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 | |
|---|---|---|---|---|---|---|
|
CORE
1176
DELISTED
Core Mark Holding Co., Inc.
CORE
| $12.8M | 0.01% |
377,554
+17,986
| +5% | +$611K |
|
|
WW
1177
DELISTED
WW International
WW
| $12.8M | 0.01% |
177,960
+167,353
| +1,578% | +$12M |
|
1178
InterDigital
IDCC
$8.33B
| $12.8M | 0.01% |
159,860
+3,420
| +2% | +$274K |
|
1179
HUB Group
HUBG
$2.2B
| $12.8M | 0.01% |
559,538
+21,918
| +4% | +$500K |
|
|
NP
1180
DELISTED
Neenah, Inc. Common Stock
NP
| $12.7M | 0.01% |
147,677
+8,595
| +6% | +$742K |
|
1181
AAR Corp
AIR
$2.67B
| $12.7M | 0.01% |
265,296
+14,327
| +6% | +$686K |
|
1182
S&T Bancorp
STBA
$1.5B
| $12.7M | 0.01% |
292,866
+10,143
| +4% | +$440K |
|
1183
La-Z-Boy
LZB
$1.39B
| $12.7M | 0.01% |
401,611
+7,612
| +2% | +$241K |
|
1184
Aaon
AAON
$6.7B
| $12.7M | 0.01% |
502,772
+31,598
| +7% | +$796K |
|
|
AKS
1185
DELISTED
AK Steel Holding Corp.
AKS
| $12.6M | 0.01% |
2,577,130
+88,394
| +4% | +$433K |
|
|
TIVO
1186
DELISTED
Tivo Inc
TIVO
| $12.6M | 0.01% |
1,010,730
+40,383
| +4% | +$503K |
|
1187
GameStop
GME
$11.2B
| $12.6M | 0.01% |
3,290,160
+74,468
| +2% | +$284K |
|
|
GAP
1188
The Gap, Inc.
GAP
$8.5B
| $12.5M | 0.01% |
434,179
+1,185
| +0.3% | +$34.2K |
|
|
DISH
1189
DELISTED
DISH Network Corp.
DISH
| $12.5M | 0.01% |
350,027
+1,638
| +0.5% | +$58.6K |
|
|
OCLR
1190
DELISTED
Oclaro Inc.
OCLR
| $12.5M | 0.01% |
1,393,973
+47,163
| +4% | +$422K |
|
1191
Commault Systems
CVLT
$7.82B
| $12.4M | 0.01% |
177,330
-9,995
| -5% | -$700K |
|
1192
LivePerson
LPSN
$86M
| $12.4M | 0.01% |
478,355
+31,255
| +7% | +$811K |
|
1193
STAAR Surgical
STAA
$1.37B
| $12.4M | 0.01% |
258,586
+43,505
| +20% | +$2.09M |
|
|
SONC
1194
DELISTED
Sonic Corp
SONC
| $12.4M | 0.01% |
286,369
-3,096
| -1% | -$134K |
|
|
TRHC
1195
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $12.4M | 0.01% |
152,788
+34,716
| +29% | +$2.82M |
|
1196
Carpenter Technology
CRS
$12B
| $12.4M | 0.01% |
210,231
+1,793
| +0.9% | +$106K |
|
|
TECD
1197
DELISTED
Tech Data Corp
TECD
| $12.4M | 0.01% |
172,788
+16,653
| +11% | +$1.19M |
|
1198
Enpro
NPO
$4.64B
| $12.3M | 0.01% |
169,254
+5,595
| +3% | +$408K |
|
1199
Boyd Gaming
BYD
$6.79B
| $12.3M | 0.01% |
363,716
-4,422
| -1% | -$150K |
|
1200
Meritage Homes
MTH
$5.61B
| $12.3M | 0.01% |
617,042
+6,976
| +1% | +$139K |
|