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 | |
|---|---|---|---|---|---|---|
1051
Carpenter Technology
CRS
$12.1B
| $17.1M | 0.01% |
416,205
+13,136
| +3% | +$541K |
|
1052
Pricesmart
PSMT
$3.63B
| $17.1M | 0.01% |
176,970
+3,728
| +2% | +$361K |
|
1053
Wabtec
WAB
$32.9B
| $17.1M | 0.01% |
215,594
-18,615
| -8% | -$1.47M |
|
1054
Moog
MOG.A
$6.38B
| $17M | 0.01% |
204,735
+2,781
| +1% | +$231K |
|
1055
Edgewell Personal Care
EPC
$1.02B
| $17M | 0.01% |
429,549
+224,729
| +110% | +$8.9M |
|
1056
Jack Henry & Associates
JKHY
$11.8B
| $17M | 0.01% |
112,005
-661
| -0.6% | -$100K |
|
1057
Neogen
NEOG
$1.25B
| $16.9M | 0.01% |
381,364
+46,780
| +14% | +$2.08M |
|
1058
Cirrus Logic
CRUS
$5.91B
| $16.9M | 0.01% |
199,597
+27,916
| +16% | +$2.37M |
|
1059
Synaptics
SYNA
$2.76B
| $16.9M | 0.01% |
124,968
+16,341
| +15% | +$2.21M |
|
|
AIMC
1060
DELISTED
Altra Industrial Motion Corp.
AIMC
| $16.9M | 0.01% |
305,381
+269,130
| +742% | +$14.9M |
|
1061
Integra LifeSciences
IART
$1.21B
| $16.8M | 0.01% |
243,706
+34,033
| +16% | +$2.35M |
|
1062
Western Union
WU
$2.74B
| $16.8M | 0.01% |
682,378
+139,862
| +26% | +$3.45M |
|
1063
Tradeweb Markets
TW
$25.5B
| $16.8M | 0.01% |
227,232
+217,729
| +2,291% | +$16.1M |
|
1064
Fox Class A
FOXA
$28.7B
| $16.8M | 0.01% |
465,207
-31,959
| -6% | -$1.15M |
|
1065
Collegium Pharmaceutical
COLL
$1.23B
| $16.8M | 0.01% |
708,073
+333,737
| +89% | +$7.91M |
|
|
SRC
1066
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $16.8M | 0.01% |
394,822
+56,947
| +17% | +$2.42M |
|
1067
Saic
SAIC
$4.9B
| $16.8M | 0.01% |
200,488
+27,608
| +16% | +$2.31M |
|
1068
Ultra Clean Holdings
UCTT
$1.16B
| $16.7M | 0.01% |
287,695
-1,066
| -0.4% | -$61.9K |
|
1069
WesBanco
WSBC
$3.06B
| $16.7M | 0.01% |
462,985
+50,131
| +12% | +$1.81M |
|
1070
Hawaiian Electric Industries
HE
$2.1B
| $16.7M | 0.01% |
375,246
+52,041
| +16% | +$2.31M |
|
1071
Ashland
ASH
$2.5B
| $16.7M | 0.01% |
187,779
+26,275
| +16% | +$2.33M |
|
|
CUB
1072
DELISTED
Cubic Corporation
CUB
| $16.6M | 0.01% |
221,945
+5,090
| +2% | +$380K |
|
1073
Comerica
CMA
$8.93B
| $16.5M | 0.01% |
230,650
-88,755
| -28% | -$6.37M |
|
1074
TEGNA Inc
TGNA
$3.38B
| $16.5M | 0.01% |
877,022
+120,930
| +16% | +$2.28M |
|
1075
Evergy
EVRG
$16.6B
| $16.5M | 0.01% |
277,347
-59,429
| -18% | -$3.54M |
|