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 | |
|---|---|---|---|---|---|---|
701
DoubleVerify
DV
$2.28B
| $22.4M | 0.02% |
818,102
+318,222
| +64% | +$8.7M |
|
702
Valmont Industries
VMI
$7.64B
| $22.4M | 0.02% |
83,222
-755
| -0.9% | -$203K |
|
703
FTI Consulting
FCN
$5.39B
| $22.3M | 0.02% |
134,642
-1,469
| -1% | -$243K |
|
704
Mid-America Apartment Communities
MAA
$16.9B
| $22.3M | 0.02% |
143,650
-1,713
| -1% | -$266K |
|
705
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.49B
| $22.2M | 0.02% |
+1,370,750
| New | +$22.2M |
|
706
Iridium Communications
IRDM
$1.96B
| $22.2M | 0.02% |
499,442
-11,039
| -2% | -$490K |
|
707
Flywire
FLYW
$1.68B
| $22.1M | 0.02% |
963,132
+25,742
| +3% | +$591K |
|
708
CVB Financial
CVBF
$2.8B
| $22.1M | 0.02% |
872,845
-120,739
| -12% | -$3.06M |
|
709
National Fuel Gas
NFG
$7.95B
| $21.9M | 0.02% |
356,277
-3,678
| -1% | -$226K |
|
710
Nova
NVMI
$8.54B
| $21.9M | 0.02% |
256,813
-6,981
| -3% | -$595K |
|
711
WEX
WEX
$6.04B
| $21.9M | 0.02% |
172,446
-5,762
| -3% | -$731K |
|
712
Gentex
GNTX
$6.23B
| $21.9M | 0.02% |
916,749
-6,503
| -0.7% | -$155K |
|
713
Bombardier Recreational Products
DOOO
$4.76B
| $21.8M | 0.02% |
352,613
-10,872
| -3% | -$673K |
|
714
Matador Resources
MTDR
$6.03B
| $21.8M | 0.02% |
445,858
-201,336
| -31% | -$9.85M |
|
715
Fabrinet
FN
$13B
| $21.8M | 0.02% |
228,128
-2,746
| -1% | -$262K |
|
716
Ingersoll Rand
IR
$32.2B
| $21.7M | 0.02% |
502,243
-8,923
| -2% | -$386K |
|
717
Tenet Healthcare
THC
$17.1B
| $21.7M | 0.02% |
420,479
-3,539
| -0.8% | -$183K |
|
718
MDU Resources
MDU
$3.35B
| $21.7M | 0.02% |
2,084,376
-20,639
| -1% | -$215K |
|
719
Wyndham Hotels & Resorts
WH
$6.75B
| $21.6M | 0.02% |
352,447
-21,880
| -6% | -$1.34M |
|
720
Mueller Industries
MLI
$11B
| $21.6M | 0.02% |
726,290
-51,320
| -7% | -$1.53M |
|
721
Clean Harbors
CLH
$12.8B
| $21.6M | 0.02% |
196,241
-1,015
| -0.5% | -$112K |
|
722
Brixmor Property Group
BRX
$8.59B
| $21.6M | 0.02% |
1,168,085
-11,045
| -0.9% | -$204K |
|
723
Sonoco
SON
$4.65B
| $21.6M | 0.02% |
380,182
-3,715
| -1% | -$211K |
|
724
iShares MSCI World ETF
URTH
$5.73B
| $21.5M | 0.02% |
215,257
-74,206
| -26% | -$7.42M |
|
725
CMS Energy
CMS
$21.4B
| $21.5M | 0.02% |
368,450
+3,014
| +0.8% | +$176K |
|