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 | |
|---|---|---|---|---|---|---|
2076
Universal Display
OLED
$6.91B
| $293K | ﹤0.01% |
2,488
+101
| +4% | +$11.9K |
|
|
TEN
2077
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $293K | ﹤0.01% |
6,961
+1,297
| +23% | +$54.6K |
|
2078
Surgery Partners
SGRY
$2.83B
| $291K | ﹤0.01% |
17,653
+391
| +2% | +$6.45K |
|
|
ARGO
2079
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $291K | ﹤0.01% |
4,613
-451
| -9% | -$28.5K |
|
2080
Otter Tail
OTTR
$3.47B
| $290K | ﹤0.01% |
6,064
-706
| -10% | -$33.8K |
|
2081
Ecovyst
ECVT
$1.05B
| $283K | ﹤0.01% |
16,205
+234
| +1% | +$4.09K |
|
2082
Rush Enterprises Class A
RUSHA
$4.52B
| $283K | ﹤0.01% |
16,198
+2,149
| +15% | +$37.5K |
|
|
VWTR
2083
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $283K | ﹤0.01% |
22,566
+458
| +2% | +$5.74K |
|
2084
Amneal Pharmaceuticals
AMRX
$3.06B
| $281K | ﹤0.01% |
+12,642
| New | +$281K |
|
2085
Towne Bank
TOWN
$2.88B
| $280K | ﹤0.01% |
9,062
-752
| -8% | -$23.2K |
|
2086
SouthState Bank Corporation
SSB
$10.3B
| $279K | ﹤0.01% |
3,403
-343
| -9% | -$28.1K |
|
2087
Yext
YEXT
$1.08B
| $279K | ﹤0.01% |
11,755
-649
| -5% | -$15.4K |
|
|
CVA
2088
DELISTED
Covanta Holding Corporation
CVA
| $278K | ﹤0.01% |
17,096
+3,765
| +28% | +$61.2K |
|
|
ORIG
2089
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
| $277K | ﹤0.01% |
+8,002
| New | +$277K |
|
2090
The RMR Group
RMR
$287M
| $276K | ﹤0.01% |
2,971
+42
| +1% | +$3.9K |
|
2091
Tandem Diabetes Care
TNDM
$845M
| $276K | ﹤0.01% |
+6,450
| New | +$276K |
|
2092
Upland Software
UPLD
$67.6M
| $276K | ﹤0.01% |
8,538
+123
| +1% | +$3.98K |
|
|
DOOR
2093
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $276K | ﹤0.01% |
4,311
+1,218
| +39% | +$78K |
|
|
GCP
2094
DELISTED
GCP Applied Technologies Inc.
GCP
| $276K | ﹤0.01% |
10,409
+3,448
| +50% | +$91.4K |
|
2095
Center Bancorp
CNOB
$1.29B
| $275K | ﹤0.01% |
11,579
+165
| +1% | +$3.92K |
|
2096
Primoris Services
PRIM
$6.26B
| $275K | ﹤0.01% |
11,093
+1,816
| +20% | +$45K |
|
2097
First Foundation Inc
FFWM
$493M
| $272K | ﹤0.01% |
17,390
+249
| +1% | +$3.9K |
|
2098
Empire State Realty Trust
ESRT
$1.32B
| $271K | ﹤0.01% |
16,299
-83
| -0.5% | -$1.38K |
|
2099
Vericel Corp
VCEL
$1.68B
| $271K | ﹤0.01% |
19,122
+375
| +2% | +$5.32K |
|
2100
First Hawaiian
FHB
$3.21B
| $268K | ﹤0.01% |
9,877
+1,802
| +22% | +$48.9K |
|