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 | |
|---|---|---|---|---|---|---|
|
NVRO
751
DELISTED
NEVRO CORP.
NVRO
| $25M | 0.02% |
179,528
+13,832
| +8% | +$1.93M |
|
752
Marriott Vacations Worldwide
VAC
$2.64B
| $25M | 0.02% |
143,520
+20,756
| +17% | +$3.62M |
|
753
e.l.f. Beauty
ELF
$7.63B
| $24.9M | 0.02% |
928,343
+916,663
| +7,848% | +$24.6M |
|
754
JD.com
JD
$47.2B
| $24.9M | 0.02% |
294,773
+51,244
| +21% | +$4.32M |
|
755
FormFactor
FORM
$2.27B
| $24.8M | 0.02% |
550,854
-1,059
| -0.2% | -$47.8K |
|
756
TopBuild
BLD
$11.8B
| $24.8M | 0.02% |
118,331
+14,111
| +14% | +$2.96M |
|
757
Western Digital
WDC
$33B
| $24.8M | 0.02% |
490,685
-35,213
| -7% | -$1.78M |
|
|
ILPT
758
Industrial Logistics Properties Trust
ILPT
$415M
| $24.7M | 0.02% |
1,069,660
+15,172
| +1% | +$351K |
|
759
8x8 Inc
EGHT
$285M
| $24.7M | 0.02% |
761,495
+3,426
| +0.5% | +$111K |
|
|
SGI
760
Somnigroup International Inc.
SGI
$17.9B
| $24.7M | 0.02% |
674,263
+86,739
| +15% | +$3.17M |
|
761
Cardinal Health
CAH
$35.6B
| $24.6M | 0.02% |
405,492
-27,389
| -6% | -$1.66M |
|
762
Rogers Corp
ROG
$1.44B
| $24.6M | 0.02% |
130,805
+529
| +0.4% | +$99.6K |
|
763
Genuine Parts
GPC
$19.4B
| $24.6M | 0.02% |
212,864
+24,322
| +13% | +$2.81M |
|
764
NetApp
NTAP
$24.7B
| $24.6M | 0.02% |
338,104
-17,497
| -5% | -$1.27M |
|
765
Royal Gold
RGLD
$12.3B
| $24.5M | 0.02% |
227,701
+30,447
| +15% | +$3.28M |
|
766
Jabil
JBL
$23.2B
| $24.4M | 0.02% |
467,784
+66,694
| +17% | +$3.48M |
|
767
Exelixis
EXEL
$10.1B
| $24.3M | 0.02% |
1,077,103
+151,703
| +16% | +$3.43M |
|
768
Woodward
WWD
$14.3B
| $24.3M | 0.02% |
201,383
+24,487
| +14% | +$2.95M |
|
769
KeyCorp
KEY
$21.1B
| $24.2M | 0.02% |
1,211,058
-354,125
| -23% | -$7.08M |
|
770
Conagra Brands
CAG
$9.27B
| $24.2M | 0.02% |
642,941
-33,501
| -5% | -$1.26M |
|
771
Petco
WOOF
$1B
| $24.1M | 0.02% |
+1,088,235
| New | +$24.1M |
|
772
Meritage Homes
MTH
$5.59B
| $24.1M | 0.02% |
523,812
+726
| +0.1% | +$33.4K |
|
|
AJRD
773
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $24M | 0.02% |
510,982
-275,807
| -35% | -$13M |
|
774
Prosperity Bancshares
PB
$6.4B
| $23.9M | 0.02% |
319,276
+15,182
| +5% | +$1.14M |
|
|
X
775
DELISTED
US Steel
X
| $23.8M | 0.02% |
910,912
+257,306
| +39% | +$6.73M |
|