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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
Daktronics
DAKT
$1.03B
| $2.6M | ﹤0.01% |
304,902
+4,922
| +2% | +$41.9K |
|
1727
Tootsie Roll Industries
TR
$2.88B
| $2.57M | ﹤0.01% |
102,383
+1,287
| +1% | +$32.3K |
|
1728
PDF Solutions
PDFS
$763M
| $2.57M | ﹤0.01% |
214,237
+3,645
| +2% | +$43.7K |
|
1729
Westlake Corp
WLK
$10.9B
| $2.55M | ﹤0.01% |
23,660
+17,959
| +315% | +$1.93M |
|
1730
Arista Networks
ANET
$189B
| $2.52M | ﹤0.01% |
156,464
+25,232
| +19% | +$406K |
|
1731
Lennar Class B
LEN.B
$33.8B
| $2.51M | ﹤0.01% |
61,963
+5,526
| +10% | +$224K |
|
1732
HCI Group
HCI
$2.31B
| $2.45M | ﹤0.01% |
58,934
-1,799
| -3% | -$74.8K |
|
1733
Sarepta Therapeutics
SRPT
$1.8B
| $2.45M | ﹤0.01% |
18,528
-1,418
| -7% | -$187K |
|
1734
Madrigal Pharmaceuticals
MDGL
$9.59B
| $2.45M | ﹤0.01% |
+8,749
| New | +$2.45M |
|
1735
Alnylam Pharmaceuticals
ALNY
$61.5B
| $2.39M | ﹤0.01% |
24,289
-236
| -1% | -$23.2K |
|
1736
Anywhere Real Estate
HOUS
$699M
| $2.39M | ﹤0.01% |
104,881
+85,986
| +455% | +$1.96M |
|
1737
Powell Industries
POWL
$3.34B
| $2.36M | ﹤0.01% |
67,881
+1,176
| +2% | +$41K |
|
1738
Palo Alto Networks
PANW
$132B
| $2.34M | ﹤0.01% |
68,376
+44,952
| +192% | +$1.54M |
|
1739
Spok Holdings
SPOK
$356M
| $2.33M | ﹤0.01% |
154,832
+1,399
| +0.9% | +$21.1K |
|
1740
Dell
DELL
$84.2B
| $2.32M | ﹤0.01% |
97,889
+6,670
| +7% | +$158K |
|
1741
Amicus Therapeutics
FOLD
$2.45B
| $2.32M | ﹤0.01% |
148,699
+14,051
| +10% | +$220K |
|
1742
Vanguard Mid-Cap ETF
VO
$87.4B
| $2.31M | ﹤0.01% |
14,658
-4,711
| -24% | -$743K |
|
1743
Workday
WDAY
$60.5B
| $2.24M | ﹤0.01% |
18,468
+2,395
| +15% | +$290K |
|
|
WAAS
1744
DELISTED
AquaVenture Holdings Limited
WAAS
| $2.23M | ﹤0.01% |
143,000
+4,000
| +3% | +$62.3K |
|
|
SPLK
1745
DELISTED
Splunk Inc
SPLK
| $2.22M | ﹤0.01% |
22,352
+1,562
| +8% | +$155K |
|
|
DSPG
1746
DELISTED
DSP Group Inc
DSPG
| $2.2M | ﹤0.01% |
176,659
+5,556
| +3% | +$69.2K |
|
1747
IAC Inc
IAC
$2.88B
| $2.16M | ﹤0.01% |
79,348
-2,384
| -3% | -$65K |
|
|
CLD
1748
DELISTED
Cloud Peak Energy Inc
CLD
| $2.1M | ﹤0.01% |
601,583
+15,019
| +3% | +$52.4K |
|
1749
Bristow Group
VTOL
$1.08B
| $2.08M | ﹤0.01% |
80,257
+2,816
| +4% | +$72.9K |
|
1750
SS&C Technologies
SSNC
$21.6B
| $2.08M | ﹤0.01% |
40,038
+14,092
| +54% | +$731K |
|