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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1101
Dentsply Sirona
XRAY
$2.78B
| $17.2M | 0.01% |
271,213
-43,732
| -14% | -$2.77M |
|
|
SYKE
1102
DELISTED
SYKES Enterprises Inc
SYKE
| $17.1M | 0.01% |
319,251
+46,979
| +17% | +$2.52M |
|
1103
Silgan Holdings
SLGN
$4.76B
| $17.1M | 0.01% |
412,290
+139,706
| +51% | +$5.8M |
|
1104
Selective Insurance
SIGI
$4.85B
| $17.1M | 0.01% |
210,795
+3,013
| +1% | +$245K |
|
1105
Palo Alto Networks
PANW
$133B
| $17.1M | 0.01% |
276,594
+207,078
| +298% | +$12.8M |
|
1106
Nu Skin
NUS
$579M
| $17.1M | 0.01% |
301,887
+75,175
| +33% | +$4.26M |
|
1107
Simpson Manufacturing
SSD
$8.07B
| $17.1M | 0.01% |
154,528
-804
| -0.5% | -$88.8K |
|
1108
Shenandoah Telecom
SHEN
$752M
| $17.1M | 0.01% |
351,665
-49,110
| -12% | -$2.38M |
|
1109
Cirrus Logic
CRUS
$5.91B
| $17M | 0.01% |
200,206
+609
| +0.3% | +$51.8K |
|
|
PACW
1110
DELISTED
PacWest Bancorp
PACW
| $17M | 0.01% |
413,486
+5,032
| +1% | +$207K |
|
|
MODV
1111
DELISTED
ModivCare
MODV
| $17M | 0.01% |
99,916
+9,360
| +10% | +$1.59M |
|
1112
Lumen
LUMN
$6.25B
| $16.9M | 0.01% |
1,241,402
-103,589
| -8% | -$1.41M |
|
1113
National Storage Affiliates Trust
NSA
$2.49B
| $16.9M | 0.01% |
333,572
-121,197
| -27% | -$6.13M |
|
1114
Integra LifeSciences
IART
$1.21B
| $16.9M | 0.01% |
247,120
+3,414
| +1% | +$233K |
|
|
SAIL
1115
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $16.8M | 0.01% |
328,157
-125,246
| -28% | -$6.4M |
|
1116
Howmet Aerospace
HWM
$74.3B
| $16.8M | 0.01% |
485,948
+12,412
| +3% | +$428K |
|
1117
A.O. Smith
AOS
$10.4B
| $16.7M | 0.01% |
232,382
+14,203
| +7% | +$1.02M |
|
1118
Federated Hermes
FHI
$4.2B
| $16.7M | 0.01% |
493,118
+22,342
| +5% | +$758K |
|
1119
Deluxe
DLX
$889M
| $16.7M | 0.01% |
349,774
+17,523
| +5% | +$837K |
|
1120
Ollie's Bargain Outlet
OLLI
$8.07B
| $16.7M | 0.01% |
198,258
+554
| +0.3% | +$46.6K |
|
1121
Wingstop
WING
$7.67B
| $16.7M | 0.01% |
105,806
-561
| -0.5% | -$88.4K |
|
1122
Iridium Communications
IRDM
$1.95B
| $16.7M | 0.01% |
416,896
-2,181
| -0.5% | -$87.2K |
|
|
GMS
1123
DELISTED
GMS Inc
GMS
| $16.7M | 0.01% |
346,217
+13,698
| +4% | +$659K |
|
1124
Ultra Clean Holdings
UCTT
$1.16B
| $16.7M | 0.01% |
310,233
+22,538
| +8% | +$1.21M |
|
1125
Bristow Group
VTOL
$1.1B
| $16.7M | 0.01% |
650,188
+100,493
| +18% | +$2.57M |
|