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 | |
|---|---|---|---|---|---|---|
826
Emcor
EME
$28.6B
| $21M | 0.02% |
279,858
+1,807
| +0.6% | +$136K |
|
827
Loews
L
$20.3B
| $21M | 0.02% |
418,312
+23,837
| +6% | +$1.2M |
|
828
Integer Holdings
ITGR
$3.65B
| $21M | 0.02% |
253,239
+17,912
| +8% | +$1.49M |
|
829
Carter's
CRI
$1.1B
| $21M | 0.02% |
213,002
+2,479
| +1% | +$244K |
|
830
Chart Industries
GTLS
$8.98B
| $20.9M | 0.02% |
267,412
+11,746
| +5% | +$920K |
|
831
Integra LifeSciences
IART
$1.21B
| $20.9M | 0.02% |
317,155
+1,696
| +0.5% | +$112K |
|
|
LOGM
832
DELISTED
LogMein, Inc.
LOGM
| $20.9M | 0.02% |
234,351
+9,655
| +4% | +$860K |
|
833
Advance Auto Parts
AAP
$3.73B
| $20.9M | 0.02% |
124,014
+7,232
| +6% | +$1.22M |
|
834
Teladoc Health
TDOC
$1.37B
| $20.8M | 0.02% |
240,991
+120,894
| +101% | +$10.4M |
|
835
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $20.8M | 0.02% |
761,837
+20
| +0% | +$545 |
|
|
LHO
836
DELISTED
LaSalle Hotel Properties
LHO
| $20.7M | 0.02% |
599,770
+6,327
| +1% | +$219K |
|
|
ETFC
837
DELISTED
E*Trade Financial Corporation
ETFC
| $20.7M | 0.02% |
395,295
-23,529
| -6% | -$1.23M |
|
838
Baker Hughes
BKR
$46.3B
| $20.6M | 0.02% |
609,079
-200,529
| -25% | -$6.78M |
|
839
Marriott Vacations Worldwide
VAC
$2.75B
| $20.6M | 0.02% |
184,363
-2,670
| -1% | -$298K |
|
840
Cooper Companies
COO
$13.6B
| $20.6M | 0.02% |
297,024
+7,184
| +2% | +$498K |
|
841
ProAssurance
PRA
$1.22B
| $20.6M | 0.02% |
437,897
+20,367
| +5% | +$956K |
|
842
Nu Skin
NUS
$579M
| $20.5M | 0.02% |
249,174
+3,599
| +1% | +$297K |
|
|
CIO
843
City Office REIT
CIO
$280M
| $20.5M | 0.02% |
1,625,794
-631,269
| -28% | -$7.97M |
|
844
BJs Wholesale Club
BJ
$12.9B
| $20.4M | 0.02% |
763,327
+10,645
| +1% | +$285K |
|
|
EE
845
DELISTED
El Paso Electric Company
EE
| $20.4M | 0.02% |
357,001
+11,719
| +3% | +$670K |
|
846
Akamai
AKAM
$11.4B
| $20.4M | 0.02% |
279,014
-4,224
| -1% | -$309K |
|
847
Prosperity Bancshares
PB
$6.44B
| $20.4M | 0.02% |
293,737
-14,193
| -5% | -$984K |
|
848
Cogent Communications
CCOI
$1.77B
| $20.4M | 0.02% |
364,886
+13,323
| +4% | +$743K |
|
849
WD-40
WDFC
$2.88B
| $20.3M | 0.02% |
118,073
+4,073
| +4% | +$701K |
|
850
Incyte
INCY
$16.8B
| $20.3M | 0.02% |
293,946
+6,661
| +2% | +$460K |
|