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 | |
|---|---|---|---|---|---|---|
|
DISH
1276
DELISTED
DISH Network Corp.
DISH
| $12.4M | 0.01% |
343,766
-23,142
| -6% | -$838K |
|
1277
HNI Corp
HNI
$2.07B
| $12.4M | 0.01% |
314,176
+172,584
| +122% | +$6.83M |
|
1278
RLX Technology
RLX
$3.19B
| $12.4M | 0.01% |
+1,195,852
| New | +$12.4M |
|
1279
LiveRamp
RAMP
$1.73B
| $12.4M | 0.01% |
238,068
+31,746
| +15% | +$1.65M |
|
1280
Horace Mann Educators
HMN
$1.94B
| $12.3M | 0.01% |
284,699
-189
| -0.1% | -$8.17K |
|
1281
PotlatchDeltic
PCH
$3.21B
| $12.3M | 0.01% |
232,186
+33,946
| +17% | +$1.8M |
|
1282
ArcBest
ARCB
$1.6B
| $12.3M | 0.01% |
174,564
-223
| -0.1% | -$15.7K |
|
|
MZTI
1283
The Marzetti Company Common Stock
MZTI
$5.05B
| $12.3M | 0.01% |
69,957
+8,415
| +14% | +$1.48M |
|
1284
Methode Electronics
MEI
$287M
| $12.3M | 0.01% |
291,869
+8,180
| +3% | +$343K |
|
1285
Molson Coors Class B
TAP
$9.56B
| $12.2M | 0.01% |
238,569
-174,409
| -42% | -$8.92M |
|
1286
SM Energy
SM
$3.07B
| $12.2M | 0.01% |
745,078
+12,082
| +2% | +$198K |
|
1287
Invesco
IVZ
$9.99B
| $12.1M | 0.01% |
481,633
-62,194
| -11% | -$1.57M |
|
|
XM
1288
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $12.1M | 0.01% |
+368,750
| New | +$12.1M |
|
|
JNPR
1289
DELISTED
Juniper Networks
JNPR
| $12.1M | 0.01% |
478,208
+46,693
| +11% | +$1.18M |
|
|
JBGS
1290
JBG SMITH
JBGS
$1.45B
| $12.1M | 0.01% |
380,855
+50,707
| +15% | +$1.61M |
|
1291
Cabot Corp
CBT
$4.2B
| $12.1M | 0.01% |
230,662
-424,742
| -65% | -$22.3M |
|
|
WLL
1292
DELISTED
Whiting Petroleum Corporation
WLL
| $12.1M | 0.01% |
340,892
| – | – |
|
|
DEA
1293
Easterly Government Properties
DEA
$1.08B
| $12.1M | 0.01% |
232,751
+970
| +0.4% | +$50.3K |
|
1294
News Corp Class A
NWSA
$16.5B
| $12.1M | 0.01% |
474,225
-36,719
| -7% | -$934K |
|
1295
Cytokinetics
CYTK
$6.13B
| $12M | 0.01% |
517,719
+704
| +0.1% | +$16.4K |
|
1296
Triumph Financial, Inc.
TFIN
$1.39B
| $12M | 0.01% |
155,600
+25
| +0% | +$1.94K |
|
1297
Century Communities
CCS
$2.01B
| $12M | 0.01% |
199,445
-158
| -0.1% | -$9.53K |
|
1298
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$937M
| $12M | 0.01% |
272,708
-1,351,658
| -83% | -$59.6M |
|
|
SYKE
1299
DELISTED
SYKES Enterprises Inc
SYKE
| $12M | 0.01% |
272,272
+90
| +0% | +$3.97K |
|
1300
Nu Skin
NUS
$592M
| $12M | 0.01% |
226,712
+78,612
| +53% | +$4.16M |
|