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 | |
|---|---|---|---|---|---|---|
|
FLOW
976
DELISTED
SPX FLOW, Inc.
FLOW
| $18.6M | 0.01% |
294,022
+3,624
| +1% | +$230K |
|
977
Federal Signal
FSS
$7.77B
| $18.6M | 0.01% |
485,964
+2,173
| +0.4% | +$83.2K |
|
978
Range Resources
RRC
$8.38B
| $18.6M | 0.01% |
1,799,046
+22,046
| +1% | +$228K |
|
979
Myriad Genetics
MYGN
$715M
| $18.6M | 0.01% |
610,046
+13,225
| +2% | +$403K |
|
980
MACOM Technology Solutions
MTSI
$9.76B
| $18.5M | 0.01% |
319,470
+307,567
| +2,584% | +$17.8M |
|
981
Cloudflare
NET
$78.3B
| $18.5M | 0.01% |
263,619
+2,619
| +1% | +$184K |
|
982
SPX Corp
SPXC
$9.4B
| $18.5M | 0.01% |
317,725
+894
| +0.3% | +$52.1K |
|
983
Kemper
KMPR
$3.36B
| $18.5M | 0.01% |
231,951
+49,859
| +27% | +$3.97M |
|
|
CNH
984
CNH Industrial
CNH
$14B
| $18.5M | 0.01% |
+1,356,588
| New | +$18.5M |
|
985
AeroVironment
AVAV
$12.1B
| $18.4M | 0.01% |
158,964
+2,587
| +2% | +$300K |
|
986
Helen of Troy
HELE
$567M
| $18.4M | 0.01% |
87,433
+7,447
| +9% | +$1.57M |
|
987
MasTec
MTZ
$14.9B
| $18.4M | 0.01% |
196,324
+29,024
| +17% | +$2.72M |
|
988
Gentherm
THRM
$1.1B
| $18.4M | 0.01% |
248,218
+1,366
| +0.6% | +$101K |
|
989
American Airlines Group
AAL
$8.54B
| $18.4M | 0.01% |
768,018
-26,279
| -3% | -$628K |
|
990
Pinterest
PINS
$23.8B
| $18.3M | 0.01% |
247,590
+202,858
| +453% | +$15M |
|
991
Prestige Consumer Healthcare
PBH
$3.2B
| $18.3M | 0.01% |
415,625
+202,796
| +95% | +$8.94M |
|
992
Winnebago Industries
WGO
$988M
| $18.3M | 0.01% |
238,638
-1,451
| -0.6% | -$111K |
|
993
MGIC Investment
MTG
$6.67B
| $18.3M | 0.01% |
1,319,975
+171,381
| +15% | +$2.37M |
|
994
Pool Corp
POOL
$12.3B
| $18.3M | 0.01% |
52,952
-1,894
| -3% | -$654K |
|
995
Brady Corp
BRC
$3.76B
| $18.3M | 0.01% |
341,968
-1,182
| -0.3% | -$63.2K |
|
996
O-I Glass
OI
$2.04B
| $18.3M | 0.01% |
1,239,731
+633,354
| +104% | +$9.34M |
|
997
Renasant Corp
RNST
$3.63B
| $18.3M | 0.01% |
441,470
+9,258
| +2% | +$383K |
|
998
ODP
ODP
$641M
| $18.2M | 0.01% |
421,383
+14,550
| +4% | +$630K |
|
999
Xencor
XNCR
$606M
| $18.2M | 0.01% |
422,504
+1,974
| +0.5% | +$85K |
|
1000
First Financial Bancorp
FFBC
$2.48B
| $18.2M | 0.01% |
757,659
+10,805
| +1% | +$259K |
|