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 | |
|---|---|---|---|---|---|---|
726
Jefferies Financial Group
JEF
$13.9B
| $21.4M | 0.02% |
760,518
-30,492
| -4% | -$860K |
|
727
Halozyme
HALO
$9.07B
| $21.4M | 0.02% |
541,579
-92,981
| -15% | -$3.68M |
|
728
ATI
ATI
$10.5B
| $21.4M | 0.02% |
804,655
+25,972
| +3% | +$691K |
|
729
Western Union
WU
$2.74B
| $21.4M | 0.02% |
1,585,109
+51,419
| +3% | +$694K |
|
730
Paycom
PAYC
$12.7B
| $21.4M | 0.02% |
64,797
+2,049
| +3% | +$676K |
|
731
Jack Henry & Associates
JKHY
$11.8B
| $21.4M | 0.02% |
117,235
+10,221
| +10% | +$1.86M |
|
732
First Financial Bankshares
FFIN
$5.13B
| $21.3M | 0.02% |
510,194
-2,437
| -0.5% | -$102K |
|
|
TWNK
733
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $21.3M | 0.02% |
915,687
-507,168
| -36% | -$11.8M |
|
734
Synovus
SNV
$7.19B
| $21.3M | 0.02% |
566,587
-5,506
| -1% | -$207K |
|
735
EQT Corp
EQT
$31.8B
| $21.2M | 0.02% |
520,800
-722,765
| -58% | -$29.5M |
|
736
Glacier Bancorp
GBCI
$5.8B
| $21.2M | 0.02% |
431,702
+8,228
| +2% | +$404K |
|
737
Hologic
HOLX
$14.8B
| $21.2M | 0.02% |
328,723
+14,976
| +5% | +$966K |
|
738
Citizens Financial Group
CFG
$22.3B
| $21.2M | 0.02% |
616,067
-2,239
| -0.4% | -$76.9K |
|
739
ITT
ITT
$13.9B
| $21.1M | 0.02% |
322,564
-6,253
| -2% | -$409K |
|
740
Atmos Energy
ATO
$26.7B
| $21.1M | 0.02% |
206,913
-5,571
| -3% | -$567K |
|
741
The Mosaic Company
MOS
$10.7B
| $21M | 0.02% |
434,383
-71,004
| -14% | -$3.43M |
|
742
Bruker
BRKR
$4.87B
| $20.9M | 0.02% |
394,141
-4,097
| -1% | -$217K |
|
743
Envista
NVST
$3.59B
| $20.9M | 0.02% |
637,107
-308,086
| -33% | -$10.1M |
|
744
Polaris
PII
$3.37B
| $20.9M | 0.02% |
218,480
-3,120
| -1% | -$298K |
|
745
TopBuild
BLD
$12B
| $20.8M | 0.02% |
126,456
-3,558
| -3% | -$586K |
|
746
Curtiss-Wright
CW
$19.3B
| $20.8M | 0.02% |
149,644
-1,677
| -1% | -$233K |
|
|
XYZ
747
Block, Inc.
XYZ
$45.2B
| $20.8M | 0.02% |
378,411
-14,697
| -4% | -$808K |
|
748
Factset
FDS
$14B
| $20.8M | 0.02% |
51,870
+924
| +2% | +$370K |
|
749
Park Hotels & Resorts
PK
$2.4B
| $20.8M | 0.02% |
1,842,931
-6,912,302
| -79% | -$77.8M |
|
750
Capri Holdings
CPRI
$2.6B
| $20.7M | 0.02% |
538,461
-43,131
| -7% | -$1.66M |
|