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 | |
|---|---|---|---|---|---|---|
1751
GoDaddy
GDDY
$20.1B
| $2.19M | ﹤0.01% |
26,298
+1,811
| +7% | +$151K |
|
|
BELFB
1752
Bel Fuse Class B
BELFB
$1.84B
| $2.11M | ﹤0.01% |
79,436
+2,722
| +4% | +$72.1K |
|
1753
Veeva Systems
VEEV
$45B
| $2.04M | ﹤0.01% |
18,747
-287
| -2% | -$31.2K |
|
1754
Lennar Class B
LEN.B
$33.8B
| $2.03M | ﹤0.01% |
55,554
-6,409
| -10% | -$235K |
|
1755
Bristow Group
VTOL
$1.08B
| $2.03M | ﹤0.01% |
82,305
+2,048
| +3% | +$50.6K |
|
|
ARCH
1756
DELISTED
Arch Resources, Inc.
ARCH
| $2.02M | ﹤0.01% |
22,617
+31
| +0.1% | +$2.77K |
|
|
PETX
1757
DELISTED
Aratana Therapeutics, Inc.
PETX
| $2.02M | ﹤0.01% |
345,925
-9,475
| -3% | -$55.3K |
|
1758
PDF Solutions
PDFS
$763M
| $2.02M | ﹤0.01% |
223,186
+8,949
| +4% | +$80.8K |
|
1759
Madrigal Pharmaceuticals
MDGL
$9.59B
| $1.99M | ﹤0.01% |
9,305
+556
| +6% | +$119K |
|
1760
Sabesp
SBS
$15.8B
| $1.97M | ﹤0.01% |
333,160
+6,739
| +2% | +$39.8K |
|
1761
Alkermes
ALKS
$4.45B
| $1.94M | ﹤0.01% |
45,735
+1,800
| +4% | +$76.4K |
|
1762
Amicus Therapeutics
FOLD
$2.45B
| $1.93M | ﹤0.01% |
159,501
+10,802
| +7% | +$131K |
|
1763
Ionis Pharmaceuticals
IONS
$10.2B
| $1.9M | ﹤0.01% |
36,908
+1,453
| +4% | +$75K |
|
1764
PTC Therapeutics
PTCT
$4.63B
| $1.88M | ﹤0.01% |
40,000
+3,354
| +9% | +$158K |
|
1765
QuidelOrtho
QDEL
$1.88B
| $1.88M | ﹤0.01% |
28,784
+2,556
| +10% | +$167K |
|
|
DSPG
1766
DELISTED
DSP Group Inc
DSPG
| $1.88M | ﹤0.01% |
157,628
-19,031
| -11% | -$226K |
|
1767
iRhythm Technologies
IRTC
$5.85B
| $1.86M | ﹤0.01% |
19,674
+1,518
| +8% | +$144K |
|
1768
Seneca Foods Class A
SENEA
$756M
| $1.84M | ﹤0.01% |
54,581
+1,961
| +4% | +$66.1K |
|
1769
Cheniere Energy
LNG
$52.1B
| $1.84M | ﹤0.01% |
26,420
-4,579
| -15% | -$318K |
|
1770
SS&C Technologies
SSNC
$21.6B
| $1.81M | ﹤0.01% |
31,918
-8,120
| -20% | -$461K |
|
|
IMMU
1771
DELISTED
Immunomedics Inc
IMMU
| $1.8M | ﹤0.01% |
86,559
+42,633
| +97% | +$888K |
|
1772
Orion Group Holdings
ORN
$295M
| $1.76M | ﹤0.01% |
233,274
+12,722
| +6% | +$96K |
|
|
MOMO
1773
Hello Group
MOMO
$1.22B
| $1.73M | ﹤0.01% |
39,496
+22,114
| +127% | +$969K |
|
1774
Barnes & Noble Education
BNED
$288M
| $1.68M | ﹤0.01% |
2,917
-7
| -0.2% | -$4.03K |
|
|
TOWR
1775
DELISTED
Tower International, Inc.
TOWR
| $1.66M | ﹤0.01% |
+55,002
| New | +$1.66M |
|