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 | |
|---|---|---|---|---|---|---|
1851
Intellia Therapeutics
NTLA
$1.23B
| $2.01M | ﹤0.01% |
24,981
+157
| +0.6% | +$12.6K |
|
1852
Sarepta Therapeutics
SRPT
$1.82B
| $2M | ﹤0.01% |
26,845
+1,508
| +6% | +$112K |
|
|
CNR
1853
Core Natural Resources, Inc.
CNR
$3.75B
| $2M | ﹤0.01% |
205,830
+26,724
| +15% | +$260K |
|
1854
Ionis Pharmaceuticals
IONS
$10.1B
| $2M | ﹤0.01% |
44,411
+3,385
| +8% | +$152K |
|
1855
Tootsie Roll Industries
TR
$2.92B
| $1.99M | ﹤0.01% |
67,614
+9,380
| +16% | +$276K |
|
|
COUP
1856
DELISTED
Coupa Software Incorporated
COUP
| $1.97M | ﹤0.01% |
7,748
-626
| -7% | -$159K |
|
1857
Delek US
DK
$1.68B
| $1.95M | ﹤0.01% |
89,590
+6,838
| +8% | +$149K |
|
1858
Kodiak Sciences
KOD
$489M
| $1.95M | ﹤0.01% |
17,150
-227
| -1% | -$25.7K |
|
1859
Akebia Therapeutics
AKBA
$782M
| $1.94M | ﹤0.01% |
573,237
+36,084
| +7% | +$122K |
|
1860
Lakeland Financial Corp
LKFN
$1.66B
| $1.94M | ﹤0.01% |
28,008
+2,145
| +8% | +$148K |
|
1861
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.93M | ﹤0.01% |
23,420
+1,704
| +8% | +$140K |
|
1862
CRISPR Therapeutics
CRSP
$5.12B
| $1.92M | ﹤0.01% |
+15,754
| New | +$1.92M |
|
|
ALLK
1863
DELISTED
Allakos
ALLK
| $1.91M | ﹤0.01% |
16,639
-86
| -0.5% | -$9.87K |
|
|
SASR
1864
DELISTED
Sandy Spring Bancorp Inc
SASR
| $1.88M | ﹤0.01% |
43,335
+7,691
| +22% | +$334K |
|
1865
Cheniere Energy
LNG
$51.9B
| $1.87M | ﹤0.01% |
26,025
-2,197
| -8% | -$158K |
|
1866
Surgery Partners
SGRY
$2.8B
| $1.87M | ﹤0.01% |
42,137
+8,254
| +24% | +$365K |
|
1867
Vital Energy
VTLE
$635M
| $1.86M | ﹤0.01% |
61,956
+24
| +0% | +$721 |
|
1868
Super Micro Computer
SMCI
$26.7B
| $1.86M | ﹤0.01% |
476,420
+91,220
| +24% | +$356K |
|
1869
Olympic Steel
ZEUS
$368M
| $1.84M | ﹤0.01% |
62,418
-56
| -0.1% | -$1.65K |
|
1870
iShares California Muni Bond ETF
CMF
$3.39B
| $1.84M | ﹤0.01% |
29,578
-13,000
| -31% | -$807K |
|
1871
Vanguard Real Estate ETF
VNQ
$34.8B
| $1.83M | ﹤0.01% |
19,882
-35,584
| -64% | -$3.27M |
|
1872
IAC Inc
IAC
$2.89B
| $1.82M | ﹤0.01% |
15,451
-1,311
| -8% | -$155K |
|
1873
STAG Industrial
STAG
$6.77B
| $1.82M | ﹤0.01% |
54,212
+22,670
| +72% | +$762K |
|
1874
ACM Research
ACMR
$1.92B
| $1.81M | ﹤0.01% |
67,182
+5,148
| +8% | +$139K |
|
1875
Sinclair Inc
SBGI
$972M
| $1.81M | ﹤0.01% |
61,761
+4,724
| +8% | +$138K |
|