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 | |
|---|---|---|---|---|---|---|
976
United Bankshares
UBSI
$5.4B
| $16.8M | 0.01% |
461,829
-603
| -0.1% | -$21.9K |
|
977
Franklin Electric
FELE
$4.31B
| $16.8M | 0.01% |
355,174
+14,390
| +4% | +$680K |
|
978
Invesco Mortgage Capital
IVR
$506M
| $16.8M | 0.01% |
105,970
+3,223
| +3% | +$510K |
|
979
Graphic Packaging
GPK
$6.24B
| $16.8M | 0.01% |
1,195,896
+8,606
| +0.7% | +$121K |
|
980
Cousins Properties
CUZ
$4.97B
| $16.7M | 0.01% |
470,955
-48
| -0% | -$1.71K |
|
981
Hologic
HOLX
$14.8B
| $16.7M | 0.01% |
408,406
+10,565
| +3% | +$433K |
|
982
EnerSys
ENS
$4.02B
| $16.7M | 0.01% |
191,854
+3,562
| +2% | +$310K |
|
|
NUVA
983
DELISTED
NuVasive, Inc.
NUVA
| $16.7M | 0.01% |
235,352
+8,984
| +4% | +$638K |
|
984
Matador Resources
MTDR
$6.05B
| $16.7M | 0.01% |
504,742
+10,746
| +2% | +$355K |
|
|
LTXB
985
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $16.6M | 0.01% |
390,574
+38,681
| +11% | +$1.65M |
|
|
AXE
986
DELISTED
Anixter International Inc
AXE
| $16.6M | 0.01% |
236,547
+9,930
| +4% | +$698K |
|
|
MINI
987
DELISTED
Mobile Mini Inc
MINI
| $16.6M | 0.01% |
377,573
+11,149
| +3% | +$489K |
|
988
ATI
ATI
$10.5B
| $16.5M | 0.01% |
559,371
+6,279
| +1% | +$186K |
|
|
MDCO
989
DELISTED
Medicines Co
MDCO
| $16.5M | 0.01% |
551,423
+28,310
| +5% | +$847K |
|
990
GATX Corp
GATX
$6.11B
| $16.5M | 0.01% |
190,253
+1,898
| +1% | +$164K |
|
991
Stifel
SF
$11.8B
| $16.4M | 0.01% |
481,227
+1,821
| +0.4% | +$62.2K |
|
|
KAMN
992
DELISTED
Kaman Corp
KAMN
| $16.4M | 0.01% |
245,699
+10,294
| +4% | +$687K |
|
993
Black Hills Corp
BKH
$4.33B
| $16.4M | 0.01% |
281,882
+1,120
| +0.4% | +$65.1K |
|
994
First Solar
FSLR
$21.8B
| $16.3M | 0.01% |
336,969
-26,141
| -7% | -$1.27M |
|
995
NewMarket
NEU
$7.98B
| $16.3M | 0.01% |
40,216
-480
| -1% | -$195K |
|
996
Clean Harbors
CLH
$12.8B
| $16.3M | 0.01% |
227,797
+2,021
| +0.9% | +$145K |
|
|
HR
997
DELISTED
Healthcare Realty Trust Incorporated
HR
| $16.3M | 0.01% |
557,256
+6,252
| +1% | +$183K |
|
998
Avanos Medical
AVNS
$576M
| $16.3M | 0.01% |
237,992
+1,861
| +0.8% | +$127K |
|
999
8x8 Inc
EGHT
$303M
| $16.3M | 0.01% |
766,725
+31,857
| +4% | +$677K |
|
1000
Sealed Air
SEE
$4.99B
| $16.3M | 0.01% |
404,868
-2,362
| -0.6% | -$94.8K |
|