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 | |
|---|---|---|---|---|---|---|
1676
Axalta
AXTA
$6.75B
| $4.84M | ﹤0.01% |
163,486
-6,844
| -4% | -$202K |
|
|
VXRT
1677
DELISTED
Vaxart
VXRT
| $4.82M | ﹤0.01% |
797,064
+75,471
| +10% | +$457K |
|
1678
Guardant Health
GH
$6.85B
| $4.81M | ﹤0.01% |
31,525
+952
| +3% | +$145K |
|
1679
Ethan Allen Interiors
ETD
$742M
| $4.8M | ﹤0.01% |
173,788
+2,378
| +1% | +$65.7K |
|
|
CIR
1680
DELISTED
CIRCOR International, Inc
CIR
| $4.79M | ﹤0.01% |
137,469
-101
| -0.1% | -$3.52K |
|
1681
WisdomTree International High Dividend Fund
DTH
$488M
| $4.77M | ﹤0.01% |
121,320
+52,944
| +77% | +$2.08M |
|
1682
Haverty Furniture Companies
HVT
$371M
| $4.73M | ﹤0.01% |
127,200
+912
| +0.7% | +$33.9K |
|
1683
BioMarin Pharmaceuticals
BMRN
$10.4B
| $4.68M | ﹤0.01% |
62,027
+3,250
| +6% | +$245K |
|
1684
Genesco
GCO
$358M
| $4.65M | ﹤0.01% |
97,891
-95
| -0.1% | -$4.51K |
|
|
KREF
1685
KKR Real Estate Finance Trust
KREF
$630M
| $4.63M | ﹤0.01% |
251,869
+5,191
| +2% | +$95.5K |
|
1686
Advanced Drainage Systems
WMS
$11B
| $4.63M | ﹤0.01% |
44,770
+5,205
| +13% | +$538K |
|
|
EGRX
1687
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.62M | ﹤0.01% |
110,639
+2,286
| +2% | +$95.4K |
|
1688
Amphastar Pharmaceuticals
AMPH
$1.3B
| $4.61M | ﹤0.01% |
251,404
-224
| -0.1% | -$4.1K |
|
1689
HealthStream
HSTM
$855M
| $4.57M | ﹤0.01% |
204,481
+1,218
| +0.6% | +$27.2K |
|
1690
American Public Education
APEI
$645M
| $4.56M | ﹤0.01% |
127,878
+26,004
| +26% | +$926K |
|
1691
Civitas Resources
CIVI
$3.02B
| $4.56M | ﹤0.01% |
127,474
-82
| -0.1% | -$2.93K |
|
1692
Anika Therapeutics
ANIK
$125M
| $4.55M | ﹤0.01% |
111,470
+1,682
| +2% | +$68.6K |
|
1693
Apollo Global Management
APO
$79B
| $4.54M | ﹤0.01% |
96,645
+28,670
| +42% | +$1.35M |
|
|
GPMT
1694
Granite Point Mortgage Trust
GPMT
$142M
| $4.53M | ﹤0.01% |
378,762
-1,003
| -0.3% | -$12K |
|
1695
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
| $4.53M | ﹤0.01% |
31,977
+1,689
| +6% | +$239K |
|
1696
Veeva Systems
VEEV
$45.3B
| $4.52M | ﹤0.01% |
17,310
-1,720
| -9% | -$449K |
|
|
PENG
1697
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.36B
| $4.47M | ﹤0.01% |
194,100
+2,598
| +1% | +$59.8K |
|
1698
DocuSign
DOCU
$16.1B
| $4.47M | ﹤0.01% |
22,057
+293
| +1% | +$59.3K |
|
|
CSOD
1699
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $4.45M | ﹤0.01% |
102,026
+6,399
| +7% | +$279K |
|
|
GRA
1700
DELISTED
W.R. Grace & Co.
GRA
| $4.42M | ﹤0.01% |
73,874
+7,127
| +11% | +$427K |
|