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 | |
|---|---|---|---|---|---|---|
776
MDU Resources
MDU
$3.34B
| $22.6M | 0.02% |
2,315,853
+34,486
| +2% | +$337K |
|
|
NBL
777
DELISTED
Noble Energy, Inc.
NBL
| $22.6M | 0.02% |
724,583
+9,158
| +1% | +$286K |
|
|
TIF
778
DELISTED
Tiffany & Co.
TIF
| $22.6M | 0.02% |
175,049
+16,250
| +10% | +$2.1M |
|
779
Mammoth Energy Services
TUSK
$114M
| $22.5M | 0.02% |
774,015
-18,058
| -2% | -$525K |
|
|
SIX
780
DELISTED
Six Flags Entertainment Corp.
SIX
| $22.5M | 0.02% |
322,026
-22,476
| -7% | -$1.57M |
|
781
Idacorp
IDA
$6.77B
| $22.4M | 0.02% |
226,173
+4,337
| +2% | +$430K |
|
782
Royal Gold
RGLD
$12.4B
| $22.4M | 0.02% |
290,790
+4,256
| +1% | +$328K |
|
783
Olin
OLN
$3.05B
| $22.3M | 0.02% |
870,062
+9,292
| +1% | +$239K |
|
|
TWO
784
Two Harbors Investment
TWO
$1.06B
| $22.3M | 0.02% |
372,682
-29,583
| -7% | -$1.77M |
|
785
Genuine Parts
GPC
$19.8B
| $22.2M | 0.02% |
223,374
+5,654
| +3% | +$562K |
|
786
Simmons First National
SFNC
$2.97B
| $22.2M | 0.02% |
753,637
+133,519
| +22% | +$3.93M |
|
|
WLL
787
DELISTED
Whiting Petroleum Corporation
WLL
| $22.2M | 0.02% |
5,579
-143
| -2% | -$569K |
|
788
Quaker Houghton
KWR
$2.48B
| $22.1M | 0.02% |
109,489
+4,215
| +4% | +$852K |
|
789
American States Water
AWR
$2.81B
| $22.1M | 0.02% |
362,015
+12,848
| +4% | +$786K |
|
790
Unifirst Corp
UNF
$3.23B
| $22.1M | 0.02% |
127,324
+4,382
| +4% | +$761K |
|
|
STL
791
DELISTED
Sterling Bancorp
STL
| $22.1M | 0.02% |
1,004,867
+35,455
| +4% | +$780K |
|
|
ILPT
792
Industrial Logistics Properties Trust
ILPT
$415M
| $22.1M | 0.02% |
959,762
+512,636
| +115% | +$11.8M |
|
793
Monolithic Power Systems
MPWR
$40.4B
| $22.1M | 0.02% |
175,837
+2,766
| +2% | +$347K |
|
794
Fox Factory Holding Corp
FOXF
$1.19B
| $22M | 0.02% |
314,595
+20,126
| +7% | +$1.41M |
|
|
WWE
795
DELISTED
World Wrestling Entertainment
WWE
| $22M | 0.02% |
227,296
-123,405
| -35% | -$11.9M |
|
796
Azenta
AZTA
$1.43B
| $22M | 0.02% |
626,730
+26,789
| +4% | +$938K |
|
797
Mercury Systems
MRCY
$4.4B
| $21.9M | 0.02% |
396,522
+21,093
| +6% | +$1.17M |
|
798
Toll Brothers
TOL
$14.2B
| $21.8M | 0.02% |
659,553
-21,324
| -3% | -$704K |
|
799
VICI Properties
VICI
$35.4B
| $21.8M | 0.02% |
1,007,026
+131,839
| +15% | +$2.85M |
|
800
Trinseo
TSE
$88.1M
| $21.7M | 0.02% |
277,627
+2,969
| +1% | +$232K |
|