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 | |
|---|---|---|---|---|---|---|
|
RP
1926
DELISTED
RealPage, Inc.
RP
| $1.39M | ﹤0.01% |
15,920
-3,284,068
| -100% | -$286M |
|
1927
Freshpet
FRPT
$2.67B
| $1.38M | ﹤0.01% |
8,693
-1,114
| -11% | -$177K |
|
1928
Zillow
Z
$21.3B
| $1.37M | ﹤0.01% |
10,527
+1,008
| +11% | +$131K |
|
1929
Dynatrace
DT
$14.8B
| $1.36M | ﹤0.01% |
28,167
+539
| +2% | +$26K |
|
1930
Helios Technologies
HLIO
$1.8B
| $1.35M | ﹤0.01% |
18,578
+1,142
| +7% | +$83.2K |
|
|
ARNA
1931
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.35M | ﹤0.01% |
19,460
+2,730
| +16% | +$189K |
|
1932
Armstrong World Industries
AWI
$8.5B
| $1.34M | ﹤0.01% |
14,837
+3,507
| +31% | +$316K |
|
1933
PTC Therapeutics
PTCT
$4.85B
| $1.34M | ﹤0.01% |
28,229
-1,404
| -5% | -$66.4K |
|
|
CCXI
1934
DELISTED
ChemoCentryx, Inc.
CCXI
| $1.33M | ﹤0.01% |
25,882
-903
| -3% | -$46.3K |
|
1935
Check Point Software Technologies
CHKP
$21B
| $1.32M | ﹤0.01% |
11,762
+883
| +8% | +$98.9K |
|
1936
Mersana Therapeutics
MRSN
$35.6M
| $1.31M | ﹤0.01% |
3,246
+135
| +4% | +$54.6K |
|
1937
Lattice Semiconductor
LSCC
$8.82B
| $1.31M | ﹤0.01% |
29,007
-5,423
| -16% | -$244K |
|
1938
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $1.3M | ﹤0.01% |
36,860
+3,193
| +9% | +$113K |
|
1939
Spok Holdings
SPOK
$360M
| $1.29M | ﹤0.01% |
122,472
+1,740
| +1% | +$18.3K |
|
1940
Kosmos Energy
KOS
$799M
| $1.28M | ﹤0.01% |
417,608
+43,844
| +12% | +$135K |
|
1941
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.67B
| $1.28M | ﹤0.01% |
20,247
+105
| +0.5% | +$6.63K |
|
1942
Brookdale Senior Living
BKD
$1.78B
| $1.28M | ﹤0.01% |
211,226
+21,573
| +11% | +$131K |
|
1943
Apellis Pharmaceuticals
APLS
$3.14B
| $1.27M | ﹤0.01% |
29,609
-1,215
| -4% | -$52.2K |
|
1944
VanEck High Yield Muni ETF
HYD
$3.37B
| $1.27M | ﹤0.01% |
20,398
+12,760
| +167% | +$793K |
|
1945
Traws Pharma
TRAW
$13.5M
| $1.26M | ﹤0.01% |
3,356
+256
| +8% | +$95.9K |
|
1946
Chegg
CHGG
$167M
| $1.25M | ﹤0.01% |
14,635
-131
| -0.9% | -$11.2K |
|
|
QUOT
1947
DELISTED
Quotient Technology Inc
QUOT
| $1.25M | ﹤0.01% |
76,186
+60,915
| +399% | +$995K |
|
1948
Acadia Pharmaceuticals
ACAD
$3.98B
| $1.24M | ﹤0.01% |
48,191
+2,111
| +5% | +$54.4K |
|
|
AVLR
1949
DELISTED
Avalara, Inc.
AVLR
| $1.24M | ﹤0.01% |
9,294
-766
| -8% | -$102K |
|
|
ANAT
1950
DELISTED
American National Group, Inc. Common Stock
ANAT
| $1.22M | ﹤0.01% |
11,346
+858
| +8% | +$92.6K |
|