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 | |
|---|---|---|---|---|---|---|
851
Merit Medical Systems
MMSI
$5.3B
| $21.6M | 0.02% |
360,726
-719
| -0.2% | -$43.1K |
|
|
LHCG
852
DELISTED
LHC Group LLC
LHCG
| $21.6M | 0.02% |
112,946
+13,573
| +14% | +$2.6M |
|
853
Primerica
PRI
$8.84B
| $21.5M | 0.02% |
145,541
+22,162
| +18% | +$3.28M |
|
854
LXP Industrial Trust
LXP
$2.72B
| $21.5M | 0.02% |
1,935,605
+12,967
| +0.7% | +$144K |
|
|
RUTH
855
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $21.5M | 0.02% |
866,084
+132,422
| +18% | +$3.29M |
|
|
COHR
856
DELISTED
Coherent Inc
COHR
| $21.5M | 0.02% |
84,913
+11,278
| +15% | +$2.85M |
|
857
ManpowerGroup
MAN
$1.77B
| $21.4M | 0.02% |
216,811
+24,639
| +13% | +$2.44M |
|
858
Emcor
EME
$28.8B
| $21.4M | 0.02% |
190,707
+26,950
| +16% | +$3.02M |
|
|
RCM
859
DELISTED
R1 RCM Inc. Common Stock
RCM
| $21.4M | 0.02% |
866,477
+36,369
| +4% | +$898K |
|
860
Integer Holdings
ITGR
$3.64B
| $21.4M | 0.02% |
232,139
-3
| -0% | -$276 |
|
861
Owens & Minor
OMI
$414M
| $21.4M | 0.02% |
568,429
+11,076
| +2% | +$416K |
|
862
United Bankshares
UBSI
$5.38B
| $21.3M | 0.02% |
553,328
+73,267
| +15% | +$2.83M |
|
863
HealthEquity
HQY
$7.93B
| $21.3M | 0.02% |
313,916
+55,886
| +22% | +$3.8M |
|
864
Highwoods Properties
HIW
$3.5B
| $21.3M | 0.02% |
496,140
+170,487
| +52% | +$7.32M |
|
865
California Water Service
CWT
$2.74B
| $21.3M | 0.02% |
377,783
+3,026
| +0.8% | +$170K |
|
|
SRCL
866
DELISTED
Stericycle Inc
SRCL
| $21.3M | 0.02% |
314,961
+43,845
| +16% | +$2.96M |
|
|
CTXS
867
DELISTED
Citrix Systems Inc
CTXS
| $21.2M | 0.01% |
151,357
-12,436
| -8% | -$1.75M |
|
868
First Interstate BancSystem
FIBK
$3.38B
| $21.2M | 0.01% |
460,639
+39,799
| +9% | +$1.83M |
|
869
Louisiana-Pacific
LPX
$6.76B
| $21.2M | 0.01% |
382,368
+37,267
| +11% | +$2.07M |
|
870
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.7M
| $21.2M | 0.01% |
995,521
| – | – |
|
871
Knight Transportation
KNX
$6.88B
| $21.2M | 0.01% |
440,673
+67,048
| +18% | +$3.22M |
|
872
Rayonier
RYN
$4.11B
| $21.2M | 0.01% |
690,597
+113,858
| +20% | +$3.49M |
|
873
Acadia Healthcare
ACHC
$2.03B
| $21.1M | 0.01% |
369,934
+49,063
| +15% | +$2.8M |
|
874
Harley-Davidson
HOG
$3.73B
| $21.1M | 0.01% |
527,123
+73,206
| +16% | +$2.94M |
|
875
Hexcel
HXL
$5.01B
| $21.1M | 0.01% |
376,249
+31,886
| +9% | +$1.79M |
|