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 | |
|---|---|---|---|---|---|---|
2126
GSK
GSK
$80.4B
| $241K | ﹤0.01% |
4,800
-3,200
| -40% | -$161K |
|
2127
Heritage Commerce
HTBK
$630M
| $240K | ﹤0.01% |
16,056
+231
| +1% | +$3.45K |
|
2128
Pacific Biosciences
PACB
$375M
| $240K | ﹤0.01% |
44,463
+5,632
| +15% | +$30.4K |
|
|
IPHI
2129
DELISTED
INPHI CORPORATION
IPHI
| $240K | ﹤0.01% |
+6,323
| New | +$240K |
|
2130
Schneider National
SNDR
$4.3B
| $239K | ﹤0.01% |
9,587
-2,181
| -19% | -$54.4K |
|
|
AAMI
2131
Acadian Asset Management Inc.
AAMI
$1.62B
| $239K | ﹤0.01% |
19,265
+6,908
| +56% | +$85.7K |
|
2132
AtriCure
ATRC
$1.79B
| $237K | ﹤0.01% |
+6,752
| New | +$237K |
|
2133
Sinclair Inc
SBGI
$974M
| $237K | ﹤0.01% |
8,361
+603
| +8% | +$17.1K |
|
|
NCOM
2134
DELISTED
National Commerce Corporation
NCOM
| $236K | ﹤0.01% |
5,709
+81
| +1% | +$3.35K |
|
|
IMPV
2135
DELISTED
Imperva, Inc.
IMPV
| $236K | ﹤0.01% |
+5,072
| New | +$236K |
|
2136
RELX
RELX
$86.2B
| $230K | ﹤0.01% |
11,000
+1,000
| +10% | +$20.9K |
|
|
ESGR
2137
DELISTED
Enstar Group
ESGR
| $229K | ﹤0.01% |
1,100
-134
| -11% | -$27.9K |
|
|
HDP
2138
DELISTED
Hortonworks, Inc.
HDP
| $228K | ﹤0.01% |
+9,983
| New | +$228K |
|
|
LADR
2139
Ladder Capital
LADR
$1.5B
| $227K | ﹤0.01% |
13,389
-1,485
| -10% | -$25.2K |
|
2140
Live Oak Bancshares
LOB
$1.74B
| $227K | ﹤0.01% |
8,476
+123
| +1% | +$3.29K |
|
|
RVI
2141
DELISTED
Retail Value Inc. Common Shares
RVI
| $227K | ﹤0.01% |
+75,553
| New | +$227K |
|
2142
Zillow
Z
$21.8B
| $223K | ﹤0.01% |
5,036
-2,581
| -34% | -$114K |
|
|
ATRS
2143
DELISTED
Antares Pharma, Inc.
ATRS
| $223K | ﹤0.01% |
66,175
+6,859
| +12% | +$23.1K |
|
|
VCRA
2144
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $223K | ﹤0.01% |
+6,083
| New | +$223K |
|
|
ELME
2145
Elme Communities
ELME
$1.52B
| $222K | ﹤0.01% |
7,251
-832
| -10% | -$25.5K |
|
2146
Workiva
WK
$4.53B
| $222K | ﹤0.01% |
+5,617
| New | +$222K |
|
|
MSGN
2147
DELISTED
MSG Networks Inc.
MSGN
| $222K | ﹤0.01% |
+8,593
| New | +$222K |
|
2148
Omeros
OMER
$288M
| $221K | ﹤0.01% |
+9,049
| New | +$221K |
|
|
EVBG
2149
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $219K | ﹤0.01% |
+3,794
| New | +$219K |
|
|
ALTR
2150
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $216K | ﹤0.01% |
+4,977
| New | +$216K |
|