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 | |
|---|---|---|---|---|---|---|
726
CommScope
COMM
$3.59B
| $26M | 0.02% |
1,692,675
+1,392,471
| +464% | +$21.4M |
|
727
Regal Rexnord
RRX
$9.39B
| $26M | 0.02% |
182,093
+22,638
| +14% | +$3.23M |
|
728
Ameren
AEE
$26.8B
| $26M | 0.02% |
319,118
-14,138
| -4% | -$1.15M |
|
729
Chemed
CHE
$6.57B
| $25.9M | 0.02% |
56,423
+8,232
| +17% | +$3.79M |
|
|
STMP
730
DELISTED
Stamps.com, Inc.
STMP
| $25.9M | 0.02% |
129,891
+136
| +0.1% | +$27.1K |
|
731
Thor Industries
THO
$5.66B
| $25.9M | 0.02% |
191,870
+28,021
| +17% | +$3.78M |
|
732
Hewlett Packard
HPE
$32.2B
| $25.7M | 0.02% |
1,635,690
-276,349
| -14% | -$4.35M |
|
733
Hologic
HOLX
$14.6B
| $25.7M | 0.02% |
345,384
-23,621
| -6% | -$1.76M |
|
734
Waste Connections
WCN
$45.3B
| $25.7M | 0.02% |
237,691
-27,831
| -10% | -$3.01M |
|
735
Franklin Electric
FELE
$4.2B
| $25.6M | 0.02% |
324,378
+2,106
| +0.7% | +$166K |
|
736
United Therapeutics
UTHR
$17.9B
| $25.6M | 0.02% |
153,074
+21,527
| +16% | +$3.6M |
|
737
Teledyne Technologies
TDY
$25.6B
| $25.6M | 0.02% |
61,896
-9,982
| -14% | -$4.13M |
|
738
First American
FAF
$6.74B
| $25.6M | 0.02% |
451,794
+82,337
| +22% | +$4.66M |
|
|
IAA
739
DELISTED
IAA, Inc. Common Stock
IAA
| $25.6M | 0.02% |
464,169
+63,941
| +16% | +$3.53M |
|
740
MarketAxess Holdings
MKTX
$6.9B
| $25.6M | 0.02% |
51,341
-4,405
| -8% | -$2.19M |
|
741
Liberty Media Series A
FWONA
$22.4B
| $25.5M | 0.02% |
697,297
+3,060
| +0.4% | +$112K |
|
742
Viavi Solutions
VIAV
$2.66B
| $25.4M | 0.02% |
1,620,824
-12,319
| -0.8% | -$193K |
|
743
Masco
MAS
$15.3B
| $25.4M | 0.02% |
424,692
+53,109
| +14% | +$3.18M |
|
|
SWN
744
DELISTED
Southwestern Energy Company
SWN
| $25.3M | 0.02% |
5,446,519
+123,754
| +2% | +$575K |
|
745
New York Times
NYT
$9.37B
| $25.3M | 0.02% |
499,751
+69,862
| +16% | +$3.54M |
|
746
Columbia Banking Systems
COLB
$7.84B
| $25.2M | 0.02% |
585,470
+15,245
| +3% | +$657K |
|
747
MaxLinear
MXL
$1.37B
| $25.2M | 0.02% |
738,988
+262,544
| +55% | +$8.95M |
|
748
Entergy
ETR
$39.5B
| $25.2M | 0.02% |
506,326
-39,640
| -7% | -$1.97M |
|
749
Carnival Corp
CCL
$42.5B
| $25.1M | 0.02% |
946,769
-9,677
| -1% | -$257K |
|
750
Simmons First National
SFNC
$2.97B
| $25.1M | 0.02% |
845,806
+12,182
| +1% | +$361K |
|