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 | |
|---|---|---|---|---|---|---|
1876
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $1.8M | ﹤0.01% |
24,360
-30,323
| -55% | -$2.24M |
|
1877
Ezcorp Inc
EZPW
$1.04B
| $1.8M | ﹤0.01% |
361,720
+3,328
| +0.9% | +$16.5K |
|
|
RDUS
1878
DELISTED
Radius Health, Inc.
RDUS
| $1.77M | ﹤0.01% |
84,994
+4,113
| +5% | +$85.8K |
|
1879
Tandem Diabetes Care
TNDM
$829M
| $1.77M | ﹤0.01% |
20,074
-4,031
| -17% | -$356K |
|
|
ONEM
1880
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $1.77M | ﹤0.01% |
45,299
-679
| -1% | -$26.5K |
|
|
JOYY
1881
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $1.76M | ﹤0.01% |
18,771
+839
| +5% | +$78.6K |
|
1882
iRhythm Technologies
IRTC
$5.78B
| $1.71M | ﹤0.01% |
12,320
-725
| -6% | -$101K |
|
|
INOV
1883
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $1.71M | ﹤0.01% |
59,315
+215
| +0.4% | +$6.19K |
|
1884
Park Aerospace
PKE
$372M
| $1.7M | ﹤0.01% |
128,875
-114
| -0.1% | -$1.51K |
|
1885
iBio
IBIO
$18.3M
| $1.7M | ﹤0.01% |
2,212
+165
| +8% | +$127K |
|
1886
Barnes & Noble Education
BNED
$277M
| $1.7M | ﹤0.01% |
2,091
+17
| +0.8% | +$13.8K |
|
1887
Coca-Cola Europacific Partners
CCEP
$40.7B
| $1.7M | ﹤0.01% |
32,494
+5,335
| +20% | +$278K |
|
1888
Yum China
YUMC
$16.1B
| $1.7M | ﹤0.01% |
28,625
+3,205
| +13% | +$190K |
|
1889
iShares ESG Aware MSCI USA ETF
ESGU
$14.5B
| $1.67M | ﹤0.01% |
18,367
-951
| -5% | -$86.4K |
|
|
GHL
1890
DELISTED
Greenhill & Co., Inc.
GHL
| $1.66M | ﹤0.01% |
100,578
+2,693
| +3% | +$44.4K |
|
|
QVCGA
1891
QVC Group, Inc. Series A Common Stock
QVCGA
$92M
| $1.66M | ﹤0.01% |
2,817
+1,640
| +139% | +$965K |
|
1892
Calix
CALX
$4.01B
| $1.65M | ﹤0.01% |
47,635
+34,307
| +257% | +$1.19M |
|
1893
Tenable Holdings
TENB
$3.62B
| $1.65M | ﹤0.01% |
45,559
+27,573
| +153% | +$997K |
|
1894
Denny's
DENN
$264M
| $1.65M | ﹤0.01% |
90,809
+5,125
| +6% | +$92.8K |
|
|
TPTX
1895
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $1.63M | ﹤0.01% |
17,232
-457
| -3% | -$43.2K |
|
1896
Cato Corp
CATO
$91.1M
| $1.62M | ﹤0.01% |
135,320
-119
| -0.1% | -$1.43K |
|
1897
Beam Therapeutics
BEAM
$2.08B
| $1.62M | ﹤0.01% |
20,218
-564
| -3% | -$45.1K |
|
1898
B. Riley Financial
RILY
$190M
| $1.62M | ﹤0.01% |
28,685
+3,581
| +14% | +$202K |
|
|
PETQ
1899
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $1.61M | ﹤0.01% |
45,686
-2,048
| -4% | -$72.2K |
|
1900
SiteOne Landscape Supply
SITE
$6.23B
| $1.6M | ﹤0.01% |
9,371
-1,752
| -16% | -$299K |
|