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 | |
|---|---|---|---|---|---|---|
|
GHL
1651
DELISTED
Greenhill & Co., Inc.
GHL
| $4.08M | ﹤0.01% |
154,876
-26,257
| -14% | -$692K |
|
1652
QuinStreet
QNST
$912M
| $4.08M | ﹤0.01% |
300,503
+9,384
| +3% | +$127K |
|
1653
Denali Therapeutics
DNLI
$2.14B
| $4.04M | ﹤0.01% |
185,967
+3,247
| +2% | +$70.6K |
|
1654
Resources Connection
RGP
$167M
| $4.04M | ﹤0.01% |
243,572
+11,061
| +5% | +$184K |
|
1655
Zumiez
ZUMZ
$356M
| $4.04M | ﹤0.01% |
153,394
+9,530
| +7% | +$251K |
|
1656
Veeco
VECO
$1.52B
| $4.04M | ﹤0.01% |
393,955
+14,614
| +4% | +$150K |
|
|
LBAI
1657
DELISTED
Lakeland Bancorp Inc
LBAI
| $4.03M | ﹤0.01% |
223,518
-3,164
| -1% | -$57.1K |
|
1658
Energy Recovery
ERII
$776M
| $3.99M | ﹤0.01% |
445,765
+507
| +0.1% | +$4.54K |
|
1659
American Vanguard Corp
AVD
$152M
| $3.99M | ﹤0.01% |
221,534
+10,797
| +5% | +$194K |
|
1660
Clearwater Paper
CLW
$342M
| $3.95M | ﹤0.01% |
132,912
+4,672
| +4% | +$139K |
|
1661
Forrester Research
FORR
$188M
| $3.93M | ﹤0.01% |
85,531
+4,719
| +6% | +$217K |
|
|
AQ
1662
DELISTED
Aquantia Corp. Common Stock
AQ
| $3.92M | ﹤0.01% |
306,400
+5,900
| +2% | +$75.5K |
|
1663
Cato Corp
CATO
$89.6M
| $3.89M | ﹤0.01% |
184,983
+5,425
| +3% | +$114K |
|
1664
Harmonic Inc
HLIT
$1.12B
| $3.88M | ﹤0.01% |
705,005
+29,780
| +4% | +$164K |
|
|
CUTR
1665
DELISTED
Cutera, Inc.
CUTR
| $3.87M | ﹤0.01% |
118,968
+5,611
| +5% | +$183K |
|
1666
American Coastal Insurance
ACIC
$526M
| $3.87M | ﹤0.01% |
172,878
+13,030
| +8% | +$292K |
|
1667
Future Fuel
FF
$171M
| $3.86M | ﹤0.01% |
208,384
+10,734
| +5% | +$199K |
|
1668
MarineMax
HZO
$545M
| $3.86M | ﹤0.01% |
181,736
+8,551
| +5% | +$182K |
|
1669
ANI Pharmaceuticals
ANIP
$2.11B
| $3.78M | ﹤0.01% |
66,797
-3,903
| -6% | -$221K |
|
1670
Etsy
ETSY
$5.73B
| $3.77M | ﹤0.01% |
73,328
+8,127
| +12% | +$418K |
|
1671
Applied Optoelectronics
AAOI
$1.73B
| $3.73M | ﹤0.01% |
151,097
-1,435
| -0.9% | -$35.4K |
|
1672
Sonic Automotive
SAH
$2.77B
| $3.69M | ﹤0.01% |
190,759
+2,171
| +1% | +$42K |
|
1673
eHealth
EHTH
$115M
| $3.68M | ﹤0.01% |
130,061
-149
| -0.1% | -$4.21K |
|
1674
RingCentral
RNG
$2.77B
| $3.65M | ﹤0.01% |
39,222
+163
| +0.4% | +$15.2K |
|
|
PMOM
1675
DELISTED
Principal Sustainable Momentum Index ETF
PMOM
| $3.63M | ﹤0.01% |
119,905
| – | – |
|