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 | |
|---|---|---|---|---|---|---|
1051
Enterprise Financial Services Corp
EFSC
$2.24B
| $12.6M | 0.01% |
285,332
-10,727
| -4% | -$472K |
|
1052
Azenta
AZTA
$1.37B
| $12.5M | 0.01% |
292,392
-2,766
| -0.9% | -$119K |
|
1053
O-I Glass
OI
$1.99B
| $12.5M | 0.01% |
964,608
-307,515
| -24% | -$3.98M |
|
1054
Banner Corp
BANR
$2.29B
| $12.5M | 0.01% |
210,882
-1,505
| -0.7% | -$88.9K |
|
1055
Wendy's
WEN
$1.84B
| $12.4M | 0.01% |
664,840
-15,834
| -2% | -$296K |
|
1056
Loews
L
$20.3B
| $12.4M | 0.01% |
249,141
+2,833
| +1% | +$141K |
|
1057
VF Corp
VFC
$5.84B
| $12.4M | 0.01% |
415,164
+3,851
| +0.9% | +$115K |
|
|
NLSN
1058
DELISTED
Nielsen Holdings plc
NLSN
| $12.4M | 0.01% |
447,707
+4,014
| +0.9% | +$111K |
|
1059
Edgewell Personal Care
EPC
$1.01B
| $12.4M | 0.01% |
331,438
-27,401
| -8% | -$1.02M |
|
1060
Flowserve
FLS
$7.38B
| $12.4M | 0.01% |
509,464
-4,857
| -0.9% | -$118K |
|
|
PARA
1061
DELISTED
Paramount Global Class B
PARA
| $12.3M | 0.01% |
648,342
-126,076
| -16% | -$2.4M |
|
|
JNPR
1062
DELISTED
Juniper Networks
JNPR
| $12.3M | 0.01% |
471,735
-13,996
| -3% | -$366K |
|
1063
GATX Corp
GATX
$6.08B
| $12.3M | 0.01% |
144,490
-13,263
| -8% | -$1.13M |
|
1064
Douglas Emmett
DEI
$2.8B
| $12.3M | 0.01% |
684,500
-6,822
| -1% | -$122K |
|
1065
Lakeland Financial Corp
LKFN
$1.66B
| $12.3M | 0.01% |
168,521
-21,312
| -11% | -$1.55M |
|
1066
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.94B
| $12.3M | 0.01% |
167,354
+1,085
| +0.7% | +$79.5K |
|
1067
Stepan Co
SCL
$1.09B
| $12.2M | 0.01% |
130,732
-689
| -0.5% | -$64.5K |
|
1068
Sensient Technologies
SXT
$4.5B
| $12.2M | 0.01% |
176,013
-20,932
| -11% | -$1.45M |
|
1069
Quaker Houghton
KWR
$2.43B
| $12.2M | 0.01% |
84,301
+420
| +0.5% | +$60.6K |
|
1070
Brighthouse Financial
BHF
$2.8B
| $12.2M | 0.01% |
280,088
-14,836
| -5% | -$644K |
|
1071
Celanese
CE
$4.98B
| $12.1M | 0.01% |
134,031
-2,788
| -2% | -$252K |
|
1072
Molson Coors Class B
TAP
$9.57B
| $12.1M | 0.01% |
251,825
-27,061
| -10% | -$1.3M |
|
1073
MGM Resorts International
MGM
$9.36B
| $12.1M | 0.01% |
406,431
-38,891
| -9% | -$1.16M |
|
1074
Brady Corp
BRC
$3.74B
| $12.1M | 0.01% |
289,128
-11,217
| -4% | -$468K |
|
1075
Highwoods Properties
HIW
$3.5B
| $12.1M | 0.01% |
447,382
-69,359
| -13% | -$1.87M |
|