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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Idexx Laboratories
IDXX
$51.4B
| $36.5M | 0.03% |
167,251
+28,838
| +21% | +$6.29M |
|
502
Kirby Corp
KEX
$4.86B
| $36.3M | 0.03% |
434,276
+3,181
| +0.7% | +$266K |
|
503
LCI Industries
LCII
$2.48B
| $36.2M | 0.03% |
401,905
+199,348
| +98% | +$18M |
|
504
Synopsys
SNPS
$73.8B
| $36M | 0.03% |
420,669
-472,401
| -53% | -$40.4M |
|
505
EchoStar
SATS
$23.5B
| $36M | 0.03% |
999,772
-1,145
| -0.1% | -$41.2K |
|
506
Trimble
TRMB
$19.2B
| $35.9M | 0.03% |
1,093,867
-1,969
| -0.2% | -$64.7K |
|
|
STMP
507
DELISTED
Stamps.com, Inc.
STMP
| $35.7M | 0.03% |
141,072
+7,319
| +5% | +$1.85M |
|
508
Murphy Oil
MUR
$3.62B
| $35.5M | 0.03% |
1,051,940
-40,224
| -4% | -$1.36M |
|
509
Western Digital
WDC
$33.1B
| $35.3M | 0.03% |
603,977
-35,790
| -6% | -$2.09M |
|
|
MBT
510
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $35.2M | 0.03% |
3,991,363
-2,642,894
| -40% | -$23.3M |
|
|
VAR
511
DELISTED
Varian Medical Systems, Inc.
VAR
| $35.2M | 0.03% |
309,566
-10,771
| -3% | -$1.22M |
|
512
MSC Industrial Direct
MSM
$5.09B
| $35.2M | 0.03% |
414,339
+8,034
| +2% | +$682K |
|
513
Tyler Technologies
TYL
$23.6B
| $35.1M | 0.03% |
158,220
+4,120
| +3% | +$915K |
|
514
Chemours
CC
$2.47B
| $35.1M | 0.03% |
791,824
-20,017
| -2% | -$888K |
|
515
Planet Fitness
PLNT
$8.52B
| $35M | 0.03% |
795,532
-8,625
| -1% | -$379K |
|
516
Chipotle Mexican Grill
CMG
$52B
| $34.9M | 0.03% |
4,049,000
+128,700
| +3% | +$1.11M |
|
517
FirstCash
FCFS
$6.46B
| $34.9M | 0.03% |
388,153
-15,364
| -4% | -$1.38M |
|
518
Nice
NICE
$8.82B
| $34.8M | 0.03% |
+335,539
| New | +$34.8M |
|
519
WEX
WEX
$5.82B
| $34.8M | 0.03% |
182,660
+4,611
| +3% | +$878K |
|
520
Zebra Technologies
ZBRA
$15.7B
| $34.8M | 0.03% |
242,861
+7,616
| +3% | +$1.09M |
|
|
GMS
521
DELISTED
GMS Inc
GMS
| $34.7M | 0.03% |
1,282,695
+610,869
| +91% | +$16.5M |
|
522
CenterPoint Energy
CNP
$24.6B
| $34.7M | 0.03% |
1,252,485
-129,668
| -9% | -$3.59M |
|
523
iShares MSCI EAFE ETF
EFA
$66.7B
| $34.6M | 0.03% |
516,103
+65,200
| +14% | +$4.37M |
|
524
Central Garden & Pet Class A
CENTA
$2.09B
| $34.4M | 0.03% |
1,063,233
+250,010
| +31% | +$8.09M |
|
525
Taylor Morrison
TMHC
$6.84B
| $34.2M | 0.03% |
1,644,847
+523,519
| +47% | +$10.9M |
|