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 | |
|---|---|---|---|---|---|---|
476
Corning
GLW
$64.2B
| $42.7M | 0.04% |
1,210,988
-15,714
| -1% | -$555K |
|
477
Tyler Technologies
TYL
$23.6B
| $42.6M | 0.04% |
173,696
+15,476
| +10% | +$3.79M |
|
|
UMPQ
478
DELISTED
Umpqua Holdings Corp
UMPQ
| $42.3M | 0.04% |
2,035,041
-814,976
| -29% | -$17M |
|
479
Caleres
CAL
$527M
| $41.9M | 0.04% |
1,169,288
+14,982
| +1% | +$537K |
|
480
Agilent Technologies
A
$35.2B
| $41.9M | 0.04% |
593,660
-12,081
| -2% | -$852K |
|
|
WRK
481
DELISTED
WestRock Company
WRK
| $41.9M | 0.04% |
783,323
-50,865
| -6% | -$2.72M |
|
482
Molson Coors Class B
TAP
$9.7B
| $41.8M | 0.04% |
680,350
+276,390
| +68% | +$17M |
|
483
Hewlett Packard
HPE
$32.2B
| $41.8M | 0.04% |
2,563,639
-42,743
| -2% | -$697K |
|
484
McKesson
MCK
$87.8B
| $41.6M | 0.04% |
313,539
+1,567
| +0.5% | +$208K |
|
485
Cummins
CMI
$55.8B
| $41.2M | 0.04% |
282,342
-7,390
| -3% | -$1.08M |
|
486
TD Synnex
SNX
$12.5B
| $41.1M | 0.04% |
970,438
-976
| -0.1% | -$41.3K |
|
487
Highwoods Properties
HIW
$3.44B
| $41.1M | 0.04% |
868,618
+127,029
| +17% | +$6M |
|
488
Four Corners Property Trust
FCPT
$2.68B
| $41M | 0.04% |
1,596,274
+1,118,000
| +234% | +$28.7M |
|
489
WaFd
WAFD
$2.47B
| $40.7M | 0.04% |
1,273,379
-49,548
| -4% | -$1.59M |
|
490
Zimmer Biomet
ZBH
$20.3B
| $40.7M | 0.04% |
319,163
+7,850
| +3% | +$1M |
|
491
Advanced Micro Devices
AMD
$259B
| $40.6M | 0.04% |
1,314,619
+45,478
| +4% | +$1.4M |
|
|
AUD
492
DELISTED
Audacy, Inc.
AUD
| $40.6M | 0.04% |
5,135,057
-1,100,800
| -18% | -$8.7M |
|
493
HNI Corp
HNI
$2.06B
| $40.6M | 0.04% |
916,959
-342,150
| -27% | -$15.1M |
|
494
Wabtec
WAB
$32.4B
| $40.5M | 0.04% |
386,393
+7,139
| +2% | +$749K |
|
|
TCF
495
DELISTED
TCF Financial Corporation
TCF
| $40.5M | 0.04% |
1,699,267
+155,028
| +10% | +$3.69M |
|
496
West Pharmaceutical
WST
$18.4B
| $40.4M | 0.04% |
327,544
+5,450
| +2% | +$673K |
|
|
VAR
497
DELISTED
Varian Medical Systems, Inc.
VAR
| $40.2M | 0.04% |
358,984
+49,418
| +16% | +$5.53M |
|
498
WEX
WEX
$5.81B
| $39.7M | 0.04% |
197,887
+15,227
| +8% | +$3.06M |
|
499
McCormick & Company Non-Voting
MKC
$18.4B
| $39.5M | 0.03% |
600,340
-42,056
| -7% | -$2.77M |
|
500
General Mills
GIS
$26.7B
| $39.4M | 0.03% |
917,967
+28,727
| +3% | +$1.23M |
|