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 | |
|---|---|---|---|---|---|---|
551
Hillenbrand
HI
$1.75B
| $29.2M | 0.02% |
794,757
-40,719
| -5% | -$1.5M |
|
552
H&R Block
HRB
$6.73B
| $29.1M | 0.02% |
683,092
-118,089
| -15% | -$5.02M |
|
553
Piper Sandler
PIPR
$5.95B
| $29M | 0.02% |
277,022
-35,495
| -11% | -$3.72M |
|
554
ZTO Express
ZTO
$15.4B
| $29M | 0.02% |
1,205,274
+65,940
| +6% | +$1.58M |
|
555
International Flavors & Fragrances
IFF
$16.5B
| $28.9M | 0.02% |
318,593
-97,065
| -23% | -$8.82M |
|
556
Genpact
G
$7.49B
| $28.9M | 0.02% |
659,897
-14,998
| -2% | -$656K |
|
557
OGE Energy
OGE
$8.85B
| $28.9M | 0.02% |
792,096
-4,311
| -0.5% | -$157K |
|
558
Huntsman Corp
HUN
$1.88B
| $28.9M | 0.02% |
1,176,202
-61,973
| -5% | -$1.52M |
|
559
Penumbra
PEN
$10.6B
| $28.8M | 0.02% |
152,078
+7,111
| +5% | +$1.35M |
|
560
StoneX
SNEX
$5.02B
| $28.8M | 0.02% |
781,133
+119,073
| +18% | +$4.39M |
|
561
Descartes Systems
DSGX
$9.1B
| $28.8M | 0.02% |
450,540
-19,140
| -4% | -$1.22M |
|
562
HP
HPQ
$26.5B
| $28.7M | 0.02% |
1,151,786
-195,800
| -15% | -$4.88M |
|
563
Insmed
INSM
$30.8B
| $28.6M | 0.02% |
1,326,945
+282,197
| +27% | +$6.08M |
|
564
Labcorp
LH
$22.7B
| $28.6M | 0.02% |
162,394
-2,116
| -1% | -$372K |
|
565
Unum
UNM
$12.6B
| $28.5M | 0.02% |
734,968
-56,770
| -7% | -$2.2M |
|
566
Willis Towers Watson
WTW
$32.2B
| $28.5M | 0.02% |
141,796
+1,265
| +0.9% | +$254K |
|
567
DTE Energy
DTE
$28.2B
| $28.5M | 0.02% |
247,592
-724
| -0.3% | -$83.3K |
|
568
Corning
GLW
$64.2B
| $28.4M | 0.02% |
978,130
-52,527
| -5% | -$1.52M |
|
569
Alcoa
AA
$8.01B
| $28.3M | 0.02% |
841,397
-72,913
| -8% | -$2.45M |
|
570
Collegium Pharmaceutical
COLL
$1.19B
| $28.2M | 0.02% |
1,762,600
+24,309
| +1% | +$389K |
|
571
Jones Lang LaSalle
JLL
$14.6B
| $28.2M | 0.02% |
186,884
-5,543
| -3% | -$837K |
|
572
SPS Commerce
SPSC
$4.18B
| $28.2M | 0.02% |
227,209
-9,729
| -4% | -$1.21M |
|
573
Halliburton
HAL
$19.3B
| $28.2M | 0.02% |
1,143,656
-187,547
| -14% | -$4.62M |
|
574
Commerce Bancshares
CBSH
$8B
| $28.1M | 0.02% |
492,439
-8,307
| -2% | -$475K |
|
575
Rogers Corp
ROG
$1.44B
| $28.1M | 0.02% |
116,210
-1,394
| -1% | -$337K |
|