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 | |
|---|---|---|---|---|---|---|
|
SILK
1826
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $2.4M | ﹤0.01% |
47,316
+2,001
| +4% | +$101K |
|
|
WBT
1827
DELISTED
Welbilt, Inc.
WBT
| $2.4M | ﹤0.01% |
147,520
+12,292
| +9% | +$200K |
|
1828
Matrix Service
MTRX
$353M
| $2.39M | ﹤0.01% |
182,206
+121
| +0.1% | +$1.59K |
|
1829
Allison Transmission
ALSN
$7.39B
| $2.37M | ﹤0.01% |
58,066
+21,647
| +59% | +$884K |
|
1830
Powell Industries
POWL
$3.47B
| $2.36M | ﹤0.01% |
69,762
+923
| +1% | +$31.3K |
|
1831
Penske Automotive Group
PAG
$11.9B
| $2.3M | ﹤0.01% |
28,667
+2,187
| +8% | +$175K |
|
1832
AtriCure
ATRC
$1.74B
| $2.3M | ﹤0.01% |
35,023
+14,669
| +72% | +$961K |
|
1833
Vanguard Mid-Cap ETF
VO
$88B
| $2.26M | ﹤0.01% |
10,206
-16,954
| -62% | -$3.75M |
|
1834
Atlantic Union Bankshares
AUB
$5.05B
| $2.24M | ﹤0.01% |
58,347
+11,807
| +25% | +$453K |
|
1835
SS&C Technologies
SSNC
$21.8B
| $2.24M | ﹤0.01% |
31,980
+9,356
| +41% | +$654K |
|
|
ICPT
1836
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $2.23M | ﹤0.01% |
96,431
+7,316
| +8% | +$169K |
|
|
CLVS
1837
DELISTED
Clovis Oncology, Inc.
CLVS
| $2.21M | ﹤0.01% |
315,309
+18,904
| +6% | +$133K |
|
1838
Seneca Foods Class A
SENEA
$751M
| $2.17M | ﹤0.01% |
46,022
-59
| -0.1% | -$2.78K |
|
1839
RPC Inc
RES
$986M
| $2.16M | ﹤0.01% |
400,512
+1,050
| +0.3% | +$5.67K |
|
|
DSPG
1840
DELISTED
DSP Group Inc
DSPG
| $2.15M | ﹤0.01% |
150,832
-129
| -0.1% | -$1.84K |
|
1841
Rithm Capital
RITM
$6.57B
| $2.14M | ﹤0.01% |
190,622
+79,509
| +72% | +$894K |
|
|
NVTA
1842
DELISTED
Invitae Corporation
NVTA
| $2.12M | ﹤0.01% |
55,488
-1,298
| -2% | -$49.6K |
|
|
IVC
1843
DELISTED
Invacare Corporation
IVC
| $2.11M | ﹤0.01% |
263,369
+1,890
| +0.7% | +$15.2K |
|
|
IMGN
1844
DELISTED
Immunogen Inc
IMGN
| $2.1M | ﹤0.01% |
259,564
+18,845
| +8% | +$153K |
|
1845
Regis Corp
RGS
$70.8M
| $2.1M | ﹤0.01% |
8,363
+21
| +0.3% | +$5.28K |
|
1846
Atlassian
TEAM
$45.9B
| $2.1M | ﹤0.01% |
9,962
-174
| -2% | -$36.7K |
|
1847
Burlington
BURL
$16.8B
| $2.09M | ﹤0.01% |
7,002
-487
| -7% | -$146K |
|
1848
Vir Biotechnology
VIR
$695M
| $2.06M | ﹤0.01% |
40,098
+287
| +0.7% | +$14.7K |
|
1849
Zynex
ZYXI
$44.8M
| $2.05M | ﹤0.01% |
147,338
+121
| +0.1% | +$1.68K |
|
1850
Kadant
KAI
$3.69B
| $2.02M | ﹤0.01% |
10,905
+205
| +2% | +$37.9K |
|