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 | |
|---|---|---|---|---|---|---|
676
Broadridge
BR
$29.9B
| $23.3M | 0.02% |
161,761
+10,520
| +7% | +$1.52M |
|
677
PPL Corp
PPL
$26.6B
| $23.2M | 0.02% |
916,595
-10,227
| -1% | -$259K |
|
678
Murphy USA
MUSA
$7.61B
| $23.2M | 0.02% |
84,511
-4,334
| -5% | -$1.19M |
|
679
PBF Energy
PBF
$3.31B
| $23.2M | 0.02% |
660,770
+69,442
| +12% | +$2.44M |
|
680
CenterPoint Energy
CNP
$25B
| $23.2M | 0.02% |
823,800
+266
| +0% | +$7.5K |
|
681
Federal Realty Investment Trust
FRT
$8.79B
| $23.2M | 0.02% |
257,130
-214,684
| -46% | -$19.3M |
|
682
Northern Trust
NTRS
$24.7B
| $23.1M | 0.02% |
269,975
-16,391
| -6% | -$1.4M |
|
683
Voya Financial
VOYA
$7.39B
| $23.1M | 0.02% |
381,777
-20,483
| -5% | -$1.24M |
|
684
Quanta Services
PWR
$58.2B
| $23.1M | 0.02% |
181,111
-218,562
| -55% | -$27.8M |
|
685
Arrow Electronics
ARW
$6.65B
| $23.1M | 0.02% |
250,261
-11,488
| -4% | -$1.06M |
|
686
Lithia Motors
LAD
$8.81B
| $23M | 0.02% |
107,313
-6,567
| -6% | -$1.41M |
|
687
Golden Entertainment
GDEN
$647M
| $23M | 0.02% |
659,662
+63
| +0% | +$2.2K |
|
688
Amcor
AMCR
$19.2B
| $23M | 0.02% |
2,141,791
-148,608
| -6% | -$1.59M |
|
689
First Foundation Inc
FFWM
$497M
| $23M | 0.02% |
1,266,275
+8,585
| +0.7% | +$156K |
|
690
Texas Roadhouse
TXRH
$11.1B
| $22.9M | 0.02% |
262,957
-9,008
| -3% | -$786K |
|
691
HealthEquity
HQY
$7.94B
| $22.9M | 0.02% |
341,429
-4,430
| -1% | -$298K |
|
692
Teradyne
TER
$18.4B
| $22.9M | 0.02% |
305,124
-92,428
| -23% | -$6.95M |
|
693
Sunrun
RUN
$3.68B
| $22.8M | 0.02% |
826,281
-607
| -0.1% | -$16.7K |
|
694
Clorox
CLX
$15.2B
| $22.8M | 0.02% |
177,475
+866
| +0.5% | +$111K |
|
695
Southwest Airlines
LUV
$16.7B
| $22.8M | 0.02% |
738,368
+2,821
| +0.4% | +$87K |
|
696
Jamf
JAMF
$1.4B
| $22.6M | 0.02% |
1,019,856
+131,101
| +15% | +$2.91M |
|
697
Take-Two Interactive
TTWO
$45.5B
| $22.6M | 0.02% |
207,293
+3,682
| +2% | +$401K |
|
698
Olin
OLN
$3.09B
| $22.6M | 0.02% |
526,305
-20,254
| -4% | -$868K |
|
699
Delta Air Lines
DAL
$39.5B
| $22.5M | 0.02% |
800,950
-15,241
| -2% | -$428K |
|
700
Emcor
EME
$28.7B
| $22.4M | 0.02% |
194,019
-9,925
| -5% | -$1.15M |
|