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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Floor & Decor
FND
$9.29B
| $41M | 0.03% |
429,461
+413,188
| +2,539% | +$39.5M |
|
502
Masimo
MASI
$8B
| $40.9M | 0.03% |
177,977
+24,784
| +16% | +$5.69M |
|
503
Comfort Systems
FIX
$26.3B
| $40.7M | 0.03% |
544,854
-53,569
| -9% | -$4.01M |
|
504
Piper Sandler
PIPR
$5.96B
| $40.7M | 0.03% |
371,261
+16,174
| +5% | +$1.77M |
|
505
Portland General Electric
POR
$4.62B
| $40.5M | 0.03% |
853,388
-3,795
| -0.4% | -$180K |
|
506
WaFd
WAFD
$2.48B
| $40.5M | 0.03% |
1,314,942
-182,751
| -12% | -$5.63M |
|
507
Corning
GLW
$63.4B
| $40.5M | 0.03% |
930,395
-68,580
| -7% | -$2.98M |
|
508
Janus Henderson
JHG
$6.95B
| $40.5M | 0.03% |
1,298,792
+867,088
| +201% | +$27M |
|
509
AMN Healthcare
AMN
$766M
| $40.3M | 0.03% |
546,426
+7,074
| +1% | +$521K |
|
510
AutoZone
AZO
$71.7B
| $40.2M | 0.03% |
28,637
-2,706
| -9% | -$3.8M |
|
511
Cheesecake Factory
CAKE
$2.91B
| $40.1M | 0.03% |
685,759
+315,060
| +85% | +$18.4M |
|
512
Nasdaq
NDAQ
$54.8B
| $40.1M | 0.03% |
815,472
-40,227
| -5% | -$1.98M |
|
513
Middleby
MIDD
$7.05B
| $40.1M | 0.03% |
241,681
+77,022
| +47% | +$12.8M |
|
|
XLNX
514
DELISTED
Xilinx Inc
XLNX
| $39.8M | 0.03% |
321,089
-16,819
| -5% | -$2.08M |
|
|
PLAN
515
DELISTED
Anaplan, Inc.
PLAN
| $39.6M | 0.03% |
735,941
+711,697
| +2,936% | +$38.3M |
|
516
Omnicell
OMCL
$1.47B
| $39.6M | 0.03% |
304,886
+3,094
| +1% | +$402K |
|
|
DOOR
517
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $39.5M | 0.03% |
343,049
+22,550
| +7% | +$2.6M |
|
518
Dover
DOV
$24.3B
| $39.5M | 0.03% |
288,247
-15,683
| -5% | -$2.15M |
|
519
Paychex
PAYX
$48.4B
| $39.5M | 0.03% |
403,071
-34,344
| -8% | -$3.37M |
|
520
State Street
STT
$31.8B
| $39.5M | 0.03% |
470,088
-15,666
| -3% | -$1.32M |
|
521
Reliance Steel & Aluminium
RS
$15.5B
| $39.4M | 0.03% |
258,507
+44,399
| +21% | +$6.76M |
|
522
Delta Air Lines
DAL
$40.1B
| $39.3M | 0.03% |
814,312
-22,088
| -3% | -$1.07M |
|
523
Hain Celestial
HAIN
$169M
| $39.1M | 0.03% |
897,122
+588,807
| +191% | +$25.7M |
|
524
ASGN Inc
ASGN
$2.27B
| $39.1M | 0.03% |
409,736
+198,389
| +94% | +$18.9M |
|
525
Cencora
COR
$58.3B
| $39.1M | 0.03% |
331,031
+121,485
| +58% | +$14.3M |
|