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 | |
|---|---|---|---|---|---|---|
1301
ArcBest
ARCB
$1.61B
| $10.4M | 0.01% |
213,868
+7,727
| +4% | +$375K |
|
1302
Guess, Inc.
GES
$868M
| $10.4M | 0.01% |
458,744
+3,631
| +0.8% | +$82.1K |
|
1303
OSI Systems
OSIS
$3.97B
| $10.4M | 0.01% |
135,862
+3,509
| +3% | +$268K |
|
1304
Group 1 Automotive
GPI
$6.09B
| $10.3M | 0.01% |
159,189
-444
| -0.3% | -$28.8K |
|
1305
Neurocrine Biosciences
NBIX
$14.2B
| $10.3M | 0.01% |
84,001
-8,082
| -9% | -$994K |
|
1306
Vital Energy
VTLE
$647M
| $10.3M | 0.01% |
62,963
+62,140
| +7,550% | +$10.2M |
|
|
PRSU
1307
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $10.3M | 0.01% |
173,478
+4,711
| +3% | +$279K |
|
|
NTRI
1308
DELISTED
NutriSystem, Inc.
NTRI
| $10.3M | 0.01% |
277,221
+7,717
| +3% | +$286K |
|
1309
Mativ Holdings
MATV
$666M
| $10.3M | 0.01% |
267,599
+9,365
| +4% | +$359K |
|
1310
Compass Minerals
CMP
$752M
| $10.2M | 0.01% |
152,360
+2,978
| +2% | +$200K |
|
1311
Trustmark
TRMK
$2.42B
| $10.2M | 0.01% |
303,771
+2,160
| +0.7% | +$72.7K |
|
1312
Jack in the Box
JACK
$342M
| $10.2M | 0.01% |
121,723
-3,619
| -3% | -$303K |
|
|
TUP
1313
DELISTED
Tupperware Brands Corporation
TUP
| $10.2M | 0.01% |
304,310
-7,091
| -2% | -$237K |
|
1314
Vanda Pharmaceuticals
VNDA
$265M
| $10.1M | 0.01% |
+441,249
| New | +$10.1M |
|
1315
ProPetro Holding
PUMP
$505M
| $10.1M | 0.01% |
612,002
+40,043
| +7% | +$660K |
|
1316
Heritage Financial
HFWA
$842M
| $10.1M | 0.01% |
286,750
+45,546
| +19% | +$1.6M |
|
|
SVU
1317
DELISTED
SUPERVALU Inc.
SVU
| $10.1M | 0.01% |
312,388
+13,190
| +4% | +$425K |
|
1318
Infosys
INFY
$70.8B
| $10.1M | 0.01% |
988,520
-222,712
| -18% | -$2.26M |
|
1319
MaxLinear
MXL
$1.37B
| $10M | 0.01% |
504,114
+21,172
| +4% | +$421K |
|
1320
City Holding Co
CHCO
$1.83B
| $10M | 0.01% |
130,402
+4,630
| +4% | +$356K |
|
|
FL
1321
DELISTED
Foot Locker
FL
| $10M | 0.01% |
196,461
+9,261
| +5% | +$472K |
|
|
BRSL
1322
Brightstar Lottery PLC
BRSL
$3.13B
| $9.99M | 0.01% |
505,998
-35,784
| -7% | -$707K |
|
1323
Sturm, Ruger & Co
RGR
$587M
| $9.96M | 0.01% |
144,276
+8,370
| +6% | +$578K |
|
|
PMT
1324
PennyMac Mortgage Investment
PMT
$1.08B
| $9.96M | 0.01% |
492,139
+7,324
| +2% | +$148K |
|
1325
American Woodmark
AMWD
$950M
| $9.92M | 0.01% |
126,432
+15,982
| +14% | +$1.25M |
|