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 | |
|---|---|---|---|---|---|---|
1051
Flowers Foods
FLO
$3.02B
| $15.3M | 0.01% |
817,615
-569
| -0.1% | -$10.6K |
|
1052
Nasdaq
NDAQ
$54.3B
| $15.2M | 0.01% |
533,181
-2,157
| -0.4% | -$61.7K |
|
1053
LKQ Corp
LKQ
$8.26B
| $15.2M | 0.01% |
480,964
+16,682
| +4% | +$528K |
|
1054
ServisFirst Bancshares
SFBS
$4.6B
| $15.2M | 0.01% |
388,644
+18,890
| +5% | +$740K |
|
1055
Nexstar Media Group
NXST
$5.98B
| $15.2M | 0.01% |
186,714
-985
| -0.5% | -$80.2K |
|
1056
Xerox
XRX
$466M
| $15.2M | 0.01% |
561,891
-69,043
| -11% | -$1.86M |
|
|
MGLN
1057
DELISTED
Magellan Health Services, Inc.
MGLN
| $15.1M | 0.01% |
209,946
+6,151
| +3% | +$443K |
|
|
CMD
1058
DELISTED
Cantel Medical Corporation
CMD
| $15.1M | 0.01% |
164,171
+5,196
| +3% | +$478K |
|
1059
Iron Mountain
IRM
$28.8B
| $15.1M | 0.01% |
437,212
+18,941
| +5% | +$654K |
|
1060
KBR
KBR
$6.42B
| $15.1M | 0.01% |
713,124
+8,149
| +1% | +$172K |
|
|
CHX
1061
DELISTED
ChampionX
CHX
| $15M | 0.01% |
345,121
+3,418
| +1% | +$149K |
|
|
CUB
1062
DELISTED
Cubic Corporation
CUB
| $15M | 0.01% |
205,750
+10,590
| +5% | +$774K |
|
1063
Stepan Co
SCL
$1.09B
| $15M | 0.01% |
172,588
+11,079
| +7% | +$964K |
|
|
MDR
1064
DELISTED
McDermott International
MDR
| $14.9M | 0.01% |
810,954
+11,579
| +1% | +$213K |
|
1065
Ambev
ABEV
$35.7B
| $14.9M | 0.01% |
3,267,882
+126,171
| +4% | +$577K |
|
|
HZNP
1066
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $14.8M | 0.01% |
756,615
+4,643
| +0.6% | +$90.9K |
|
1067
Qorvo
QRVO
$8.26B
| $14.8M | 0.01% |
192,433
+4,238
| +2% | +$326K |
|
|
PPBI
1068
DELISTED
Pacific Premier Bancorp
PPBI
| $14.8M | 0.01% |
397,530
+59,532
| +18% | +$2.21M |
|
|
NLSN
1069
DELISTED
Nielsen Holdings plc
NLSN
| $14.8M | 0.01% |
534,407
+35,406
| +7% | +$979K |
|
1070
MGIC Investment
MTG
$6.54B
| $14.8M | 0.01% |
1,108,321
+10,767
| +1% | +$143K |
|
1071
Perrigo
PRGO
$3.04B
| $14.7M | 0.01% |
207,866
-1,270
| -0.6% | -$89.9K |
|
|
UFS
1072
DELISTED
DOMTAR CORPORATION (New)
UFS
| $14.7M | 0.01% |
281,698
+2,979
| +1% | +$155K |
|
1073
ACI Worldwide
ACIW
$5.17B
| $14.7M | 0.01% |
520,780
+7,299
| +1% | +$205K |
|
1074
NCR Voyix
VYX
$1.73B
| $14.6M | 0.01% |
837,305
-3,297
| -0.4% | -$57.5K |
|
1075
SM Energy
SM
$3.14B
| $14.6M | 0.01% |
461,670
+6,081
| +1% | +$192K |
|