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 | |
|---|---|---|---|---|---|---|
1726
Fossil Group
FOSL
$168M
| $3.99M | ﹤0.01% |
321,944
-283
| -0.1% | -$3.51K |
|
1727
SunCoke Energy
SXC
$654M
| $3.99M | ﹤0.01% |
569,131
-245
| -0% | -$1.72K |
|
1728
Novavax
NVAX
$1.3B
| $3.97M | ﹤0.01% |
21,871
+2,148
| +11% | +$389K |
|
1729
Rayonier Advanced Materials
RYAM
$421M
| $3.95M | ﹤0.01% |
435,478
-283
| -0.1% | -$2.57K |
|
|
LDL
1730
DELISTED
Lydall, Inc.
LDL
| $3.94M | ﹤0.01% |
116,617
+728
| +0.6% | +$24.6K |
|
1731
Mercer International
MERC
$206M
| $3.91M | ﹤0.01% |
271,630
-240
| -0.1% | -$3.45K |
|
1732
PC Connection
CNXN
$1.6B
| $3.9M | ﹤0.01% |
84,056
+603
| +0.7% | +$28K |
|
1733
Infosys
INFY
$70.3B
| $3.89M | ﹤0.01% |
207,827
+39,613
| +24% | +$742K |
|
1734
Central Garden & Pet
CENT
$2.24B
| $3.89M | ﹤0.01% |
83,759
-70
| -0.1% | -$3.25K |
|
1735
Marcus Corp
MCS
$504M
| $3.83M | ﹤0.01% |
191,462
+4,698
| +3% | +$93.9K |
|
1736
Workday
WDAY
$59.6B
| $3.81M | ﹤0.01% |
15,325
+1,725
| +13% | +$429K |
|
1737
Vistra
VST
$71.1B
| $3.79M | ﹤0.01% |
214,392
+113,072
| +112% | +$2M |
|
1738
Match Group
MTCH
$9.08B
| $3.79M | ﹤0.01% |
27,558
-2,884
| -9% | -$396K |
|
1739
American Vanguard Corp
AVD
$160M
| $3.74M | ﹤0.01% |
183,192
-158
| -0.1% | -$3.23K |
|
1740
Palo Alto Networks
PANW
$131B
| $3.73M | ﹤0.01% |
69,516
+1,422
| +2% | +$76.3K |
|
1741
ATN International
ATNI
$238M
| $3.7M | ﹤0.01% |
75,397
-66
| -0.1% | -$3.24K |
|
|
FSP
1742
Franklin Street Properties
FSP
$174M
| $3.68M | ﹤0.01% |
674,589
+10,093
| +2% | +$55K |
|
1743
Elanco Animal Health
ELAN
$9.21B
| $3.67M | ﹤0.01% |
124,508
+14,528
| +13% | +$428K |
|
1744
Shoe Carnival
SCVL
$636M
| $3.66M | ﹤0.01% |
118,268
-104
| -0.1% | -$3.22K |
|
1745
National Presto Industries
NPK
$802M
| $3.65M | ﹤0.01% |
35,719
-34
| -0.1% | -$3.47K |
|
|
VRTV
1746
DELISTED
VERITIV CORPORATION
VRTV
| $3.64M | ﹤0.01% |
85,638
+354
| +0.4% | +$15.1K |
|
|
CUTR
1747
DELISTED
Cutera, Inc.
CUTR
| $3.64M | ﹤0.01% |
121,195
-102
| -0.1% | -$3.07K |
|
1748
Blackstone Mortgage Trust
BXMT
$3.35B
| $3.63M | ﹤0.01% |
117,100
+51,795
| +79% | +$1.61M |
|
1749
Booz Allen Hamilton
BAH
$12.9B
| $3.59M | ﹤0.01% |
44,630
+25,601
| +135% | +$2.06M |
|
1750
Parsons
PSN
$8.18B
| $3.59M | ﹤0.01% |
88,658
+9,182
| +12% | +$371K |
|