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 | |
|---|---|---|---|---|---|---|
|
SLCA
1226
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $11.8M | 0.01% |
625,574
+9,930
| +2% | +$187K |
|
1227
Whirlpool
WHR
$5.18B
| $11.7M | 0.01% |
98,869
+1,008
| +1% | +$120K |
|
1228
Harley-Davidson
HOG
$3.69B
| $11.7M | 0.01% |
258,574
+8,004
| +3% | +$363K |
|
1229
Murphy USA
MUSA
$7.48B
| $11.7M | 0.01% |
136,711
-2,567
| -2% | -$219K |
|
|
PDCO
1230
DELISTED
Patterson Companies, Inc.
PDCO
| $11.7M | 0.01% |
477,156
+21,716
| +5% | +$531K |
|
1231
Asbury Automotive
ABG
$4.83B
| $11.7M | 0.01% |
169,608
+22,547
| +15% | +$1.55M |
|
|
INN
1232
Summit Hotel Properties
INN
$622M
| $11.7M | 0.01% |
861,763
+35,452
| +4% | +$480K |
|
|
UNT
1233
DELISTED
UNIT Corporation
UNT
| $11.6M | 0.01% |
446,969
+7,447
| +2% | +$194K |
|
1234
Dine Brands
DIN
$370M
| $11.6M | 0.01% |
142,900
+3,985
| +3% | +$324K |
|
1235
Sleep Number
SNBR
$212M
| $11.6M | 0.01% |
315,711
-4,482
| -1% | -$165K |
|
1236
Terex
TEX
$3.49B
| $11.6M | 0.01% |
290,445
-29,053
| -9% | -$1.16M |
|
|
AAT
1237
American Assets Trust
AAT
$1.27B
| $11.6M | 0.01% |
310,721
-12,890
| -4% | -$481K |
|
1238
CSG Systems International
CSGS
$1.86B
| $11.6M | 0.01% |
288,663
+8,685
| +3% | +$349K |
|
1239
Pultegroup
PHM
$27.1B
| $11.6M | 0.01% |
466,771
-363,145
| -44% | -$9M |
|
1240
Houlihan Lokey
HLI
$14.5B
| $11.5M | 0.01% |
256,755
+7,302
| +3% | +$328K |
|
1241
TEGNA Inc
TGNA
$3.39B
| $11.5M | 0.01% |
958,220
-741
| -0.1% | -$8.86K |
|
|
CTB
1242
DELISTED
Cooper Tire & Rubber Co.
CTB
| $11.4M | 0.01% |
404,202
+10,355
| +3% | +$293K |
|
1243
Abercrombie & Fitch
ANF
$4.18B
| $11.4M | 0.01% |
540,779
+1,691
| +0.3% | +$35.7K |
|
1244
Columbus McKinnon
CMCO
$415M
| $11.4M | 0.01% |
287,307
+282,098
| +5,416% | +$11.2M |
|
1245
Graham Holdings Company
GHC
$5.11B
| $11.4M | 0.01% |
19,596
+132
| +0.7% | +$76.5K |
|
1246
MillerKnoll
MLKN
$1.41B
| $11.3M | 0.01% |
295,305
+5,095
| +2% | +$196K |
|
1247
Standex International
SXI
$2.48B
| $11.3M | 0.01% |
108,727
+5,632
| +5% | +$587K |
|
1248
Helix Energy Solutions
HLX
$919M
| $11.3M | 0.01% |
1,145,749
+37,296
| +3% | +$368K |
|
|
CVG
1249
DELISTED
Convergys
CVG
| $11.3M | 0.01% |
476,234
-918
| -0.2% | -$21.8K |
|
1250
Fortune Brands Innovations
FBIN
$7.21B
| $11.3M | 0.01% |
251,692
-2,487
| -1% | -$111K |
|