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 | |
|---|---|---|---|---|---|---|
|
AEGN
1576
DELISTED
Aegion Corp
AEGN
| $6.44M | ﹤0.01% |
223,832
-401
| -0.2% | -$11.5K |
|
1577
NOV
NOV
$4.79B
| $6.41M | ﹤0.01% |
467,176
-40,344
| -8% | -$554K |
|
1578
Petrobras
PBR
$81.4B
| $6.41M | ﹤0.01% |
755,600
+329,616
| +77% | +$2.79M |
|
|
NSTG
1579
DELISTED
NanoString Technologies, Inc.
NSTG
| $6.4M | ﹤0.01% |
97,442
+79,533
| +444% | +$5.23M |
|
1580
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $6.4M | ﹤0.01% |
59,374
-9,000
| -13% | -$970K |
|
|
RPT
1581
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $6.37M | ﹤0.01% |
558,265
+1,312
| +0.2% | +$15K |
|
|
PRSU
1582
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $6.36M | ﹤0.01% |
152,413
+1,028
| +0.7% | +$42.9K |
|
1583
Pilgrim's Pride
PPC
$10.4B
| $6.35M | ﹤0.01% |
266,692
+30,606
| +13% | +$728K |
|
1584
Twist Bioscience
TWST
$1.53B
| $6.32M | ﹤0.01% |
51,049
+5,748
| +13% | +$712K |
|
1585
Urban Edge Properties
UE
$2.66B
| $6.32M | ﹤0.01% |
382,430
+64,066
| +20% | +$1.06M |
|
1586
LeMaitre Vascular
LMAT
$2.09B
| $6.31M | ﹤0.01% |
129,329
+515
| +0.4% | +$25.1K |
|
1587
Enanta Pharmaceuticals
ENTA
$177M
| $6.31M | ﹤0.01% |
127,853
+773
| +0.6% | +$38.1K |
|
|
SLCA
1588
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $6.28M | ﹤0.01% |
510,642
+1,926
| +0.4% | +$23.7K |
|
1589
Donnelley Financial Solutions
DFIN
$1.5B
| $6.27M | ﹤0.01% |
225,337
+1,003
| +0.4% | +$27.9K |
|
1590
Ecopetrol
EC
$18.8B
| $6.27M | ﹤0.01% |
489,136
+135,262
| +38% | +$1.73M |
|
1591
Artivion
AORT
$1.92B
| $6.24M | ﹤0.01% |
276,169
-7,454
| -3% | -$168K |
|
1592
Scholastic
SCHL
$691M
| $6.22M | ﹤0.01% |
206,423
+438
| +0.2% | +$13.2K |
|
1593
Standard Motor Products
SMP
$889M
| $6.2M | ﹤0.01% |
149,186
+154
| +0.1% | +$6.4K |
|
1594
iShares Russell 2000 Growth ETF
IWO
$12.6B
| $6.19M | ﹤0.01% |
20,592
-4,000
| -16% | -$1.2M |
|
|
AVTA
1595
DELISTED
Avantax, Inc. Common Stock
AVTA
| $6.17M | ﹤0.01% |
371,019
+4,172
| +1% | +$69.4K |
|
1596
Vale
VALE
$45.5B
| $6.16M | ﹤0.01% |
354,551
+74,560
| +27% | +$1.3M |
|
1597
John B. Sanfilippo & Son
JBSS
$737M
| $6.16M | ﹤0.01% |
68,178
+820
| +1% | +$74.1K |
|
1598
Zumiez
ZUMZ
$347M
| $6.16M | ﹤0.01% |
143,559
-129
| -0.1% | -$5.53K |
|
1599
Century Aluminum
CENX
$2.44B
| $6.12M | ﹤0.01% |
346,620
+1,893
| +0.5% | +$33.4K |
|
1600
Central Pacific Financial
CPF
$826M
| $6.12M | ﹤0.01% |
229,274
+2,580
| +1% | +$68.8K |
|