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 | |
|---|---|---|---|---|---|---|
1626
Alnylam Pharmaceuticals
ALNY
$61.1B
| $5.66M | ﹤0.01% |
40,080
+2,014
| +5% | +$284K |
|
1627
Photronics
PLAB
$1.33B
| $5.61M | ﹤0.01% |
435,863
-15,563
| -3% | -$200K |
|
|
PING
1628
DELISTED
Ping Identity Holding Corp.
PING
| $5.6M | ﹤0.01% |
255,300
+14,432
| +6% | +$317K |
|
1629
SpartanNash
SPTN
$897M
| $5.58M | ﹤0.01% |
284,139
+4,391
| +2% | +$86.2K |
|
1630
Marcus & Millichap
MMI
$1.26B
| $5.57M | ﹤0.01% |
165,197
-37
| -0% | -$1.25K |
|
1631
Banc of California
BANC
$2.62B
| $5.55M | ﹤0.01% |
306,690
+2,017
| +0.7% | +$36.5K |
|
1632
SouthState Bank Corporation
SSB
$10.2B
| $5.54M | ﹤0.01% |
70,616
+8,472
| +14% | +$665K |
|
1633
Adtran
ADTN
$809M
| $5.54M | ﹤0.01% |
332,229
+2,331
| +0.7% | +$38.9K |
|
1634
Scansource
SCSC
$974M
| $5.54M | ﹤0.01% |
185,057
+1,224
| +0.7% | +$36.7K |
|
1635
Interface
TILE
$1.66B
| $5.54M | ﹤0.01% |
443,524
+2,547
| +0.6% | +$31.8K |
|
1636
Universal Electronics
UEIC
$62.3M
| $5.53M | ﹤0.01% |
100,607
+753
| +0.8% | +$41.4K |
|
1637
Kelly Services Class A
KELYA
$481M
| $5.49M | ﹤0.01% |
246,454
+1,466
| +0.6% | +$32.7K |
|
1638
Agios Pharmaceuticals
AGIO
$2.14B
| $5.49M | ﹤0.01% |
106,223
+14,222
| +15% | +$735K |
|
|
ARR
1639
Armour Residential REIT
ARR
$1.72B
| $5.48M | ﹤0.01% |
89,749
+691
| +0.8% | +$42.2K |
|
1640
Harmonic Inc
HLIT
$1.13B
| $5.43M | ﹤0.01% |
693,125
+20,702
| +3% | +$162K |
|
1641
Myers Industries
MYE
$587M
| $5.39M | ﹤0.01% |
272,686
+1,809
| +0.7% | +$35.7K |
|
|
RC
1642
Ready Capital
RC
$689M
| $5.38M | ﹤0.01% |
400,854
+119,837
| +43% | +$1.61M |
|
1643
Monarch Casino & Resort
MCRI
$1.9B
| $5.37M | ﹤0.01% |
88,648
+705
| +0.8% | +$42.7K |
|
|
CBB
1644
DELISTED
Cincinnati Bell Inc.
CBB
| $5.37M | ﹤0.01% |
349,905
+1,258
| +0.4% | +$19.3K |
|
1645
MGP Ingredients
MGPI
$596M
| $5.37M | ﹤0.01% |
90,710
-58
| -0.1% | -$3.43K |
|
|
CKH
1646
DELISTED
Seacor Holdings Inc.
CKH
| $5.36M | ﹤0.01% |
131,620
-116
| -0.1% | -$4.73K |
|
1647
ADC Therapeutics
ADCT
$372M
| $5.36M | ﹤0.01% |
219,499
+6,525
| +3% | +$159K |
|
|
LBAI
1648
DELISTED
Lakeland Bancorp Inc
LBAI
| $5.35M | ﹤0.01% |
306,739
+25,428
| +9% | +$443K |
|
1649
Surmodics
SRDX
$457M
| $5.3M | ﹤0.01% |
94,548
+470
| +0.5% | +$26.4K |
|
1650
Uber
UBER
$200B
| $5.28M | ﹤0.01% |
96,866
-82,919
| -46% | -$4.52M |
|