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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Willis Towers Watson
WTW
$32.2B
| $27.7M | 0.02% |
140,531
-10,760
| -7% | -$2.12M |
|
|
NARI
627
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $27.7M | 0.02% |
407,884
+86,222
| +27% | +$5.86M |
|
628
Chemed
CHE
$6.57B
| $27.7M | 0.02% |
59,070
+4,030
| +7% | +$1.89M |
|
629
WEX
WEX
$5.81B
| $27.7M | 0.02% |
178,208
+25,768
| +17% | +$4.01M |
|
630
Zimmer Biomet
ZBH
$20.3B
| $27.7M | 0.02% |
263,816
+6,452
| +3% | +$678K |
|
631
Northern Trust
NTRS
$24.2B
| $27.6M | 0.02% |
286,366
+30,332
| +12% | +$2.93M |
|
632
Royal Gold
RGLD
$12.3B
| $27.6M | 0.02% |
258,586
+35,397
| +16% | +$3.78M |
|
633
FirstEnergy
FE
$25B
| $27.5M | 0.02% |
715,574
+12,997
| +2% | +$499K |
|
|
BTEC
634
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $27.4M | 0.02% |
850,000
| – | – |
|
635
Ciena
CIEN
$18.4B
| $27.4M | 0.02% |
598,897
+72,270
| +14% | +$3.3M |
|
636
RenaissanceRe
RNR
$11.2B
| $27.3M | 0.02% |
174,708
+25,035
| +17% | +$3.91M |
|
637
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
| $27.3M | 0.02% |
248,120
+50,480
| +26% | +$5.55M |
|
638
Independent Bank
INDB
$3.46B
| $27.1M | 0.02% |
341,475
-28,820
| -8% | -$2.29M |
|
639
Hartford Financial Services
HIG
$36.9B
| $27.1M | 0.02% |
414,260
-51,752
| -11% | -$3.39M |
|
640
Casey's General Stores
CASY
$20B
| $27M | 0.02% |
146,120
+19,949
| +16% | +$3.69M |
|
641
Unum
UNM
$12.6B
| $26.9M | 0.02% |
791,738
-48,882
| -6% | -$1.66M |
|
642
Middleby
MIDD
$6.99B
| $26.9M | 0.02% |
214,283
-62,316
| -23% | -$7.81M |
|
643
SPS Commerce
SPSC
$4.18B
| $26.8M | 0.02% |
236,938
-26,495
| -10% | -$3M |
|
644
UFP Industries
UFPI
$5.84B
| $26.8M | 0.02% |
392,801
-62,840
| -14% | -$4.28M |
|
|
DRE
645
DELISTED
Duke Realty Corp.
DRE
| $26.8M | 0.02% |
486,936
-27,885
| -5% | -$1.53M |
|
646
KBR
KBR
$6.42B
| $26.7M | 0.02% |
552,373
+65,077
| +13% | +$3.15M |
|
647
AptarGroup
ATR
$8.98B
| $26.7M | 0.02% |
258,235
+34,427
| +15% | +$3.55M |
|
648
First Solar
FSLR
$21.9B
| $26.6M | 0.02% |
391,042
+54,091
| +16% | +$3.69M |
|
649
Masimo
MASI
$7.92B
| $26.6M | 0.02% |
203,454
+29,210
| +17% | +$3.82M |
|
650
Southwest Airlines
LUV
$16.3B
| $26.6M | 0.02% |
735,547
+16,738
| +2% | +$605K |
|