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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
IQVIA
IQV
$32.2B
| $21.6M | 0.02% |
227,714
+179,479
| +372% | +$17.1M |
|
727
Trex
TREX
$6.77B
| $21.6M | 0.02% |
959,508
-10,712
| -1% | -$241K |
|
|
FCB
728
DELISTED
FCB Financial Holdings, Inc.
FCB
| $21.6M | 0.02% |
447,264
-2,359
| -0.5% | -$114K |
|
729
Idexx Laboratories
IDXX
$52.2B
| $21.6M | 0.02% |
138,781
-6,994
| -5% | -$1.09M |
|
730
Independence Realty Trust
IRT
$4.18B
| $21.6M | 0.02% |
2,121,772
+1,026,415
| +94% | +$10.4M |
|
731
MDU Resources
MDU
$3.28B
| $21.5M | 0.02% |
2,182,194
+8,576
| +0.4% | +$84.6K |
|
732
Wolverine World Wide
WWW
$2.56B
| $21.5M | 0.02% |
745,996
-11,016
| -1% | -$318K |
|
733
Invesco
IVZ
$9.81B
| $21.4M | 0.02% |
611,639
-14,235
| -2% | -$499K |
|
734
Sonoco
SON
$4.55B
| $21.4M | 0.02% |
424,584
+1,878
| +0.4% | +$94.7K |
|
|
ARRS
735
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $21.4M | 0.02% |
750,501
-45,313
| -6% | -$1.29M |
|
736
Conagra Brands
CAG
$9.3B
| $21.3M | 0.02% |
631,940
-27,497
| -4% | -$928K |
|
737
Brunswick
BC
$4.27B
| $21.3M | 0.02% |
380,414
-3,832
| -1% | -$214K |
|
738
Allison Transmission
ALSN
$7.52B
| $21.2M | 0.02% |
566,115
-1,143,147
| -67% | -$42.9M |
|
|
CY
739
DELISTED
Cypress Semiconductor
CY
| $21M | 0.02% |
1,401,206
+10,231
| +0.7% | +$154K |
|
740
Align Technology
ALGN
$9.85B
| $21M | 0.02% |
112,783
-10,336
| -8% | -$1.93M |
|
741
Ball Corp
BALL
$13.9B
| $21M | 0.02% |
508,586
-15,354
| -3% | -$634K |
|
742
GoDaddy
GDDY
$20.5B
| $21M | 0.02% |
482,726
-23,686
| -5% | -$1.03M |
|
|
SJI
743
DELISTED
South Jersey Industries, Inc.
SJI
| $21M | 0.02% |
607,697
-6,716
| -1% | -$232K |
|
744
Watsco
WSO
$16.3B
| $21M | 0.02% |
130,183
+5,930
| +5% | +$955K |
|
|
HRC
745
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $21M | 0.02% |
283,290
+22,188
| +8% | +$1.64M |
|
746
Sabra Healthcare REIT
SBRA
$4.6B
| $20.9M | 0.02% |
954,599
+374,948
| +65% | +$8.23M |
|
747
Pinnacle Financial Partners
PNFP
$7.63B
| $20.9M | 0.02% |
312,738
+10,369
| +3% | +$694K |
|
|
BCPC
748
Balchem Corporation
BCPC
$5.26B
| $20.9M | 0.02% |
257,537
-25
| -0% | -$2.03K |
|
|
SINA
749
DELISTED
Sina Corp
SINA
| $20.9M | 0.02% |
+182,519
| New | +$20.9M |
|
750
SLM Corp
SLM
$6.35B
| $20.9M | 0.02% |
1,823,892
+1,587
| +0.1% | +$18.2K |
|