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 | |
|---|---|---|---|---|---|---|
|
CTRL
1426
DELISTED
Control4 Corporation
CTRL
| $8.12M | 0.01% |
236,387
+53,028
| +29% | +$1.82M |
|
1427
Tompkins Financial
TMP
$1.02B
| $8.11M | 0.01% |
99,923
+3,462
| +4% | +$281K |
|
1428
Modine Manufacturing
MOD
$7.71B
| $8.06M | 0.01% |
541,127
-7,233
| -1% | -$108K |
|
1429
Worthington Enterprises
WOR
$3.26B
| $8.06M | 0.01% |
301,627
-10,013
| -3% | -$268K |
|
1430
Standard Motor Products
SMP
$901M
| $8.02M | 0.01% |
162,983
+5,350
| +3% | +$263K |
|
1431
Vale
VALE
$45.4B
| $8.01M | 0.01% |
539,838
-5,251
| -1% | -$77.9K |
|
1432
Encore Capital Group
ECPG
$1.02B
| $8.01M | 0.01% |
223,363
+20,965
| +10% | +$752K |
|
1433
Andersons Inc
ANDE
$1.4B
| $8M | 0.01% |
212,531
+6,186
| +3% | +$233K |
|
|
NXGN
1434
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $8M | 0.01% |
398,332
+17,190
| +5% | +$345K |
|
1435
Elanco Animal Health
ELAN
$9.33B
| $7.97M | 0.01% |
+228,500
| New | +$7.97M |
|
|
PRFT
1436
DELISTED
Perficient Inc
PRFT
| $7.92M | 0.01% |
297,000
+8,108
| +3% | +$216K |
|
|
MTSC
1437
DELISTED
MTS Systems Corp
MTSC
| $7.9M | 0.01% |
144,209
+5,311
| +4% | +$291K |
|
1438
Booz Allen Hamilton
BAH
$12.8B
| $7.88M | 0.01% |
158,804
+133,514
| +528% | +$6.63M |
|
1439
Triumph Financial, Inc.
TFIN
$1.35B
| $7.88M | 0.01% |
206,183
+195,272
| +1,790% | +$7.46M |
|
|
AVP
1440
DELISTED
Avon Products, Inc.
AVP
| $7.86M | 0.01% |
3,571,631
+130,664
| +4% | +$287K |
|
1441
Eventbrite
EB
$265M
| $7.85M | 0.01% |
+206,784
| New | +$7.85M |
|
1442
National Bank Holdings
NBHC
$1.47B
| $7.85M | 0.01% |
208,459
-3,232
| -2% | -$122K |
|
1443
DNOW Inc
DNOW
$1.65B
| $7.82M | 0.01% |
472,251
-3,763
| -0.8% | -$62.3K |
|
1444
OraSure Technologies
OSUR
$243M
| $7.82M | 0.01% |
505,894
+30,168
| +6% | +$466K |
|
|
APTI
1445
DELISTED
Apptio, Inc. Class A Common Stock
APTI
| $7.8M | 0.01% |
211,077
+7,814
| +4% | +$289K |
|
|
AYX
1446
DELISTED
Alteryx, Inc.
AYX
| $7.77M | 0.01% |
135,883
+4,994
| +4% | +$286K |
|
1447
Petrobras
PBR
$81.6B
| $7.76M | 0.01% |
642,968
+29,785
| +5% | +$360K |
|
|
CLDT
1448
Chatham Lodging
CLDT
$354M
| $7.74M | 0.01% |
370,443
+13,080
| +4% | +$273K |
|
1449
TripAdvisor
TRIP
$2.08B
| $7.74M | 0.01% |
151,568
-4,178
| -3% | -$213K |
|
|
NPKI
1450
NPK International Inc.
NPKI
$901M
| $7.74M | 0.01% |
747,318
+34,034
| +5% | +$352K |
|