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 | |
|---|---|---|---|---|---|---|
601
Spire
SR
$4.5B
| $30.4M | 0.03% |
413,718
+16,368
| +4% | +$1.2M |
|
602
DTE Energy
DTE
$28.2B
| $30.4M | 0.03% |
327,267
+9,259
| +3% | +$860K |
|
603
Core Laboratories
CLB
$577M
| $30.4M | 0.03% |
262,064
+40,390
| +18% | +$4.68M |
|
604
Pool Corp
POOL
$11.9B
| $30.3M | 0.03% |
181,710
+2,029
| +1% | +$339K |
|
605
Alliance Resource Partners
ARLP
$2.92B
| $30.3M | 0.03% |
1,485,636
-75,859
| -5% | -$1.55M |
|
606
Fifth Third Bancorp
FITB
$30.1B
| $30.3M | 0.03% |
1,084,380
-19,757
| -2% | -$552K |
|
607
PBF Energy
PBF
$3.26B
| $30.3M | 0.03% |
606,304
+39,962
| +7% | +$1.99M |
|
608
Clorox
CLX
$15.1B
| $30M | 0.03% |
199,615
-74
| -0% | -$11.1K |
|
609
AptarGroup
ATR
$8.98B
| $29.9M | 0.03% |
277,167
+2,015
| +0.7% | +$217K |
|
610
Haemonetics
HAE
$2.59B
| $29.8M | 0.03% |
260,278
+4,124
| +2% | +$473K |
|
611
Glacier Bancorp
GBCI
$5.76B
| $29.8M | 0.03% |
691,000
+63,257
| +10% | +$2.73M |
|
612
Lamar Advertising Co
LAMR
$12.8B
| $29.8M | 0.03% |
382,493
+7,718
| +2% | +$600K |
|
|
BSMX
613
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $29.7M | 0.03% |
3,832,280
-622,093
| -14% | -$4.83M |
|
614
Dick's Sporting Goods
DKS
$20.4B
| $29.7M | 0.03% |
838,063
+487,887
| +139% | +$17.3M |
|
615
Oshkosh
OSK
$8.75B
| $29.7M | 0.03% |
417,231
+39,430
| +10% | +$2.81M |
|
616
Jones Lang LaSalle
JLL
$14.6B
| $29.7M | 0.03% |
205,588
+2,231
| +1% | +$322K |
|
617
Sabre
SABR
$679M
| $29.6M | 0.03% |
1,136,520
+8,555
| +0.8% | +$223K |
|
618
MarketAxess Holdings
MKTX
$6.9B
| $29.6M | 0.03% |
165,808
+2,518
| +2% | +$449K |
|
619
Central Garden & Pet Class A
CENTA
$2.07B
| $29.6M | 0.03% |
1,115,843
+52,610
| +5% | +$1.39M |
|
|
CTLT
620
DELISTED
CATALENT, INC.
CTLT
| $29.5M | 0.03% |
648,153
+53,587
| +9% | +$2.44M |
|
621
Dollar Tree
DLTR
$20.2B
| $29.4M | 0.03% |
360,514
-2,422
| -0.7% | -$198K |
|
622
Post Holdings
POST
$5.69B
| $29.3M | 0.03% |
456,617
+2,065
| +0.5% | +$132K |
|
623
American Eagle Outfitters
AEO
$3.34B
| $29.3M | 0.03% |
1,179,258
+4,523
| +0.4% | +$112K |
|
624
Charles River Laboratories
CRL
$7.54B
| $29.1M | 0.03% |
216,362
+3,456
| +2% | +$465K |
|
625
Merit Medical Systems
MMSI
$5.26B
| $29.1M | 0.03% |
472,940
+52,294
| +12% | +$3.21M |
|