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 | |
|---|---|---|---|---|---|---|
376
Cintas
CTAS
$84.6B
| $59.7M | 0.04% |
156,765
+39,403
| +34% | +$15M |
|
377
Essential Utilities
WTRG
$11.1B
| $59.5M | 0.04% |
1,290,701
+43,157
| +3% | +$1.99M |
|
378
Select Medical
SEM
$1.61B
| $59.3M | 0.04% |
1,639,699
+802,471
| +96% | +$29M |
|
379
Nice
NICE
$8.73B
| $59.2M | 0.04% |
208,349
-627
| -0.3% | -$178K |
|
380
Federal Realty Investment Trust
FRT
$8.55B
| $59M | 0.04% |
499,898
-8,764
| -2% | -$1.03M |
|
381
EXL Service
EXLS
$7.07B
| $59M | 0.04% |
478,821
-4,896
| -1% | -$603K |
|
382
General Dynamics
GD
$87.3B
| $58.9M | 0.04% |
300,424
+3,234
| +1% | +$634K |
|
383
Diamondback Energy
FANG
$43.4B
| $58.6M | 0.04% |
618,902
-65,051
| -10% | -$6.16M |
|
384
Albany International
AIN
$1.87B
| $58.4M | 0.04% |
759,893
-81,742
| -10% | -$6.28M |
|
385
eBay
EBAY
$41.1B
| $58.4M | 0.04% |
838,333
-24,373
| -3% | -$1.7M |
|
386
IQVIA
IQV
$32.4B
| $58.2M | 0.04% |
242,839
+2,711
| +1% | +$649K |
|
387
Vertex Pharmaceuticals
VRTX
$100B
| $58.1M | 0.04% |
320,046
+4,658
| +1% | +$845K |
|
388
Packaging Corp of America
PKG
$19.6B
| $57.8M | 0.04% |
420,510
-72,475
| -15% | -$9.96M |
|
389
Carrier Global
CARR
$54B
| $57M | 0.04% |
1,102,007
+18,575
| +2% | +$961K |
|
390
Dow Inc
DOW
$17.3B
| $57M | 0.04% |
990,346
-15,654
| -2% | -$901K |
|
391
Allegro MicroSystems
ALGM
$5.71B
| $56.9M | 0.04% |
1,781,882
+56,275
| +3% | +$1.8M |
|
392
Schlumberger
SLB
$53.6B
| $56.9M | 0.04% |
1,920,833
-35,875
| -2% | -$1.06M |
|
393
Idacorp
IDA
$6.76B
| $56.9M | 0.04% |
550,302
+59,616
| +12% | +$6.16M |
|
394
Exelon
EXC
$43.8B
| $56.9M | 0.04% |
1,176,692
+16,405
| +1% | +$793K |
|
395
Republic Services
RSG
$73B
| $56.7M | 0.04% |
472,437
+2,778
| +0.6% | +$334K |
|
396
American International
AIG
$44.9B
| $56.6M | 0.04% |
1,031,261
+12,176
| +1% | +$668K |
|
397
Teleflex
TFX
$5.59B
| $56.3M | 0.04% |
149,489
-3,731
| -2% | -$1.4M |
|
398
Global Payments
GPN
$21.1B
| $55.9M | 0.04% |
355,004
+2,594
| +0.7% | +$409K |
|
399
Nasdaq
NDAQ
$53.7B
| $55.8M | 0.04% |
289,292
+6,309
| +2% | +$1.22M |
|
400
Dycom Industries
DY
$7.31B
| $55.7M | 0.04% |
781,450
+16,376
| +2% | +$1.17M |
|