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 | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NXTM
2101
DELISTED
NxStage Medical Inc.
NXTM
| $267K | ﹤0.01% |
9,565
+2,110
| +28% | +$58.9K |
|
2102
Renasant Corp
RNST
$3.75B
| $267K | ﹤0.01% |
6,485
-624
| -9% | -$25.7K |
|
2103
Horizon Bancorp
HBNC
$853M
| $266K | ﹤0.01% |
13,446
+192
| +1% | +$3.8K |
|
2104
Nutanix
NTNX
$18.7B
| $266K | ﹤0.01% |
6,229
-9,358
| -60% | -$400K |
|
|
LGF.A
2105
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $266K | ﹤0.01% |
10,887
-1,027
| -9% | -$25.1K |
|
2106
BlackLine
BL
$3.32B
| $265K | ﹤0.01% |
4,685
-1,787
| -28% | -$101K |
|
2107
Trip.com Group
TCOM
$47.6B
| $265K | ﹤0.01% |
7,124
-340
| -5% | -$12.6K |
|
|
CLDR
2108
DELISTED
Cloudera, Inc.
CLDR
| $265K | ﹤0.01% |
15,031
+3,311
| +28% | +$58.4K |
|
2109
Kosmos Energy
KOS
$784M
| $263K | ﹤0.01% |
28,111
-3,598
| -11% | -$33.7K |
|
|
SAIL
2110
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $263K | ﹤0.01% |
+7,741
| New | +$263K |
|
|
QTS
2111
DELISTED
QTS REALTY TRUST, INC.
QTS
| $255K | ﹤0.01% |
5,978
+497
| +9% | +$21.2K |
|
2112
Trupanion
TRUP
$1.9B
| $254K | ﹤0.01% |
7,116
+102
| +1% | +$3.64K |
|
|
MB
2113
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $254K | ﹤0.01% |
+6,252
| New | +$254K |
|
|
STBZ
2114
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
| $254K | ﹤0.01% |
8,432
+210
| +3% | +$6.33K |
|
2115
United Parks & Resorts
PRKS
$2.99B
| $251K | ﹤0.01% |
+7,995
| New | +$251K |
|
|
CONN
2116
DELISTED
Conn's Inc.
CONN
| $251K | ﹤0.01% |
7,098
+102
| +1% | +$3.61K |
|
|
RETA
2117
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $251K | ﹤0.01% |
+3,069
| New | +$251K |
|
2118
JELD-WEN Holding
JELD
$577M
| $250K | ﹤0.01% |
+10,148
| New | +$250K |
|
2119
Adverum Biotechnologies
ADVM
$73.9M
| $249K | ﹤0.01% |
4,113
+77
| +2% | +$4.66K |
|
2120
CBIZ
CBZ
$3.23B
| $249K | ﹤0.01% |
10,520
+150
| +1% | +$3.55K |
|
2121
Herc Holdings
HRI
$4.6B
| $249K | ﹤0.01% |
4,859
+69
| +1% | +$3.54K |
|
|
CAI
2122
DELISTED
CAI International, Inc.
CAI
| $247K | ﹤0.01% |
10,789
+156
| +1% | +$3.57K |
|
|
BMCH
2123
DELISTED
BMC Stock Holdings, Inc
BMCH
| $246K | ﹤0.01% |
13,185
+254
| +2% | +$4.74K |
|
2124
Golar LNG
GLNG
$4.52B
| $242K | ﹤0.01% |
8,716
-989
| -10% | -$27.5K |
|
2125
Groupon
GRPN
$971M
| $241K | ﹤0.01% |
3,196
-824
| -20% | -$62.1K |
|