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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Murphy USA
MUSA
$7.47B
| $29M | 0.03% |
390,872
-47,545
| -11% | -$3.52M |
|
577
Raymond James Financial
RJF
$33B
| $28.9M | 0.03% |
541,112
+75,198
| +16% | +$4.02M |
|
|
AZPN
578
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $28.8M | 0.03% |
521,298
+185
| +0% | +$10.2K |
|
579
Paychex
PAYX
$48.7B
| $28.8M | 0.03% |
505,790
-27,617
| -5% | -$1.57M |
|
580
LPL Financial
LPLA
$26.6B
| $28.7M | 0.03% |
676,104
-309,672
| -31% | -$13.1M |
|
581
iShares Core S&P 500 ETF
IVV
$664B
| $28.7M | 0.03% |
117,924
+50,259
| +74% | +$12.2M |
|
582
Xylem
XYL
$34.2B
| $28.6M | 0.03% |
515,354
+85,765
| +20% | +$4.75M |
|
583
Skyworks Solutions
SWKS
$11.2B
| $28.5M | 0.03% |
297,511
+8,495
| +3% | +$815K |
|
584
Portland General Electric
POR
$4.69B
| $28.5M | 0.03% |
624,673
+80,453
| +15% | +$3.68M |
|
585
Alliance Resource Partners
ARLP
$2.94B
| $28.5M | 0.03% |
1,509,653
+1,367,177
| +960% | +$25.8M |
|
586
MKS Inc. Common Stock
MKSI
$7.02B
| $28.5M | 0.03% |
423,359
-15,366
| -4% | -$1.03M |
|
587
Omnicell
OMCL
$1.47B
| $28.5M | 0.03% |
660,803
+367,019
| +125% | +$15.8M |
|
588
Copa Holdings
CPA
$4.85B
| $28.5M | 0.03% |
243,280
-12,341
| -5% | -$1.44M |
|
589
Viatris
VTRS
$12.2B
| $28.4M | 0.03% |
732,036
+71,503
| +11% | +$2.78M |
|
590
W.R. Berkley
WRB
$27.3B
| $28.4M | 0.03% |
1,385,721
+26,264
| +2% | +$538K |
|
591
Insperity
NSP
$2.03B
| $28.3M | 0.03% |
797,646
+896
| +0.1% | +$31.8K |
|
592
EnerSys
ENS
$3.89B
| $28.1M | 0.03% |
388,275
-7,031
| -2% | -$509K |
|
593
Old Dominion Freight Line
ODFL
$31.7B
| $28.1M | 0.03% |
884,958
+35,202
| +4% | +$1.12M |
|
594
Trinseo
TSE
$88.1M
| $28.1M | 0.03% |
408,913
-30,376
| -7% | -$2.09M |
|
595
Regions Financial
RF
$24.1B
| $28M | 0.03% |
1,915,074
-4,938
| -0.3% | -$72.3K |
|
596
Pool Corp
POOL
$12.4B
| $28M | 0.03% |
238,197
+68,200
| +40% | +$8.02M |
|
597
Factset
FDS
$14B
| $27.9M | 0.03% |
167,622
+6,108
| +4% | +$1.02M |
|
598
Innospec
IOSP
$2.13B
| $27.8M | 0.03% |
424,284
+227,605
| +116% | +$14.9M |
|
599
APA Corp
APA
$8.14B
| $27.8M | 0.03% |
580,257
+26,852
| +5% | +$1.29M |
|
600
Healthcare Services Group
HCSG
$1.15B
| $27.8M | 0.03% |
592,972
+7,440
| +1% | +$348K |
|