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 | |
|---|---|---|---|---|---|---|
1326
Materion
MTRN
$2.29B
| $9.92M | 0.01% |
163,900
+5,947
| +4% | +$360K |
|
1327
Southside Bancshares
SBSI
$917M
| $9.9M | 0.01% |
284,516
+50,844
| +22% | +$1.77M |
|
1328
Sally Beauty Holdings
SBH
$1.45B
| $9.87M | 0.01% |
536,489
-1,361
| -0.3% | -$25K |
|
|
NTUS
1329
DELISTED
Natus Medical Inc
NTUS
| $9.83M | 0.01% |
275,604
+9,387
| +4% | +$335K |
|
|
MDP
1330
DELISTED
Meredith Corporation
MDP
| $9.82M | 0.01% |
192,316
-677
| -0.4% | -$34.6K |
|
|
ADSW
1331
DELISTED
Advanced Disposal Services, Inc.
ADSW
| $9.81M | 0.01% |
362,239
+354,067
| +4,333% | +$9.59M |
|
|
SYKE
1332
DELISTED
SYKES Enterprises Inc
SYKE
| $9.8M | 0.01% |
321,548
-253,346
| -44% | -$7.72M |
|
1333
Silgan Holdings
SLGN
$4.71B
| $9.78M | 0.01% |
351,714
+19,026
| +6% | +$529K |
|
|
SGEN
1334
DELISTED
Seagen Inc. Common Stock
SGEN
| $9.73M | 0.01% |
126,114
-3,606
| -3% | -$278K |
|
1335
Apogee Enterprises
APOG
$896M
| $9.73M | 0.01% |
235,365
+15,513
| +7% | +$641K |
|
1336
Lindsay Corp
LNN
$1.5B
| $9.71M | 0.01% |
96,898
+5,299
| +6% | +$531K |
|
1337
iShares Russell 2000 Value ETF
IWN
$12B
| $9.71M | 0.01% |
72,991
+44,748
| +158% | +$5.95M |
|
1338
AMERISAFE
AMSF
$857M
| $9.64M | 0.01% |
155,592
+5,537
| +4% | +$343K |
|
1339
Artivion
AORT
$1.94B
| $9.64M | 0.01% |
273,762
+10,459
| +4% | +$368K |
|
1340
Jefferies Financial Group
JEF
$13.5B
| $9.63M | 0.01% |
490,046
-15,182
| -3% | -$298K |
|
1341
Tri Pointe Homes
TPH
$3.18B
| $9.57M | 0.01% |
771,638
-2,048
| -0.3% | -$25.4K |
|
1342
Orthofix Medical
OFIX
$563M
| $9.54M | 0.01% |
165,090
+5,447
| +3% | +$315K |
|
|
CATM
1343
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $9.54M | 0.01% |
301,439
-56,338
| -16% | -$1.78M |
|
|
KEM
1344
DELISTED
KEMET Corporation
KEM
| $9.52M | 0.01% |
512,998
+69,724
| +16% | +$1.29M |
|
1345
Rollins
ROL
$27.3B
| $9.51M | 0.01% |
352,712
-616,019
| -64% | -$16.6M |
|
|
CNR
1346
Core Natural Resources, Inc.
CNR
$3.74B
| $9.51M | 0.01% |
233,099
+29,944
| +15% | +$1.22M |
|
|
KTWO
1347
DELISTED
K2M Group Holdings, Inc
KTWO
| $9.49M | 0.01% |
346,587
+10,556
| +3% | +$289K |
|
|
BBBY
1348
DELISTED
Bed Bath & Beyond Inc
BBBY
| $9.48M | 0.01% |
631,957
+6,976
| +1% | +$105K |
|
1349
Genworth Financial
GNW
$3.51B
| $9.46M | 0.01% |
2,269,136
+44,732
| +2% | +$187K |
|
1350
Rambus
RMBS
$9.53B
| $9.46M | 0.01% |
866,738
+12,413
| +1% | +$135K |
|