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 | |
|---|---|---|---|---|---|---|
|
BRKL
1276
DELISTED
Brookline Bancorp
BRKL
| $10.8M | 0.01% |
649,305
+23,586
| +4% | +$394K |
|
|
MDC
1277
DELISTED
M.D.C. Holdings, Inc.
MDC
| $10.8M | 0.01% |
426,154
+7,948
| +2% | +$202K |
|
|
PGTI
1278
DELISTED
PGT, Inc.
PGTI
| $10.8M | 0.01% |
499,243
+82,961
| +20% | +$1.79M |
|
1279
Commercial Metals
CMC
$6.54B
| $10.8M | 0.01% |
524,773
+9,773
| +2% | +$201K |
|
1280
Cirrus Logic
CRUS
$6B
| $10.8M | 0.01% |
278,804
+10,062
| +4% | +$388K |
|
|
TLRD
1281
DELISTED
Tailored Brands, Inc.
TLRD
| $10.8M | 0.01% |
426,931
+4,608
| +1% | +$116K |
|
|
TVTY
1282
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $10.7M | 0.01% |
333,161
+58,097
| +21% | +$1.87M |
|
1283
Minerals Technologies
MTX
$2.02B
| $10.7M | 0.01% |
158,437
+1,325
| +0.8% | +$89.6K |
|
1284
Strategy Inc Common Stock Class A
MSTR
$93.9B
| $10.7M | 0.01% |
761,570
+28,330
| +4% | +$398K |
|
1285
AutoNation
AN
$8.42B
| $10.7M | 0.01% |
256,958
-3,929
| -2% | -$163K |
|
|
CJ
1286
DELISTED
C&J Energy Services, Inc.
CJ
| $10.7M | 0.01% |
513,308
+7,491
| +1% | +$156K |
|
|
RDC
1287
DELISTED
Rowan Companies Plc
RDC
| $10.6M | 0.01% |
565,518
+61,415
| +12% | +$1.16M |
|
1288
China Yuchai International
CYD
$1.43B
| $10.6M | 0.01% |
616,515
+139,169
| +29% | +$2.4M |
|
1289
ePlus
PLUS
$1.96B
| $10.6M | 0.01% |
229,242
+9,626
| +4% | +$446K |
|
1290
AZZ Inc
AZZ
$3.54B
| $10.6M | 0.01% |
210,151
+7,409
| +4% | +$374K |
|
1291
Hain Celestial
HAIN
$188M
| $10.6M | 0.01% |
390,228
-64,723
| -14% | -$1.76M |
|
1292
Flowserve
FLS
$7.39B
| $10.6M | 0.01% |
193,170
+10,109
| +6% | +$553K |
|
1293
Bath & Body Works
BBWI
$5.62B
| $10.6M | 0.01% |
431,143
-16,912
| -4% | -$414K |
|
1294
Hanesbrands
HBI
$2.21B
| $10.6M | 0.01% |
572,961
+15,849
| +3% | +$292K |
|
1295
Safety Insurance
SAFT
$1.11B
| $10.5M | 0.01% |
117,688
-4,386
| -4% | -$393K |
|
|
SGI
1296
Somnigroup International Inc.
SGI
$17.8B
| $10.5M | 0.01% |
796,972
+1,804
| +0.2% | +$23.9K |
|
1297
Rithm Capital
RITM
$6.57B
| $10.5M | 0.01% |
591,384
-431,652
| -42% | -$7.69M |
|
1298
Tactile Systems Technology
TCMD
$304M
| $10.5M | 0.01% |
147,317
+22,870
| +18% | +$1.62M |
|
|
TIER
1299
DELISTED
TIER REIT, Inc.
TIER
| $10.4M | 0.01% |
433,171
+1,376
| +0.3% | +$33.2K |
|
1300
Scholastic
SCHL
$687M
| $10.4M | 0.01% |
223,536
+9,647
| +5% | +$450K |
|