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 | |
|---|---|---|---|---|---|---|
|
ULTI
451
DELISTED
Ultimate Software Group Inc
ULTI
| $45.4M | 0.04% |
140,980
+12,086
| +9% | +$3.89M |
|
452
Garmin
GRMN
$45.9B
| $45.3M | 0.04% |
646,548
+17,337
| +3% | +$1.21M |
|
|
BFS
453
Saul Centers
BFS
$788M
| $45.2M | 0.04% |
807,409
-21,711
| -3% | -$1.22M |
|
454
Universal Health Services
UHS
$11.7B
| $44.8M | 0.04% |
350,175
+4,955
| +1% | +$633K |
|
455
Planet Fitness
PLNT
$8.51B
| $44.6M | 0.04% |
824,620
+29,088
| +4% | +$1.57M |
|
456
Align Technology
ALGN
$9.78B
| $44.5M | 0.04% |
113,826
+1,970
| +2% | +$771K |
|
457
eBay
EBAY
$41.7B
| $44.5M | 0.04% |
1,348,103
+30,467
| +2% | +$1.01M |
|
458
First American
FAF
$6.69B
| $44.5M | 0.04% |
862,837
-90,244
| -9% | -$4.66M |
|
459
Hillenbrand
HI
$1.76B
| $44.4M | 0.04% |
848,491
+23,670
| +3% | +$1.24M |
|
460
Public Service Enterprise Group
PEG
$40.4B
| $44.3M | 0.04% |
838,867
+4,766
| +0.6% | +$252K |
|
461
Reinsurance Group of America
RGA
$12.7B
| $44.2M | 0.04% |
305,602
-30,431
| -9% | -$4.4M |
|
462
Valley National Bancorp
VLY
$6.01B
| $44M | 0.04% |
3,914,783
+329,956
| +9% | +$3.71M |
|
463
T Rowe Price
TROW
$23.5B
| $43.9M | 0.04% |
402,208
+7,037
| +2% | +$768K |
|
464
Zebra Technologies
ZBRA
$15.7B
| $43.8M | 0.04% |
247,531
+4,670
| +2% | +$826K |
|
465
SAP
SAP
$305B
| $43.7M | 0.04% |
355,295
-43
| -0% | -$5.29K |
|
466
Fortive
FTV
$16.2B
| $43.5M | 0.04% |
617,200
+24,643
| +4% | +$1.74M |
|
|
Y
467
DELISTED
Alleghany Corporation
Y
| $43.5M | 0.04% |
66,594
-1,029
| -2% | -$671K |
|
468
Lamb Weston
LW
$7.75B
| $43.4M | 0.04% |
651,602
+7,942
| +1% | +$529K |
|
469
Coherent
COHR
$16.2B
| $43.4M | 0.04% |
916,892
+10,759
| +1% | +$509K |
|
470
UGI
UGI
$7.37B
| $43.3M | 0.04% |
780,550
+9,944
| +1% | +$552K |
|
471
Kemper
KMPR
$3.32B
| $43.3M | 0.04% |
538,179
+298,520
| +125% | +$24M |
|
472
National Health Investors
NHI
$3.71B
| $43.2M | 0.04% |
571,808
-190
| -0% | -$14.4K |
|
473
Amphenol
APH
$146B
| $43.2M | 0.04% |
1,837,980
+26,796
| +1% | +$630K |
|
474
Molina Healthcare
MOH
$9.56B
| $43.2M | 0.04% |
290,485
+66,941
| +30% | +$9.95M |
|
475
Freeport-McMoran
FCX
$65.3B
| $43M | 0.04% |
3,085,633
+143,876
| +5% | +$2M |
|