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 | |
|---|---|---|---|---|---|---|
|
ZAYO
1851
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $966K | ﹤0.01% |
27,819
+857
| +3% | +$29.8K |
|
|
WBC
1852
DELISTED
WABCO HOLDINGS INC.
WBC
| $964K | ﹤0.01% |
8,173
+48
| +0.6% | +$5.66K |
|
|
IBTX
1853
DELISTED
Independent Bank Group, Inc.
IBTX
| $955K | ﹤0.01% |
14,398
+66
| +0.5% | +$4.38K |
|
1854
BWX Technologies
BWXT
$15.2B
| $953K | ﹤0.01% |
15,233
-198
| -1% | -$12.4K |
|
1855
Workday
WDAY
$60.5B
| $951K | ﹤0.01% |
6,513
-11,955
| -65% | -$1.75M |
|
|
AQUA
1856
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $948K | ﹤0.01% |
53,328
+11,813
| +28% | +$210K |
|
1857
Helios Technologies
HLIO
$1.82B
| $938K | ﹤0.01% |
17,137
+4,353
| +34% | +$238K |
|
|
COUP
1858
DELISTED
Coupa Software Incorporated
COUP
| $931K | ﹤0.01% |
11,773
+2,486
| +27% | +$197K |
|
|
BFYT
1859
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $930K | ﹤0.01% |
15,092
+216
| +1% | +$13.3K |
|
1860
Warrior Met Coal
HCC
$3.08B
| $921K | ﹤0.01% |
34,078
+489
| +1% | +$13.2K |
|
|
WMGI
1861
DELISTED
Wright Medical Group Inc
WMGI
| $908K | ﹤0.01% |
31,263
+4,150
| +15% | +$121K |
|
1862
Dolby
DLB
$6.8B
| $899K | ﹤0.01% |
12,843
+458
| +4% | +$32.1K |
|
1863
US Foods
USFD
$17.5B
| $896K | ﹤0.01% |
29,068
-1,667
| -5% | -$51.4K |
|
1864
Voya Financial
VOYA
$7.3B
| $887K | ﹤0.01% |
17,862
-7,822
| -30% | -$388K |
|
1865
Crown Holdings
CCK
$11B
| $881K | ﹤0.01% |
18,345
+536
| +3% | +$25.7K |
|
1866
Ironwood Pharmaceuticals
IRWD
$187M
| $879K | ﹤0.01% |
56,836
+8,154
| +17% | +$126K |
|
1867
AerCap
AER
$21.7B
| $877K | ﹤0.01% |
15,254
-419
| -3% | -$24.1K |
|
|
PE
1868
DELISTED
PARSLEY ENERGY INC
PE
| $859K | ﹤0.01% |
29,370
-2,326
| -7% | -$68K |
|
1869
LPL Financial
LPLA
$27.4B
| $858K | ﹤0.01% |
13,298
+148
| +1% | +$9.55K |
|
|
ATHN
1870
DELISTED
Athenahealth, Inc.
ATHN
| $848K | ﹤0.01% |
6,344
+2,739
| +76% | +$366K |
|
1871
National Vision
EYE
$1.79B
| $840K | ﹤0.01% |
18,614
+7,649
| +70% | +$345K |
|
|
BERY
1872
DELISTED
Berry Global Group, Inc.
BERY
| $834K | ﹤0.01% |
18,763
+39
| +0.2% | +$1.73K |
|
|
CIT
1873
DELISTED
CIT Group Inc.
CIT
| $833K | ﹤0.01% |
16,140
-1,568
| -9% | -$80.9K |
|
1874
W.P. Carey
WPC
$14.8B
| $832K | ﹤0.01% |
13,210
-1,199
| -8% | -$75.5K |
|
1875
Big 5 Sporting Goods
BGFV
$32.5M
| $830K | ﹤0.01% |
162,660
+5,827
| +4% | +$29.7K |
|