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 | |
|---|---|---|---|---|---|---|
701
Cardinal Health
CAH
$35.6B
| $25.4M | 0.02% |
470,534
+10,036
| +2% | +$542K |
|
702
American Airlines Group
AAL
$8.46B
| $25.3M | 0.02% |
612,770
-3,125
| -0.5% | -$129K |
|
703
Emergent Biosolutions
EBS
$425M
| $25.3M | 0.02% |
383,624
+82,430
| +27% | +$5.43M |
|
704
RLI Corp
RLI
$6.08B
| $25.2M | 0.02% |
640,816
+23,310
| +4% | +$916K |
|
705
KLA
KLAC
$123B
| $25.1M | 0.02% |
246,506
+4,812
| +2% | +$489K |
|
706
NOV
NOV
$4.85B
| $25.1M | 0.02% |
581,875
+16,707
| +3% | +$720K |
|
|
KS
707
DELISTED
KapStone Paper and Pack Corp.
KS
| $25.1M | 0.02% |
738,955
+37,244
| +5% | +$1.26M |
|
708
Wyndham Hotels & Resorts
WH
$6.43B
| $25M | 0.02% |
450,216
+15,716
| +4% | +$873K |
|
709
Steven Madden
SHOO
$2.22B
| $25M | 0.02% |
709,283
+34,526
| +5% | +$1.22M |
|
|
LHCG
710
DELISTED
LHC Group LLC
LHCG
| $25M | 0.02% |
242,682
+8,911
| +4% | +$918K |
|
711
iRobot
IRBT
$107M
| $25M | 0.02% |
227,232
+7,545
| +3% | +$829K |
|
712
Strategic Education
STRA
$1.94B
| $25M | 0.02% |
182,147
+94,867
| +109% | +$13M |
|
713
Columbia Banking Systems
COLB
$7.84B
| $25M | 0.02% |
643,548
+20,380
| +3% | +$790K |
|
714
Liberty Global Class A
LBTYA
$3.93B
| $24.9M | 0.02% |
860,456
-89,225
| -9% | -$2.58M |
|
715
ManpowerGroup
MAN
$1.75B
| $24.9M | 0.02% |
289,257
-1,048
| -0.4% | -$90.1K |
|
716
United Therapeutics
UTHR
$17.9B
| $24.8M | 0.02% |
194,008
+2,134
| +1% | +$273K |
|
717
Williams-Sonoma
WSM
$24.7B
| $24.8M | 0.02% |
753,856
+63,538
| +9% | +$2.09M |
|
718
Republic Services
RSG
$71.3B
| $24.7M | 0.02% |
340,502
-1,722
| -0.5% | -$125K |
|
|
SJI
719
DELISTED
South Jersey Industries, Inc.
SJI
| $24.7M | 0.02% |
699,575
+23,808
| +4% | +$840K |
|
720
Sonoco
SON
$4.54B
| $24.7M | 0.02% |
444,487
+4,779
| +1% | +$265K |
|
|
ACC
721
DELISTED
American Campus Communities, Inc.
ACC
| $24.6M | 0.02% |
598,606
-17,448
| -3% | -$718K |
|
722
The Mosaic Company
MOS
$10.6B
| $24.5M | 0.02% |
755,521
-30,039
| -4% | -$976K |
|
723
PENN Entertainment
PENN
$2.93B
| $24.5M | 0.02% |
743,996
+29,809
| +4% | +$981K |
|
724
First Horizon
FHN
$11.5B
| $24.4M | 0.02% |
1,416,182
-27,137
| -2% | -$468K |
|
725
D.R. Horton
DHI
$52.5B
| $24.4M | 0.02% |
578,969
+16,503
| +3% | +$696K |
|