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 | |
|---|---|---|---|---|---|---|
801
Moelis & Co
MC
$5.6B
| $21.7M | 0.02% |
396,409
-48,915
| -11% | -$2.68M |
|
802
SLM Corp
SLM
$6.05B
| $21.7M | 0.02% |
1,942,426
+20,743
| +1% | +$231K |
|
803
National Fuel Gas
NFG
$7.94B
| $21.6M | 0.02% |
385,230
+7,005
| +2% | +$393K |
|
804
MGM Resorts International
MGM
$9.67B
| $21.5M | 0.02% |
771,784
+26,724
| +4% | +$746K |
|
805
Watts Water Technologies
WTS
$9.45B
| $21.5M | 0.02% |
259,239
+8,996
| +4% | +$747K |
|
806
Dave & Buster's
PLAY
$784M
| $21.4M | 0.02% |
323,704
+10,357
| +3% | +$686K |
|
807
Wintrust Financial
WTFC
$9.16B
| $21.4M | 0.02% |
252,347
+2,768
| +1% | +$235K |
|
808
Globus Medical
GMED
$7.97B
| $21.4M | 0.02% |
376,207
+7,604
| +2% | +$432K |
|
809
Atlantic Union Bankshares
AUB
$5.04B
| $21.4M | 0.02% |
554,108
-37,414
| -6% | -$1.44M |
|
|
GWB
810
DELISTED
Great Western Bancorp, Inc.
GWB
| $21.4M | 0.02% |
506,041
+20,012
| +4% | +$844K |
|
|
SVC
811
Service Properties Trust
SVC
$476M
| $21.3M | 0.02% |
737,786
+7,899
| +1% | +$228K |
|
812
ICU Medical
ICUI
$3.34B
| $21.3M | 0.02% |
75,240
+6,755
| +10% | +$1.91M |
|
813
RH
RH
$4.32B
| $21.3M | 0.02% |
162,334
+9,800
| +6% | +$1.28M |
|
|
TCO
814
DELISTED
Taubman Centers Inc.
TCO
| $21.2M | 0.02% |
354,818
-46,212
| -12% | -$2.76M |
|
815
CMS Energy
CMS
$21.4B
| $21.2M | 0.02% |
432,592
+12,993
| +3% | +$637K |
|
816
Texas Roadhouse
TXRH
$11.2B
| $21.2M | 0.02% |
305,834
+10,119
| +3% | +$701K |
|
|
CHAP
817
DELISTED
Chaparral Energy, Inc.
CHAP
| $21.2M | 0.02% |
+1,201,319
| New | +$21.2M |
|
818
AeroVironment
AVAV
$12.7B
| $21.1M | 0.02% |
188,517
+9,919
| +6% | +$1.11M |
|
|
CA
819
DELISTED
CA, Inc.
CA
| $21.1M | 0.02% |
478,957
+5,552
| +1% | +$245K |
|
820
C.H. Robinson
CHRW
$15.4B
| $21.1M | 0.02% |
215,553
+14,630
| +7% | +$1.43M |
|
821
Inogen
INGN
$232M
| $21.1M | 0.02% |
86,338
-59,384
| -41% | -$14.5M |
|
822
United Rentals
URI
$62.4B
| $21.1M | 0.02% |
128,784
-704
| -0.5% | -$115K |
|
823
Casey's General Stores
CASY
$20.5B
| $21.1M | 0.02% |
163,084
-2,439
| -1% | -$315K |
|
824
Viavi Solutions
VIAV
$2.71B
| $21M | 0.02% |
1,855,853
+68,458
| +4% | +$776K |
|
|
PSB
825
DELISTED
PS Business Parks, Inc.
PSB
| $21M | 0.02% |
165,525
+5,955
| +4% | +$757K |
|