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 | |
|---|---|---|---|---|---|---|
1426
NETSCOUT
NTCT
$1.8B
| $9.3M | 0.01% |
330,177
+46,942
| +17% | +$1.32M |
|
1427
Materion
MTRN
$2.31B
| $9.26M | 0.01% |
139,732
-103
| -0.1% | -$6.82K |
|
1428
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $9.23M | 0.01% |
177,340
-15,140
| -8% | -$788K |
|
1429
Archrock
AROC
$4.29B
| $9.23M | 0.01% |
972,608
+17,668
| +2% | +$168K |
|
1430
Celsius Holdings
CELH
$14.9B
| $9.23M | 0.01% |
576,237
+549,600
| +2,063% | +$8.8M |
|
|
VRE
1431
Veris Residential
VRE
$1.49B
| $9.17M | 0.01% |
592,408
-415
| -0.1% | -$6.42K |
|
1432
Chord Energy
CHRD
$5.96B
| $9.17M | 0.01% |
154,320
-166,243
| -52% | -$9.87M |
|
1433
Calavo Growers
CVGW
$489M
| $9.15M | 0.01% |
117,869
-482
| -0.4% | -$37.4K |
|
1434
Standex International
SXI
$2.47B
| $9.15M | 0.01% |
95,763
+585
| +0.6% | +$55.9K |
|
|
OPI
1435
Office Properties Income Trust
OPI
$40.8M
| $9.14M | 0.01% |
332,108
-291
| -0.1% | -$8.01K |
|
1436
Sonic Automotive
SAH
$2.73B
| $9.09M | 0.01% |
183,403
-692
| -0.4% | -$34.3K |
|
1437
Ultragenyx Pharmaceutical
RARE
$2.92B
| $9.09M | 0.01% |
79,818
+51,458
| +181% | +$5.86M |
|
1438
CEVA Inc
CEVA
$564M
| $9.06M | 0.01% |
161,428
+2,749
| +2% | +$154K |
|
|
TIG
1439
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
| $9.06M | 0.01% |
560,826
+32,600
| +6% | +$527K |
|
1440
PVH
PVH
$3.9B
| $9.04M | 0.01% |
85,510
-7,376
| -8% | -$780K |
|
1441
Belden
BDC
$5.21B
| $9.04M | 0.01% |
203,625
+29,273
| +17% | +$1.3M |
|
|
SAFE
1442
Safehold
SAFE
$1.18B
| $9.03M | 0.01% |
104,308
-241
| -0.2% | -$20.9K |
|
|
ECOL
1443
DELISTED
US Ecology, Inc.
ECOL
| $9.02M | 0.01% |
216,503
-275
| -0.1% | -$11.5K |
|
1444
International Bancshares
IBOC
$4.39B
| $8.97M | 0.01% |
193,117
+31,519
| +20% | +$1.46M |
|
|
TUP
1445
DELISTED
Tupperware Brands Corporation
TUP
| $8.93M | 0.01% |
337,985
-299
| -0.1% | -$7.9K |
|
|
FLIR
1446
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $8.92M | 0.01% |
157,897
-38,533
| -20% | -$2.18M |
|
1447
Interparfums
IPAR
$3.43B
| $8.91M | 0.01% |
125,552
-549
| -0.4% | -$38.9K |
|
1448
Vanguard FTSE Developed Markets ETF
VEA
$174B
| $8.89M | 0.01% |
180,913
+8,671
| +5% | +$426K |
|
1449
Enova International
ENVA
$2.88B
| $8.85M | 0.01% |
249,417
+4,066
| +2% | +$144K |
|
1450
Amkor Technology
AMKR
$6.29B
| $8.84M | 0.01% |
+372,782
| New | +$8.84M |
|