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 | |
|---|---|---|---|---|---|---|
751
Doximity
DOCS
$13.2B
| $20.6M | 0.02% |
683,239
-952
| -0.1% | -$28.8K |
|
752
Asbury Automotive
ABG
$4.97B
| $20.6M | 0.02% |
136,608
-598
| -0.4% | -$90.4K |
|
753
Saic
SAIC
$4.9B
| $20.6M | 0.02% |
233,416
-32,001
| -12% | -$2.83M |
|
754
Landstar System
LSTR
$4.59B
| $20.5M | 0.02% |
142,249
-5,024
| -3% | -$725K |
|
755
Quest Diagnostics
DGX
$20.5B
| $20.5M | 0.02% |
167,361
+15,172
| +10% | +$1.86M |
|
756
Waters Corp
WAT
$18B
| $20.5M | 0.02% |
76,039
-3,474
| -4% | -$936K |
|
757
Conagra Brands
CAG
$9.31B
| $20.5M | 0.02% |
628,023
-47,146
| -7% | -$1.54M |
|
758
J.M. Smucker
SJM
$11.8B
| $20.5M | 0.02% |
149,071
-5,281
| -3% | -$726K |
|
759
DT Midstream
DTM
$10.9B
| $20.5M | 0.02% |
394,598
-41
| -0% | -$2.13K |
|
760
The Bancorp
TBBK
$3.53B
| $20.5M | 0.02% |
930,633
-21,750
| -2% | -$478K |
|
761
Darden Restaurants
DRI
$24.9B
| $20.4M | 0.02% |
161,885
+1,779
| +1% | +$225K |
|
762
Frontier Communications
FYBR
$9.38B
| $20.4M | 0.02% |
871,673
+846,303
| +3,336% | +$19.8M |
|
763
Merit Medical Systems
MMSI
$5.34B
| $20.4M | 0.02% |
361,288
+15,016
| +4% | +$849K |
|
764
Franklin Electric
FELE
$4.31B
| $20.4M | 0.02% |
249,440
-15,348
| -6% | -$1.25M |
|
765
BancFirst
BANF
$4.48B
| $20.3M | 0.02% |
226,650
-41,022
| -15% | -$3.67M |
|
766
Option Care Health
OPCH
$4.77B
| $20.3M | 0.02% |
643,462
-388,504
| -38% | -$12.2M |
|
767
IDEX
IEX
$12.4B
| $20.2M | 0.02% |
101,212
+2,118
| +2% | +$423K |
|
768
Selective Insurance
SIGI
$4.85B
| $20.2M | 0.02% |
248,208
-24,139
| -9% | -$1.96M |
|
769
iShares Core US Aggregate Bond ETF
AGG
$132B
| $20.2M | 0.02% |
209,485
+206,074
| +6,041% | +$19.9M |
|
770
SEI Investments
SEIC
$10.9B
| $20.2M | 0.02% |
411,388
-2,174
| -0.5% | -$107K |
|
|
LHCG
771
DELISTED
LHC Group LLC
LHCG
| $20.1M | 0.02% |
123,101
-492
| -0.4% | -$80.5K |
|
772
Onto Innovation
ONTO
$5.3B
| $20.1M | 0.02% |
313,873
-13,203
| -4% | -$846K |
|
773
Murphy Oil
MUR
$3.69B
| $20.1M | 0.02% |
571,514
-2,772
| -0.5% | -$97.5K |
|
774
Acuity Brands
AYI
$10.4B
| $20.1M | 0.02% |
127,585
-8,544
| -6% | -$1.35M |
|
775
Alarm.com
ALRM
$2.82B
| $20M | 0.02% |
308,364
+18,800
| +6% | +$1.22M |
|