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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Northwest Bancshares
NWBI
$1.83B
| $12.2M | 0.01% |
894,545
+10,156
| +1% | +$139K |
|
1327
ArcBest
ARCB
$1.61B
| $12.2M | 0.01% |
209,597
+35,033
| +20% | +$2.04M |
|
|
JBGS
1328
JBG SMITH
JBGS
$1.44B
| $12.1M | 0.01% |
385,237
+4,382
| +1% | +$138K |
|
1329
DXC Technology
DXC
$2.6B
| $12.1M | 0.01% |
310,823
+4,471
| +1% | +$174K |
|
1330
Tennant Co
TNC
$1.5B
| $12.1M | 0.01% |
151,543
+7,073
| +5% | +$565K |
|
1331
Graham Holdings Company
GHC
$4.97B
| $12.1M | 0.01% |
19,070
+5,463
| +40% | +$3.46M |
|
1332
Qualys
QLYS
$4.75B
| $12.1M | 0.01% |
119,823
-1,068
| -0.9% | -$108K |
|
1333
Haemonetics
HAE
$2.58B
| $12M | 0.01% |
180,471
-200,077
| -53% | -$13.3M |
|
|
MTOR
1334
DELISTED
MERITOR, Inc.
MTOR
| $12M | 0.01% |
512,856
+1,341
| +0.3% | +$31.4K |
|
1335
Unisys
UIS
$291M
| $12M | 0.01% |
473,593
+40,293
| +9% | +$1.02M |
|
1336
Urban Outfitters
URBN
$6.33B
| $12M | 0.01% |
290,685
+14,749
| +5% | +$608K |
|
1337
The GEO Group
GEO
$3.26B
| $12M | 0.01% |
1,678,522
+832,618
| +98% | +$5.93M |
|
1338
US Physical Therapy
USPH
$1.23B
| $12M | 0.01% |
103,136
+2,945
| +3% | +$341K |
|
1339
Chewy
CHWY
$14.9B
| $11.9M | 0.01% |
149,824
-118,553
| -44% | -$9.45M |
|
|
ADAM
1340
Adamas Trust, Inc. Common Stock
ADAM
$653M
| $11.9M | 0.01% |
666,883
+5,144
| +0.8% | +$92K |
|
1341
NiSource
NI
$19.2B
| $11.9M | 0.01% |
486,075
+11,398
| +2% | +$279K |
|
1342
G-III Apparel Group
GIII
$1.13B
| $11.9M | 0.01% |
362,049
+16,280
| +5% | +$535K |
|
1343
Murphy USA
MUSA
$7.26B
| $11.9M | 0.01% |
89,103
-1,795
| -2% | -$239K |
|
1344
Murphy Oil
MUR
$3.72B
| $11.9M | 0.01% |
510,023
-252,875
| -33% | -$5.89M |
|
1345
Healthcare Services Group
HCSG
$1.2B
| $11.9M | 0.01% |
375,851
+38,726
| +11% | +$1.22M |
|
1346
M/I Homes
MHO
$4B
| $11.9M | 0.01% |
202,135
+2,062
| +1% | +$121K |
|
1347
Viasat
VSAT
$4.28B
| $11.8M | 0.01% |
236,254
-60,818
| -20% | -$3.03M |
|
1348
Palomar
PLMR
$3.18B
| $11.6M | 0.01% |
154,320
-47,143
| -23% | -$3.56M |
|
1349
Doximity
DOCS
$12.9B
| $11.6M | 0.01% |
+200,000
| New | +$11.6M |
|
1350
Campbell Soup
CPB
$10.1B
| $11.6M | 0.01% |
255,142
-21,872
| -8% | -$997K |
|