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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Ambarella
AMBA
$3.59B
| $43.1M | 0.03% |
429,728
+418,426
| +3,702% | +$42M |
|
477
Aflac
AFL
$56.9B
| $43M | 0.03% |
840,621
-26,794
| -3% | -$1.37M |
|
478
Saia
SAIA
$8.16B
| $43M | 0.03% |
186,573
-16
| -0% | -$3.69K |
|
|
NUAN
479
DELISTED
Nuance Communications, Inc.
NUAN
| $42.9M | 0.03% |
984,121
+950,683
| +2,843% | +$41.5M |
|
|
AMED
480
DELISTED
Amedisys
AMED
| $42.9M | 0.03% |
162,090
+39,734
| +32% | +$10.5M |
|
481
Medifast
MED
$152M
| $42.8M | 0.03% |
202,286
+6,933
| +4% | +$1.47M |
|
482
CNO Financial Group
CNO
$3.82B
| $42.8M | 0.03% |
1,762,345
+148,587
| +9% | +$3.61M |
|
483
Monster Beverage
MNST
$61.5B
| $42.8M | 0.03% |
939,834
-142,342
| -13% | -$6.48M |
|
484
Monolithic Power Systems
MPWR
$41.4B
| $42.7M | 0.03% |
120,996
-84,175
| -41% | -$29.7M |
|
485
American Water Works
AWK
$27.3B
| $42.7M | 0.03% |
284,939
-12,402
| -4% | -$1.86M |
|
|
ALXN
486
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $42.6M | 0.03% |
278,848
-14,526
| -5% | -$2.22M |
|
487
AdaptHealth
AHCO
$1.27B
| $42.5M | 0.03% |
1,155,282
+237,896
| +26% | +$8.75M |
|
488
Strategy Inc Common Stock Class A
MSTR
$93.2B
| $42.4M | 0.03% |
624,050
+32,610
| +6% | +$2.21M |
|
489
Haemonetics
HAE
$2.61B
| $42.2M | 0.03% |
380,548
+227,285
| +148% | +$25.2M |
|
490
International Flavors & Fragrances
IFF
$17B
| $42.1M | 0.03% |
301,409
+161,612
| +116% | +$22.6M |
|
491
Graco
GGG
$14.2B
| $42M | 0.03% |
586,974
+85,754
| +17% | +$6.14M |
|
492
ScottsMiracle-Gro
SMG
$3.6B
| $41.9M | 0.03% |
171,120
+25,013
| +17% | +$6.13M |
|
493
EXL Service
EXLS
$7.14B
| $41.8M | 0.03% |
2,317,565
+84,710
| +4% | +$1.53M |
|
494
McKesson
MCK
$87.8B
| $41.3M | 0.03% |
211,764
-13,126
| -6% | -$2.56M |
|
495
Factset
FDS
$14.2B
| $41.2M | 0.03% |
133,607
+17,898
| +15% | +$5.52M |
|
496
Oshkosh
OSK
$8.7B
| $41.2M | 0.03% |
347,174
+135,044
| +64% | +$16M |
|
497
Dayforce
DAY
$10.9B
| $41.1M | 0.03% |
488,021
+95,020
| +24% | +$8.01M |
|
498
McCormick & Company Non-Voting
MKC
$18.8B
| $41.1M | 0.03% |
461,130
-69,085
| -13% | -$6.16M |
|
499
NeoGenomics
NEO
$1.02B
| $41.1M | 0.03% |
851,760
+38,309
| +5% | +$1.85M |
|
500
JetBlue
JBLU
$1.87B
| $41M | 0.03% |
2,017,440
+1,086,571
| +117% | +$22.1M |
|