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 | |
|---|---|---|---|---|---|---|
901
Halozyme
HALO
$8.9B
| $20.3M | 0.01% |
487,823
+57,071
| +13% | +$2.38M |
|
902
Pentair
PNR
$18.4B
| $20.3M | 0.01% |
326,341
-9,323
| -3% | -$581K |
|
903
Bath & Body Works
BBWI
$5.69B
| $20.3M | 0.01% |
404,951
-30,179
| -7% | -$1.51M |
|
904
Interactive Brokers
IBKR
$28.4B
| $20.2M | 0.01% |
1,108,792
+153,936
| +16% | +$2.81M |
|
905
Aaon
AAON
$6.78B
| $20.2M | 0.01% |
433,623
-2,469
| -0.6% | -$115K |
|
906
Matsons
MATX
$3.35B
| $20.2M | 0.01% |
302,879
+6,531
| +2% | +$436K |
|
|
FLG
907
Flagstar Financial, Inc.
FLG
$5.32B
| $20.2M | 0.01% |
533,328
+75,698
| +17% | +$2.87M |
|
908
Dentsply Sirona
XRAY
$2.77B
| $20.1M | 0.01% |
314,945
-16,619
| -5% | -$1.06M |
|
909
ESCO Technologies
ESE
$5.43B
| $20.1M | 0.01% |
184,189
-1,020
| -0.6% | -$111K |
|
|
AAWW
910
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $20M | 0.01% |
331,330
-124,783
| -27% | -$7.54M |
|
911
Mid-America Apartment Communities
MAA
$16.8B
| $20M | 0.01% |
138,688
-10,760
| -7% | -$1.55M |
|
|
CCMP
912
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $20M | 0.01% |
112,917
+14,236
| +14% | +$2.52M |
|
|
CLGX
913
DELISTED
Corelogic, Inc.
CLGX
| $19.9M | 0.01% |
251,687
+21,079
| +9% | +$1.67M |
|
914
NCR Voyix
VYX
$1.8B
| $19.9M | 0.01% |
856,492
+116,531
| +16% | +$2.71M |
|
915
Vericel Corp
VCEL
$1.7B
| $19.9M | 0.01% |
357,343
+337,362
| +1,688% | +$18.7M |
|
916
Trip.com Group
TCOM
$48.4B
| $19.8M | 0.01% |
500,730
+479,273
| +2,234% | +$19M |
|
917
Forward Air
FWRD
$922M
| $19.8M | 0.01% |
222,978
+1,932
| +0.9% | +$172K |
|
918
Ally Financial
ALLY
$12.8B
| $19.8M | 0.01% |
437,368
+415,175
| +1,871% | +$18.8M |
|
919
Kellanova
K
$27.6B
| $19.8M | 0.01% |
332,602
-27,026
| -8% | -$1.61M |
|
920
Goodyear
GT
$2.42B
| $19.7M | 0.01% |
1,123,125
+147,492
| +15% | +$2.59M |
|
921
Credicorp
BAP
$21.1B
| $19.7M | 0.01% |
144,344
-509,665
| -78% | -$69.6M |
|
|
CTB
922
DELISTED
Cooper Tire & Rubber Co.
CTB
| $19.7M | 0.01% |
351,761
+5,229
| +2% | +$293K |
|
923
DraftKings
DKNG
$22.6B
| $19.7M | 0.01% |
320,410
+311,958
| +3,691% | +$19.1M |
|
924
Innospec
IOSP
$2.06B
| $19.6M | 0.01% |
191,256
+691
| +0.4% | +$71K |
|
925
H&R Block
HRB
$6.9B
| $19.6M | 0.01% |
900,083
+95,188
| +12% | +$2.08M |
|