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 | |
|---|---|---|---|---|---|---|
1376
United Fire Group
UFCS
$792M
| $8.95M | 0.01% |
176,353
+6,727
| +4% | +$342K |
|
1377
Brinker International
EAT
$6.88B
| $8.9M | 0.01% |
190,521
-8,859
| -4% | -$414K |
|
1378
Stewart Information Services
STC
$2.04B
| $8.89M | 0.01% |
197,461
+11,948
| +6% | +$538K |
|
1379
Nabors Industries
NBR
$619M
| $8.88M | 0.01% |
28,839
-2,260
| -7% | -$696K |
|
|
NFX
1380
DELISTED
Newfield Exploration
NFX
| $8.87M | 0.01% |
307,758
+4,121
| +1% | +$119K |
|
|
BID
1381
DELISTED
Sotheby's
BID
| $8.83M | 0.01% |
179,542
+3,782
| +2% | +$186K |
|
1382
Winnebago Industries
WGO
$953M
| $8.82M | 0.01% |
266,151
+8,520
| +3% | +$282K |
|
|
FARO
1383
DELISTED
Faro Technologies
FARO
| $8.82M | 0.01% |
137,094
+4,997
| +4% | +$322K |
|
|
TBI
1384
Trueblue
TBI
$171M
| $8.81M | 0.01% |
338,141
+34,981
| +12% | +$911K |
|
1385
Benchmark Electronics
BHE
$1.43B
| $8.8M | 0.01% |
376,160
+6,236
| +2% | +$146K |
|
|
ROCC
1386
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $8.72M | 0.01% |
108,209
+2,636
| +2% | +$212K |
|
1387
Macerich
MAC
$4.61B
| $8.71M | 0.01% |
157,457
-2,381
| -1% | -$132K |
|
1388
Assurant
AIZ
$10.6B
| $8.7M | 0.01% |
80,605
+968
| +1% | +$105K |
|
|
REGI
1389
DELISTED
Renewable Energy Group, Inc.
REGI
| $8.7M | 0.01% |
302,085
+44,653
| +17% | +$1.29M |
|
|
WRD
1390
DELISTED
WildHorse Resource Development
WRD
| $8.7M | 0.01% |
367,800
-24,300
| -6% | -$574K |
|
1391
Perdoceo Education
PRDO
$2.16B
| $8.69M | 0.01% |
581,813
+52,239
| +10% | +$780K |
|
1392
Leggett & Platt
LEG
$1.34B
| $8.68M | 0.01% |
198,100
+467
| +0.2% | +$20.5K |
|
|
XLRN
1393
DELISTED
Acceleron Pharma Inc.
XLRN
| $8.65M | 0.01% |
151,144
-12,922
| -8% | -$739K |
|
|
VRE
1394
Veris Residential
VRE
$1.49B
| $8.64M | 0.01% |
406,602
+19,066
| +5% | +$405K |
|
|
EGOV
1395
DELISTED
NIC Inc
EGOV
| $8.63M | 0.01% |
583,004
+32,500
| +6% | +$481K |
|
|
WIRE
1396
DELISTED
Encore Wire Corp
WIRE
| $8.62M | 0.01% |
172,048
+5,878
| +4% | +$295K |
|
|
SEND
1397
DELISTED
SendGrid, Inc.
SEND
| $8.6M | 0.01% |
233,616
+2,009
| +0.9% | +$73.9K |
|
1398
AdvanSix
ASIX
$554M
| $8.59M | 0.01% |
252,983
+8,292
| +3% | +$282K |
|
1399
DexCom
DXCM
$29.8B
| $8.58M | 0.01% |
239,820
+8,968
| +4% | +$321K |
|
|
INVX
1400
Innovex International, Inc.
INVX
$1.15B
| $8.55M | 0.01% |
163,591
-4,307
| -3% | -$225K |
|