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 | |
|---|---|---|---|---|---|---|
1776
Resources Connection
RGP
$172M
| $3.15M | ﹤0.01% |
232,340
+2,020
| +0.9% | +$27.4K |
|
1777
Ironwood Pharmaceuticals
IRWD
$213M
| $3.14M | ﹤0.01% |
280,680
+12,499
| +5% | +$140K |
|
|
WORK
1778
DELISTED
Slack Technologies, Inc.
WORK
| $3.12M | ﹤0.01% |
76,731
-4,604,053
| -98% | -$187M |
|
1779
Okta
OKTA
$15.9B
| $3.11M | ﹤0.01% |
14,116
-1,714
| -11% | -$378K |
|
1780
Metallus
MTUS
$697M
| $3.07M | ﹤0.01% |
260,813
-95
| -0% | -$1.12K |
|
|
CHS
1781
DELISTED
Chicos FAS, Inc.
CHS
| $3.07M | ﹤0.01% |
925,858
+17,863
| +2% | +$59.1K |
|
1782
REX American Resources
REX
$1.01B
| $3.05M | ﹤0.01% |
108,723
-102
| -0.1% | -$2.86K |
|
1783
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.67B
| $3.03M | ﹤0.01% |
102,257
+9,492
| +10% | +$281K |
|
1784
Cross Country Healthcare
CCRN
$411M
| $3M | ﹤0.01% |
239,782
-532
| -0.2% | -$6.65K |
|
1785
Motorcar Parts of America
MPAA
$305M
| $2.95M | ﹤0.01% |
130,974
-75
| -0.1% | -$1.69K |
|
1786
BridgeBio Pharma
BBIO
$9.79B
| $2.93M | ﹤0.01% |
47,546
+3,859
| +9% | +$238K |
|
1787
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $2.9M | ﹤0.01% |
28,396
-6,498
| -19% | -$663K |
|
1788
Olo Inc
OLO
$1.74B
| $2.87M | ﹤0.01% |
+108,828
| New | +$2.87M |
|
1789
TruBridge
TBRG
$302M
| $2.87M | ﹤0.01% |
93,664
+439
| +0.5% | +$13.4K |
|
1790
UNIFI
UFI
$82.8M
| $2.84M | ﹤0.01% |
102,888
+60
| +0.1% | +$1.65K |
|
1791
Popular Inc
BPOP
$8.34B
| $2.83M | ﹤0.01% |
40,287
-17,608
| -30% | -$1.24M |
|
|
GNMK
1792
DELISTED
GenMark Diagnostics, Inc
GNMK
| $2.82M | ﹤0.01% |
118,090
+4,559
| +4% | +$109K |
|
1793
Universal Insurance Holdings
UVE
$719M
| $2.8M | ﹤0.01% |
195,178
-974
| -0.5% | -$14K |
|
1794
National Vision
EYE
$1.82B
| $2.8M | ﹤0.01% |
63,821
+1,545
| +2% | +$67.7K |
|
1795
AMC Entertainment Holdings
AMC
$1.44B
| $2.78M | ﹤0.01% |
27,189
+5,619
| +26% | +$574K |
|
1796
Premier
PINC
$2.2B
| $2.77M | ﹤0.01% |
81,670
+6,716
| +9% | +$227K |
|
1797
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| $2.74M | ﹤0.01% |
52,642
-165,953
| -76% | -$8.64M |
|
1798
Criteo
CRTO
$1.15B
| $2.72M | ﹤0.01% |
+78,367
| New | +$2.72M |
|
1799
ANI Pharmaceuticals
ANIP
$2.12B
| $2.7M | ﹤0.01% |
74,758
+607
| +0.8% | +$21.9K |
|
1800
Bilibili
BILI
$10.5B
| $2.69M | ﹤0.01% |
25,110
-29,314
| -54% | -$3.14M |
|