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 | |
|---|---|---|---|---|---|---|
551
Lithia Motors
LAD
$8.7B
| $36.6M | 0.03% |
93,805
+13,918
| +17% | +$5.43M |
|
552
The Ensign Group
ENSG
$9.6B
| $36.4M | 0.03% |
388,289
+2,391
| +0.6% | +$224K |
|
553
Coty
COTY
$3.53B
| $36.4M | 0.03% |
4,040,952
+3,201,484
| +381% | +$28.8M |
|
554
Papa John's
PZZA
$1.62B
| $36.3M | 0.03% |
409,493
+110,916
| +37% | +$9.83M |
|
555
Williams Companies
WMB
$71.4B
| $36.2M | 0.03% |
1,527,479
-114,503
| -7% | -$2.71M |
|
556
UFP Industries
UFPI
$5.86B
| $36M | 0.03% |
474,661
+2,560
| +0.5% | +$194K |
|
557
Targa Resources
TRGP
$35B
| $35.8M | 0.03% |
1,128,170
-255,296
| -18% | -$8.11M |
|
558
Willis Towers Watson
WTW
$32.2B
| $35.8M | 0.03% |
156,367
-14,258
| -8% | -$3.26M |
|
559
Exponent
EXPO
$3.48B
| $35.8M | 0.03% |
367,009
-1,169
| -0.3% | -$114K |
|
560
Bankunited
BKU
$2.92B
| $35.6M | 0.03% |
810,322
+21,406
| +3% | +$941K |
|
561
John Wiley & Sons Class A
WLY
$2.2B
| $35.5M | 0.03% |
654,676
-121,309
| -16% | -$6.57M |
|
562
Otis Worldwide
OTIS
$34.4B
| $35.5M | 0.02% |
517,932
-37,954
| -7% | -$2.6M |
|
563
Bloomin' Brands
BLMN
$577M
| $35.4M | 0.02% |
1,309,561
+139,527
| +12% | +$3.77M |
|
564
Universal Display
OLED
$6.5B
| $35.3M | 0.02% |
149,288
+18,560
| +14% | +$4.39M |
|
565
Allegro MicroSystems
ALGM
$5.58B
| $35.1M | 0.02% |
1,384,696
+325,894
| +31% | +$8.26M |
|
566
Macy's
M
$4.55B
| $35.1M | 0.02% |
2,165,676
+11,167
| +0.5% | +$181K |
|
567
Zebra Technologies
ZBRA
$15.7B
| $35M | 0.02% |
72,215
-5,829
| -7% | -$2.83M |
|
568
RH
RH
$4.36B
| $34.8M | 0.02% |
58,363
+9,065
| +18% | +$5.41M |
|
569
Clorox
CLX
$15.1B
| $34.8M | 0.02% |
180,196
+647
| +0.4% | +$125K |
|
570
Sunrun
RUN
$3.74B
| $34.7M | 0.02% |
574,329
+83,376
| +17% | +$5.04M |
|
571
Take-Two Interactive
TTWO
$45.1B
| $34.5M | 0.02% |
195,430
-2,708
| -1% | -$478K |
|
|
PRAH
572
DELISTED
PRA Health Sciences, Inc.
PRAH
| $34.4M | 0.02% |
224,177
+30,853
| +16% | +$4.73M |
|
573
Arrowhead Research
ARWR
$3.91B
| $34.3M | 0.02% |
517,820
+173,082
| +50% | +$11.5M |
|
574
Lear
LEA
$5.73B
| $34.3M | 0.02% |
188,987
+26,049
| +16% | +$4.72M |
|
575
Spire
SR
$4.49B
| $34.2M | 0.02% |
462,487
+2,772
| +0.6% | +$205K |
|