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 | |
|---|---|---|---|---|---|---|
1251
Tenet Healthcare
THC
$16.9B
| $11.3M | 0.01% |
395,364
+20,192
| +5% | +$575K |
|
1252
Kite Realty
KRG
$4.95B
| $11.2M | 0.01% |
675,585
+23,698
| +4% | +$395K |
|
1253
Edgewell Personal Care
EPC
$1.01B
| $11.2M | 0.01% |
242,838
+4,649
| +2% | +$215K |
|
1254
RB Global
RBA
$21.8B
| $11.2M | 0.01% |
310,635
-82,943
| -21% | -$3M |
|
1255
Urban Edge Properties
UE
$2.65B
| $11.2M | 0.01% |
507,800
+40,818
| +9% | +$901K |
|
1256
Golden Entertainment
GDEN
$637M
| $11.2M | 0.01% |
466,156
+8,481
| +2% | +$204K |
|
|
REN
1257
DELISTED
Resolute Energy Corporaton
REN
| $11.2M | 0.01% |
295,901
+1,074
| +0.4% | +$40.6K |
|
|
MDRX
1258
DELISTED
Veradigm Inc. Common Stock
MDRX
| $11.2M | 0.01% |
784,070
+515
| +0.1% | +$7.34K |
|
1259
KB Home
KBH
$4.51B
| $11.2M | 0.01% |
467,051
+10,572
| +2% | +$253K |
|
|
LPNT
1260
DELISTED
LifePoint Health, Inc.
LPNT
| $11.1M | 0.01% |
172,999
+6,271
| +4% | +$404K |
|
1261
International Bancshares
IBOC
$4.39B
| $11.1M | 0.01% |
246,683
+5,229
| +2% | +$235K |
|
|
WPG
1262
DELISTED
Washington Prime Group Inc.
WPG
| $11.1M | 0.01% |
168,864
+5,735
| +4% | +$377K |
|
1263
Tennant Co
TNC
$1.51B
| $11.1M | 0.01% |
145,936
+5,846
| +4% | +$444K |
|
1264
Ring Energy
REI
$219M
| $11.1M | 0.01% |
1,117,440
+49,511
| +5% | +$491K |
|
1265
Campbell Soup
CPB
$9.93B
| $11.1M | 0.01% |
302,185
+6,750
| +2% | +$247K |
|
1266
Kimco Realty
KIM
$15.2B
| $11.1M | 0.01% |
660,831
-1,780
| -0.3% | -$29.8K |
|
|
NVRO
1267
DELISTED
NEVRO CORP.
NVRO
| $11M | 0.01% |
193,494
+2,789
| +1% | +$159K |
|
|
LMNX
1268
DELISTED
Luminex Corp
LMNX
| $11M | 0.01% |
363,125
+11,739
| +3% | +$356K |
|
|
MNK
1269
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $11M | 0.01% |
375,301
+18,079
| +5% | +$530K |
|
1270
Diodes
DIOD
$2.47B
| $11M | 0.01% |
329,943
+18,808
| +6% | +$626K |
|
1271
Affiliated Managers Group
AMG
$6.7B
| $11M | 0.01% |
80,272
-410
| -0.5% | -$56.1K |
|
|
AGS
1272
DELISTED
PlayAGS
AGS
| $10.9M | 0.01% |
369,644
-2,582
| -0.7% | -$76.1K |
|
1273
Avis
CAR
$5.47B
| $10.9M | 0.01% |
338,876
-14,858
| -4% | -$478K |
|
|
AHL
1274
DELISTED
ASPEN Insurance Holding Limited
AHL
| $10.9M | 0.01% |
260,081
+3,606
| +1% | +$151K |
|
1275
Methode Electronics
MEI
$288M
| $10.8M | 0.01% |
299,658
+3,750
| +1% | +$136K |
|