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 | |
|---|---|---|---|---|---|---|
626
Washington Trust Bancorp
WASH
$570M
| $31.5M | 0.02% |
610,463
-197,470
| -24% | -$10.2M |
|
627
Federal Agricultural Mortgage
AGM
$2.15B
| $31.5M | 0.02% |
312,897
-76,168
| -20% | -$7.67M |
|
628
Jones Lang LaSalle
JLL
$14.6B
| $31.5M | 0.02% |
175,759
+23,818
| +16% | +$4.26M |
|
629
Revvity
RVTY
$9.58B
| $31.3M | 0.02% |
244,010
+85,527
| +54% | +$11M |
|
630
DTE Energy
DTE
$28.2B
| $31.3M | 0.02% |
275,946
-21,242
| -7% | -$2.41M |
|
|
FOCS
631
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $31.2M | 0.02% |
749,117
+741,151
| +9,304% | +$30.8M |
|
632
iRobot
IRBT
$107M
| $31.1M | 0.02% |
254,866
+3,396
| +1% | +$415K |
|
633
Labcorp
LH
$22.7B
| $31.1M | 0.02% |
141,988
-29,247
| -17% | -$6.41M |
|
634
Consolidated Edison
ED
$35B
| $31.1M | 0.02% |
415,171
-31,605
| -7% | -$2.36M |
|
635
United Rentals
URI
$60.8B
| $31M | 0.02% |
94,099
-6,728
| -7% | -$2.22M |
|
636
CACI
CACI
$10.7B
| $30.9M | 0.02% |
125,320
-29,026
| -19% | -$7.16M |
|
637
Tetra Tech
TTEK
$9.37B
| $30.9M | 0.02% |
1,138,225
+179,835
| +19% | +$4.88M |
|
|
WRK
638
DELISTED
WestRock Company
WRK
| $30.9M | 0.02% |
593,405
+38,131
| +7% | +$1.98M |
|
639
Ventas
VTR
$31.5B
| $30.7M | 0.02% |
575,809
-46,962
| -8% | -$2.5M |
|
|
MANT
640
DELISTED
Mantech International Corp
MANT
| $30.7M | 0.02% |
352,876
-40,255
| -10% | -$3.5M |
|
641
STAAR Surgical
STAA
$1.37B
| $30.7M | 0.02% |
291,047
+162,187
| +126% | +$17.1M |
|
642
Array Technologies
ARRY
$1.25B
| $30.6M | 0.02% |
1,027,145
+650,700
| +173% | +$19.4M |
|
643
CDW
CDW
$22.4B
| $30.6M | 0.02% |
184,392
-29,661
| -14% | -$4.92M |
|
644
AGCO
AGCO
$8.02B
| $30.5M | 0.02% |
212,606
+30,703
| +17% | +$4.41M |
|
|
Y
645
DELISTED
Alleghany Corporation
Y
| $30.5M | 0.02% |
48,708
+6,282
| +15% | +$3.93M |
|
|
ATC
646
DELISTED
Atotech Limited
ATC
| $30.5M | 0.02% |
+1,506,356
| New | +$30.5M |
|
647
CyberArk
CYBR
$23.6B
| $30.5M | 0.02% |
235,825
-27,449
| -10% | -$3.55M |
|
648
Innovative Industrial Properties
IIPR
$1.58B
| $30.2M | 0.02% |
167,902
+12,270
| +8% | +$2.21M |
|
649
DigitalOcean
DOCN
$3.11B
| $30.2M | 0.02% |
+716,814
| New | +$30.2M |
|
650
lululemon athletica
LULU
$19.4B
| $30M | 0.02% |
97,931
-2,918
| -3% | -$895K |
|