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 | |
|---|---|---|---|---|---|---|
776
Woodward
WWD
$14.3B
| $24.8M | 0.02% |
219,399
+15,545
| +8% | +$1.76M |
|
777
Veeva Systems
VEEV
$45B
| $24.8M | 0.02% |
86,047
+27,215
| +46% | +$7.84M |
|
778
Wintrust Financial
WTFC
$9.28B
| $24.8M | 0.02% |
308,125
+412
| +0.1% | +$33.1K |
|
779
Tenet Healthcare
THC
$16.9B
| $24.7M | 0.02% |
372,308
-3,338
| -0.9% | -$222K |
|
780
Onto Innovation
ONTO
$5.22B
| $24.7M | 0.02% |
342,107
-3,582
| -1% | -$259K |
|
781
Carnival Corp
CCL
$42B
| $24.7M | 0.02% |
986,666
+11,643
| +1% | +$291K |
|
782
Evertec
EVTC
$2.14B
| $24.6M | 0.02% |
538,573
-4,662
| -0.9% | -$213K |
|
783
Rogers Corp
ROG
$1.44B
| $24.5M | 0.02% |
131,405
-877
| -0.7% | -$164K |
|
|
AMED
784
DELISTED
Amedisys
AMED
| $24.5M | 0.02% |
164,144
+2,783
| +2% | +$415K |
|
785
Toll Brothers
TOL
$13.8B
| $24.5M | 0.02% |
442,200
-1,003
| -0.2% | -$55.5K |
|
|
MANT
786
DELISTED
Mantech International Corp
MANT
| $24.4M | 0.02% |
321,962
-31,816
| -9% | -$2.42M |
|
787
Old Republic International
ORI
$9.86B
| $24.4M | 0.02% |
1,056,300
+38,792
| +4% | +$897K |
|
788
ICF International
ICFI
$1.74B
| $24.4M | 0.02% |
273,613
+7,521
| +3% | +$672K |
|
789
LXP Industrial Trust
LXP
$2.68B
| $24.4M | 0.02% |
1,915,985
-35,458
| -2% | -$452K |
|
790
Goodyear
GT
$2.42B
| $24.4M | 0.02% |
1,377,019
-1,435
| -0.1% | -$25.4K |
|
791
MaxLinear
MXL
$1.4B
| $24.4M | 0.02% |
494,583
+8,932
| +2% | +$440K |
|
792
FirstEnergy
FE
$24.8B
| $24.3M | 0.02% |
683,478
+8,846
| +1% | +$315K |
|
793
Curtiss-Wright
CW
$18.5B
| $24.3M | 0.02% |
192,767
-1,433
| -0.7% | -$181K |
|
794
M&T Bank
MTB
$31.1B
| $24.3M | 0.02% |
162,863
+141
| +0.1% | +$21.1K |
|
795
3D Systems Corporation
DDD
$278M
| $24.2M | 0.02% |
878,065
-5,864
| -0.7% | -$162K |
|
796
Hologic
HOLX
$14.6B
| $24.2M | 0.02% |
327,312
+4,386
| +1% | +$324K |
|
797
Floor & Decor
FND
$9.25B
| $24.2M | 0.02% |
199,937
-25,656
| -11% | -$3.1M |
|
798
Flywire
FLYW
$1.59B
| $24.1M | 0.02% |
550,788
+10,536
| +2% | +$462K |
|
799
WSFS Financial
WSFS
$3.18B
| $24.1M | 0.02% |
470,457
-3,964
| -0.8% | -$203K |
|
800
Casey's General Stores
CASY
$19.8B
| $24.1M | 0.02% |
127,992
-536
| -0.4% | -$101K |
|