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 | |
|---|---|---|---|---|---|---|
526
FNB Corp
FNB
$5.88B
| $31.6M | 0.03% |
2,726,831
+1,397,297
| +105% | +$16.2M |
|
527
DuPont de Nemours
DD
$31.9B
| $31.4M | 0.03% |
623,741
-16,576
| -3% | -$835K |
|
|
AMED
528
DELISTED
Amedisys
AMED
| $31.4M | 0.02% |
323,939
+15,746
| +5% | +$1.52M |
|
529
Lantheus
LNTH
$3.57B
| $31.1M | 0.02% |
442,741
-28,686
| -6% | -$2.02M |
|
530
Jabil
JBL
$23.2B
| $31M | 0.02% |
536,767
-22,633
| -4% | -$1.31M |
|
531
Old Dominion Freight Line
ODFL
$30.7B
| $30.7M | 0.02% |
246,912
+6,570
| +3% | +$817K |
|
532
Kraft Heinz
KHC
$31.5B
| $30.7M | 0.02% |
920,519
+81,448
| +10% | +$2.72M |
|
533
Knight Transportation
KNX
$6.76B
| $30.6M | 0.02% |
625,964
-21,915
| -3% | -$1.07M |
|
|
GRP.U
534
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $30.6M | 0.02% |
630,584
+28,138
| +5% | +$1.37M |
|
535
Organon & Co
OGN
$2.67B
| $30.5M | 0.02% |
1,304,814
+288,905
| +28% | +$6.76M |
|
536
Axon Enterprise
AXON
$58.7B
| $30.5M | 0.02% |
263,514
-17,453
| -6% | -$2.02M |
|
537
SiTime
SITM
$6.39B
| $30.2M | 0.02% |
384,189
-10,173
| -3% | -$801K |
|
|
AAWW
538
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $30M | 0.02% |
314,026
-55,377
| -15% | -$5.29M |
|
539
Energizer
ENR
$1.94B
| $30M | 0.02% |
1,192,313
-344,686
| -22% | -$8.67M |
|
540
SM Energy
SM
$3.14B
| $29.9M | 0.02% |
795,306
-65,043
| -8% | -$2.45M |
|
541
Five Below
FIVE
$8.05B
| $29.8M | 0.02% |
216,500
-3,775
| -2% | -$520K |
|
542
W.W. Grainger
GWW
$47.5B
| $29.7M | 0.02% |
60,794
+4,857
| +9% | +$2.38M |
|
543
Cytokinetics
CYTK
$6.22B
| $29.7M | 0.02% |
612,447
-60,821
| -9% | -$2.95M |
|
544
Annaly Capital Management
NLY
$14.2B
| $29.7M | 0.02% |
1,728,799
+1,678,962
| +3,369% | +$28.8M |
|
545
Owens Corning
OC
$12.8B
| $29.5M | 0.02% |
375,344
-9,331
| -2% | -$734K |
|
546
American Water Works
AWK
$27B
| $29.5M | 0.02% |
226,332
-2,605
| -1% | -$339K |
|
547
Casey's General Stores
CASY
$20B
| $29.4M | 0.02% |
145,213
-907
| -0.6% | -$184K |
|
548
Oneok
OKE
$46.2B
| $29.3M | 0.02% |
571,475
-2,315
| -0.4% | -$119K |
|
|
BTEC
549
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $29.2M | 0.02% |
850,000
| – | – |
|
550
Acadia Healthcare
ACHC
$1.94B
| $29.2M | 0.02% |
373,410
-163,157
| -30% | -$12.8M |
|