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 | |
|---|---|---|---|---|---|---|
651
Pinnacle Financial Partners
PNFP
$7.58B
| $24.2M | 0.02% |
297,808
-2,754
| -0.9% | -$223K |
|
652
Academy Sports + Outdoors
ASO
$3.21B
| $24.1M | 0.02% |
571,356
-78,758
| -12% | -$3.32M |
|
653
Royal Gold
RGLD
$12.3B
| $24M | 0.02% |
255,935
-2,651
| -1% | -$249K |
|
654
McCormick & Company Non-Voting
MKC
$18.4B
| $24M | 0.02% |
336,768
+21,535
| +7% | +$1.53M |
|
655
Alamos Gold
AGI
$13.9B
| $24M | 0.02% |
3,217,300
+2,643,500
| +461% | +$19.7M |
|
656
Stantec
STN
$12.4B
| $23.9M | 0.02% |
543,200
-31,150
| -5% | -$1.37M |
|
657
RenaissanceRe
RNR
$11.2B
| $23.9M | 0.02% |
170,493
-4,215
| -2% | -$592K |
|
658
Molina Healthcare
MOH
$9.71B
| $23.9M | 0.02% |
72,505
-30,678
| -30% | -$10.1M |
|
659
Churchill Downs
CHDN
$6.77B
| $23.9M | 0.02% |
259,704
-70,612
| -21% | -$6.5M |
|
660
Cardinal Health
CAH
$35.6B
| $23.9M | 0.02% |
358,478
-28,474
| -7% | -$1.9M |
|
661
Dick's Sporting Goods
DKS
$20.4B
| $23.9M | 0.02% |
228,387
-6,167
| -3% | -$645K |
|
662
United Rentals
URI
$60.8B
| $23.9M | 0.02% |
88,297
-52,874
| -37% | -$14.3M |
|
663
CACI
CACI
$10.7B
| $23.8M | 0.02% |
91,259
-56,989
| -38% | -$14.9M |
|
664
First Advantage
FA
$2.74B
| $23.8M | 0.02% |
1,855,783
+55,504
| +3% | +$712K |
|
665
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $23.8M | 0.02% |
+333,348
| New | +$23.8M |
|
666
Vanguard Long-Term Bond ETF
BLV
$5.7B
| $23.8M | 0.02% |
330,219
+407
| +0.1% | +$29.3K |
|
667
Prosperity Bancshares
PB
$6.4B
| $23.7M | 0.02% |
355,318
-7,254
| -2% | -$484K |
|
668
Huntington Bancshares
HBAN
$25.8B
| $23.7M | 0.02% |
1,794,504
-16,694
| -0.9% | -$220K |
|
669
Vishay Intertechnology
VSH
$2.07B
| $23.6M | 0.02% |
1,328,677
-59,726
| -4% | -$1.06M |
|
670
Ciena
CIEN
$18.4B
| $23.6M | 0.02% |
583,679
-15,218
| -3% | -$615K |
|
671
Tower Semiconductor
TSEM
$7.57B
| $23.5M | 0.02% |
535,446
-104,559
| -16% | -$4.59M |
|
672
AGCO
AGCO
$8.02B
| $23.5M | 0.02% |
244,337
+413
| +0.2% | +$39.7K |
|
673
KBR
KBR
$6.42B
| $23.4M | 0.02% |
542,485
-9,888
| -2% | -$427K |
|
674
Old Republic International
ORI
$9.92B
| $23.4M | 0.02% |
1,119,913
-8,869
| -0.8% | -$186K |
|
675
Regions Financial
RF
$24.1B
| $23.4M | 0.02% |
1,163,478
-19,568
| -2% | -$393K |
|