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 | |
|---|---|---|---|---|---|---|
|
PF
1926
DELISTED
Pinnacle Foods, Inc.
PF
| $620K | ﹤0.01% |
9,560
-1,100
| -10% | -$71.3K |
|
1927
HEICO
HEI
$44.2B
| $614K | ﹤0.01% |
6,636
-211
| -3% | -$19.5K |
|
1928
Essent Group
ESNT
$6.21B
| $613K | ﹤0.01% |
13,854
+1,019
| +8% | +$45.1K |
|
1929
Diageo
DEO
$58.3B
| $612K | ﹤0.01% |
4,323
| – | – |
|
1930
XPO
XPO
$15.4B
| $612K | ﹤0.01% |
15,489
-29,093
| -65% | -$1.15M |
|
1931
Pacira BioSciences
PCRX
$1.2B
| $594K | ﹤0.01% |
+12,094
| New | +$594K |
|
|
PTLA
1932
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $593K | ﹤0.01% |
22,282
+3,070
| +16% | +$81.7K |
|
1933
Invesco Senior Loan ETF
BKLN
$6.88B
| $591K | ﹤0.01% |
25,500
| – | – |
|
1934
Bank of N.T. Butterfield & Son
NTB
$1.87B
| $591K | ﹤0.01% |
11,388
+2,241
| +24% | +$116K |
|
|
TRTN
1935
DELISTED
Triton International Limited
TRTN
| $590K | ﹤0.01% |
17,730
-7,492
| -30% | -$249K |
|
1936
Radian Group
RDN
$4.77B
| $588K | ﹤0.01% |
28,467
-2,619
| -8% | -$54.1K |
|
1937
Starwood Property Trust
STWD
$7.53B
| $577K | ﹤0.01% |
26,808
-2,856
| -10% | -$61.5K |
|
1938
FIVE9
FIVN
$2.06B
| $576K | ﹤0.01% |
13,182
+2,417
| +22% | +$106K |
|
|
VER
1939
DELISTED
VEREIT, Inc.
VER
| $575K | ﹤0.01% |
15,851
-1,623
| -9% | -$58.9K |
|
1940
Atara Biotherapeutics
ATRA
$85.5M
| $570K | ﹤0.01% |
551
+80
| +17% | +$82.8K |
|
|
FCE.A
1941
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $567K | ﹤0.01% |
22,591
-2,514,596
| -99% | -$63.1M |
|
1942
BancFirst
BANF
$4.51B
| $563K | ﹤0.01% |
9,386
+57
| +0.6% | +$3.42K |
|
1943
AXIS Capital
AXS
$7.67B
| $562K | ﹤0.01% |
9,741
-1,012
| -9% | -$58.4K |
|
|
ACET
1944
DELISTED
Aceto Corp
ACET
| $562K | ﹤0.01% |
248,593
+8,736
| +4% | +$19.8K |
|
1945
CommScope
COMM
$3.59B
| $554K | ﹤0.01% |
18,020
+3,236
| +22% | +$99.5K |
|
1946
Popular Inc
BPOP
$8.39B
| $551K | ﹤0.01% |
10,752
-1,180
| -10% | -$60.5K |
|
1947
Antero Resources
AR
$9.94B
| $550K | ﹤0.01% |
31,062
-247
| -0.8% | -$4.37K |
|
1948
Brixmor Property Group
BRX
$8.5B
| $550K | ﹤0.01% |
31,418
-1,820
| -5% | -$31.9K |
|
|
TSRO
1949
DELISTED
TESARO, Inc.
TSRO
| $548K | ﹤0.01% |
14,064
+771
| +6% | +$30K |
|
1950
Precigen
PGEN
$1.23B
| $543K | ﹤0.01% |
31,517
+3,795
| +14% | +$65.4K |
|