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 |
Dentsply Sirona
XRAY
|
+$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$162M |
| 3 |
Regency Centers
REG
|
+$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$111M |
| 5 |
Invitation Homes
INVH
|
+$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$438M |
| 2 |
EQY
Equity One
EQY
|
+$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$82.7M |
| 4 |
SL Green Realty
SLG
|
+$62M |
| 5 |
CVS Health
CVS
|
+$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CNSL
751
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $18.9M | 0.02% |
807,093
+55,375
| +7% | +$1.3M |
|
752
Children's Place
PLCE
$160M
| $18.9M | 0.02% |
157,434
+5,148
| +3% | +$618K |
|
753
Amdocs
DOX
$9.33B
| $18.9M | 0.02% |
309,680
-141,685
| -31% | -$8.64M |
|
754
Brink's
BCO
$4.86B
| $18.9M | 0.02% |
353,198
+16,953
| +5% | +$906K |
|
755
GoDaddy
GDDY
$20.7B
| $18.9M | 0.02% |
497,626
-642
| -0.1% | -$24.3K |
|
756
Wolverine World Wide
WWW
$2.49B
| $18.8M | 0.02% |
754,733
+9,403
| +1% | +$235K |
|
757
Hope Bancorp
HOPE
$1.42B
| $18.8M | 0.02% |
982,195
+25,700
| +3% | +$493K |
|
758
Masimo
MASI
$7.89B
| $18.8M | 0.02% |
201,879
-148,164
| -42% | -$13.8M |
|
759
Washington Trust Bancorp
WASH
$570M
| $18.8M | 0.02% |
380,790
+40,482
| +12% | +$2M |
|
760
Columbia Banking Systems
COLB
$7.86B
| $18.7M | 0.02% |
480,546
+15,722
| +3% | +$613K |
|
|
PSB
761
DELISTED
PS Business Parks, Inc.
PSB
| $18.7M | 0.02% |
163,034
+14,600
| +10% | +$1.68M |
|
762
Hilton Grand Vacations
HGV
$4.09B
| $18.7M | 0.02% |
+652,624
| New | +$18.7M |
|
763
Chipotle Mexican Grill
CMG
$52.3B
| $18.6M | 0.02% |
2,090,750
+16,550
| +0.8% | +$147K |
|
|
NCI
764
DELISTED
Navigant Consulting, Inc.
NCI
| $18.6M | 0.02% |
814,864
+12,819
| +2% | +$293K |
|
|
UFS
765
DELISTED
DOMTAR CORPORATION (New)
UFS
| $18.6M | 0.02% |
509,625
-10,175
| -2% | -$372K |
|
766
Webster Financial
WBS
$10.3B
| $18.6M | 0.02% |
371,682
+9,145
| +3% | +$458K |
|
767
IPG Photonics
IPGP
$3.5B
| $18.6M | 0.02% |
153,748
+4,462
| +3% | +$539K |
|
|
BMS
768
DELISTED
Bemis
BMS
| $18.6M | 0.02% |
379,705
+2,422
| +0.6% | +$118K |
|
769
Darling Ingredients
DAR
$5.04B
| $18.5M | 0.02% |
1,273,249
+29,409
| +2% | +$427K |
|
770
Hologic
HOLX
$14.7B
| $18.4M | 0.02% |
432,748
+5,669
| +1% | +$241K |
|
771
ASGN Inc
ASGN
$2.28B
| $18.4M | 0.02% |
379,183
+14,707
| +4% | +$714K |
|
772
Unifirst Corp
UNF
$3.23B
| $18.4M | 0.02% |
130,049
+4,971
| +4% | +$703K |
|
773
FirstCash
FCFS
$6.52B
| $18.3M | 0.02% |
373,300
+7,574
| +2% | +$372K |
|
|
CY
774
DELISTED
Cypress Semiconductor
CY
| $18.3M | 0.02% |
1,333,099
+107,661
| +9% | +$1.48M |
|
775
Argan
AGX
$3.18B
| $18.3M | 0.02% |
277,034
-3,668
| -1% | -$243K |
|