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 | |
|---|---|---|---|---|---|---|
|
CSII
1876
DELISTED
Cardiovascular Systems, Inc.
CSII
| $805K | ﹤0.01% |
24,919
+6,881
| +38% | +$222K |
|
|
RSPP
1877
DELISTED
RSP Permian, Inc.
RSPP
| $805K | ﹤0.01% |
18,280
-355
| -2% | -$15.6K |
|
1878
Nutanix
NTNX
$20.5B
| $804K | ﹤0.01% |
15,587
+4,363
| +39% | +$225K |
|
|
ACET
1879
DELISTED
Aceto Corp
ACET
| $804K | ﹤0.01% |
239,857
+3,368
| +1% | +$11.3K |
|
|
BPMC
1880
DELISTED
Blueprint Medicines
BPMC
| $801K | ﹤0.01% |
12,624
-265
| -2% | -$16.8K |
|
1881
Crown Holdings
CCK
$10.9B
| $797K | ﹤0.01% |
17,809
-4,671
| -21% | -$209K |
|
|
ATH
1882
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $791K | ﹤0.01% |
18,033
+4,004
| +29% | +$176K |
|
1883
PJT Partners
PJT
$4.33B
| $790K | ﹤0.01% |
14,792
+2,014
| +16% | +$108K |
|
|
BERY
1884
DELISTED
Berry Global Group, Inc.
BERY
| $790K | ﹤0.01% |
18,724
-1,593
| -8% | -$67.2K |
|
1885
Ironwood Pharmaceuticals
IRWD
$172M
| $779K | ﹤0.01% |
48,682
-2,461
| -5% | -$39.4K |
|
1886
Axalta
AXTA
$6.72B
| $777K | ﹤0.01% |
25,621
-360,635
| -93% | -$10.9M |
|
|
TRTN
1887
DELISTED
Triton International Limited
TRTN
| $774K | ﹤0.01% |
25,222
-4,228
| -14% | -$130K |
|
1888
WesBanco
WSBC
$3.04B
| $770K | ﹤0.01% |
+17,097
| New | +$770K |
|
1889
Dolby
DLB
$6.84B
| $764K | ﹤0.01% |
12,385
-15,566
| -56% | -$960K |
|
1890
Paycom
PAYC
$12.5B
| $763K | ﹤0.01% |
7,724
+52
| +0.7% | +$5.14K |
|
1891
Arrowhead Research
ARWR
$3.85B
| $761K | ﹤0.01% |
+55,933
| New | +$761K |
|
|
MOMO
1892
Hello Group
MOMO
$1.22B
| $756K | ﹤0.01% |
+17,382
| New | +$756K |
|
|
CTWS
1893
DELISTED
Connecticut Water Service Inc
CTWS
| $753K | ﹤0.01% |
11,528
-2,116
| -16% | -$138K |
|
1894
Columbia Sportswear
COLM
$3.01B
| $749K | ﹤0.01% |
8,186
+4,067
| +99% | +$372K |
|
|
CLR
1895
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $737K | ﹤0.01% |
11,377
-1,760
| -13% | -$114K |
|
|
PTLA
1896
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $726K | ﹤0.01% |
19,212
+1,054
| +6% | +$39.8K |
|
|
AIMC
1897
DELISTED
Altra Industrial Motion Corp.
AIMC
| $719K | ﹤0.01% |
16,683
-993
| -6% | -$42.8K |
|
|
SINA
1898
DELISTED
Sina Corp
SINA
| $716K | ﹤0.01% |
8,456
+30
| +0.4% | +$2.54K |
|
1899
Qiagen
QGEN
$10.1B
| $712K | ﹤0.01% |
18,582
-5,953
| -24% | -$228K |
|
1900
iShares MSCI Japan ETF
EWJ
$15.6B
| $709K | ﹤0.01% |
+12,241
| New | +$709K |
|