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 | |
|---|---|---|---|---|---|---|
|
DEA
1351
Easterly Government Properties
DEA
$1.06B
| $9.44M | 0.01% |
195,027
+18,396
| +10% | +$891K |
|
1352
Blackstone Mortgage Trust
BXMT
$3.39B
| $9.42M | 0.01% |
281,120
-176,724
| -39% | -$5.92M |
|
1353
Astec Industries
ASTE
$1.09B
| $9.4M | 0.01% |
186,468
+37,184
| +25% | +$1.87M |
|
1354
Owens & Minor
OMI
$423M
| $9.38M | 0.01% |
567,499
+24,167
| +4% | +$399K |
|
|
TGI
1355
DELISTED
Triumph Group
TGI
| $9.37M | 0.01% |
402,199
+14,858
| +4% | +$346K |
|
1356
Granite Construction
GVA
$4.8B
| $9.37M | 0.01% |
204,979
+3,916
| +2% | +$179K |
|
|
SAFM
1357
DELISTED
Sanderson Farms Inc
SAFM
| $9.36M | 0.01% |
90,517
+765
| +0.9% | +$79.1K |
|
|
CHS
1358
DELISTED
Chicos FAS, Inc.
CHS
| $9.34M | 0.01% |
1,077,719
+8,270
| +0.8% | +$71.7K |
|
1359
Arlo Technologies
ARLO
$1.81B
| $9.33M | 0.01% |
+643,274
| New | +$9.33M |
|
1360
Interparfums
IPAR
$3.49B
| $9.33M | 0.01% |
144,835
+5,427
| +4% | +$350K |
|
|
BPFH
1361
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $9.32M | 0.01% |
682,813
+26,694
| +4% | +$364K |
|
|
BIG
1362
DELISTED
Big Lots, Inc.
BIG
| $9.31M | 0.01% |
222,668
-4,936
| -2% | -$206K |
|
1363
Exact Sciences
EXAS
$10.6B
| $9.3M | 0.01% |
117,813
-14,361
| -11% | -$1.13M |
|
|
PBCT
1364
DELISTED
People's United Financial Inc
PBCT
| $9.26M | 0.01% |
540,862
+22,702
| +4% | +$389K |
|
|
VMW
1365
DELISTED
VMware, Inc
VMW
| $9.24M | 0.01% |
59,234
-6,090
| -9% | -$950K |
|
|
GCI
1366
DELISTED
Gannett Co., Inc
GCI
| $9.24M | 0.01% |
922,955
+24,624
| +3% | +$246K |
|
1367
Alcoa
AA
$8.36B
| $9.24M | 0.01% |
228,626
-15,355
| -6% | -$620K |
|
1368
Celanese
CE
$5.13B
| $9.21M | 0.01% |
80,781
-62,257
| -44% | -$7.1M |
|
1369
FibroGen
FGEN
$50.3M
| $9.2M | 0.01% |
6,055
+151
| +3% | +$229K |
|
1370
CTS Corp
CTS
$1.26B
| $9.19M | 0.01% |
267,898
+4,069
| +2% | +$140K |
|
1371
Innoviva
INVA
$1.22B
| $9.17M | 0.01% |
601,624
+26,131
| +5% | +$398K |
|
|
DPLO
1372
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $9.17M | 0.01% |
472,159
+85,299
| +22% | +$1.66M |
|
|
GOV
1373
DELISTED
Government Properties Income Trust
GOV
| $9.04M | 0.01% |
800,699
+18,147
| +2% | +$205K |
|
1374
Copa Holdings
CPA
$4.82B
| $8.98M | 0.01% |
112,502
-15,059
| -12% | -$1.2M |
|
1375
Werner Enterprises
WERN
$1.72B
| $8.97M | 0.01% |
253,704
+4,635
| +2% | +$164K |
|