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 | |
|---|---|---|---|---|---|---|
1901
Daktronics
DAKT
$1.14B
| $1.59M | ﹤0.01% |
253,426
-221
| -0.1% | -$1.39K |
|
|
CIO
1902
City Office REIT
CIO
$280M
| $1.59M | ﹤0.01% |
149,487
+15,137
| +11% | +$161K |
|
1903
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $1.57M | ﹤0.01% |
31,956
+2,624
| +9% | +$129K |
|
1904
iShares MSCI Japan ETF
EWJ
$15.7B
| $1.55M | ﹤0.01% |
22,634
+565
| +3% | +$38.7K |
|
1905
Co-Diagnostics
CODX
$13.1M
| $1.55M | ﹤0.01% |
162,333
+12,385
| +8% | +$118K |
|
1906
Equitable Holdings
EQH
$16.2B
| $1.55M | ﹤0.01% |
47,442
+4,652
| +11% | +$152K |
|
1907
Vera Bradley
VRA
$61.5M
| $1.53M | ﹤0.01% |
151,574
-111
| -0.1% | -$1.12K |
|
|
FRGI
1908
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $1.52M | ﹤0.01% |
121,034
+1,562
| +1% | +$19.7K |
|
1909
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $1.52M | ﹤0.01% |
14,394
-1,350
| -9% | -$143K |
|
|
LCI
1910
DELISTED
Lannett Company, Inc.
LCI
| $1.51M | ﹤0.01% |
71,617
+720
| +1% | +$15.2K |
|
|
NARI
1911
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $1.51M | ﹤0.01% |
14,119
+4,097
| +41% | +$438K |
|
1912
Teva Pharmaceuticals
TEVA
$22.9B
| $1.49M | ﹤0.01% |
128,772
+9,631
| +8% | +$111K |
|
1913
NovoCure
NVCR
$1.36B
| $1.48M | ﹤0.01% |
11,226
-956
| -8% | -$126K |
|
1914
CareDx
CDNA
$720M
| $1.47M | ﹤0.01% |
21,584
-651
| -3% | -$44.3K |
|
1915
Noodles & Co
NDLS
$30.7M
| $1.46M | ﹤0.01% |
+140,999
| New | +$1.46M |
|
1916
Mueller Water Products
MWA
$3.91B
| $1.45M | ﹤0.01% |
104,584
+11,500
| +12% | +$160K |
|
1917
GoDaddy
GDDY
$20.1B
| $1.45M | ﹤0.01% |
18,716
-1,597
| -8% | -$124K |
|
1918
Digital Turbine
APPS
$501M
| $1.44M | ﹤0.01% |
17,965
-3,288
| -15% | -$264K |
|
1919
Veracyte
VCYT
$2.43B
| $1.44M | ﹤0.01% |
26,740
+554
| +2% | +$29.8K |
|
1920
Datadog
DDOG
$47.6B
| $1.43M | ﹤0.01% |
17,146
-1,453
| -8% | -$121K |
|
|
RDFN
1921
DELISTED
Redfin
RDFN
| $1.42M | ﹤0.01% |
21,271
-3,976
| -16% | -$265K |
|
1922
Applied Optoelectronics
AAOI
$1.69B
| $1.41M | ﹤0.01% |
168,827
+23,420
| +16% | +$196K |
|
|
ROCC
1923
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $1.4M | ﹤0.01% |
104,472
-94
| -0.1% | -$1.26K |
|
|
BELFB
1924
Bel Fuse Class B
BELFB
$1.79B
| $1.4M | ﹤0.01% |
70,202
-62
| -0.1% | -$1.23K |
|
1925
Vertex
VERX
$3.84B
| $1.39M | ﹤0.01% |
63,200
-9,900
| -14% | -$218K |
|