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 | |
|---|---|---|---|---|---|---|
1776
Advanced Drainage Systems
WMS
$11B
| $1.65M | ﹤0.01% |
53,333
+3,422
| +7% | +$106K |
|
1777
Diamondback Energy
FANG
$40.4B
| $1.62M | ﹤0.01% |
12,018
-1,404
| -10% | -$190K |
|
1778
Varonis Systems
VRNS
$6.31B
| $1.61M | ﹤0.01% |
65,862
+6,873
| +12% | +$168K |
|
1779
LSB Industries
LXU
$585M
| $1.6M | ﹤0.01% |
213,251
+7,496
| +4% | +$56.4K |
|
|
MNTV
1780
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $1.6M | ﹤0.01% |
+100,000
| New | +$1.6M |
|
1781
Mueller Water Products
MWA
$3.86B
| $1.59M | ﹤0.01% |
138,052
+4,799
| +4% | +$55.2K |
|
1782
Halozyme
HALO
$8.87B
| $1.59M | ﹤0.01% |
87,321
+6,891
| +9% | +$125K |
|
|
KG
1783
Kestrel Group, Ltd.
KG
$199M
| $1.59M | ﹤0.01% |
27,842
+1,293
| +5% | +$73.7K |
|
1784
Paylocity
PCTY
$9.34B
| $1.56M | ﹤0.01% |
19,419
+7,713
| +66% | +$620K |
|
1785
Jazz Pharmaceuticals
JAZZ
$7.7B
| $1.55M | ﹤0.01% |
9,212
+815
| +10% | +$137K |
|
1786
Olympic Steel
ZEUS
$365M
| $1.54M | ﹤0.01% |
73,773
+2,659
| +4% | +$55.5K |
|
1787
Clearway Energy Class C
CWEN
$3.35B
| $1.53M | ﹤0.01% |
79,653
+958
| +1% | +$18.5K |
|
1788
Geospace Technologies
GEOS
$211M
| $1.5M | ﹤0.01% |
109,788
+4,008
| +4% | +$54.9K |
|
|
MYOK
1789
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $1.48M | ﹤0.01% |
22,761
+4,898
| +27% | +$319K |
|
1790
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $1.48M | ﹤0.01% |
26,864
+2,504
| +10% | +$138K |
|
1791
Insulet
PODD
$23.8B
| $1.43M | ﹤0.01% |
13,513
-4,536
| -25% | -$481K |
|
1792
Bright Horizons
BFAM
$6.36B
| $1.42M | ﹤0.01% |
12,071
-773
| -6% | -$91.1K |
|
1793
TriNet
TNET
$3.3B
| $1.41M | ﹤0.01% |
25,034
+2,372
| +10% | +$134K |
|
1794
Sangamo Therapeutics
SGMO
$160M
| $1.41M | ﹤0.01% |
83,019
+5,620
| +7% | +$95.2K |
|
|
CLD
1795
DELISTED
Cloud Peak Energy Inc
CLD
| $1.41M | ﹤0.01% |
611,857
+10,274
| +2% | +$23.6K |
|
1796
Spirit AeroSystems
SPR
$4.76B
| $1.4M | ﹤0.01% |
15,258
+315
| +2% | +$28.9K |
|
1797
Artisan Partners
APAM
$3.27B
| $1.39M | ﹤0.01% |
43,019
+3,531
| +9% | +$114K |
|
|
FCB
1798
DELISTED
FCB Financial Holdings, Inc.
FCB
| $1.37M | ﹤0.01% |
28,893
+4,992
| +21% | +$237K |
|
|
ENV
1799
DELISTED
ENVESTNET, INC.
ENV
| $1.33M | ﹤0.01% |
21,801
+2,199
| +11% | +$134K |
|
1800
Liquidity Services
LQDT
$845M
| $1.32M | ﹤0.01% |
207,499
+4,923
| +2% | +$31.3K |
|