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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Marriott International Class A Common Stock
MAR
$72.8B
| $58.5M | 0.05% |
442,848
-39,233
| -8% | -$5.18M |
|
377
Korn Ferry
KFY
$3.79B
| $58.4M | 0.05% |
1,186,581
+47,049
| +4% | +$2.32M |
|
|
APC
378
DELISTED
Anadarko Petroleum
APC
| $58.4M | 0.05% |
865,696
+13,179
| +2% | +$888K |
|
379
Eaton
ETN
$136B
| $58.1M | 0.05% |
669,727
+4,641
| +0.7% | +$403K |
|
380
FMC
FMC
$4.73B
| $57.8M | 0.05% |
763,792
+415
| +0.1% | +$31.4K |
|
|
LPT
381
DELISTED
Liberty Property Trust
LPT
| $57.6M | 0.05% |
1,362,826
-160,736
| -11% | -$6.79M |
|
|
ENLC
382
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $57.1M | 0.05% |
3,470,068
+437,156
| +14% | +$7.19M |
|
383
Fiserv
FI
$74.2B
| $56.7M | 0.05% |
687,934
+71,224
| +12% | +$5.87M |
|
|
RPT
384
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $56.6M | 0.05% |
4,160,250
+7,934
| +0.2% | +$108K |
|
385
Truist Financial
TFC
$58.4B
| $56.5M | 0.05% |
1,164,708
+7,812
| +0.7% | +$379K |
|
386
Lam Research
LRCX
$134B
| $56.4M | 0.05% |
3,715,270
+342,040
| +10% | +$5.19M |
|
387
Teledyne Technologies
TDY
$25.5B
| $56.3M | 0.05% |
228,403
+6,523
| +3% | +$1.61M |
|
388
Jack Henry & Associates
JKHY
$11.9B
| $56.2M | 0.05% |
350,976
+6,490
| +2% | +$1.04M |
|
389
Keysight
KEYS
$29.1B
| $56.1M | 0.05% |
846,138
+9,649
| +1% | +$640K |
|
390
BOK Financial
BOKF
$7.18B
| $56M | 0.05% |
575,162
-37,648
| -6% | -$3.66M |
|
391
Domino's
DPZ
$15.8B
| $55.6M | 0.05% |
188,704
+788
| +0.4% | +$232K |
|
392
Monster Beverage
MNST
$61.9B
| $55.6M | 0.05% |
1,907,660
+586,572
| +44% | +$17.1M |
|
393
ASGN Inc
ASGN
$2.3B
| $55.3M | 0.05% |
700,051
+44,052
| +7% | +$3.48M |
|
394
LCI Industries
LCII
$2.55B
| $55.2M | 0.05% |
667,118
+265,213
| +66% | +$22M |
|
|
AAN.A
395
DELISTED
AARON'S INC CL-A
AAN.A
| $55.1M | 0.05% |
1,012,417
+139,186
| +16% | +$7.58M |
|
396
Vermilion Energy
VET
$1.13B
| $54.9M | 0.05% |
1,666,555
-30,248
| -2% | -$996K |
|
397
Tetra Tech
TTEK
$9.38B
| $54.8M | 0.05% |
4,009,265
-185,965
| -4% | -$2.54M |
|
398
Cabot Corp
CBT
$4.31B
| $54.7M | 0.05% |
872,809
-100,534
| -10% | -$6.31M |
|
399
Analog Devices
ADI
$122B
| $54.5M | 0.05% |
588,987
+24,527
| +4% | +$2.27M |
|
400
Electronic Arts
EA
$42B
| $54.4M | 0.05% |
451,420
+2,954
| +0.7% | +$356K |
|