
CACI
CACI
$10.4B
| $52.1M | 0.05% |
416,747
-9,748
| -2% | -$1.22M |
|
400
Marriott International Class A Common Stock
MAR
$71.9B
| $51.8M | 0.05% |
516,528
+2,368
| +0.5% | +$238K |
|