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 | |
|---|---|---|---|---|---|---|
1951
PJT Partners
PJT
$4.41B
| $543K | ﹤0.01% |
10,379
-4,413
| -30% | -$231K |
|
1952
Novo Nordisk
NVO
$241B
| $534K | ﹤0.01% |
22,640
-2,000
| -8% | -$47.2K |
|
1953
Puma Biotechnology
PBYI
$230M
| $522K | ﹤0.01% |
11,374
+1,520
| +15% | +$69.8K |
|
1954
Gorman-Rupp
GRC
$1.13B
| $520K | ﹤0.01% |
14,260
+287
| +2% | +$10.5K |
|
1955
Novanta
NOVT
$4.16B
| $515K | ﹤0.01% |
7,529
+1,662
| +28% | +$114K |
|
1956
Editas Medicine
EDIT
$251M
| $508K | ﹤0.01% |
15,970
+2,279
| +17% | +$72.5K |
|
1957
Axogen
AXGN
$738M
| $503K | ﹤0.01% |
13,658
+382
| +3% | +$14.1K |
|
1958
RLJ Lodging Trust
RLJ
$1.16B
| $503K | ﹤0.01% |
22,841
-2,109
| -8% | -$46.4K |
|
1959
Westlake Corp
WLK
$11.3B
| $502K | ﹤0.01% |
6,037
-17,623
| -74% | -$1.47M |
|
|
ZGNX
1960
DELISTED
Zogenix, Inc.
ZGNX
| $500K | ﹤0.01% |
10,087
+5,054
| +100% | +$251K |
|
1961
Lakeland Financial Corp
LKFN
$1.74B
| $495K | ﹤0.01% |
10,650
+153
| +1% | +$7.11K |
|
1962
ING
ING
$71B
| $493K | ﹤0.01% |
38,000
+4,000
| +12% | +$51.9K |
|
1963
Medpace
MEDP
$13.8B
| $490K | ﹤0.01% |
8,174
+117
| +1% | +$7.01K |
|
1964
Choice Hotels
CHH
$5.31B
| $486K | ﹤0.01% |
5,835
-194
| -3% | -$16.2K |
|
1965
Bruker
BRKR
$4.67B
| $484K | ﹤0.01% |
14,483
-547
| -4% | -$18.3K |
|
1966
Madison Square Garden
MSGS
$4.88B
| $481K | ﹤0.01% |
2,139
+120
| +6% | +$27K |
|
1967
Theravance Biopharma
TBPH
$701M
| $478K | ﹤0.01% |
+14,632
| New | +$478K |
|
1968
W&T Offshore
WTI
$260M
| $478K | ﹤0.01% |
49,565
-601
| -1% | -$5.8K |
|
1969
Ingersoll Rand
IR
$31.9B
| $473K | ﹤0.01% |
16,679
-1,076
| -6% | -$30.5K |
|
|
EBSB
1970
DELISTED
Meridian Bancorp, Inc.
EBSB
| $468K | ﹤0.01% |
27,550
+396
| +1% | +$6.73K |
|
|
ELLI
1971
DELISTED
Ellie Mae Inc
ELLI
| $468K | ﹤0.01% |
4,942
+1,068
| +28% | +$101K |
|
|
AIMT
1972
DELISTED
Aimmune Therapeutics, Inc.
AIMT
| $464K | ﹤0.01% |
17,023
+8,710
| +105% | +$237K |
|
1973
Air Lease Corp
AL
$7.12B
| $463K | ﹤0.01% |
10,088
-123
| -1% | -$5.65K |
|
1974
Roku
ROKU
$14.6B
| $461K | ﹤0.01% |
6,309
+1,395
| +28% | +$102K |
|
|
CRCM
1975
DELISTED
CARE.COM, INC.
CRCM
| $461K | ﹤0.01% |
20,831
-10,682
| -34% | -$236K |
|