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 | |
|---|---|---|---|---|---|---|
|
BLUE
1476
DELISTED
bluebird bio
BLUE
| $8.27M | 0.01% |
21,179
+12,322
| +139% | +$4.81M |
|
|
NXRT
1477
NexPoint Residential Trust
NXRT
$858M
| $8.27M | 0.01% |
179,357
+6,084
| +4% | +$280K |
|
1478
Southside Bancshares
SBSI
$916M
| $8.24M | 0.01% |
213,892
-2,241
| -1% | -$86.3K |
|
1479
Safety Insurance
SAFT
$1.1B
| $8.19M | 0.01% |
97,251
-85
| -0.1% | -$7.16K |
|
1480
Sturm, Ruger & Co
RGR
$600M
| $8.19M | 0.01% |
123,992
-354
| -0.3% | -$23.4K |
|
1481
APA Corp
APA
$8.17B
| $8.14M | 0.01% |
454,698
-38,735
| -8% | -$693K |
|
1482
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $8.14M | 0.01% |
557,032
+10,018
| +2% | +$146K |
|
|
RWT
1483
Redwood Trust
RWT
$804M
| $8.14M | 0.01% |
781,843
+11,871
| +2% | +$124K |
|
1484
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $8.11M | 0.01% |
159,178
+7,844
| +5% | +$400K |
|
|
SWCH
1485
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $8.09M | 0.01% |
497,394
+40,748
| +9% | +$663K |
|
1486
LendingTree
TREE
$978M
| $8.07M | 0.01% |
37,906
+5,004
| +15% | +$1.07M |
|
1487
Simulations Plus
SLP
$303M
| $8.06M | 0.01% |
127,469
+1,320
| +1% | +$83.5K |
|
|
BRKL
1488
DELISTED
Brookline Bancorp
BRKL
| $8.06M | 0.01% |
537,069
-6,792
| -1% | -$102K |
|
1489
Strategic Education
STRA
$1.98B
| $8.03M | 0.01% |
87,404
+10,470
| +14% | +$962K |
|
|
USCR
1490
DELISTED
U S Concrete, Inc.
USCR
| $8.03M | 0.01% |
109,494
+512
| +0.5% | +$37.5K |
|
1491
Worthington Enterprises
WOR
$3.17B
| $8.03M | 0.01% |
194,054
+25,116
| +15% | +$1.04M |
|
|
KRA
1492
DELISTED
Kraton Corporation
KRA
| $8.02M | 0.01% |
219,067
-187
| -0.1% | -$6.84K |
|
1493
Baidu
BIDU
$39.5B
| $8.01M | 0.01% |
36,814
-142,577
| -79% | -$31M |
|
1494
OFG Bancorp
OFG
$1.95B
| $7.99M | 0.01% |
353,229
+4
| +0% | +$90 |
|
|
DHC
1495
Diversified Healthcare Trust
DHC
$1.07B
| $7.95M | 0.01% |
1,662,098
+7,751
| +0.5% | +$37.1K |
|
1496
Dime Community Bancshares
DCOM
$1.35B
| $7.94M | 0.01% |
263,284
+242,415
| +1,162% | +$7.31M |
|
1497
Oceaneering
OII
$2.43B
| $7.91M | 0.01% |
692,772
+9,635
| +1% | +$110K |
|
1498
Trinity Industries
TRN
$2.28B
| $7.88M | 0.01% |
276,741
+31,567
| +13% | +$899K |
|
|
HIBB
1499
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $7.86M | 0.01% |
114,082
-99
| -0.1% | -$6.82K |
|
1500
Green Plains
GPRE
$631M
| $7.85M | 0.01% |
289,962
+59,382
| +26% | +$1.61M |
|