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 | |
|---|---|---|---|---|---|---|
1401
Werner Enterprises
WERN
$1.68B
| $9.65M | 0.01% |
204,532
+21,988
| +12% | +$1.04M |
|
1402
Yelp
YELP
$1.95B
| $9.6M | 0.01% |
246,208
+37,108
| +18% | +$1.45M |
|
1403
Fulton Financial
FULT
$3.54B
| $9.59M | 0.01% |
563,323
+82,340
| +17% | +$1.4M |
|
1404
DXC Technology
DXC
$2.51B
| $9.58M | 0.01% |
306,352
-135,467
| -31% | -$4.23M |
|
1405
Stewart Information Services
STC
$2.09B
| $9.57M | 0.01% |
183,878
-104,334
| -36% | -$5.43M |
|
|
BBU
1406
Brookfield Business Partners
BBU
$2.4B
| $9.57M | 0.01% |
370,991
-463,567
| -56% | -$12M |
|
1407
Usana Health Sciences
USNA
$557M
| $9.56M | 0.01% |
97,991
-214
| -0.2% | -$20.9K |
|
1408
DaVita
DVA
$9.52B
| $9.54M | 0.01% |
88,520
-9,108
| -9% | -$982K |
|
|
WIRE
1409
DELISTED
Encore Wire Corp
WIRE
| $9.52M | 0.01% |
141,799
-133
| -0.1% | -$8.93K |
|
1410
ePlus
PLUS
$1.97B
| $9.51M | 0.01% |
190,900
-824
| -0.4% | -$41K |
|
|
ALEX
1411
Alexander & Baldwin
ALEX
$1.34B
| $9.5M | 0.01% |
565,905
+5,104
| +0.9% | +$85.7K |
|
1412
Coca-Cola Consolidated
COKE
$10.6B
| $9.5M | 0.01% |
329,040
-2,220
| -0.7% | -$64.1K |
|
1413
First Commonwealth Financial
FCF
$1.84B
| $9.5M | 0.01% |
660,928
-388
| -0.1% | -$5.58K |
|
1414
AAR Corp
AIR
$2.67B
| $9.5M | 0.01% |
228,011
-260
| -0.1% | -$10.8K |
|
|
AERI
1415
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $9.46M | 0.01% |
+529,366
| New | +$9.46M |
|
1416
Healthcare Services Group
HCSG
$1.16B
| $9.45M | 0.01% |
337,125
+38,132
| +13% | +$1.07M |
|
1417
iShares Russell 1000 Value ETF
IWD
$63.8B
| $9.45M | 0.01% |
62,361
+1,366
| +2% | +$207K |
|
|
RAVN
1418
DELISTED
Raven Industries Inc
RAVN
| $9.45M | 0.01% |
246,430
-216
| -0.1% | -$8.28K |
|
1419
Matthews International
MATW
$763M
| $9.44M | 0.01% |
238,797
+612
| +0.3% | +$24.2K |
|
1420
St. Joe Company
JOE
$3.01B
| $9.43M | 0.01% |
219,733
-111
| -0.1% | -$4.76K |
|
|
VIVO
1421
DELISTED
Meridian Bioscience Inc
VIVO
| $9.41M | 0.01% |
358,584
+12,870
| +4% | +$338K |
|
|
BBT
1422
Beacon Financial Corporation
BBT
$2.17B
| $9.38M | 0.01% |
420,136
+6,404
| +2% | +$143K |
|
|
MDP
1423
DELISTED
Meredith Corporation
MDP
| $9.36M | 0.01% |
314,196
+3,024
| +1% | +$90.1K |
|
1424
FIVE9
FIVN
$2B
| $9.35M | 0.01% |
59,808
+52,258
| +692% | +$8.17M |
|
1425
Enviri
NVRI
$983M
| $9.3M | 0.01% |
542,450
-427
| -0.1% | -$7.32K |
|