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 | |
|---|---|---|---|---|---|---|
|
INVX
1451
Innovex International, Inc.
INVX
$1.14B
| $8.82M | 0.01% |
265,315
+3,748
| +1% | +$125K |
|
|
CMRC
1452
Commerce.com, Inc. Series 1 Common Stock
CMRC
$370M
| $8.78M | 0.01% |
151,946
+48,586
| +47% | +$2.81M |
|
1453
Regenxbio
RGNX
$465M
| $8.73M | 0.01% |
256,060
+33,858
| +15% | +$1.15M |
|
1454
Fox Class B
FOX
$25.8B
| $8.73M | 0.01% |
249,918
-44,421
| -15% | -$1.55M |
|
1455
Vornado Realty Trust
VNO
$8.25B
| $8.72M | 0.01% |
192,001
-1,438,533
| -88% | -$65.3M |
|
1456
InterDigital
IDCC
$8.33B
| $8.7M | 0.01% |
137,093
+17,061
| +14% | +$1.08M |
|
1457
Encore Capital Group
ECPG
$1.02B
| $8.67M | 0.01% |
215,444
-183
| -0.1% | -$7.36K |
|
1458
NETGEAR
NTGR
$831M
| $8.64M | 0.01% |
210,322
+2,010
| +1% | +$82.6K |
|
1459
WESCO International
WCC
$10.4B
| $8.64M | 0.01% |
99,799
+10,269
| +11% | +$889K |
|
1460
Adtalem Global Education
ATGE
$4.94B
| $8.6M | 0.01% |
217,581
+26,268
| +14% | +$1.04M |
|
|
DBD
1461
DELISTED
Diebold Nixdorf Incorporated
DBD
| $8.56M | 0.01% |
605,450
+7,473
| +1% | +$106K |
|
|
DISCA
1462
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $8.55M | 0.01% |
196,651
-12,679
| -6% | -$551K |
|
1463
Pennant Group
PNTG
$884M
| $8.54M | 0.01% |
186,432
-256
| -0.1% | -$11.7K |
|
1464
First Bancorp
FBNC
$2.29B
| $8.52M | 0.01% |
195,837
-1,114
| -0.6% | -$48.5K |
|
1465
Lazard
LAZ
$5.25B
| $8.51M | 0.01% |
195,593
-171,389
| -47% | -$7.46M |
|
1466
AMERISAFE
AMSF
$841M
| $8.5M | 0.01% |
132,865
-117
| -0.1% | -$7.49K |
|
1467
MillerKnoll
MLKN
$1.4B
| $8.43M | 0.01% |
204,757
+33,817
| +20% | +$1.39M |
|
1468
Mesa Laboratories
MLAB
$339M
| $8.41M | 0.01% |
34,518
-136
| -0.4% | -$33.1K |
|
1469
Radian Group
RDN
$4.76B
| $8.4M | 0.01% |
361,161
+33,058
| +10% | +$769K |
|
1470
Inogen
INGN
$231M
| $8.39M | 0.01% |
159,650
+3,102
| +2% | +$163K |
|
|
GCP
1471
DELISTED
GCP Applied Technologies Inc.
GCP
| $8.36M | 0.01% |
340,726
-1,505
| -0.4% | -$36.9K |
|
1472
National Bank Holdings
NBHC
$1.46B
| $8.36M | 0.01% |
210,612
+81
| +0% | +$3.21K |
|
1473
Apogee Enterprises
APOG
$903M
| $8.32M | 0.01% |
203,504
-875
| -0.4% | -$35.8K |
|
|
SWAV
1474
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $8.3M | 0.01% |
63,710
+4,118
| +7% | +$536K |
|
1475
Sunstone Hotel Investors
SHO
$1.85B
| $8.28M | 0.01% |
664,422
+106,456
| +19% | +$1.33M |
|