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 | |
|---|---|---|---|---|---|---|
1351
Enerpac Tool Group
EPAC
$2.3B
| $11M | 0.01% |
420,105
+8,551
| +2% | +$223K |
|
1352
Kimco Realty
KIM
$15.2B
| $11M | 0.01% |
584,438
-11,495
| -2% | -$216K |
|
1353
Pitney Bowes
PBI
$1.96B
| $10.9M | 0.01% |
1,325,339
+9,037
| +0.7% | +$74.5K |
|
1354
Alamo Group
ALG
$2.49B
| $10.9M | 0.01% |
69,760
-214
| -0.3% | -$33.4K |
|
1355
Commault Systems
CVLT
$7.82B
| $10.8M | 0.01% |
167,397
+19,826
| +13% | +$1.28M |
|
1356
Employers Holdings
EIG
$983M
| $10.8M | 0.01% |
250,358
-181
| -0.1% | -$7.79K |
|
|
WDR
1357
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $10.7M | 0.01% |
427,355
-2,662
| -0.6% | -$66.7K |
|
|
MIK
1358
DELISTED
Michaels Stores, Inc
MIK
| $10.7M | 0.01% |
486,814
-21,041
| -4% | -$462K |
|
1359
The Greenbrier Companies
GBX
$1.42B
| $10.7M | 0.01% |
225,603
-196
| -0.1% | -$9.26K |
|
1360
Hanesbrands
HBI
$2.2B
| $10.6M | 0.01% |
539,848
-175,136
| -24% | -$3.44M |
|
1361
Alaska Air
ALK
$7.31B
| $10.6M | 0.01% |
153,208
-14,641
| -9% | -$1.01M |
|
1362
National Beverage
FIZZ
$3.67B
| $10.6M | 0.01% |
216,278
+4,234
| +2% | +$207K |
|
1363
Mercury Insurance
MCY
$4.4B
| $10.6M | 0.01% |
173,649
+20,611
| +13% | +$1.25M |
|
1364
Insperity
NSP
$1.99B
| $10.5M | 0.01% |
125,430
+16,229
| +15% | +$1.36M |
|
1365
Children's Place
PLCE
$155M
| $10.5M | 0.01% |
150,685
+3,941
| +3% | +$275K |
|
1366
BJ's Restaurants
BJRI
$684M
| $10.5M | 0.01% |
180,032
+7,417
| +4% | +$431K |
|
1367
US Physical Therapy
USPH
$1.22B
| $10.4M | 0.01% |
100,191
+127
| +0.1% | +$13.2K |
|
1368
G-III Apparel Group
GIII
$1.12B
| $10.4M | 0.01% |
345,769
+3,296
| +1% | +$99.3K |
|
1369
Tri Pointe Homes
TPH
$3.09B
| $10.4M | 0.01% |
509,820
+53,807
| +12% | +$1.1M |
|
1370
Cardlytics
CDLX
$59.6M
| $10.4M | 0.01% |
+94,437
| New | +$10.4M |
|
|
HA
1371
DELISTED
Hawaiian Holdings, Inc.
HA
| $10.3M | 0.01% |
387,426
+20,710
| +6% | +$552K |
|
1372
MongoDB
MDB
$26.9B
| $10.3M | 0.01% |
38,629
+32,463
| +526% | +$8.68M |
|
1373
Dine Brands
DIN
$368M
| $10.3M | 0.01% |
114,400
+1,449
| +1% | +$130K |
|
1374
Urban Outfitters
URBN
$6.07B
| $10.3M | 0.01% |
275,936
+43,239
| +19% | +$1.61M |
|
1375
Zillow
ZG
$20.4B
| $10.2M | 0.01% |
77,635
+73,807
| +1,928% | +$9.7M |
|