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 | |
|---|---|---|---|---|---|---|
1751
PDF Solutions
PDFS
$765M
| $3.58M | ﹤0.01% |
201,409
-174
| -0.1% | -$3.09K |
|
|
ESGR
1752
DELISTED
Enstar Group
ESGR
| $3.54M | ﹤0.01% |
14,346
+2,242
| +19% | +$553K |
|
1753
World Acceptance Corp
WRLD
$900M
| $3.52M | ﹤0.01% |
27,126
-298
| -1% | -$38.7K |
|
1754
Arlo Technologies
ARLO
$1.82B
| $3.48M | ﹤0.01% |
553,308
+9,600
| +2% | +$60.3K |
|
1755
Dianthus Therapeutics
DNTH
$1.48B
| $3.45M | ﹤0.01% |
18,200
+2,337
| +15% | +$443K |
|
|
UBA
1756
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.45M | ﹤0.01% |
206,880
+546
| +0.3% | +$9.09K |
|
1757
News Corp Class B
NWS
$18.2B
| $3.44M | ﹤0.01% |
146,799
-5,170
| -3% | -$121K |
|
|
AQUA
1758
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $3.44M | ﹤0.01% |
130,815
+9,240
| +8% | +$243K |
|
1759
Liquidity Services
LQDT
$849M
| $3.43M | ﹤0.01% |
184,819
+4,483
| +2% | +$83.3K |
|
|
SPPI
1760
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $3.42M | ﹤0.01% |
1,050,078
+16,155
| +2% | +$52.7K |
|
1761
DXP Enterprises
DXPE
$1.85B
| $3.39M | ﹤0.01% |
112,497
-100
| -0.1% | -$3.02K |
|
1762
AXIS Capital
AXS
$7.75B
| $3.39M | ﹤0.01% |
68,319
+62,888
| +1,158% | +$3.12M |
|
1763
Wayfair
W
$11.4B
| $3.37M | ﹤0.01% |
10,704
+360
| +3% | +$113K |
|
1764
Trade Desk
TTD
$22.1B
| $3.29M | ﹤0.01% |
50,500
+40
| +0.1% | +$2.61K |
|
1765
HCI Group
HCI
$2.34B
| $3.29M | ﹤0.01% |
42,770
+489
| +1% | +$37.6K |
|
1766
Sun Country Airlines
SNCY
$728M
| $3.28M | ﹤0.01% |
+95,759
| New | +$3.28M |
|
1767
Movado Group
MOV
$438M
| $3.24M | ﹤0.01% |
113,991
-101
| -0.1% | -$2.87K |
|
1768
Levi Strauss
LEVI
$8.67B
| $3.24M | ﹤0.01% |
135,588
+10,535
| +8% | +$252K |
|
1769
Dorian LPG
LPG
$1.35B
| $3.22M | ﹤0.01% |
245,575
-38,467
| -14% | -$505K |
|
1770
Titan International
TWI
$552M
| $3.21M | ﹤0.01% |
346,390
+170
| +0% | +$1.58K |
|
1771
Design Therapeutics
DSGN
$343M
| $3.21M | ﹤0.01% |
+107,408
| New | +$3.21M |
|
1772
Forrester Research
FORR
$195M
| $3.21M | ﹤0.01% |
75,600
-63
| -0.1% | -$2.68K |
|
1773
HEICO
HEI
$44.4B
| $3.15M | ﹤0.01% |
25,071
+8,775
| +54% | +$1.1M |
|
1774
Plug Power
PLUG
$1.76B
| $3.15M | ﹤0.01% |
87,914
-19,193
| -18% | -$688K |
|
|
BRSL
1775
Brightstar Lottery PLC
BRSL
$3.12B
| $3.15M | ﹤0.01% |
+196,265
| New | +$3.15M |
|