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 | |
|---|---|---|---|---|---|---|
1826
Sensata Technologies
ST
$4.59B
| $1.14M | ﹤0.01% |
+23,921
| New | +$1.14M |
|
1827
Cohen & Steers
CNS
$3.63B
| $1.13M | ﹤0.01% |
26,966
+7,097
| +36% | +$296K |
|
|
QHC
1828
DELISTED
Quorum Health Corporation
QHC
| $1.13M | ﹤0.01% |
225,028
+7,410
| +3% | +$37K |
|
|
QVCGA
1829
QVC Group, Inc. Series A Common Stock
QVCGA
$83.7M
| $1.12M | ﹤0.01% |
1,086
-24,674
| -96% | -$25.4M |
|
1830
Booz Allen Hamilton
BAH
$12.6B
| $1.11M | ﹤0.01% |
25,290
+1,330
| +6% | +$58.2K |
|
1831
Ultragenyx Pharmaceutical
RARE
$3.02B
| $1.1M | ﹤0.01% |
14,297
+1,216
| +9% | +$93.5K |
|
1832
Sangamo Therapeutics
SGMO
$160M
| $1.1M | ﹤0.01% |
77,399
+22,919
| +42% | +$325K |
|
|
HTLF
1833
DELISTED
Heartland Financial USA, Inc.
HTLF
| $1.1M | ﹤0.01% |
19,965
+6,345
| +47% | +$348K |
|
|
ENV
1834
DELISTED
ENVESTNET, INC.
ENV
| $1.08M | ﹤0.01% |
19,602
+11,647
| +146% | +$640K |
|
|
WW
1835
DELISTED
WW International
WW
| $1.07M | ﹤0.01% |
10,607
-18,633
| -64% | -$1.88M |
|
1836
Enterprise Financial Services Corp
EFSC
$2.27B
| $1.07M | ﹤0.01% |
19,832
+2,883
| +17% | +$156K |
|
|
TMX
1837
DELISTED
Terminix Global Holdings, Inc.
TMX
| $1.05M | ﹤0.01% |
26,471
-3,405
| -11% | -$136K |
|
|
FMI
1838
DELISTED
Foundation Medicine, Inc.
FMI
| $1.05M | ﹤0.01% |
7,647
+1,173
| +18% | +$160K |
|
|
IMMU
1839
DELISTED
Immunomedics Inc
IMMU
| $1.04M | ﹤0.01% |
43,926
+9,932
| +29% | +$235K |
|
|
SEMG
1840
DELISTED
SEMGROUP CORPORATION
SEMG
| $1.04M | ﹤0.01% |
40,893
-2,041
| -5% | -$51.9K |
|
|
TWOU
1841
DELISTED
2U, Inc.
TWOU
| $1.04M | ﹤0.01% |
414
-758
| -65% | -$1.9M |
|
1842
Usana Health Sciences
USNA
$551M
| $1.02M | ﹤0.01% |
+8,881
| New | +$1.02M |
|
1843
EPAM Systems
EPAM
$8.53B
| $1.02M | ﹤0.01% |
8,224
+309
| +4% | +$38.4K |
|
1844
Ally Financial
ALLY
$12.7B
| $1.02M | ﹤0.01% |
38,730
-26,700
| -41% | -$701K |
|
|
IMGN
1845
DELISTED
Immunogen Inc
IMGN
| $1M | ﹤0.01% |
103,173
+15,971
| +18% | +$155K |
|
|
CCT
1846
DELISTED
Corporate Capital Trust, Inc.
CCT
| $990K | ﹤0.01% |
+63,406
| New | +$990K |
|
|
ZAYO
1847
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $984K | ﹤0.01% |
26,962
+2,634
| +11% | +$96.1K |
|
1848
SiteOne Landscape Supply
SITE
$6.39B
| $982K | ﹤0.01% |
11,702
+8,147
| +229% | +$684K |
|
1849
BWX Technologies
BWXT
$15.2B
| $962K | ﹤0.01% |
15,431
+9,786
| +173% | +$610K |
|
1850
Gulf Island Fabrication
GIFI
$120M
| $960K | ﹤0.01% |
106,646
+2,732
| +3% | +$24.6K |
|