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 | |
|---|---|---|---|---|---|---|
1701
iShares Russell 2000 Value ETF
IWN
$11.9B
| $4.36M | ﹤0.01% |
27,352
-42,517
| -61% | -$6.78M |
|
1702
Hawkins
HWKN
$3.62B
| $4.35M | ﹤0.01% |
129,817
-851
| -0.7% | -$28.5K |
|
|
PGRE
1703
Paramount Group
PGRE
$1.57B
| $4.34M | ﹤0.01% |
428,739
+51,078
| +14% | +$517K |
|
1704
Precision BioSciences
DTIL
$54.3M
| $4.34M | ﹤0.01% |
13,963
+1,063
| +8% | +$330K |
|
1705
Digi International
DGII
$1.33B
| $4.33M | ﹤0.01% |
228,243
+27,086
| +13% | +$514K |
|
1706
Par Pacific Holdings
PARR
$1.67B
| $4.33M | ﹤0.01% |
306,721
+2,371
| +0.8% | +$33.5K |
|
1707
Under Armour Class C
UA
$2.04B
| $4.33M | ﹤0.01% |
234,407
-19,888
| -8% | -$367K |
|
1708
Clearwater Paper
CLW
$344M
| $4.29M | ﹤0.01% |
114,129
+120
| +0.1% | +$4.52K |
|
1709
Red Robin
RRGB
$121M
| $4.27M | ﹤0.01% |
107,049
+133
| +0.1% | +$5.31K |
|
|
CLDT
1710
Chatham Lodging
CLDT
$348M
| $4.25M | ﹤0.01% |
323,131
+3
| +0% | +$39 |
|
1711
Cooper-Standard Automotive
CPS
$667M
| $4.22M | ﹤0.01% |
116,136
-102
| -0.1% | -$3.71K |
|
1712
10x Genomics
TXG
$1.57B
| $4.21M | ﹤0.01% |
23,248
+1,320
| +6% | +$239K |
|
1713
Nabors Industries
NBR
$617M
| $4.16M | ﹤0.01% |
44,513
+357
| +0.8% | +$33.4K |
|
1714
Bandwidth Inc
BAND
$495M
| $4.15M | ﹤0.01% |
32,743
+1,389
| +4% | +$176K |
|
|
CNSL
1715
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $4.14M | ﹤0.01% |
575,490
+4,002
| +0.7% | +$28.8K |
|
|
CMO
1716
DELISTED
Capstead Mortgage Corp.
CMO
| $4.14M | ﹤0.01% |
665,198
+1,488
| +0.2% | +$9.27K |
|
|
AMRS
1717
DELISTED
Amyris Inc.
AMRS
| $4.14M | ﹤0.01% |
216,730
+28,019
| +15% | +$535K |
|
1718
Spectrum Brands
SPB
$1.29B
| $4.13M | ﹤0.01% |
48,529
+4,991
| +11% | +$424K |
|
1719
Insteel Industries
IIIN
$749M
| $4.09M | ﹤0.01% |
132,748
-57
| -0% | -$1.76K |
|
1720
Arvinas
ARVN
$568M
| $4.08M | ﹤0.01% |
61,788
+3,051
| +5% | +$202K |
|
|
PLYM
1721
Plymouth Industrial REIT
PLYM
$980M
| $4.07M | ﹤0.01% |
241,563
+19,115
| +9% | +$322K |
|
1722
Blackstone
BX
$142B
| $4.03M | ﹤0.01% |
54,083
+5,919
| +12% | +$441K |
|
1723
iShares National Muni Bond ETF
MUB
$39.5B
| $4.02M | ﹤0.01% |
34,647
+670
| +2% | +$77.8K |
|
|
EBSB
1724
DELISTED
Meridian Bancorp, Inc.
EBSB
| $4.02M | ﹤0.01% |
218,285
+17,323
| +9% | +$319K |
|
1725
Shoals Technologies Group
SHLS
$1.15B
| $4M | ﹤0.01% |
+114,881
| New | +$4M |
|