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 | |
|---|---|---|---|---|---|---|
426
Estee Lauder
EL
$31.6B
| $48.6M | 0.04% |
334,141
+6,088
| +2% | +$885K |
|
|
OAK
427
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $48.5M | 0.04% |
1,170,407
-106,763
| -8% | -$4.42M |
|
428
Nucor
NUE
$32.9B
| $48.3M | 0.04% |
760,757
-9,085
| -1% | -$576K |
|
429
Trimble
TRMB
$19.2B
| $48.2M | 0.04% |
1,109,040
+15,173
| +1% | +$659K |
|
430
Old Dominion Freight Line
ODFL
$31.1B
| $47.9M | 0.04% |
891,861
-22,140
| -2% | -$1.19M |
|
431
Expeditors International
EXPD
$16.4B
| $47.9M | 0.04% |
651,960
-32,000
| -5% | -$2.35M |
|
432
Cognex
CGNX
$7.49B
| $47.9M | 0.04% |
858,172
+20,392
| +2% | +$1.14M |
|
|
RHT
433
DELISTED
Red Hat Inc
RHT
| $47.7M | 0.04% |
350,212
-41,815
| -11% | -$5.7M |
|
434
Southwest Airlines
LUV
$16.4B
| $47.5M | 0.04% |
761,273
-11,545
| -1% | -$721K |
|
|
CNSL
435
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $47.5M | 0.04% |
3,643,304
-18,656
| -0.5% | -$243K |
|
436
Vishay Intertechnology
VSH
$2.08B
| $47.1M | 0.04% |
2,315,749
-41,786
| -2% | -$850K |
|
437
Regeneron Pharmaceuticals
REGN
$58.9B
| $47.1M | 0.04% |
116,631
+2,315
| +2% | +$935K |
|
438
Johnson Controls International
JCI
$71.2B
| $46.6M | 0.04% |
1,332,670
+19,830
| +2% | +$694K |
|
439
Zurn Elkay Water Solutions
ZWS
$7.75B
| $46.5M | 0.04% |
3,133,849
-43,851
| -1% | -$651K |
|
|
PRAH
440
DELISTED
PRA Health Sciences, Inc.
PRAH
| $46.5M | 0.04% |
421,707
+11,230
| +3% | +$1.24M |
|
441
State Street
STT
$31.8B
| $46.3M | 0.04% |
552,940
+28,655
| +5% | +$2.4M |
|
442
Cathay General Bancorp
CATY
$3.41B
| $46.3M | 0.04% |
1,117,868
-33,514
| -3% | -$1.39M |
|
|
ALXN
443
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $46.2M | 0.04% |
332,292
+6,396
| +2% | +$889K |
|
444
lululemon athletica
LULU
$19.6B
| $46.1M | 0.04% |
283,990
-67,108
| -19% | -$10.9M |
|
445
Capri Holdings
CPRI
$2.48B
| $46.1M | 0.04% |
672,151
+2,623
| +0.4% | +$180K |
|
446
Arrow Electronics
ARW
$6.53B
| $46M | 0.04% |
623,531
+8,589
| +1% | +$633K |
|
447
Synopsys
SNPS
$73.9B
| $45.9M | 0.04% |
465,877
+45,208
| +11% | +$4.46M |
|
|
CXO
448
DELISTED
CONCHO RESOURCES INC.
CXO
| $45.7M | 0.04% |
299,439
+79,288
| +36% | +$12.1M |
|
449
Synchrony
SYF
$28.4B
| $45.6M | 0.04% |
1,466,842
-112,560
| -7% | -$3.5M |
|
450
Royal Caribbean
RCL
$93.9B
| $45.5M | 0.04% |
350,363
-39,737
| -10% | -$5.16M |
|