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 | |
|---|---|---|---|---|---|---|
801
Steven Madden
SHOO
$2.22B
| $23.2M | 0.02% |
621,807
+5,802
| +0.9% | +$216K |
|
|
AXNX
802
DELISTED
Axonics, Inc. Common Stock
AXNX
| $23.1M | 0.02% |
385,623
+369,795
| +2,336% | +$22.1M |
|
803
Cooper Companies
COO
$13.5B
| $23M | 0.02% |
239,508
-21,320
| -8% | -$2.05M |
|
|
SAIL
804
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $23M | 0.02% |
453,403
+52,391
| +13% | +$2.65M |
|
805
Celanese
CE
$4.84B
| $22.9M | 0.02% |
152,858
-13,156
| -8% | -$1.97M |
|
806
FirstEnergy
FE
$25B
| $22.9M | 0.02% |
658,707
-50,430
| -7% | -$1.75M |
|
807
Quaker Houghton
KWR
$2.42B
| $22.8M | 0.02% |
93,643
-500
| -0.5% | -$122K |
|
|
WWE
808
DELISTED
World Wrestling Entertainment
WWE
| $22.8M | 0.02% |
420,450
+61,300
| +17% | +$3.33M |
|
809
Flowserve
FLS
$7.35B
| $22.8M | 0.02% |
587,830
+288,217
| +96% | +$11.2M |
|
810
Chewy
CHWY
$14.6B
| $22.7M | 0.02% |
268,377
+261,320
| +3,703% | +$22.1M |
|
|
CDK
811
DELISTED
CDK Global, Inc.
CDK
| $22.7M | 0.02% |
419,315
+57,956
| +16% | +$3.13M |
|
812
Valmont Industries
VMI
$7.45B
| $22.6M | 0.02% |
95,222
+6,955
| +8% | +$1.65M |
|
813
OGE Energy
OGE
$8.85B
| $22.6M | 0.02% |
699,022
+95,696
| +16% | +$3.1M |
|
814
Royal Caribbean
RCL
$92.8B
| $22.6M | 0.02% |
264,127
+20,937
| +9% | +$1.79M |
|
815
Quest Diagnostics
DGX
$20.1B
| $22.6M | 0.02% |
176,101
-8,891
| -5% | -$1.14M |
|
816
Essential Properties Realty Trust
EPRT
$5.88B
| $22.6M | 0.02% |
987,836
-321,899
| -25% | -$7.35M |
|
817
Webster Financial
WBS
$10.2B
| $22.5M | 0.02% |
408,839
+52,323
| +15% | +$2.88M |
|
818
Texas Roadhouse
TXRH
$11B
| $22.5M | 0.02% |
234,549
+28,362
| +14% | +$2.72M |
|
819
Curtiss-Wright
CW
$18.7B
| $22.5M | 0.02% |
189,503
+22,532
| +13% | +$2.67M |
|
820
Onto Innovation
ONTO
$5.2B
| $22.5M | 0.02% |
341,850
+680
| +0.2% | +$44.7K |
|
821
CVB Financial
CVBF
$2.8B
| $22.5M | 0.02% |
1,016,853
+24,400
| +2% | +$539K |
|
822
Upbound Group
UPBD
$1.47B
| $22.4M | 0.02% |
389,055
+2,987
| +0.8% | +$172K |
|
|
IBTX
823
DELISTED
Independent Bank Group, Inc.
IBTX
| $22.4M | 0.02% |
310,481
+8,647
| +3% | +$625K |
|
824
Akamai
AKAM
$11B
| $22.4M | 0.02% |
219,487
-16,280
| -7% | -$1.66M |
|
|
XLRN
825
DELISTED
Acceleron Pharma Inc.
XLRN
| $22.4M | 0.02% |
164,896
+13,190
| +9% | +$1.79M |
|