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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Helmerich & Payne
HP
$2.02B
| $26.6M | 0.02% |
971,535
+21,787
| +2% | +$597K |
|
727
ASGN Inc
ASGN
$2.26B
| $26.6M | 0.02% |
234,934
+1,318
| +0.6% | +$149K |
|
728
Fabrinet
FN
$13.2B
| $26.5M | 0.02% |
258,742
-2,207
| -0.8% | -$226K |
|
729
Azenta
AZTA
$1.34B
| $26.4M | 0.02% |
258,270
-1,773
| -0.7% | -$181K |
|
730
NetApp
NTAP
$24.7B
| $26.4M | 0.02% |
294,362
-84,149
| -22% | -$7.55M |
|
731
Insight Enterprises
NSIT
$3.93B
| $26.4M | 0.02% |
292,881
-5,654
| -2% | -$509K |
|
|
SWN
732
DELISTED
Southwestern Energy Company
SWN
| $26.4M | 0.02% |
4,758,446
+156,540
| +3% | +$867K |
|
733
Merit Medical Systems
MMSI
$5.26B
| $26.3M | 0.02% |
366,902
+5,207
| +1% | +$374K |
|
734
Edison International
EIX
$20.7B
| $26.3M | 0.02% |
474,426
-57,377
| -11% | -$3.18M |
|
735
Prestige Consumer Healthcare
PBH
$3.18B
| $26.3M | 0.02% |
468,958
-6,155
| -1% | -$345K |
|
736
Commerce Bancshares
CBSH
$7.98B
| $26.3M | 0.02% |
458,995
+13,579
| +3% | +$778K |
|
737
AGCO
AGCO
$8.06B
| $26.3M | 0.02% |
214,688
-1,160
| -0.5% | -$142K |
|
738
NNN REIT
NNN
$8.05B
| $26.3M | 0.02% |
608,232
-3,717
| -0.6% | -$161K |
|
739
nVent Electric
NVT
$15.4B
| $26.3M | 0.02% |
812,164
-380,254
| -32% | -$12.3M |
|
740
KeyCorp
KEY
$21B
| $26.2M | 0.02% |
1,214,069
-26,570
| -2% | -$574K |
|
741
First Hawaiian
FHB
$3.2B
| $26.2M | 0.02% |
894,154
-18,184
| -2% | -$534K |
|
742
DocuSign
DOCU
$15.9B
| $26.2M | 0.02% |
101,585
+53,940
| +113% | +$13.9M |
|
743
Celsius Holdings
CELH
$14.4B
| $26.1M | 0.02% |
870,330
+128,601
| +17% | +$3.86M |
|
744
Purple Innovation
PRPL
$116M
| $26.1M | 0.02% |
1,243,233
+33,064
| +3% | +$695K |
|
745
Valmont Industries
VMI
$7.46B
| $26.1M | 0.02% |
110,989
+2
| +0% | +$470 |
|
746
Darden Restaurants
DRI
$24.5B
| $26.1M | 0.02% |
172,044
+719
| +0.4% | +$109K |
|
747
Broadridge
BR
$29.1B
| $26M | 0.02% |
155,995
-149
| -0.1% | -$24.8K |
|
748
Entergy
ETR
$39.2B
| $25.9M | 0.02% |
521,714
-28,464
| -5% | -$1.41M |
|
749
Boston Properties
BXP
$11.5B
| $25.9M | 0.02% |
238,722
-13,937
| -6% | -$1.51M |
|
750
NCR Voyix
VYX
$1.76B
| $25.8M | 0.02% |
1,085,293
+3,927
| +0.4% | +$93.4K |
|