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 | |
|---|---|---|---|---|---|---|
|
STMP
551
DELISTED
Stamps.com, Inc.
STMP
| $33.9M | 0.03% |
149,860
+8,788
| +6% | +$1.99M |
|
552
Arista Networks
ANET
$189B
| $33.9M | 0.03% |
2,038,576
+1,882,112
| +1,203% | +$31.3M |
|
553
OGE Energy
OGE
$8.85B
| $33.8M | 0.03% |
929,233
+8,567
| +0.9% | +$311K |
|
554
Stanley Black & Decker
SWK
$11.9B
| $33.5M | 0.03% |
229,054
+587
| +0.3% | +$86K |
|
555
Quest Diagnostics
DGX
$20.1B
| $33.4M | 0.03% |
309,238
-29,499
| -9% | -$3.18M |
|
556
Edison International
EIX
$21.4B
| $33.2M | 0.03% |
489,960
+4,649
| +1% | +$315K |
|
557
Xylem
XYL
$33.5B
| $33.1M | 0.03% |
415,029
+4,842
| +1% | +$387K |
|
558
Waters Corp
WAT
$17.4B
| $33.1M | 0.03% |
169,917
+53
| +0% | +$10.3K |
|
|
CRZO
559
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $33M | 0.03% |
1,311,284
+95,315
| +8% | +$2.4M |
|
|
560
Dentsply Sirona
XRAY
$2.73B
| $33M | 0.03% |
873,871
-5,648,253
| -87% | -$213M |
|
561
Axon Enterprise
AXON
$58.7B
| $32.7M | 0.03% |
478,538
+24,705
| +5% | +$1.69M |
|
562
NETGEAR
NTGR
$823M
| $32.7M | 0.03% |
519,857
+1,262
| +0.2% | +$79.3K |
|
563
Carlisle Companies
CSL
$16.2B
| $32.6M | 0.03% |
267,726
-561
| -0.2% | -$68.3K |
|
564
Deckers Outdoor
DECK
$16.9B
| $32.5M | 0.03% |
1,643,154
+38,316
| +2% | +$757K |
|
|
POLY
565
DELISTED
Plantronics, Inc.
POLY
| $32.4M | 0.03% |
536,632
+3,232
| +0.6% | +$195K |
|
566
FirstCash
FCFS
$6.46B
| $32.3M | 0.03% |
394,391
+6,238
| +2% | +$512K |
|
567
IQVIA
IQV
$31.3B
| $32.3M | 0.03% |
249,245
+3,045
| +1% | +$395K |
|
|
AZPN
568
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $32.3M | 0.03% |
283,354
-26,922
| -9% | -$3.07M |
|
569
AutoZone
AZO
$71.1B
| $32.3M | 0.03% |
41,595
+273
| +0.7% | +$212K |
|
|
CERN
570
DELISTED
Cerner Corp
CERN
| $32.2M | 0.03% |
500,221
+38,643
| +8% | +$2.49M |
|
|
TFCF
571
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $32.2M | 0.03% |
701,737
+64,520
| +10% | +$2.96M |
|
|
ESL
572
DELISTED
Esterline Technologies
ESL
| $32.1M | 0.03% |
353,420
-40,150
| -10% | -$3.65M |
|
573
Semtech
SMTC
$5.36B
| $32.1M | 0.03% |
576,750
+22,171
| +4% | +$1.23M |
|
|
TWTR
574
DELISTED
Twitter, Inc.
TWTR
| $32.1M | 0.03% |
1,126,300
+13,857
| +1% | +$394K |
|
575
Corpay
CPAY
$21.5B
| $32M | 0.03% |
140,426
+771
| +0.6% | +$176K |
|