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 | |
|---|---|---|---|---|---|---|
1826
Usana Health Sciences
USNA
$551M
| $1.16M | ﹤0.01% |
9,618
+737
| +8% | +$88.9K |
|
|
BPMC
1827
DELISTED
Blueprint Medicines
BPMC
| $1.15M | ﹤0.01% |
14,700
+2,076
| +16% | +$162K |
|
1828
Cohen & Steers
CNS
$3.63B
| $1.15M | ﹤0.01% |
28,225
+1,259
| +5% | +$51.1K |
|
1829
EPAM Systems
EPAM
$8.53B
| $1.14M | ﹤0.01% |
8,249
+25
| +0.3% | +$3.44K |
|
1830
Sensata Technologies
ST
$4.59B
| $1.13M | ﹤0.01% |
22,720
-1,201
| -5% | -$59.5K |
|
|
TMX
1831
DELISTED
Terminix Global Holdings, Inc.
TMX
| $1.12M | ﹤0.01% |
26,928
+457
| +2% | +$19K |
|
1832
Check Point Software Technologies
CHKP
$20.9B
| $1.11M | ﹤0.01% |
9,466
+173
| +2% | +$20.4K |
|
1833
Gulf Island Fabrication
GIFI
$120M
| $1.1M | ﹤0.01% |
110,532
+3,886
| +4% | +$38.7K |
|
|
FRAN
1834
DELISTED
Francesca's Holdings Corporation
FRAN
| $1.08M | ﹤0.01% |
24,268
+1,738
| +8% | +$77.3K |
|
1835
Trade Desk
TTD
$22.6B
| $1.07M | ﹤0.01% |
70,810
+15,150
| +27% | +$229K |
|
1836
Paycom
PAYC
$12.4B
| $1.07M | ﹤0.01% |
6,866
-858
| -11% | -$133K |
|
1837
ON Semiconductor
ON
$19.7B
| $1.06M | ﹤0.01% |
57,664
-11,219
| -16% | -$207K |
|
|
PEGI
1838
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $1.06M | ﹤0.01% |
53,163
+2,577
| +5% | +$51.2K |
|
|
CSII
1839
DELISTED
Cardiovascular Systems, Inc.
CSII
| $1.05M | ﹤0.01% |
26,914
+1,995
| +8% | +$78.1K |
|
1840
Pure Storage
PSTG
$26.5B
| $1.05M | ﹤0.01% |
40,294
+16,488
| +69% | +$428K |
|
|
IMGN
1841
DELISTED
Immunogen Inc
IMGN
| $1.05M | ﹤0.01% |
110,477
+7,304
| +7% | +$69.2K |
|
|
ATH
1842
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $1.03M | ﹤0.01% |
20,010
+1,977
| +11% | +$102K |
|
1843
Arbor Realty Trust
ABR
$2.26B
| $1.02M | ﹤0.01% |
88,986
+4,107
| +5% | +$47.2K |
|
|
ICPT
1844
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $1.02M | ﹤0.01% |
8,056
+1,094
| +16% | +$138K |
|
1845
Gaming and Leisure Properties
GLPI
$13.6B
| $1.01M | ﹤0.01% |
28,743
-3,285
| -10% | -$116K |
|
1846
Flotek Industries
FTK
$331M
| $1M | ﹤0.01% |
69,753
-4,080
| -6% | -$58.7K |
|
1847
Bloomin' Brands
BLMN
$586M
| $1M | ﹤0.01% |
50,529
+5,933
| +13% | +$117K |
|
1848
SiteOne Landscape Supply
SITE
$6.39B
| $986K | ﹤0.01% |
13,091
+1,389
| +12% | +$105K |
|
|
CCT
1849
DELISTED
Corporate Capital Trust, Inc.
CCT
| $981K | ﹤0.01% |
64,309
+903
| +1% | +$13.8K |
|
|
FOE
1850
DELISTED
Ferro Corporation
FOE
| $980K | ﹤0.01% |
42,200
+12,694
| +43% | +$295K |
|