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 | |
|---|---|---|---|---|---|---|
|
EGOV
1001
DELISTED
NIC Inc
EGOV
| $18.2M | 0.01% |
535,479
+2,645
| +0.5% | +$89.7K |
|
1002
National Storage Affiliates Trust
NSA
$2.49B
| $18.2M | 0.01% |
454,769
+10,489
| +2% | +$419K |
|
1003
Adeia
ADEA
$1.71B
| $18.1M | 0.01% |
3,148,853
+45,806
| +1% | +$264K |
|
|
UNIT
1004
Uniti Group
UNIT
$1.75B
| $18.1M | 0.01% |
1,641,944
-8,106
| -0.5% | -$89.4K |
|
|
ABMD
1005
DELISTED
Abiomed Inc
ABMD
| $18.1M | 0.01% |
56,760
-5,031
| -8% | -$1.6M |
|
1006
Monro
MNRO
$534M
| $18M | 0.01% |
274,168
+3,522
| +1% | +$232K |
|
|
CADE
1007
DELISTED
Cadence Bancorporation
CADE
| $18M | 0.01% |
867,991
+1,359
| +0.2% | +$28.2K |
|
1008
Lumen
LUMN
$6.25B
| $18M | 0.01% |
1,344,991
-93,514
| -7% | -$1.25M |
|
1009
Matador Resources
MTDR
$6.05B
| $18M | 0.01% |
765,546
+10,029
| +1% | +$235K |
|
1010
Mueller Industries
MLI
$10.9B
| $17.9M | 0.01% |
866,380
+16,444
| +2% | +$340K |
|
1011
Simply Good Foods
SMPL
$2.78B
| $17.9M | 0.01% |
587,633
+8,389
| +1% | +$255K |
|
1012
Trupanion
TRUP
$1.87B
| $17.9M | 0.01% |
234,321
+1,519
| +0.7% | +$116K |
|
1013
JB Hunt Transport Services
JBHT
$13.7B
| $17.8M | 0.01% |
106,156
-4,564
| -4% | -$767K |
|
1014
Pediatrix Medical
MD
$1.48B
| $17.8M | 0.01% |
700,460
+8,155
| +1% | +$208K |
|
1015
EQT Corp
EQT
$31.8B
| $17.8M | 0.01% |
958,041
+142,308
| +17% | +$2.64M |
|
1016
CF Industries
CF
$14B
| $17.8M | 0.01% |
392,212
-53,506
| -12% | -$2.43M |
|
1017
Corcept Therapeutics
CORT
$7.83B
| $17.8M | 0.01% |
746,416
+2,400
| +0.3% | +$57.1K |
|
1018
BancFirst
BANF
$4.48B
| $17.8M | 0.01% |
251,178
+8,324
| +3% | +$588K |
|
1019
Robert Half
RHI
$3.7B
| $17.7M | 0.01% |
227,342
+31,345
| +16% | +$2.45M |
|
|
LTHM
1020
DELISTED
Livent Corporation
LTHM
| $17.7M | 0.01% |
1,022,615
+16,171
| +2% | +$280K |
|
1021
Installed Building Products
IBP
$7.38B
| $17.7M | 0.01% |
159,613
-1,982
| -1% | -$220K |
|
1022
AutoNation
AN
$8.56B
| $17.7M | 0.01% |
189,601
+15,350
| +9% | +$1.43M |
|
|
SGEN
1023
DELISTED
Seagen Inc. Common Stock
SGEN
| $17.7M | 0.01% |
127,245
+6,315
| +5% | +$877K |
|
1024
Kontoor Brands
KTB
$4.67B
| $17.7M | 0.01% |
363,962
+8,567
| +2% | +$416K |
|
|
CIT
1025
DELISTED
CIT Group Inc.
CIT
| $17.6M | 0.01% |
342,624
+50,412
| +17% | +$2.6M |
|