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 | |
|---|---|---|---|---|---|---|
1151
Newell Brands
NWL
$2.48B
| $13.3M | 0.01% |
653,605
-51,920
| -7% | -$1.05M |
|
1152
NMI Holdings
NMIH
$3.11B
| $13.2M | 0.01% |
583,935
+72,476
| +14% | +$1.64M |
|
1153
BJ's Restaurants
BJRI
$692M
| $13.2M | 0.01% |
183,039
+30,158
| +20% | +$2.18M |
|
1154
First Interstate BancSystem
FIBK
$3.44B
| $13.2M | 0.01% |
294,668
+106,811
| +57% | +$4.79M |
|
|
BEL
1155
DELISTED
Belmond Ltd.
BEL
| $13.2M | 0.01% |
723,251
+69,120
| +11% | +$1.26M |
|
1156
PRA Group
PRAA
$663M
| $13.2M | 0.01% |
365,768
+13,048
| +4% | +$470K |
|
1157
John Wiley & Sons Class A
WLY
$2.21B
| $13.2M | 0.01% |
217,253
+4,650
| +2% | +$282K |
|
|
AAWW
1158
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $13.2M | 0.01% |
206,501
+3,906
| +2% | +$249K |
|
1159
Fulton Financial
FULT
$3.53B
| $13.1M | 0.01% |
789,292
+8,708
| +1% | +$145K |
|
1160
Boise Cascade
BCC
$3.23B
| $13.1M | 0.01% |
355,989
+14,342
| +4% | +$528K |
|
1161
CareTrust REIT
CTRE
$7.61B
| $13.1M | 0.01% |
739,620
+75,142
| +11% | +$1.33M |
|
|
KRA
1162
DELISTED
Kraton Corporation
KRA
| $13.1M | 0.01% |
277,685
+10,618
| +4% | +$501K |
|
1163
Tower Semiconductor
TSEM
$7.28B
| $13.1M | 0.01% |
601,658
+62,489
| +12% | +$1.36M |
|
1164
Cadence Bank
CADE
$7.05B
| $13.1M | 0.01% |
400,182
+33,685
| +9% | +$1.1M |
|
|
MZTI
1165
The Marzetti Company Common Stock
MZTI
$5.05B
| $13M | 0.01% |
87,440
+1,474
| +2% | +$220K |
|
1166
SolarEdge
SEDG
$1.73B
| $13M | 0.01% |
346,158
+50,525
| +17% | +$1.9M |
|
1167
Matthews International
MATW
$765M
| $13M | 0.01% |
259,163
+8,820
| +4% | +$442K |
|
1168
US Physical Therapy
USPH
$1.23B
| $13M | 0.01% |
109,555
+4,333
| +4% | +$514K |
|
1169
Belden
BDC
$5.2B
| $13M | 0.01% |
181,662
-101
| -0.1% | -$7.21K |
|
1170
CoreCivic
CXW
$2.27B
| $13M | 0.01% |
532,851
+5,402
| +1% | +$131K |
|
1171
Westamerica Bancorp
WABC
$1.24B
| $13M | 0.01% |
215,351
+7,911
| +4% | +$476K |
|
1172
Boston Beer
SAM
$2.36B
| $12.9M | 0.01% |
44,935
+326
| +0.7% | +$93.7K |
|
1173
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $12.9M | 0.01% |
320,500
-4,000
| -1% | -$161K |
|
1174
Corcept Therapeutics
CORT
$7.57B
| $12.9M | 0.01% |
918,069
+111,430
| +14% | +$1.56M |
|
|
VRTU
1175
DELISTED
Virtusa Corporation
VRTU
| $12.9M | 0.01% |
239,543
+7,385
| +3% | +$397K |
|