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 | |
|---|---|---|---|---|---|---|
576
Lamar Advertising Co
LAMR
$12.8B
| $28M | 0.02% |
339,991
-5,315
| -2% | -$438K |
|
577
TFI International
TFII
$7.7B
| $28M | 0.02% |
307,309
+29,616
| +11% | +$2.69M |
|
578
The Ensign Group
ENSG
$9.59B
| $28M | 0.02% |
351,574
-3,033
| -0.9% | -$241K |
|
579
Cleveland-Cliffs
CLF
$5.62B
| $27.9M | 0.02% |
2,074,745
-301,617
| -13% | -$4.06M |
|
580
State Street
STT
$31.4B
| $27.8M | 0.02% |
457,465
-4,942
| -1% | -$301K |
|
581
Exponent
EXPO
$3.5B
| $27.8M | 0.02% |
317,109
-8,092
| -2% | -$709K |
|
582
Genuine Parts
GPC
$19.4B
| $27.8M | 0.02% |
185,908
-10,366
| -5% | -$1.55M |
|
583
Lear
LEA
$5.76B
| $27.7M | 0.02% |
231,492
-5,289
| -2% | -$633K |
|
584
CF Industries
CF
$14.1B
| $27.6M | 0.02% |
287,067
-63,208
| -18% | -$6.08M |
|
585
NNN REIT
NNN
$8.06B
| $27.6M | 0.02% |
692,585
-4,143
| -0.6% | -$165K |
|
586
UFP Industries
UFPI
$5.84B
| $27.6M | 0.02% |
381,926
-10,875
| -3% | -$785K |
|
587
Dynatrace
DT
$14.4B
| $27.6M | 0.02% |
791,450
+753,501
| +1,986% | +$26.2M |
|
588
Fifth Third Bancorp
FITB
$30.1B
| $27.3M | 0.02% |
854,773
-11,157
| -1% | -$357K |
|
589
Zimmer Biomet
ZBH
$20.3B
| $27.3M | 0.02% |
261,186
-2,630
| -1% | -$275K |
|
590
EPAM Systems
EPAM
$8.53B
| $27.2M | 0.02% |
75,222
+1,689
| +2% | +$612K |
|
591
Enpro
NPO
$4.61B
| $27.2M | 0.02% |
320,344
-52,311
| -14% | -$4.45M |
|
592
Kellanova
K
$27.5B
| $27.2M | 0.02% |
415,462
+68,650
| +20% | +$4.49M |
|
593
SPDR S&P Global Natural Resources ETF
GNR
$3.31B
| $27.2M | 0.02% |
549,217
+447,606
| +441% | +$22.1M |
|
594
Masimo
MASI
$7.92B
| $27.1M | 0.02% |
192,239
-11,215
| -6% | -$1.58M |
|
595
ESAB
ESAB
$6.9B
| $27.1M | 0.02% |
812,049
-50,901
| -6% | -$1.7M |
|
596
Dover
DOV
$24.1B
| $26.9M | 0.02% |
231,127
-4,096
| -2% | -$478K |
|
597
Middleby
MIDD
$6.99B
| $26.9M | 0.02% |
210,118
-4,165
| -2% | -$534K |
|
598
Omega Healthcare
OHI
$12.6B
| $26.9M | 0.02% |
912,938
-13,064
| -1% | -$385K |
|
|
WBA
599
DELISTED
Walgreens Boots Alliance
WBA
| $26.9M | 0.02% |
856,731
-49,493
| -5% | -$1.55M |
|
600
Edison International
EIX
$21.4B
| $26.8M | 0.02% |
474,279
-5,353
| -1% | -$303K |
|