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 | |
|---|---|---|---|---|---|---|
751
First Financial Bancorp
FFBC
$2.48B
| $23.7M | 0.02% |
799,434
+27,628
| +4% | +$821K |
|
752
Exelixis
EXEL
$10.1B
| $23.7M | 0.02% |
1,339,549
+87,093
| +7% | +$1.54M |
|
753
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $23.7M | 0.02% |
1,245,020
| – | – |
|
754
Tapestry
TPR
$21.9B
| $23.7M | 0.02% |
470,963
+40,071
| +9% | +$2.01M |
|
|
CY
755
DELISTED
Cypress Semiconductor
CY
| $23.6M | 0.02% |
1,627,252
+32,993
| +2% | +$478K |
|
756
Aecom
ACM
$16.6B
| $23.4M | 0.02% |
716,550
+9,399
| +1% | +$307K |
|
757
Rogers Corp
ROG
$1.44B
| $23.4M | 0.02% |
158,809
+5,329
| +3% | +$785K |
|
758
Chemed
CHE
$6.57B
| $23.3M | 0.02% |
73,057
+1,628
| +2% | +$520K |
|
759
Ashland
ASH
$2.42B
| $23.3M | 0.02% |
278,163
+2,864
| +1% | +$240K |
|
760
Cencora
COR
$57.4B
| $23.3M | 0.02% |
252,717
+5,193
| +2% | +$479K |
|
761
Masco
MAS
$15.3B
| $23.2M | 0.02% |
633,916
-142,278
| -18% | -$5.21M |
|
762
Avnet
AVT
$4.5B
| $23.1M | 0.02% |
516,281
-4,118
| -0.8% | -$184K |
|
|
CCMP
763
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $23M | 0.02% |
223,085
+7,775
| +4% | +$802K |
|
764
First Commonwealth Financial
FCF
$1.84B
| $22.9M | 0.02% |
1,421,259
-464,472
| -25% | -$7.5M |
|
765
Ciena
CIEN
$18.4B
| $22.9M | 0.02% |
733,154
+13,250
| +2% | +$414K |
|
|
KMG
766
DELISTED
KMG Chemicals Inc
KMG
| $22.9M | 0.02% |
302,485
-9,515
| -3% | -$719K |
|
767
Moog
MOG.A
$6.24B
| $22.8M | 0.02% |
265,643
+8,017
| +3% | +$689K |
|
768
Hershey
HSY
$37.6B
| $22.8M | 0.02% |
223,873
+7,232
| +3% | +$738K |
|
769
Delek US
DK
$1.79B
| $22.8M | 0.02% |
537,421
-4,768
| -0.9% | -$202K |
|
770
Supernus Pharmaceuticals
SUPN
$2.59B
| $22.8M | 0.02% |
452,597
+20,530
| +5% | +$1.03M |
|
771
Lazard
LAZ
$5.25B
| $22.8M | 0.02% |
473,355
-33,114
| -7% | -$1.59M |
|
772
Darden Restaurants
DRI
$24.7B
| $22.8M | 0.02% |
204,904
-8,138
| -4% | -$905K |
|
773
Landstar System
LSTR
$4.5B
| $22.8M | 0.02% |
186,636
-1,823
| -1% | -$222K |
|
774
Ball Corp
BALL
$13.6B
| $22.7M | 0.02% |
516,223
-2,165
| -0.4% | -$95.2K |
|
|
FLG
775
Flagstar Financial, Inc.
FLG
$5.24B
| $22.7M | 0.02% |
729,310
+8,118
| +1% | +$253K |
|