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 | |
|---|---|---|---|---|---|---|
1801
EPAM Systems
EPAM
$8.69B
| $2.69M | ﹤0.01% |
6,776
+293
| +5% | +$116K |
|
1802
Invesco S&P Global Water Index ETF
CGW
$1.01B
| $2.66M | ﹤0.01% |
54,193
-11,922
| -18% | -$586K |
|
|
WSR
1803
Whitestone REIT
WSR
$664M
| $2.66M | ﹤0.01% |
274,444
+565
| +0.2% | +$5.48K |
|
1804
Tredegar Corp
TG
$279M
| $2.66M | ﹤0.01% |
177,282
-157
| -0.1% | -$2.36K |
|
|
SPLK
1805
DELISTED
Splunk Inc
SPLK
| $2.65M | ﹤0.01% |
19,572
+163
| +0.8% | +$22.1K |
|
|
HT
1806
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $2.65M | ﹤0.01% |
250,953
-223
| -0.1% | -$2.35K |
|
1807
Talos Energy
TALO
$1.68B
| $2.62M | ﹤0.01% |
217,868
+57,104
| +36% | +$687K |
|
|
CAMP
1808
DELISTED
CalAmp Corp.
CAMP
| $2.61M | ﹤0.01% |
10,470
-4
| -0% | -$998 |
|
|
TWNK
1809
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $2.61M | ﹤0.01% |
182,029
+13,142
| +8% | +$188K |
|
1810
iShares International Select Dividend ETF
IDV
$5.88B
| $2.6M | ﹤0.01% |
+82,487
| New | +$2.6M |
|
|
HAYN
1811
DELISTED
Haynes International, Inc.
HAYN
| $2.59M | ﹤0.01% |
87,165
+339
| +0.4% | +$10.1K |
|
1812
Future Fuel
FF
$169M
| $2.58M | ﹤0.01% |
177,384
-156
| -0.1% | -$2.27K |
|
|
CONN
1813
DELISTED
Conn's Inc.
CONN
| $2.58M | ﹤0.01% |
132,474
+193
| +0.1% | +$3.75K |
|
1814
Cohen & Steers
CNS
$3.65B
| $2.57M | ﹤0.01% |
39,381
+3,092
| +9% | +$202K |
|
1815
Carvana
CVNA
$50B
| $2.56M | ﹤0.01% |
9,752
-627
| -6% | -$165K |
|
1816
Pacific Biosciences
PACB
$351M
| $2.54M | ﹤0.01% |
76,216
-897
| -1% | -$29.9K |
|
1817
TG Therapeutics
TGTX
$5.1B
| $2.53M | ﹤0.01% |
52,547
+395
| +0.8% | +$19K |
|
1818
Oil States International
OIS
$341M
| $2.53M | ﹤0.01% |
419,554
-289
| -0.1% | -$1.74K |
|
1819
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $2.51M | ﹤0.01% |
36,264
+615
| +2% | +$42.6K |
|
1820
Peloton Interactive
PTON
$3.09B
| $2.51M | ﹤0.01% |
22,304
+3,429
| +18% | +$386K |
|
1821
Altimmune
ALT
$321M
| $2.47M | ﹤0.01% |
174,958
+13,326
| +8% | +$188K |
|
1822
Pinduoduo
PDD
$178B
| $2.47M | ﹤0.01% |
18,465
-8,158
| -31% | -$1.09M |
|
|
AIV
1823
Aimco
AIV
$1.07B
| $2.46M | ﹤0.01% |
399,763
-6,966,246
| -95% | -$42.8M |
|
1824
Team
TISI
$81.8M
| $2.43M | ﹤0.01% |
21,051
-19
| -0.1% | -$2.19K |
|
1825
El Pollo Loco
LOCO
$304M
| $2.43M | ﹤0.01% |
150,475
+1,447
| +1% | +$23.3K |
|