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 | |
|---|---|---|---|---|---|---|
1176
Ichor Holdings
ICHR
$567M
| $14.4M | 0.01% |
268,111
+81,774
| +44% | +$4.4M |
|
1177
Sea Limited
SE
$116B
| $14.4M | 0.01% |
64,522
+29,788
| +86% | +$6.65M |
|
1178
COPT Defense Properties
CDP
$3.45B
| $14.4M | 0.01% |
546,170
+76,219
| +16% | +$2.01M |
|
1179
Dana Inc
DAN
$2.73B
| $14.4M | 0.01% |
589,922
+89,552
| +18% | +$2.18M |
|
1180
Bentley Systems
BSY
$16B
| $14.3M | 0.01% |
305,252
+16,757
| +6% | +$786K |
|
1181
Modine Manufacturing
MOD
$7.95B
| $14.3M | 0.01% |
968,698
+218,010
| +29% | +$3.22M |
|
1182
Autoliv
ALV
$9.63B
| $14.3M | 0.01% |
154,059
+1,959
| +1% | +$182K |
|
1183
Viasat
VSAT
$4.28B
| $14.3M | 0.01% |
297,072
+40,947
| +16% | +$1.97M |
|
1184
OSI Systems
OSIS
$3.97B
| $14.3M | 0.01% |
148,471
+1,848
| +1% | +$178K |
|
1185
Bristow Group
VTOL
$1.08B
| $14.2M | 0.01% |
549,695
+23,988
| +5% | +$621K |
|
|
PRSP
1186
DELISTED
Perspecta Inc. Common Stock
PRSP
| $14.2M | 0.01% |
488,412
-1,292,090
| -73% | -$37.5M |
|
1187
Adaptive Biotechnologies
ADPT
$1.89B
| $14.2M | 0.01% |
352,329
+29,042
| +9% | +$1.17M |
|
|
JWN
1188
DELISTED
Nordstrom
JWN
| $14.2M | 0.01% |
374,518
+52,175
| +16% | +$1.98M |
|
1189
Loews
L
$19.9B
| $14.1M | 0.01% |
275,446
-30,038
| -10% | -$1.54M |
|
1190
AMC Networks
AMCX
$346M
| $14.1M | 0.01% |
265,664
+9,903
| +4% | +$526K |
|
1191
NMI Holdings
NMIH
$3.07B
| $14.1M | 0.01% |
594,941
+11,497
| +2% | +$272K |
|
1192
Brink's
BCO
$4.76B
| $14.1M | 0.01% |
177,352
+21,428
| +14% | +$1.7M |
|
1193
FNB Corp
FNB
$5.88B
| $14M | 0.01% |
1,105,799
+150,108
| +16% | +$1.91M |
|
1194
CrowdStrike
CRWD
$107B
| $13.9M | 0.01% |
76,400
+58,494
| +327% | +$10.7M |
|
1195
Deluxe
DLX
$858M
| $13.9M | 0.01% |
332,251
+3,991
| +1% | +$167K |
|
1196
ICU Medical
ICUI
$3.3B
| $13.9M | 0.01% |
67,841
+9,719
| +17% | +$2M |
|
1197
Campbell Soup
CPB
$9.98B
| $13.9M | 0.01% |
277,014
-18,299
| -6% | -$920K |
|
|
IMAB
1198
I-MAB
IMAB
$318M
| $13.9M | 0.01% |
+287,042
| New | +$13.9M |
|
1199
UMB Financial
UMBF
$9.26B
| $13.9M | 0.01% |
150,566
+25,112
| +20% | +$2.32M |
|
|
GMS
1200
DELISTED
GMS Inc
GMS
| $13.9M | 0.01% |
332,519
+3,778
| +1% | +$158K |
|