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 | |
|---|---|---|---|---|---|---|
626
AMN Healthcare
AMN
$799M
| $26.4M | 0.03% |
675,366
-344,562
| -34% | -$13.5M |
|
627
Lamar Advertising Co
LAMR
$13B
| $26.4M | 0.03% |
358,308
+16,730
| +5% | +$1.23M |
|
628
Entegris
ENTG
$12.4B
| $26.3M | 0.03% |
1,196,105
+19,593
| +2% | +$430K |
|
629
Graco
GGG
$14.2B
| $26.3M | 0.03% |
720,753
+47,814
| +7% | +$1.74M |
|
630
Lazard
LAZ
$5.32B
| $26.2M | 0.03% |
566,121
+401,534
| +244% | +$18.6M |
|
631
Spire
SR
$4.46B
| $26.2M | 0.03% |
375,709
+22,533
| +6% | +$1.57M |
|
632
Interpublic Group of Companies
IPG
$9.94B
| $26.2M | 0.03% |
1,064,305
+104,416
| +11% | +$2.57M |
|
633
Carlisle Companies
CSL
$16.9B
| $26.2M | 0.03% |
274,331
+7,755
| +3% | +$740K |
|
634
Equifax
EFX
$30.8B
| $26.1M | 0.03% |
190,026
+4,506
| +2% | +$619K |
|
635
Lamb Weston
LW
$8.08B
| $26.1M | 0.03% |
592,462
+17,782
| +3% | +$783K |
|
|
ULTI
636
DELISTED
Ultimate Software Group Inc
ULTI
| $26M | 0.03% |
123,812
+2,715
| +2% | +$570K |
|
637
Integra LifeSciences
IART
$1.25B
| $25.9M | 0.03% |
474,388
+5,708
| +1% | +$311K |
|
638
Teradyne
TER
$19.1B
| $25.7M | 0.03% |
856,979
+31,580
| +4% | +$948K |
|
|
JBTM
639
JBT Marel Corporation
JBTM
$7.35B
| $25.7M | 0.03% |
262,421
+8,451
| +3% | +$828K |
|
640
Labcorp
LH
$23.2B
| $25.7M | 0.03% |
193,794
-62,028
| -24% | -$8.21M |
|
|
XLNX
641
DELISTED
Xilinx Inc
XLNX
| $25.6M | 0.03% |
398,503
+7,486
| +2% | +$482K |
|
642
Tetra Tech
TTEK
$9.48B
| $25.5M | 0.03% |
2,788,345
+146,000
| +6% | +$1.34M |
|
643
Gen Digital
GEN
$18.2B
| $25.4M | 0.03% |
900,854
-1,424,247
| -61% | -$40.2M |
|
644
Tyler Technologies
TYL
$24.2B
| $25.4M | 0.03% |
144,497
+7,171
| +5% | +$1.26M |
|
645
Cencora
COR
$56.7B
| $25.2M | 0.03% |
266,848
+480
| +0.2% | +$45.4K |
|
646
Toll Brothers
TOL
$14.2B
| $25.2M | 0.03% |
637,062
+36,729
| +6% | +$1.45M |
|
647
Mettler-Toledo International
MTD
$26.9B
| $25M | 0.03% |
42,546
+974
| +2% | +$573K |
|
648
NNN REIT
NNN
$8.18B
| $25M | 0.03% |
638,642
+43,640
| +7% | +$1.71M |
|
|
ABMD
649
DELISTED
Abiomed Inc
ABMD
| $24.9M | 0.03% |
174,052
+7,989
| +5% | +$1.14M |
|
650
United Therapeutics
UTHR
$18.1B
| $24.7M | 0.02% |
190,465
+7,126
| +4% | +$924K |
|