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 | |
|---|---|---|---|---|---|---|
|
GMS
626
DELISTED
GMS Inc
GMS
| $29M | 0.03% |
1,250,024
-32,671
| -3% | -$758K |
|
|
COR
627
DELISTED
Coresite Realty Corporation
COR
| $28.7M | 0.03% |
258,133
+12,390
| +5% | +$1.38M |
|
628
Toro Company
TTC
$7.68B
| $28.7M | 0.03% |
478,275
+2,883
| +0.6% | +$173K |
|
|
WCG
629
DELISTED
Wellcare Health Plans, Inc.
WCG
| $28.7M | 0.03% |
89,455
-120,965
| -57% | -$38.8M |
|
630
Prestige Consumer Healthcare
PBH
$3.2B
| $28.7M | 0.03% |
756,184
+3,408
| +0.5% | +$129K |
|
|
SBNY
631
DELISTED
Signature Bank
SBNY
| $28.5M | 0.03% |
248,430
+14,905
| +6% | +$1.71M |
|
632
Old Republic International
ORI
$9.92B
| $28.5M | 0.03% |
1,273,484
+155,087
| +14% | +$3.47M |
|
633
Bio-Rad Laboratories Class A
BIO
$7.49B
| $28.5M | 0.03% |
90,977
+959
| +1% | +$300K |
|
634
Piper Sandler
PIPR
$5.95B
| $28.3M | 0.02% |
370,784
+38,381
| +12% | +$2.93M |
|
635
Myriad Genetics
MYGN
$642M
| $28.3M | 0.02% |
614,691
+31,651
| +5% | +$1.46M |
|
|
HRC
636
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $28.2M | 0.02% |
299,055
+4,524
| +2% | +$427K |
|
637
Viatris
VTRS
$11.9B
| $28.2M | 0.02% |
769,692
-3,973
| -0.5% | -$145K |
|
638
Acuity Brands
AYI
$10.1B
| $28.2M | 0.02% |
179,134
-1,619
| -0.9% | -$254K |
|
639
Visteon
VC
$3.42B
| $28.1M | 0.02% |
302,962
+119,172
| +65% | +$11.1M |
|
640
Cintas
CTAS
$81.2B
| $28.1M | 0.02% |
568,412
+7,624
| +1% | +$377K |
|
641
Taylor Morrison
TMHC
$6.89B
| $28.1M | 0.02% |
1,556,258
-88,589
| -5% | -$1.6M |
|
|
ENDP
642
DELISTED
Endo International plc
ENDP
| $28M | 0.02% |
1,665,026
+39,971
| +2% | +$673K |
|
643
Hartford Financial Services
HIG
$36.9B
| $28M | 0.02% |
560,319
+12,346
| +2% | +$617K |
|
644
iShares MSCI EAFE ETF
EFA
$66.6B
| $28M | 0.02% |
411,203
-104,900
| -20% | -$7.13M |
|
645
Textron
TXT
$14.4B
| $27.9M | 0.02% |
390,658
-9,342
| -2% | -$668K |
|
|
EV
646
DELISTED
Eaton Vance Corp.
EV
| $27.9M | 0.02% |
530,982
+2,217
| +0.4% | +$117K |
|
647
APA Corp
APA
$8.33B
| $27.8M | 0.02% |
584,120
+7,669
| +1% | +$366K |
|
|
CSFL
648
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $27.8M | 0.02% |
992,419
+6,961
| +0.7% | +$195K |
|
|
TSS
649
DELISTED
Total System Services, Inc.
TSS
| $27.8M | 0.02% |
281,914
+7,378
| +3% | +$728K |
|
|
DNKN
650
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $27.8M | 0.02% |
377,254
+8,380
| +2% | +$618K |
|