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 | |
|---|---|---|---|---|---|---|
|
AMED
576
DELISTED
Amedisys
AMED
| $32M | 0.03% |
255,804
+12,652
| +5% | +$1.58M |
|
|
JBTM
577
JBT Marel Corporation
JBTM
$7.09B
| $31.9M | 0.03% |
267,611
+9,046
| +3% | +$1.08M |
|
|
XLNX
578
DELISTED
Xilinx Inc
XLNX
| $31.9M | 0.03% |
397,926
+11,378
| +3% | +$912K |
|
579
Global Payments
GPN
$20.6B
| $31.9M | 0.03% |
250,365
+960
| +0.4% | +$122K |
|
580
Selective Insurance
SIGI
$4.75B
| $31.7M | 0.03% |
499,537
+19,771
| +4% | +$1.26M |
|
|
EGN
581
DELISTED
Energen
EGN
| $31.7M | 0.03% |
368,070
-63,741
| -15% | -$5.49M |
|
|
ABMD
582
DELISTED
Abiomed Inc
ABMD
| $31.7M | 0.03% |
70,405
+4,811
| +7% | +$2.16M |
|
583
Advanced Energy
AEIS
$5.93B
| $31.6M | 0.03% |
612,146
-21,732
| -3% | -$1.12M |
|
584
Park Hotels & Resorts
PK
$2.36B
| $31.6M | 0.03% |
962,826
-870,112
| -47% | -$28.6M |
|
585
Zions Bancorporation
ZION
$8.56B
| $31.6M | 0.03% |
629,559
-207,482
| -25% | -$10.4M |
|
586
Neogen
NEOG
$1.21B
| $31.5M | 0.03% |
881,742
+39,014
| +5% | +$1.4M |
|
587
Chemours
CC
$2.44B
| $31.4M | 0.03% |
797,322
+5,498
| +0.7% | +$217K |
|
588
Waste Connections
WCN
$45.3B
| $31.4M | 0.03% |
394,234
-7,224
| -2% | -$576K |
|
589
L3Harris
LHX
$51.6B
| $31.3M | 0.03% |
185,091
-7,609
| -4% | -$1.29M |
|
|
BCPC
590
Balchem Corporation
BCPC
$5.05B
| $31.1M | 0.03% |
277,328
+11,978
| +5% | +$1.34M |
|
591
Newmont
NEM
$86.2B
| $31.1M | 0.03% |
1,028,574
+46,789
| +5% | +$1.41M |
|
592
Murphy Oil
MUR
$3.72B
| $31.1M | 0.03% |
931,610
-120,330
| -11% | -$4.01M |
|
593
Lumen
LUMN
$6.3B
| $30.9M | 0.03% |
1,458,235
-6,683
| -0.5% | -$142K |
|
594
Hercules Capital
HTGC
$3.51B
| $30.8M | 0.03% |
2,342,434
-69,837
| -3% | -$919K |
|
595
Wolverine World Wide
WWW
$2.51B
| $30.8M | 0.03% |
788,384
+34,233
| +5% | +$1.34M |
|
|
PARA
596
DELISTED
Paramount Global Class B
PARA
| $30.7M | 0.03% |
534,585
+5,989
| +1% | +$344K |
|
|
MRO
597
DELISTED
Marathon Oil Corporation
MRO
| $30.7M | 0.03% |
1,319,044
+15,441
| +1% | +$359K |
|
598
PPL Corp
PPL
$26.5B
| $30.7M | 0.03% |
1,048,266
+11,676
| +1% | +$342K |
|
599
Ventas
VTR
$31.5B
| $30.6M | 0.03% |
563,477
+37,032
| +7% | +$2.01M |
|
600
United Airlines
UAL
$34.8B
| $30.6M | 0.03% |
343,392
-5,906
| -2% | -$526K |
|