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 | |
|---|---|---|---|---|---|---|
401
Select Medical
SEM
$1.64B
| $46.7M | 0.04% |
3,922,172
+181,931
| +5% | +$2.17M |
|
402
iShares Global Infrastructure ETF
IGF
$8B
| $46.4M | 0.04% |
+1,109,125
| New | +$46.4M |
|
403
Papa John's
PZZA
$1.63B
| $46.2M | 0.04% |
660,402
+36,247
| +6% | +$2.54M |
|
404
Moderna
MRNA
$9.52B
| $46.2M | 0.04% |
390,863
-18,924
| -5% | -$2.24M |
|
405
L3Harris
LHX
$51.2B
| $46.1M | 0.04% |
222,033
-5,858
| -3% | -$1.22M |
|
406
Johnson Controls International
JCI
$70.1B
| $46.1M | 0.04% |
936,047
-51,700
| -5% | -$2.54M |
|
407
HCA Healthcare
HCA
$97.8B
| $46M | 0.04% |
250,230
-19,728
| -7% | -$3.63M |
|
408
Mine Safety
MSA
$6.67B
| $45.9M | 0.04% |
420,339
-4,229
| -1% | -$462K |
|
409
Core & Main
CNM
$9.43B
| $45.8M | 0.04% |
2,014,436
+28,674
| +1% | +$652K |
|
410
Essential Utilities
WTRG
$10.8B
| $45.5M | 0.04% |
1,098,447
-146,480
| -12% | -$6.06M |
|
411
Freeport-McMoran
FCX
$63B
| $45.3M | 0.04% |
1,656,537
-124,748
| -7% | -$3.41M |
|
412
ICF International
ICFI
$1.76B
| $45.1M | 0.04% |
413,636
+14,167
| +4% | +$1.54M |
|
413
Cintas
CTAS
$81.7B
| $45M | 0.04% |
463,420
-118,828
| -20% | -$11.5M |
|
414
Interpublic Group of Companies
IPG
$9.89B
| $45M | 0.04% |
1,756,325
-105,110
| -6% | -$2.69M |
|
415
Church & Dwight Co
CHD
$23.1B
| $44.8M | 0.04% |
626,862
-29,913
| -5% | -$2.14M |
|
416
AMN Healthcare
AMN
$806M
| $44.6M | 0.04% |
420,643
-111,589
| -21% | -$11.8M |
|
417
Allstate
ALL
$52.8B
| $44.2M | 0.04% |
354,937
+8,493
| +2% | +$1.06M |
|
418
Donaldson
DCI
$9.35B
| $44.1M | 0.04% |
900,547
-14,881
| -2% | -$729K |
|
|
Y
419
DELISTED
Alleghany Corporation
Y
| $44M | 0.04% |
52,448
-887
| -2% | -$745K |
|
420
NXP Semiconductors
NXPI
$56.9B
| $44M | 0.04% |
298,430
-5,681
| -2% | -$838K |
|
421
Consolidated Edison
ED
$34.9B
| $43.9M | 0.03% |
511,700
+65,397
| +15% | +$5.61M |
|
422
Newmont
NEM
$83.4B
| $43.7M | 0.03% |
1,038,556
+61,004
| +6% | +$2.56M |
|
423
Constellation Brands
STZ
$25.7B
| $43.6M | 0.03% |
189,691
-13,735
| -7% | -$3.15M |
|
424
Morningstar
MORN
$10.9B
| $43.5M | 0.03% |
204,769
-11,164
| -5% | -$2.37M |
|
425
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $43.4M | 0.03% |
573,226
+410,385
| +252% | +$31.1M |
|