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 | |
|---|---|---|---|---|---|---|
826
Evergy
EVRG
$16.6B
| $18.1M | 0.01% |
304,781
+15,962
| +6% | +$948K |
|
827
Harley-Davidson
HOG
$3.73B
| $18.1M | 0.01% |
518,764
-60,217
| -10% | -$2.1M |
|
828
Credo Technology Group
CRDO
$27.6B
| $18.1M | 0.01% |
1,643,476
+108,916
| +7% | +$1.2M |
|
829
Rambus
RMBS
$9.53B
| $18.1M | 0.01% |
710,435
-50,380
| -7% | -$1.28M |
|
830
Skyworks Solutions
SWKS
$11.1B
| $18.1M | 0.01% |
211,798
+9,008
| +4% | +$768K |
|
831
Incyte
INCY
$16.8B
| $18M | 0.01% |
270,467
+28,585
| +12% | +$1.9M |
|
832
Expedia Group
EXPE
$27.4B
| $18M | 0.01% |
192,156
-5,830
| -3% | -$546K |
|
833
Moelis & Co
MC
$5.61B
| $18M | 0.01% |
531,753
+264,234
| +99% | +$8.93M |
|
834
Omnicom Group
OMC
$15.1B
| $18M | 0.01% |
284,687
-9,592
| -3% | -$605K |
|
835
TEGNA Inc
TGNA
$3.38B
| $18M | 0.01% |
868,232
+8,189
| +1% | +$169K |
|
|
PLL
836
DELISTED
Piedmont Lithium
PLL
| $17.9M | 0.01% |
335,457
+25,624
| +8% | +$1.37M |
|
837
Teleflex
TFX
$5.86B
| $17.9M | 0.01% |
88,977
-39,721
| -31% | -$8M |
|
838
Oshkosh
OSK
$8.88B
| $17.9M | 0.01% |
254,938
-4,317
| -2% | -$303K |
|
839
UDR
UDR
$12.9B
| $17.9M | 0.01% |
429,547
-29,143
| -6% | -$1.22M |
|
840
Globus Medical
GMED
$8.05B
| $17.9M | 0.01% |
300,292
-11,929
| -4% | -$711K |
|
841
Cboe Global Markets
CBOE
$24.7B
| $17.9M | 0.01% |
152,357
+18,546
| +14% | +$2.18M |
|
842
Signet Jewelers
SIG
$3.8B
| $17.9M | 0.01% |
312,659
-38,560
| -11% | -$2.21M |
|
843
ASGN Inc
ASGN
$2.33B
| $17.8M | 0.01% |
197,266
-6,437
| -3% | -$582K |
|
844
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.7M
| $17.8M | 0.01% |
995,521
| – | – |
|
845
SSR Mining
SSRM
$4.62B
| $17.7M | 0.01% |
1,199,743
-484,159
| -29% | -$7.16M |
|
846
Essential Properties Realty Trust
EPRT
$5.94B
| $17.7M | 0.01% |
909,498
-7,804
| -0.9% | -$152K |
|
847
California Water Service
CWT
$2.76B
| $17.7M | 0.01% |
335,571
+1,985
| +0.6% | +$105K |
|
848
Valley National Bancorp
VLY
$6.03B
| $17.7M | 0.01% |
1,636,564
+2,858
| +0.2% | +$30.9K |
|
849
Akamai
AKAM
$11.4B
| $17.7M | 0.01% |
219,935
+18,158
| +9% | +$1.46M |
|
850
Washington Trust Bancorp
WASH
$571M
| $17.7M | 0.01% |
379,977
-5,871
| -2% | -$273K |
|