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 | |
|---|---|---|---|---|---|---|
601
PENN Entertainment
PENN
$2.93B
| $32.4M | 0.02% |
309,452
-143,530
| -32% | -$15M |
|
602
ONE Gas
OGS
$4.5B
| $32.4M | 0.02% |
421,621
-44,011
| -9% | -$3.39M |
|
603
PROG Holdings
PRG
$1.39B
| $32.4M | 0.02% |
747,443
+65,316
| +10% | +$2.83M |
|
|
MXIM
604
DELISTED
Maxim Integrated Products
MXIM
| $32.4M | 0.02% |
354,104
-731
| -0.2% | -$66.8K |
|
605
Kohl's
KSS
$1.8B
| $32.3M | 0.02% |
541,873
+69,498
| +15% | +$4.14M |
|
|
PDCE
606
DELISTED
PDC Energy, Inc.
PDCE
| $32.3M | 0.02% |
938,517
+28,602
| +3% | +$984K |
|
607
HUB Group
HUBG
$2.21B
| $32M | 0.02% |
950,352
+40,130
| +4% | +$1.35M |
|
608
Jazz Pharmaceuticals
JAZZ
$7.7B
| $31.9M | 0.02% |
194,158
+29,142
| +18% | +$4.79M |
|
|
PPBI
609
DELISTED
Pacific Premier Bancorp
PPBI
| $31.9M | 0.02% |
734,668
+15,105
| +2% | +$656K |
|
|
BBBY
610
DELISTED
Bed Bath & Beyond Inc
BBBY
| $31.9M | 0.02% |
1,094,632
-876,351
| -44% | -$25.5M |
|
611
Neurocrine Biosciences
NBIX
$14B
| $31.9M | 0.02% |
327,827
+316,575
| +2,813% | +$30.8M |
|
612
Carlisle Companies
CSL
$16.2B
| $31.9M | 0.02% |
193,656
+29,380
| +18% | +$4.84M |
|
613
Vishay Intertechnology
VSH
$2.07B
| $31.9M | 0.02% |
1,323,475
+99,690
| +8% | +$2.4M |
|
614
Etsy
ETSY
$5.73B
| $31.9M | 0.02% |
158,000
-13,747
| -8% | -$2.77M |
|
615
WEX
WEX
$5.81B
| $31.8M | 0.02% |
152,058
+21,177
| +16% | +$4.43M |
|
616
AptarGroup
ATR
$8.98B
| $31.7M | 0.02% |
223,985
+32,347
| +17% | +$4.58M |
|
617
VF Corp
VFC
$5.85B
| $31.7M | 0.02% |
396,781
-32,620
| -8% | -$2.61M |
|
618
Helmerich & Payne
HP
$2.07B
| $31.7M | 0.02% |
1,175,494
-145,948
| -11% | -$3.93M |
|
619
Ulta Beauty
ULTA
$23.1B
| $31.7M | 0.02% |
102,503
+25,838
| +34% | +$7.99M |
|
620
Kraft Heinz
KHC
$31.5B
| $31.6M | 0.02% |
790,420
-65,041
| -8% | -$2.6M |
|
621
Axon Enterprise
AXON
$58.7B
| $31.6M | 0.02% |
221,981
+29,902
| +16% | +$4.26M |
|
622
Capri Holdings
CPRI
$2.54B
| $31.6M | 0.02% |
619,818
-543,045
| -47% | -$27.7M |
|
623
Service Corp International
SCI
$11B
| $31.6M | 0.02% |
619,158
+89,990
| +17% | +$4.59M |
|
624
Fortinet
FTNT
$60.9B
| $31.6M | 0.02% |
856,915
-121,575
| -12% | -$4.48M |
|
625
Halliburton
HAL
$19.3B
| $31.6M | 0.02% |
1,470,379
+55,042
| +4% | +$1.18M |
|