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 | |
|---|---|---|---|---|---|---|
651
Commerce Bancshares
CBSH
$8B
| $27.8M | 0.02% |
591,642
+13,003
| +2% | +$611K |
|
|
AEL
652
DELISTED
American Equity Investment Life Holding Company
AEL
| $27.8M | 0.02% |
786,198
-497,382
| -39% | -$17.6M |
|
653
Fortis
FTS
$24.7B
| $27.6M | 0.02% |
852,160
-1,594
| -0.2% | -$51.7K |
|
654
Willis Towers Watson
WTW
$32.2B
| $27.5M | 0.02% |
195,413
+557
| +0.3% | +$78.5K |
|
655
LivaNova
LIVN
$3.09B
| $27.5M | 0.02% |
222,042
+25,505
| +13% | +$3.16M |
|
|
DNB
656
DELISTED
Dun & Bradstreet
DNB
| $27.5M | 0.02% |
192,843
+1,803
| +0.9% | +$257K |
|
|
B
657
DELISTED
Barnes Group Inc.
B
| $27.5M | 0.02% |
386,656
+4,611
| +1% | +$328K |
|
658
Helmerich & Payne
HP
$2.07B
| $27.4M | 0.02% |
398,887
-66,693
| -14% | -$4.59M |
|
|
IDTI
659
DELISTED
Integrated Device Technology I
IDTI
| $27.4M | 0.02% |
582,847
+12,037
| +2% | +$566K |
|
|
ORBK
660
DELISTED
Orbotech Ltd
ORBK
| $27.4M | 0.02% |
460,687
+48,760
| +12% | +$2.9M |
|
661
Kellanova
K
$27.5B
| $27.3M | 0.02% |
415,216
+7,383
| +2% | +$485K |
|
662
Avista
AVA
$2.94B
| $27.3M | 0.02% |
539,381
+17,766
| +3% | +$898K |
|
663
Curtiss-Wright
CW
$18.7B
| $27.2M | 0.02% |
198,291
+926
| +0.5% | +$127K |
|
664
Douglas Emmett
DEI
$2.75B
| $27.2M | 0.02% |
720,226
+18,608
| +3% | +$702K |
|
665
Masimo
MASI
$7.92B
| $27.1M | 0.02% |
217,532
+3,827
| +2% | +$477K |
|
|
HES
666
DELISTED
Hess
HES
| $27M | 0.02% |
376,876
-18,292
| -5% | -$1.31M |
|
|
VG
667
DELISTED
Vonage Holdings Corporation
VG
| $26.9M | 0.02% |
1,901,489
+107,577
| +6% | +$1.52M |
|
668
Manhattan Associates
MANH
$12.8B
| $26.8M | 0.02% |
491,034
+3,515
| +0.7% | +$192K |
|
669
Simpson Manufacturing
SSD
$7.97B
| $26.8M | 0.02% |
369,288
+17,812
| +5% | +$1.29M |
|
670
Transocean
RIG
$3.06B
| $26.7M | 0.02% |
1,916,144
-17,730
| -0.9% | -$247K |
|
671
Polaris
PII
$3.29B
| $26.6M | 0.02% |
263,956
+3,575
| +1% | +$361K |
|
672
Patterson-UTI
PTEN
$2.11B
| $26.6M | 0.02% |
1,555,035
+1,567
| +0.1% | +$26.8K |
|
673
MasTec
MTZ
$15B
| $26.6M | 0.02% |
595,361
+3,455
| +0.6% | +$154K |
|
|
VVC
674
DELISTED
Vectren Corporation
VVC
| $26.5M | 0.02% |
370,934
+4,821
| +1% | +$345K |
|
675
Applied Industrial Technologies
AIT
$9.95B
| $26.5M | 0.02% |
338,756
+13,541
| +4% | +$1.06M |
|