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 | |
|---|---|---|---|---|---|---|
|
CLVS
1726
DELISTED
Clovis Oncology, Inc.
CLVS
| $2.62M | ﹤0.01% |
89,226
-1,044
| -1% | -$30.7K |
|
|
WAAS
1727
DELISTED
AquaVenture Holdings Limited
WAAS
| $2.61M | ﹤0.01% |
144,400
+1,400
| +1% | +$25.3K |
|
1728
News Corp Class B
NWS
$17.8B
| $2.6M | ﹤0.01% |
191,155
+4,543
| +2% | +$61.8K |
|
1729
TruBridge
TBRG
$299M
| $2.6M | ﹤0.01% |
96,674
+7,787
| +9% | +$209K |
|
1730
HCI Group
HCI
$2.31B
| $2.59M | ﹤0.01% |
59,222
+288
| +0.5% | +$12.6K |
|
1731
Cross Country Healthcare
CCRN
$455M
| $2.56M | ﹤0.01% |
293,058
+9,480
| +3% | +$82.7K |
|
1732
Powell Industries
POWL
$3.34B
| $2.55M | ﹤0.01% |
70,387
+2,506
| +4% | +$90.9K |
|
|
GRUB
1733
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $2.53M | ﹤0.01% |
9,119
+737
| +9% | +$204K |
|
1734
CDW
CDW
$22.4B
| $2.51M | ﹤0.01% |
28,275
+3,836
| +16% | +$341K |
|
1735
Daktronics
DAKT
$1.03B
| $2.48M | ﹤0.01% |
316,824
+11,922
| +4% | +$93.5K |
|
|
WP
1736
DELISTED
Worldpay, Inc.
WP
| $2.46M | ﹤0.01% |
24,270
-56
| -0.2% | -$5.67K |
|
1737
Allison Transmission
ALSN
$7.41B
| $2.41M | ﹤0.01% |
46,331
-3,966
| -8% | -$206K |
|
1738
Dell
DELL
$84.2B
| $2.4M | ﹤0.01% |
88,215
-9,674
| -10% | -$264K |
|
1739
Tootsie Roll Industries
TR
$2.88B
| $2.36M | ﹤0.01% |
99,402
-2,981
| -3% | -$70.9K |
|
1740
WNS Holdings
WNS
$3.24B
| $2.35M | ﹤0.01% |
+46,375
| New | +$2.35M |
|
1741
Agilysys
AGYS
$3.03B
| $2.32M | ﹤0.01% |
142,461
+22,991
| +19% | +$375K |
|
|
SPLK
1742
DELISTED
Splunk Inc
SPLK
| $2.3M | ﹤0.01% |
19,020
-3,332
| -15% | -$403K |
|
1743
Tile Shop Holdings
TTSH
$269M
| $2.25M | ﹤0.01% |
314,911
+45,038
| +17% | +$322K |
|
1744
Spok Holdings
SPOK
$356M
| $2.25M | ﹤0.01% |
146,114
-8,718
| -6% | -$134K |
|
1745
El Pollo Loco
LOCO
$303M
| $2.23M | ﹤0.01% |
177,692
+9,133
| +5% | +$115K |
|
1746
Yelp
YELP
$1.97B
| $2.22M | ﹤0.01% |
45,104
+3,069
| +7% | +$151K |
|
1747
Generac Holdings
GNRC
$10.9B
| $2.21M | ﹤0.01% |
39,224
+3,801
| +11% | +$214K |
|
1748
Alnylam Pharmaceuticals
ALNY
$61.5B
| $2.2M | ﹤0.01% |
25,182
+893
| +4% | +$78.2K |
|
|
BLCM
1749
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $2.2M | ﹤0.01% |
35,697
+475
| +1% | +$29.3K |
|
1750
Tesla
TSLA
$1.12T
| $2.2M | ﹤0.01% |
124,425
+4,875
| +4% | +$86K |
|