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 | |
|---|---|---|---|---|---|---|
876
Unum
UNM
$12.8B
| $19.5M | 0.02% |
499,269
-387,341
| -44% | -$15.1M |
|
877
ONE Gas
OGS
$4.56B
| $19.5M | 0.02% |
237,001
+4,912
| +2% | +$404K |
|
878
ICF International
ICFI
$1.83B
| $19.5M | 0.02% |
258,276
+3,802
| +1% | +$287K |
|
879
F5
FFIV
$19.2B
| $19.5M | 0.02% |
97,697
+1,046
| +1% | +$209K |
|
880
Huntington Ingalls Industries
HII
$10.8B
| $19.5M | 0.02% |
76,049
+231
| +0.3% | +$59.2K |
|
881
Pediatrix Medical
MD
$1.48B
| $19.4M | 0.02% |
416,426
+167
| +0% | +$7.79K |
|
882
International Flavors & Fragrances
IFF
$17B
| $19.3M | 0.02% |
139,009
+20,010
| +17% | +$2.78M |
|
883
Topgolf Callaway Brands
MODG
$1.78B
| $19.3M | 0.02% |
792,838
-13,795
| -2% | -$335K |
|
884
Maximus
MMS
$5.08B
| $19.2M | 0.02% |
295,191
+2,067
| +0.7% | +$134K |
|
885
Independent Bank
INDB
$3.5B
| $19.2M | 0.02% |
231,998
+7,425
| +3% | +$613K |
|
|
SFLY
886
DELISTED
Shutterfly, Inc.
SFLY
| $19.1M | 0.02% |
289,685
+11,435
| +4% | +$753K |
|
887
Cinemark Holdings
CNK
$3.24B
| $19.1M | 0.02% |
474,657
+4,914
| +1% | +$198K |
|
888
TechnipFMC
FTI
$16.6B
| $19M | 0.02% |
816,817
-289
| -0% | -$6.72K |
|
889
Designer Brands
DBI
$225M
| $19M | 0.02% |
560,240
-14,765
| -3% | -$500K |
|
890
Children's Place
PLCE
$163M
| $18.9M | 0.02% |
147,676
+3,299
| +2% | +$422K |
|
891
California Water Service
CWT
$2.76B
| $18.9M | 0.02% |
439,575
+19,226
| +5% | +$825K |
|
|
CBM
892
DELISTED
Cambrex Corporation
CBM
| $18.9M | 0.02% |
275,579
+13,820
| +5% | +$945K |
|
893
Interactive Brokers
IBKR
$28.2B
| $18.8M | 0.02% |
1,363,136
+77,244
| +6% | +$1.07M |
|
894
Monro
MNRO
$534M
| $18.8M | 0.02% |
270,174
+10,552
| +4% | +$734K |
|
895
Iridium Communications
IRDM
$1.95B
| $18.7M | 0.02% |
831,665
+124,585
| +18% | +$2.8M |
|
896
J&J Snack Foods
JJSF
$2.09B
| $18.7M | 0.02% |
123,976
+5,714
| +5% | +$862K |
|
897
Seagate
STX
$41.9B
| $18.7M | 0.02% |
394,816
-8,089
| -2% | -$383K |
|
898
Regenxbio
RGNX
$479M
| $18.7M | 0.02% |
247,501
+29,671
| +14% | +$2.24M |
|
899
CVB Financial
CVBF
$2.8B
| $18.7M | 0.02% |
836,517
+27,022
| +3% | +$603K |
|
900
Forward Air
FWRD
$919M
| $18.7M | 0.02% |
260,304
+10,009
| +4% | +$718K |
|