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 | |
|---|---|---|---|---|---|---|
1651
Ambac
AMBC
$413M
| $5.28M | ﹤0.01% |
315,131
+2
| +0% | +$33 |
|
1652
Immunocore
IMCR
$1.78B
| $5.26M | ﹤0.01% |
+123,572
| New | +$5.26M |
|
|
MAGN
1653
Magnera Corporation
MAGN
$393M
| $5.23M | ﹤0.01% |
23,457
-28,046
| -54% | -$6.25M |
|
|
ABTX
1654
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $5.18M | ﹤0.01% |
127,781
-1,632
| -1% | -$66.2K |
|
1655
Comtech Telecommunications
CMTL
$69.1M
| $5.17M | ﹤0.01% |
208,289
+9,246
| +5% | +$230K |
|
1656
AdvanSix
ASIX
$576M
| $5.17M | ﹤0.01% |
192,681
-142
| -0.1% | -$3.81K |
|
1657
Air Lease Corp
AL
$7.1B
| $5.17M | ﹤0.01% |
105,443
+9,330
| +10% | +$457K |
|
1658
United Fire Group
UFCS
$807M
| $5.16M | ﹤0.01% |
148,286
+200
| +0.1% | +$6.96K |
|
1659
iShares MSCI World ETF
URTH
$5.72B
| $5.12M | ﹤0.01% |
+43,182
| New | +$5.12M |
|
|
AHH
1660
Armada Hoffler Properties
AHH
$596M
| $5.11M | ﹤0.01% |
407,542
+9,004
| +2% | +$113K |
|
1661
Under Armour
UAA
$2.08B
| $5.04M | ﹤0.01% |
227,209
-19,433
| -8% | -$431K |
|
1662
Hanmi Financial
HAFC
$748M
| $5.03M | ﹤0.01% |
254,958
+3,153
| +1% | +$62.2K |
|
1663
RE/MAX Holdings
RMAX
$195M
| $5.03M | ﹤0.01% |
127,675
+21
| +0% | +$827 |
|
1664
Nexstar Media Group
NXST
$6.27B
| $5.02M | ﹤0.01% |
35,776
-174,790
| -83% | -$24.5M |
|
|
WW
1665
DELISTED
WW International
WW
| $5.02M | ﹤0.01% |
160,404
+24,046
| +18% | +$752K |
|
1666
Opko Health
OPK
$1.11B
| $5M | ﹤0.01% |
1,165,869
+121,823
| +12% | +$523K |
|
1667
Lennar Class B
LEN.B
$34B
| $4.99M | ﹤0.01% |
63,759
+10,857
| +21% | +$850K |
|
1668
Gannett
GCI
$620M
| $4.95M | ﹤0.01% |
920,753
+19,167
| +2% | +$103K |
|
1669
Zoom
ZM
$25.1B
| $4.95M | ﹤0.01% |
15,417
+2,474
| +19% | +$795K |
|
1670
WisdomTree
WT
$2.11B
| $4.92M | ﹤0.01% |
786,470
+18,846
| +2% | +$118K |
|
1671
PetMed Express
PETS
$57.8M
| $4.9M | ﹤0.01% |
139,325
-130
| -0.1% | -$4.57K |
|
1672
Vipshop
VIPS
$8.97B
| $4.89M | ﹤0.01% |
+163,739
| New | +$4.89M |
|
1673
Trustco Bank Corp NY
TRST
$746M
| $4.89M | ﹤0.01% |
132,558
-118
| -0.1% | -$4.35K |
|
1674
Allogene Therapeutics
ALLO
$251M
| $4.88M | ﹤0.01% |
138,328
+13,726
| +11% | +$485K |
|
1675
Alkermes
ALKS
$4.45B
| $4.86M | ﹤0.01% |
260,348
+34,787
| +15% | +$650K |
|