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 | |
|---|---|---|---|---|---|---|
1526
iShares MSCI India ETF
INDA
$9.4B
| $6.39M | 0.01% |
196,731
+58,605
| +42% | +$1.9M |
|
1527
RE/MAX Holdings
RMAX
$199M
| $6.37M | 0.01% |
143,682
+5,021
| +4% | +$223K |
|
1528
Greif
GEF
$3.6B
| $6.37M | 0.01% |
118,640
+1,540
| +1% | +$82.6K |
|
|
HSKA
1529
DELISTED
Heska Corp
HSKA
| $6.3M | 0.01% |
55,597
+2,225
| +4% | +$252K |
|
1530
Central Pacific Financial
CPF
$833M
| $6.28M | 0.01% |
237,571
+6,967
| +3% | +$184K |
|
1531
Light & Wonder
LNW
$7.42B
| $6.27M | 0.01% |
246,996
+10,592
| +4% | +$269K |
|
|
EGRX
1532
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $6.24M | 0.01% |
89,958
+25,120
| +39% | +$1.74M |
|
1533
Northfield Bancorp
NFBK
$501M
| $6.22M | 0.01% |
390,934
+16,174
| +4% | +$258K |
|
1534
StoneX
SNEX
$5.14B
| $6.2M | 0.01% |
288,527
+13,858
| +5% | +$298K |
|
1535
STAG Industrial
STAG
$6.8B
| $6.15M | 0.01% |
223,786
-591,935
| -73% | -$16.3M |
|
|
MODV
1536
DELISTED
ModivCare
MODV
| $6.14M | 0.01% |
91,216
+3,747
| +4% | +$252K |
|
|
SAFE
1537
Safehold
SAFE
$1.2B
| $6.13M | 0.01% |
+112,745
| New | +$6.13M |
|
1538
SunCoke Energy
SXC
$658M
| $6.1M | 0.01% |
524,541
+7,127
| +1% | +$82.8K |
|
1539
Cohu
COHU
$992M
| $6.09M | 0.01% |
242,751
+8,709
| +4% | +$219K |
|
|
BLUE
1540
DELISTED
bluebird bio
BLUE
| $6.07M | 0.01% |
3,209
-212
| -6% | -$401K |
|
|
LDL
1541
DELISTED
Lydall, Inc.
LDL
| $6.05M | 0.01% |
140,332
+4,979
| +4% | +$215K |
|
1542
Kelly Services Class A
KELYA
$486M
| $6.04M | 0.01% |
251,274
+11,671
| +5% | +$280K |
|
|
CMO
1543
DELISTED
Capstead Mortgage Corp.
CMO
| $6M | 0.01% |
758,455
+21,222
| +3% | +$168K |
|
|
AHH
1544
Armada Hoffler Properties
AHH
$596M
| $5.97M | 0.01% |
394,771
+42,347
| +12% | +$640K |
|
1545
PetMed Express
PETS
$58.7M
| $5.96M | 0.01% |
180,654
+6,727
| +4% | +$222K |
|
1546
Vicor
VICR
$2.29B
| $5.96M | 0.01% |
129,613
+1,947
| +2% | +$89.6K |
|
1547
Burlington
BURL
$17.6B
| $5.93M | 0.01% |
36,389
+2,936
| +9% | +$478K |
|
1548
Mercury Insurance
MCY
$4.37B
| $5.93M | 0.01% |
118,130
-38,882
| -25% | -$1.95M |
|
|
USCR
1549
DELISTED
U S Concrete, Inc.
USCR
| $5.92M | 0.01% |
129,006
+5,904
| +5% | +$271K |
|
1550
Adeia
ADEA
$1.71B
| $5.89M | 0.01% |
1,498,490
+54,602
| +4% | +$215K |
|