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 | |
|---|---|---|---|---|---|---|
1101
Howmet Aerospace
HWM
$74.7B
| $13.9M | 0.01% |
825,961
+18,125
| +2% | +$306K |
|
|
WAGE
1102
DELISTED
WageWorks, Inc.
WAGE
| $13.9M | 0.01% |
325,822
+12,527
| +4% | +$536K |
|
1103
Equitable Holdings
EQH
$16.1B
| $13.9M | 0.01% |
649,160
+170,660
| +36% | +$3.66M |
|
1104
ScottsMiracle-Gro
SMG
$3.51B
| $13.9M | 0.01% |
176,844
+7,465
| +4% | +$588K |
|
|
FLIR
1105
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $13.9M | 0.01% |
226,252
+4,910
| +2% | +$302K |
|
1106
Adtalem Global Education
ATGE
$4.95B
| $13.9M | 0.01% |
288,131
+1,553
| +0.5% | +$74.9K |
|
1107
Allegiant Air
ALGT
$1.19B
| $13.9M | 0.01% |
109,369
+5,457
| +5% | +$692K |
|
1108
Fabrinet
FN
$12.9B
| $13.9M | 0.01% |
299,711
+6,330
| +2% | +$293K |
|
1109
Universal Insurance Holdings
UVE
$722M
| $13.9M | 0.01% |
285,451
+6,072
| +2% | +$295K |
|
1110
The GEO Group
GEO
$3.13B
| $13.9M | 0.01% |
550,536
+4,130
| +0.8% | +$104K |
|
1111
Valmont Industries
VMI
$7.48B
| $13.8M | 0.01% |
99,994
+431
| +0.4% | +$59.7K |
|
1112
Acadia Healthcare
ACHC
$2.01B
| $13.8M | 0.01% |
393,120
+30,992
| +9% | +$1.09M |
|
1113
Federal Signal
FSS
$7.62B
| $13.8M | 0.01% |
516,671
+21,018
| +4% | +$563K |
|
1114
Addus HomeCare
ADUS
$2.05B
| $13.8M | 0.01% |
+197,049
| New | +$13.8M |
|
|
LM
1115
DELISTED
Legg Mason, Inc.
LM
| $13.8M | 0.01% |
442,580
+4,767
| +1% | +$149K |
|
|
PXUS
1116
DELISTED
Principal International Multi-Factor Index ETF
PXUS
| $13.8M | 0.01% |
140,015
| – | – |
|
1117
BorgWarner
BWA
$9.44B
| $13.8M | 0.01% |
366,819
+20,442
| +6% | +$770K |
|
|
HF
1118
DELISTED
HFF Inc.
HF
| $13.8M | 0.01% |
324,582
+27,139
| +9% | +$1.15M |
|
|
RAVN
1119
DELISTED
Raven Industries Inc
RAVN
| $13.8M | 0.01% |
300,717
+15,618
| +5% | +$715K |
|
1120
Enova International
ENVA
$2.9B
| $13.7M | 0.01% |
477,224
+15,713
| +3% | +$453K |
|
1121
Everest Group
EG
$14.7B
| $13.7M | 0.01% |
60,043
-1,480
| -2% | -$338K |
|
1122
Enerpac Tool Group
EPAC
$2.3B
| $13.7M | 0.01% |
491,686
+18,904
| +4% | +$527K |
|
1123
NiSource
NI
$19.3B
| $13.7M | 0.01% |
550,475
+51,972
| +10% | +$1.3M |
|
1124
Mueller Industries
MLI
$10.9B
| $13.7M | 0.01% |
946,516
+49,582
| +6% | +$718K |
|
1125
AMC Networks
AMCX
$357M
| $13.7M | 0.01% |
206,470
+202
| +0.1% | +$13.4K |
|