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 | |
|---|---|---|---|---|---|---|
501
Brink's
BCO
$4.78B
| $39.2M | 0.03% |
562,187
+5,000
| +0.9% | +$349K |
|
502
Eastman Chemical
EMN
$7.62B
| $39.2M | 0.03% |
409,281
+4,465
| +1% | +$427K |
|
503
American Water Works
AWK
$27B
| $39.2M | 0.03% |
445,311
+9,774
| +2% | +$860K |
|
504
Trex
TREX
$6.45B
| $39.2M | 0.03% |
1,017,736
+37,946
| +4% | +$1.46M |
|
505
Medifast
MED
$151M
| $39M | 0.03% |
176,198
+7,423
| +4% | +$1.64M |
|
506
Independence Realty Trust
IRT
$4.1B
| $38.8M | 0.03% |
3,679,937
-596,962
| -14% | -$6.29M |
|
507
Lincoln National
LNC
$7.87B
| $38.6M | 0.03% |
570,658
+124,875
| +28% | +$8.45M |
|
508
Insperity
NSP
$1.92B
| $38.5M | 0.03% |
326,618
+18,715
| +6% | +$2.21M |
|
509
Factset
FDS
$13.7B
| $38.5M | 0.03% |
172,103
+91
| +0.1% | +$20.4K |
|
|
UCB
510
United Community Banks, Inc.
UCB
$3.97B
| $38.2M | 0.03% |
1,368,356
+77,578
| +6% | +$2.16M |
|
|
VIAB
511
DELISTED
Viacom Inc. Class B
VIAB
| $38.1M | 0.03% |
1,129,929
+83,445
| +8% | +$2.82M |
|
512
Thor Industries
THO
$5.68B
| $38.1M | 0.03% |
454,934
+236,343
| +108% | +$19.8M |
|
513
International Paper
IP
$24.8B
| $38.1M | 0.03% |
817,832
-914
| -0.1% | -$42.5K |
|
|
UNVR
514
DELISTED
Univar Solutions Inc.
UNVR
| $37.9M | 0.03% |
1,236,549
-48,443
| -4% | -$1.49M |
|
515
Teradyne
TER
$18.7B
| $37.8M | 0.03% |
1,021,113
+164,008
| +19% | +$6.07M |
|
516
HEICO Class A
HEI.A
$34.6B
| $37.6M | 0.03% |
497,951
+371,622
| +294% | +$28.1M |
|
517
EchoStar
SATS
$23.3B
| $37.6M | 0.03% |
1,000,148
+376
| +0% | +$14.1K |
|
518
Protolabs
PRLB
$1.17B
| $37.4M | 0.03% |
231,479
+24,310
| +12% | +$3.93M |
|
519
Paychex
PAYX
$47.8B
| $37.3M | 0.03% |
506,575
+42,733
| +9% | +$3.15M |
|
520
Reliance Steel & Aluminium
RS
$15.4B
| $37.2M | 0.03% |
436,362
+3,944
| +0.9% | +$336K |
|
521
Carnival Corp
CCL
$42.2B
| $37.1M | 0.03% |
581,178
+2,014
| +0.3% | +$128K |
|
522
Pebblebrook Hotel Trust
PEB
$1.36B
| $37M | 0.03% |
1,017,454
-898,076
| -47% | -$32.7M |
|
523
Five Below
FIVE
$8.04B
| $36.9M | 0.03% |
284,087
+9,697
| +4% | +$1.26M |
|
524
Green Dot
GDOT
$770M
| $36.9M | 0.03% |
415,832
+20,434
| +5% | +$1.81M |
|
525
EXL Service
EXLS
$6.94B
| $36.8M | 0.03% |
2,778,130
+14,480
| +0.5% | +$192K |
|