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 | |
|---|---|---|---|---|---|---|
|
PDM
2051
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $338K | ﹤0.01% |
17,847
-1,655
| -8% | -$31.3K |
|
|
PGRE
2052
Paramount Group
PGRE
$1.65B
| $338K | ﹤0.01% |
22,432
-1,753
| -7% | -$26.4K |
|
2053
Veritex Holdings
VBTX
$1.88B
| $336K | ﹤0.01% |
11,900
+171
| +1% | +$4.83K |
|
|
MITT
2054
AG Mortgage Investment Trust
MITT
$248M
| $334K | ﹤0.01% |
6,117
+88
| +1% | +$4.81K |
|
2055
Constellium
CSTM
$2B
| $329K | ﹤0.01% |
26,623
-55
| -0.2% | -$680 |
|
2056
Iovance Biotherapeutics
IOVA
$861M
| $329K | ﹤0.01% |
29,234
+4,108
| +16% | +$46.2K |
|
|
BECN
2057
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $325K | ﹤0.01% |
8,989
+1,446
| +19% | +$52.3K |
|
|
KNL
2058
DELISTED
Knoll, Inc.
KNL
| $325K | ﹤0.01% |
13,852
+2,214
| +19% | +$51.9K |
|
2059
Cerus
CERS
$249M
| $324K | ﹤0.01% |
44,958
+6,253
| +16% | +$45.1K |
|
2060
WESCO International
WCC
$10.6B
| $324K | ﹤0.01% |
5,267
-594
| -10% | -$36.5K |
|
2061
Q2 Holdings
QTWO
$5.25B
| $323K | ﹤0.01% |
5,333
+1,182
| +28% | +$71.6K |
|
2062
Assembly Biosciences
ASMB
$179M
| $316K | ﹤0.01% |
708
+15
| +2% | +$6.7K |
|
|
HEES
2063
DELISTED
H&E Equipment Services
HEES
| $316K | ﹤0.01% |
+8,357
| New | +$316K |
|
|
CARO
2064
DELISTED
Carolina Financial Corp.
CARO
| $316K | ﹤0.01% |
8,386
+120
| +1% | +$4.52K |
|
|
ZNGA
2065
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $313K | ﹤0.01% |
78,024
-3,914
| -5% | -$15.7K |
|
|
JOYY
2066
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $309K | ﹤0.01% |
4,121
-213,075
| -98% | -$16M |
|
|
RPAI
2067
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $309K | ﹤0.01% |
25,336
-1,256
| -5% | -$15.3K |
|
|
CORR
2068
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $307K | ﹤0.01% |
8,168
+117
| +1% | +$4.4K |
|
|
VGR
2069
DELISTED
Vector Group Ltd.
VGR
| $305K | ﹤0.01% |
32,732
+3,830
| +13% | +$35.7K |
|
|
SAVE
2070
DELISTED
Spirit Airlines, Inc.
SAVE
| $302K | ﹤0.01% |
6,420
-618
| -9% | -$29.1K |
|
2071
MRC Global
MRC
$1.26B
| $300K | ﹤0.01% |
15,960
-168
| -1% | -$3.16K |
|
2072
Middleby
MIDD
$7.19B
| $298K | ﹤0.01% |
+2,300
| New | +$298K |
|
2073
Outfront Media
OUT
$3.17B
| $297K | ﹤0.01% |
15,126
-2,409
| -14% | -$47.3K |
|
|
CXP
2074
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $295K | ﹤0.01% |
12,490
-1,232
| -9% | -$29.1K |
|
|
KLXI
2075
DELISTED
KLX Inc.
KLXI
| $295K | ﹤0.01% |
4,697
-288,953
| -98% | -$18.1M |
|