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 | |
|---|---|---|---|---|---|---|
801
Align Technology
ALGN
$9.85B
| $18.9M | 0.02% |
91,340
-3,442
| -4% | -$713K |
|
802
Ball Corp
BALL
$13.9B
| $18.9M | 0.02% |
391,457
-228,131
| -37% | -$11M |
|
803
Revvity
RVTY
$9.95B
| $18.9M | 0.02% |
157,089
-1,801
| -1% | -$217K |
|
804
Sally Beauty Holdings
SBH
$1.51B
| $18.9M | 0.02% |
1,497,345
-2,092,801
| -58% | -$26.4M |
|
805
Woodward
WWD
$14.4B
| $18.8M | 0.02% |
234,470
-4,178
| -2% | -$335K |
|
806
AES
AES
$9.15B
| $18.8M | 0.01% |
831,932
-13,103
| -2% | -$296K |
|
807
Old National Bancorp
ONB
$8.78B
| $18.8M | 0.01% |
1,139,872
+1,328
| +0.1% | +$21.9K |
|
|
AJRD
808
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $18.8M | 0.01% |
469,151
+1,031
| +0.2% | +$41.2K |
|
809
Diodes
DIOD
$2.52B
| $18.7M | 0.01% |
288,553
-13,572
| -4% | -$881K |
|
810
First American
FAF
$6.93B
| $18.7M | 0.01% |
405,818
-16,618
| -4% | -$766K |
|
811
United Bankshares
UBSI
$5.4B
| $18.7M | 0.01% |
523,291
-3,976
| -0.8% | -$142K |
|
|
PPBI
812
DELISTED
Pacific Premier Bancorp
PPBI
| $18.7M | 0.01% |
603,166
-32,354
| -5% | -$1M |
|
813
John Wiley & Sons Class A
WLY
$2.24B
| $18.6M | 0.01% |
496,131
-22,624
| -4% | -$850K |
|
814
KeyCorp
KEY
$21B
| $18.6M | 0.01% |
1,160,639
-14,011
| -1% | -$224K |
|
815
American States Water
AWR
$2.83B
| $18.6M | 0.01% |
238,110
-18,253
| -7% | -$1.42M |
|
816
Flowers Foods
FLO
$3.01B
| $18.6M | 0.01% |
751,627
-31,831
| -4% | -$786K |
|
817
New York Times
NYT
$9.53B
| $18.5M | 0.01% |
644,942
-11,105
| -2% | -$319K |
|
818
Cadence Bank
CADE
$6.96B
| $18.5M | 0.01% |
729,447
+15,251
| +2% | +$388K |
|
819
Cincinnati Financial
CINF
$24.5B
| $18.5M | 0.01% |
206,396
-1,984
| -1% | -$178K |
|
820
Ashland
ASH
$2.5B
| $18.5M | 0.01% |
194,284
-5,401
| -3% | -$513K |
|
821
Lumentum
LITE
$11.5B
| $18.5M | 0.01% |
269,069
-2,667
| -1% | -$183K |
|
822
Viavi Solutions
VIAV
$2.74B
| $18.4M | 0.01% |
1,412,936
-16,414
| -1% | -$214K |
|
823
Wabtec
WAB
$32.9B
| $18.4M | 0.01% |
226,357
-3,327
| -1% | -$271K |
|
824
WSFS Financial
WSFS
$3.17B
| $18.2M | 0.01% |
391,426
-8,423
| -2% | -$391K |
|
825
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $18.1M | 0.01% |
243,957
+59,663
| +32% | +$4.43M |
|