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 | |
|---|---|---|---|---|---|---|
601
Ameren
AEE
$26.8B
| $26.8M | 0.02% |
333,108
+7,916
| +2% | +$638K |
|
602
Tetra Tech
TTEK
$9.37B
| $26.7M | 0.02% |
1,039,920
-59,540
| -5% | -$1.53M |
|
603
Entergy
ETR
$39.5B
| $26.7M | 0.02% |
529,668
+830
| +0.2% | +$41.8K |
|
|
SWN
604
DELISTED
Southwestern Energy Company
SWN
| $26.6M | 0.02% |
4,344,943
-2,604,754
| -37% | -$15.9M |
|
|
SIVB
605
DELISTED
SVB Financial Group
SIVB
| $26.6M | 0.02% |
79,175
+1,967
| +3% | +$660K |
|
606
lululemon athletica
LULU
$19.4B
| $26.5M | 0.02% |
94,801
-55,727
| -37% | -$15.6M |
|
607
HUB Group
HUBG
$2.21B
| $26.4M | 0.02% |
766,588
-180,252
| -19% | -$6.22M |
|
608
UGI
UGI
$7.38B
| $26.4M | 0.02% |
816,987
-16,333
| -2% | -$528K |
|
609
Aptiv
APTV
$17.8B
| $26.4M | 0.02% |
337,451
-5,751
| -2% | -$450K |
|
610
Independence Realty Trust
IRT
$4.06B
| $26.4M | 0.02% |
1,576,694
-51,206
| -3% | -$857K |
|
611
Lattice Semiconductor
LSCC
$9.06B
| $26.4M | 0.02% |
535,830
-10,273
| -2% | -$506K |
|
612
Federal Agricultural Mortgage
AGM
$2.15B
| $26.4M | 0.02% |
265,880
-1,271
| -0.5% | -$126K |
|
613
Petco
WOOF
$1B
| $26.3M | 0.02% |
2,360,310
+210,777
| +10% | +$2.35M |
|
614
Baker Hughes
BKR
$46.3B
| $26.3M | 0.02% |
1,253,204
+869
| +0.1% | +$18.2K |
|
615
Equifax
EFX
$30.3B
| $26.1M | 0.02% |
152,535
-4,107
| -3% | -$704K |
|
616
Mattel
MAT
$5.78B
| $26.1M | 0.02% |
1,377,880
-388,387
| -22% | -$7.36M |
|
617
Medifast
MED
$152M
| $25.9M | 0.02% |
239,366
-3,133
| -1% | -$339K |
|
618
Cooper Companies
COO
$13.5B
| $25.9M | 0.02% |
392,588
-106,784
| -21% | -$7.05M |
|
619
Fortive
FTV
$16.2B
| $25.8M | 0.02% |
443,194
-10,386
| -2% | -$605K |
|
620
Modine Manufacturing
MOD
$7.95B
| $25.6M | 0.02% |
1,980,751
+338,641
| +21% | +$4.38M |
|
621
Interactive Brokers
IBKR
$27.8B
| $25.6M | 0.02% |
1,599,512
+219,864
| +16% | +$3.51M |
|
622
Lifestance Health
LFST
$2.01B
| $25.5M | 0.02% |
3,856,290
+488,665
| +15% | +$3.24M |
|
623
Cross Country Healthcare
CCRN
$455M
| $25.5M | 0.02% |
899,740
+656,613
| +270% | +$18.6M |
|
624
Visteon
VC
$3.42B
| $25.5M | 0.02% |
240,627
-184,532
| -43% | -$19.6M |
|
625
LyondellBasell Industries
LYB
$17.5B
| $25.5M | 0.02% |
338,253
+12,466
| +4% | +$938K |
|