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 | |
|---|---|---|---|---|---|---|
851
Avista
AVA
$2.94B
| $17.6M | 0.01% |
475,509
-44,111
| -8% | -$1.63M |
|
852
Coherent
COHR
$16.1B
| $17.6M | 0.01% |
505,160
+83,362
| +20% | +$2.91M |
|
853
Encompass Health
EHC
$12.8B
| $17.6M | 0.01% |
388,829
-104,904
| -21% | -$4.74M |
|
854
Toll Brothers
TOL
$13.8B
| $17.6M | 0.01% |
418,653
-18,492
| -4% | -$777K |
|
855
Valvoline
VVV
$5B
| $17.5M | 0.01% |
691,237
-16,400
| -2% | -$416K |
|
856
Jacobs Solutions
J
$17.3B
| $17.5M | 0.01% |
194,550
-1,219
| -0.6% | -$109K |
|
857
Arcosa
ACA
$4.72B
| $17.4M | 0.01% |
304,047
-9,878
| -3% | -$565K |
|
858
Post Holdings
POST
$5.69B
| $17.4M | 0.01% |
212,150
-7,863
| -4% | -$644K |
|
859
C.H. Robinson
CHRW
$15.5B
| $17.3M | 0.01% |
179,828
+18,603
| +12% | +$1.79M |
|
860
Pool Corp
POOL
$11.9B
| $17.3M | 0.01% |
54,257
+2,538
| +5% | +$808K |
|
|
NEX
861
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $17.2M | 0.01% |
2,329,382
+386,950
| +20% | +$2.86M |
|
862
First Interstate BancSystem
FIBK
$3.37B
| $17.2M | 0.01% |
426,923
+4,523
| +1% | +$182K |
|
863
Simmons First National
SFNC
$2.97B
| $17.2M | 0.01% |
790,332
+8,052
| +1% | +$175K |
|
|
AEL
864
DELISTED
American Equity Investment Life Holding Company
AEL
| $17.2M | 0.01% |
461,731
-81,048
| -15% | -$3.02M |
|
865
Crocs
CROX
$4.42B
| $17.2M | 0.01% |
250,271
+3,320
| +1% | +$228K |
|
866
JB Hunt Transport Services
JBHT
$13.3B
| $17.2M | 0.01% |
109,843
+1,771
| +2% | +$277K |
|
867
Leggett & Platt
LEG
$1.34B
| $17.2M | 0.01% |
517,050
-8,717
| -2% | -$290K |
|
868
Sanmina
SANM
$6.53B
| $17.2M | 0.01% |
372,674
-48,054
| -11% | -$2.21M |
|
869
RLI Corp
RLI
$6.08B
| $17.2M | 0.01% |
335,248
-32,296
| -9% | -$1.65M |
|
870
Badger Meter
BMI
$5.23B
| $17.2M | 0.01% |
185,718
-9,226
| -5% | -$852K |
|
871
Black Hills Corp
BKH
$4.28B
| $17.2M | 0.01% |
253,255
+1,286
| +0.5% | +$87.1K |
|
872
Boston Properties
BXP
$11.7B
| $17.1M | 0.01% |
228,583
-12,947
| -5% | -$971K |
|
873
Rayonier
RYN
$4.04B
| $17.1M | 0.01% |
599,826
-5,418
| -0.9% | -$155K |
|
874
Resideo Technologies
REZI
$5.39B
| $17.1M | 0.01% |
897,312
+244
| +0% | +$4.65K |
|
875
Best Buy
BBY
$16.1B
| $17.1M | 0.01% |
270,004
+12,798
| +5% | +$811K |
|