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 | |
|---|---|---|---|---|---|---|
376
Hershey
HSY
$38B
| $49.9M | 0.04% |
226,396
-68,291
| -23% | -$15.1M |
|
|
SGFY
377
DELISTED
Signify Health, Inc.
SGFY
| $49.8M | 0.04% |
1,709,313
+408,016
| +31% | +$11.9M |
|
378
Rush Enterprises Class A
RUSHA
$4.48B
| $49.8M | 0.04% |
1,703,865
-123,903
| -7% | -$3.62M |
|
379
Cathay General Bancorp
CATY
$3.4B
| $49.7M | 0.04% |
1,293,255
-30,771
| -2% | -$1.18M |
|
380
Steel Dynamics
STLD
$19.2B
| $49.4M | 0.04% |
696,703
-51,317
| -7% | -$3.64M |
|
381
Phillips 66
PSX
$53.5B
| $49.3M | 0.04% |
610,886
-143,141
| -19% | -$11.6M |
|
382
STAAR Surgical
STAA
$1.37B
| $48.9M | 0.04% |
693,119
+144,923
| +26% | +$10.2M |
|
383
Timken Company
TKR
$5.3B
| $48.8M | 0.04% |
826,204
-14,470
| -2% | -$854K |
|
384
Valero Energy
VLO
$50.3B
| $48.8M | 0.04% |
456,429
-162,415
| -26% | -$17.4M |
|
385
Arthur J. Gallagher & Co
AJG
$76.5B
| $48.7M | 0.04% |
284,564
+3,700
| +1% | +$634K |
|
386
EnerSys
ENS
$3.89B
| $48.7M | 0.04% |
836,913
-88,426
| -10% | -$5.14M |
|
387
Sysco
SYY
$38.7B
| $48.4M | 0.04% |
685,158
+22,562
| +3% | +$1.6M |
|
388
Crane NXT
CXT
$3.49B
| $48.3M | 0.04% |
1,587,889
-65,146
| -4% | -$1.98M |
|
389
Biogen
BIIB
$21.1B
| $48.3M | 0.04% |
180,732
-3,563
| -2% | -$951K |
|
390
First Horizon
FHN
$11.6B
| $47.9M | 0.04% |
2,091,411
-14,111
| -0.7% | -$323K |
|
391
Life Time Group Holdings
LTH
$6.3B
| $47.9M | 0.04% |
4,908,402
+167,277
| +4% | +$1.63M |
|
392
NiSource
NI
$19.1B
| $47.8M | 0.04% |
1,898,063
-34,380
| -2% | -$866K |
|
393
DexCom
DXCM
$30.7B
| $47.6M | 0.04% |
590,648
-117,367
| -17% | -$9.45M |
|
394
Privia Health
PRVA
$2.88B
| $47.4M | 0.04% |
1,392,101
+77,188
| +6% | +$2.63M |
|
395
Williams Companies
WMB
$70.3B
| $47.2M | 0.04% |
1,649,495
+4,767
| +0.3% | +$136K |
|
396
Kimberly-Clark
KMB
$43.5B
| $47.2M | 0.04% |
419,517
+9,688
| +2% | +$1.09M |
|
397
Sprout Social
SPT
$890M
| $47.1M | 0.04% |
776,314
+50,502
| +7% | +$3.06M |
|
398
Builders FirstSource
BLDR
$15.5B
| $47M | 0.04% |
798,098
-189,888
| -19% | -$11.2M |
|
399
Marriott International Class A Common Stock
MAR
$71.7B
| $46.8M | 0.04% |
333,816
-7,223
| -2% | -$1.01M |
|
400
Graphic Packaging
GPK
$6.08B
| $46.7M | 0.04% |
2,366,576
+173,353
| +8% | +$3.42M |
|