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 | |
|---|---|---|---|---|---|---|
1601
Vanguard S&P 500 ETF
VOO
$740B
| $6.12M | ﹤0.01% |
16,791
+1,413
| +9% | +$515K |
|
1602
Andersons Inc
ANDE
$1.38B
| $6.11M | ﹤0.01% |
223,030
+2,026
| +0.9% | +$55.5K |
|
1603
OraSure Technologies
OSUR
$242M
| $6.1M | ﹤0.01% |
522,845
+1,688
| +0.3% | +$19.7K |
|
|
CSR
1604
Centerspace
CSR
$979M
| $6.07M | ﹤0.01% |
89,187
-77
| -0.1% | -$5.24K |
|
1605
Castle Biosciences
CSTL
$621M
| $6.06M | ﹤0.01% |
88,564
+10,212
| +13% | +$699K |
|
1606
Guess, Inc.
GES
$869M
| $6.06M | ﹤0.01% |
258,007
-229
| -0.1% | -$5.38K |
|
1607
Warrior Met Coal
HCC
$3.04B
| $6.05M | ﹤0.01% |
352,885
+767
| +0.2% | +$13.1K |
|
|
AAN
1608
DELISTED
The Aaron's Company, Inc.
AAN
| $6.04M | ﹤0.01% |
235,090
+4,155
| +2% | +$107K |
|
1609
Altice USA
ATUS
$1.12B
| $6.03M | ﹤0.01% |
185,248
-50,645
| -21% | -$1.65M |
|
1610
Northfield Bancorp
NFBK
$492M
| $6.02M | ﹤0.01% |
378,355
-1,715
| -0.5% | -$27.3K |
|
|
HNGR
1611
DELISTED
Hanger Inc.
HNGR
| $5.98M | ﹤0.01% |
262,195
+36
| +0% | +$821 |
|
1612
Fresh Del Monte Produce
FDP
$1.71B
| $5.97M | ﹤0.01% |
208,397
-144
| -0.1% | -$4.12K |
|
|
UHT
1613
Universal Health Realty Income Trust
UHT
$575M
| $5.97M | ﹤0.01% |
88,025
-78
| -0.1% | -$5.29K |
|
|
EBIX
1614
DELISTED
Ebix Inc
EBIX
| $5.96M | ﹤0.01% |
186,195
+1,726
| +0.9% | +$55.3K |
|
1615
Perdoceo Education
PRDO
$2.26B
| $5.94M | ﹤0.01% |
496,303
+1,805
| +0.4% | +$21.6K |
|
1616
Sociedad Química y Minera de Chile
SQM
$12B
| $5.93M | ﹤0.01% |
111,788
+25,178
| +29% | +$1.34M |
|
|
TBI
1617
Trueblue
TBI
$179M
| $5.92M | ﹤0.01% |
269,027
+1,787
| +0.7% | +$39.4K |
|
|
LL
1618
DELISTED
LL Flooring Holdings, Inc.
LL
| $5.89M | ﹤0.01% |
234,346
+2,802
| +1% | +$70.4K |
|
1619
Coursera
COUR
$1.8B
| $5.85M | ﹤0.01% |
+150,000
| New | +$5.85M |
|
1620
Genworth Financial
GNW
$3.61B
| $5.83M | ﹤0.01% |
1,756,553
+255,884
| +17% | +$849K |
|
1621
Helix Energy Solutions
HLX
$914M
| $5.77M | ﹤0.01% |
1,141,905
+28,975
| +3% | +$146K |
|
|
ECHO
1622
DELISTED
Echo Global Logistics, Inc.
ECHO
| $5.74M | ﹤0.01% |
182,879
-162
| -0.1% | -$5.09K |
|
1623
DMC Global
BOOM
$145M
| $5.74M | ﹤0.01% |
105,767
+4,134
| +4% | +$224K |
|
1624
Southern Copper
SCCO
$86.2B
| $5.73M | ﹤0.01% |
88,614
+16,508
| +23% | +$1.07M |
|
1625
OneSpan
OSPN
$588M
| $5.71M | ﹤0.01% |
233,194
-1,606
| -0.7% | -$39.3K |
|