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 | |
|---|---|---|---|---|---|---|
1126
Interpublic Group of Companies
IPG
$9.7B
| $13.7M | 0.01% |
598,189
+14,771
| +3% | +$338K |
|
1127
Calavo Growers
CVGW
$495M
| $13.7M | 0.01% |
141,385
+6,102
| +5% | +$589K |
|
1128
Deluxe
DLX
$879M
| $13.6M | 0.01% |
239,430
+4,922
| +2% | +$280K |
|
1129
CNX Resources
CNX
$4.26B
| $13.6M | 0.01% |
951,918
+83,304
| +10% | +$1.19M |
|
1130
Dana Inc
DAN
$2.77B
| $13.6M | 0.01% |
729,159
-77,669
| -10% | -$1.45M |
|
1131
Walker & Dunlop
WD
$2.95B
| $13.6M | 0.01% |
257,318
+13,018
| +5% | +$688K |
|
1132
Evertec
EVTC
$2.16B
| $13.6M | 0.01% |
564,231
+21,641
| +4% | +$522K |
|
1133
Allegion
ALLE
$15.2B
| $13.6M | 0.01% |
149,935
+2,383
| +2% | +$216K |
|
1134
PotlatchDeltic
PCH
$3.23B
| $13.6M | 0.01% |
330,977
+18,639
| +6% | +$763K |
|
1135
NBT Bancorp
NBTB
$2.26B
| $13.5M | 0.01% |
352,478
+12,558
| +4% | +$482K |
|
|
CPE
1136
DELISTED
Callon Petroleum Company
CPE
| $13.5M | 0.01% |
112,748
+289
| +0.3% | +$34.7K |
|
1137
Telephone and Data Systems
TDS
$4.47B
| $13.5M | 0.01% |
444,031
+3,614
| +0.8% | +$110K |
|
1138
Healthcare Services Group
HCSG
$1.19B
| $13.5M | 0.01% |
332,060
+6,737
| +2% | +$274K |
|
1139
Pinnacle West Capital
PNW
$10.5B
| $13.5M | 0.01% |
170,095
-2,886
| -2% | -$229K |
|
1140
Gentherm
THRM
$1.07B
| $13.4M | 0.01% |
294,415
+7,767
| +3% | +$353K |
|
1141
Oxford Industries
OXM
$716M
| $13.4M | 0.01% |
148,201
+5,766
| +4% | +$520K |
|
1142
Archrock
AROC
$4.34B
| $13.3M | 0.01% |
1,093,693
+36,265
| +3% | +$442K |
|
1143
Anywhere Real Estate
HOUS
$766M
| $13.3M | 0.01% |
645,966
+541,085
| +516% | +$11.2M |
|
|
ECOL
1144
DELISTED
US Ecology, Inc.
ECOL
| $13.3M | 0.01% |
180,710
+9,855
| +6% | +$727K |
|
1145
Universal Corp
UVV
$1.39B
| $13.3M | 0.01% |
204,944
+10,958
| +6% | +$712K |
|
1146
Shake Shack
SHAK
$4.08B
| $13.3M | 0.01% |
211,168
+60,392
| +40% | +$3.81M |
|
1147
Oceaneering
OII
$2.45B
| $13.3M | 0.01% |
481,570
+6,555
| +1% | +$181K |
|
|
NAVG
1148
DELISTED
Navigators Group Inc
NAVG
| $13.3M | 0.01% |
192,268
+11,114
| +6% | +$768K |
|
1149
Western Union
WU
$2.73B
| $13.3M | 0.01% |
696,670
+4,307
| +0.6% | +$82.1K |
|
1150
NorthWestern Energy
NWE
$3.51B
| $13.3M | 0.01% |
226,288
+5,596
| +3% | +$328K |
|