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 | |
|---|---|---|---|---|---|---|
926
G-III Apparel Group
GIII
$1.15B
| $18.1M | 0.02% |
375,739
+27,798
| +8% | +$1.34M |
|
927
Banner Corp
BANR
$2.33B
| $18.1M | 0.02% |
290,411
+8,595
| +3% | +$534K |
|
928
AGCO
AGCO
$8.15B
| $18M | 0.02% |
296,406
+4,642
| +2% | +$282K |
|
929
Bread Financial
BFH
$2.98B
| $18M | 0.02% |
95,505
+7,036
| +8% | +$1.33M |
|
930
Alarm.com
ALRM
$2.82B
| $18M | 0.02% |
313,312
+91,449
| +41% | +$5.25M |
|
931
Brady Corp
BRC
$3.76B
| $18M | 0.02% |
410,399
+13,042
| +3% | +$571K |
|
|
CADE
932
DELISTED
Cadence Bancorporation
CADE
| $17.9M | 0.02% |
684,810
+4,013
| +0.6% | +$105K |
|
933
Repligen
RGEN
$6.72B
| $17.9M | 0.02% |
322,281
+23,703
| +8% | +$1.31M |
|
|
MNTA
934
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $17.9M | 0.02% |
678,958
+31,964
| +5% | +$841K |
|
|
KSU
935
DELISTED
Kansas City Southern
KSU
| $17.8M | 0.02% |
156,778
+399
| +0.3% | +$45.2K |
|
936
CONMED
CNMD
$1.67B
| $17.8M | 0.02% |
224,153
+14,890
| +7% | +$1.18M |
|
|
VSM
937
DELISTED
Versum Materials, Inc.
VSM
| $17.7M | 0.02% |
491,608
+4,069
| +0.8% | +$147K |
|
938
Tractor Supply
TSCO
$31.8B
| $17.7M | 0.02% |
973,795
-222,365
| -19% | -$4.04M |
|
|
BEAT
939
DELISTED
BioTelemetry, Inc.
BEAT
| $17.7M | 0.02% |
274,344
+26,454
| +11% | +$1.71M |
|
|
JBGS
940
JBG SMITH
JBGS
$1.44B
| $17.6M | 0.02% |
479,072
+70,264
| +17% | +$2.59M |
|
941
Itron
ITRI
$5.51B
| $17.6M | 0.02% |
274,654
-148,147
| -35% | -$9.51M |
|
942
Wingstop
WING
$7.67B
| $17.6M | 0.02% |
258,265
+10,688
| +4% | +$730K |
|
943
TopBuild
BLD
$12B
| $17.6M | 0.02% |
309,901
+11,711
| +4% | +$665K |
|
944
3D Systems Corporation
DDD
$289M
| $17.6M | 0.02% |
931,156
+33,231
| +4% | +$628K |
|
945
Norwegian Cruise Line
NCLH
$12.2B
| $17.6M | 0.02% |
305,940
-983
| -0.3% | -$56.5K |
|
946
NRG Energy
NRG
$30.5B
| $17.5M | 0.02% |
469,000
+8,428
| +2% | +$315K |
|
947
EQT Corp
EQT
$31.8B
| $17.5M | 0.02% |
727,720
+51,291
| +8% | +$1.23M |
|
948
Avient
AVNT
$3.44B
| $17.5M | 0.02% |
400,462
+8,050
| +2% | +$352K |
|
949
Axos Financial
AX
$5.21B
| $17.5M | 0.02% |
509,154
+23,817
| +5% | +$819K |
|
950
Comfort Systems
FIX
$27B
| $17.5M | 0.02% |
309,962
+13,161
| +4% | +$742K |
|