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 | |
|---|---|---|---|---|---|---|
1551
Extreme Networks
EXTR
$2.99B
| $5.86M | 0.01% |
1,069,715
+63,021
| +6% | +$345K |
|
1552
SpartanNash
SPTN
$897M
| $5.86M | 0.01% |
292,125
+9,711
| +3% | +$195K |
|
|
XENT
1553
DELISTED
Intersect ENT, Inc
XENT
| $5.84M | 0.01% |
202,953
+34,481
| +20% | +$991K |
|
1554
World Acceptance Corp
WRLD
$919M
| $5.78M | 0.01% |
50,517
+2,709
| +6% | +$310K |
|
|
MCHB
1555
Mechanics Bancorp Class A Common Stock
MCHB
$3.06B
| $5.77M | 0.01% |
217,895
+7,728
| +4% | +$205K |
|
|
ITG
1556
DELISTED
Investment Technology Group Inc
ITG
| $5.77M | 0.01% |
266,365
+9,073
| +4% | +$197K |
|
1557
OFG Bancorp
OFG
$1.97B
| $5.74M | 0.01% |
355,134
+12,596
| +4% | +$203K |
|
|
SP
1558
DELISTED
SP Plus Corporation
SP
| $5.71M | 0.01% |
156,304
-119
| -0.1% | -$4.34K |
|
1559
Victory Capital Holdings
VCTR
$4.78B
| $5.69M | 0.01% |
596,800
-64,600
| -10% | -$616K |
|
|
AMAG
1560
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $5.67M | 0.01% |
283,719
+11,096
| +4% | +$222K |
|
|
CBL
1561
DELISTED
CBL& Associates Properties, Inc.
CBL
| $5.65M | 0.01% |
1,415,853
+53,329
| +4% | +$213K |
|
1562
Under Armour
UAA
$2.14B
| $5.63M | 0.01% |
265,302
-7,119
| -3% | -$151K |
|
1563
Movado Group
MOV
$433M
| $5.62M | 0.01% |
134,097
+11,360
| +9% | +$476K |
|
|
FTR
1564
DELISTED
Frontier Communications Corp.
FTR
| $5.61M | ﹤0.01% |
864,758
+229,035
| +36% | +$1.49M |
|
|
PS
1565
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $5.59M | ﹤0.01% |
174,562
+1,465
| +0.8% | +$46.9K |
|
1566
Tenable Holdings
TENB
$3.63B
| $5.57M | ﹤0.01% |
+143,379
| New | +$5.57M |
|
1567
Hamilton Lane
HLNE
$6.77B
| $5.56M | ﹤0.01% |
125,587
+114,759
| +1,060% | +$5.08M |
|
1568
M/I Homes
MHO
$4.1B
| $5.55M | ﹤0.01% |
231,706
+7,816
| +3% | +$187K |
|
1569
Customers Bancorp
CUBI
$2.35B
| $5.54M | ﹤0.01% |
235,258
+4,593
| +2% | +$108K |
|
1570
Select Water Solutions
WTTR
$942M
| $5.54M | ﹤0.01% |
467,501
+9,810
| +2% | +$116K |
|
1571
Axcelis
ACLS
$2.69B
| $5.47M | ﹤0.01% |
278,244
+11,061
| +4% | +$217K |
|
1572
Regis Corp
RGS
$66.9M
| $5.47M | ﹤0.01% |
13,375
-101
| -0.7% | -$41.3K |
|
1573
Team
TISI
$83.8M
| $5.45M | ﹤0.01% |
24,241
+879
| +4% | +$198K |
|
1574
Photronics
PLAB
$1.33B
| $5.44M | ﹤0.01% |
552,188
+7,787
| +1% | +$76.7K |
|
1575
John B. Sanfilippo & Son
JBSS
$735M
| $5.44M | ﹤0.01% |
76,166
+2,403
| +3% | +$172K |
|