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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EPAY
1001
DELISTED
Bottomline Technologies Inc
EPAY
| $15.4M | 0.01% |
308,063
+41,311
| +15% | +$2.06M |
|
|
ENDP
1002
DELISTED
Endo International plc
ENDP
| $15.3M | 0.01% |
1,625,055
+734,018
| +82% | +$6.92M |
|
1003
Brady Corp
BRC
$3.69B
| $15.3M | 0.01% |
397,357
-2,172
| -0.5% | -$83.7K |
|
1004
CONMED
CNMD
$1.63B
| $15.3M | 0.01% |
209,263
+5,453
| +3% | +$399K |
|
1005
Topgolf Callaway Brands
MODG
$1.7B
| $15.3M | 0.01% |
806,633
+31,191
| +4% | +$592K |
|
1006
Oil States International
OIS
$341M
| $15.3M | 0.01% |
476,114
+7,928
| +2% | +$254K |
|
1007
Cable One
CABO
$893M
| $15.3M | 0.01% |
20,830
+976
| +5% | +$716K |
|
1008
Boise Cascade
BCC
$3.21B
| $15.3M | 0.01% |
341,647
+37,696
| +12% | +$1.69M |
|
1009
Northwest Bancshares
NWBI
$1.83B
| $15.3M | 0.01% |
878,129
+76,125
| +9% | +$1.32M |
|
1010
Perrigo
PRGO
$3.04B
| $15.2M | 0.01% |
209,136
-6,146
| -3% | -$448K |
|
|
NVRO
1011
DELISTED
NEVRO CORP.
NVRO
| $15.2M | 0.01% |
190,705
-12,059
| -6% | -$963K |
|
|
TPC
1012
Tutor Perini Corporation
TPC
$3.29B
| $15.2M | 0.01% |
824,910
+442,971
| +116% | +$8.17M |
|
1013
Churchill Downs
CHDN
$6.77B
| $15.2M | 0.01% |
307,944
-18,714
| -6% | -$925K |
|
1014
Integer Holdings
ITGR
$3.59B
| $15.2M | 0.01% |
235,327
-2,270
| -1% | -$147K |
|
1015
Pentair
PNR
$17.9B
| $15.2M | 0.01% |
361,466
-273,874
| -43% | -$11.5M |
|
1016
Emergent Biosolutions
EBS
$425M
| $15.2M | 0.01% |
301,194
+9,119
| +3% | +$460K |
|
|
LM
1017
DELISTED
Legg Mason, Inc.
LM
| $15.2M | 0.01% |
437,813
+58,571
| +15% | +$2.03M |
|
1018
Franklin Resources
BEN
$12.6B
| $15.2M | 0.01% |
473,219
+7,494
| +2% | +$240K |
|
1019
Xerox
XRX
$466M
| $15.1M | 0.01% |
630,934
-219,668
| -26% | -$5.27M |
|
1020
Horace Mann Educators
HMN
$1.89B
| $15.1M | 0.01% |
338,715
+18,204
| +6% | +$812K |
|
|
HMSY
1021
DELISTED
HMS Holdings Corp.
HMSY
| $15.1M | 0.01% |
698,355
+8,873
| +1% | +$192K |
|
1022
Qorvo
QRVO
$8.26B
| $15.1M | 0.01% |
188,195
-6,993
| -4% | -$561K |
|
1023
Monro
MNRO
$507M
| $15.1M | 0.01% |
259,622
+3,009
| +1% | +$175K |
|
1024
The GEO Group
GEO
$3.26B
| $15M | 0.01% |
546,406
+8,422
| +2% | +$232K |
|
1025
Progress Software
PRGS
$1.83B
| $15M | 0.01% |
387,168
-21,648
| -5% | -$840K |
|