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 | |
|---|---|---|---|---|---|---|
1951
PG&E
PCG
$34B
| $1.22M | ﹤0.01% |
104,256
+26,100
| +33% | +$306K |
|
1952
Royalty Pharma
RPRX
$15.7B
| $1.22M | ﹤0.01% |
27,847
+14,256
| +105% | +$622K |
|
1953
Seres Therapeutics
MCRB
$139M
| $1.21M | ﹤0.01% |
2,929
+1,308
| +81% | +$539K |
|
1954
iShares US Treasury Bond ETF
GOVT
$28.2B
| $1.21M | ﹤0.01% |
46,059
+8,264
| +22% | +$216K |
|
1955
Herc Holdings
HRI
$4.2B
| $1.2M | ﹤0.01% |
+11,871
| New | +$1.2M |
|
1956
BILL Holdings
BILL
$5.19B
| $1.2M | ﹤0.01% |
8,248
-660
| -7% | -$96K |
|
1957
NIO
NIO
$14B
| $1.19M | ﹤0.01% |
30,621
-16,632
| -35% | -$649K |
|
1958
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $1.19M | ﹤0.01% |
24,624
+2,260
| +10% | +$109K |
|
|
VAPO
1959
DELISTED
Vapotherm, Inc. Common Stock
VAPO
| $1.19M | ﹤0.01% |
6,175
+469
| +8% | +$90.2K |
|
1960
Editas Medicine
EDIT
$242M
| $1.18M | ﹤0.01% |
28,076
-691
| -2% | -$29K |
|
1961
BlackLine
BL
$3.36B
| $1.18M | ﹤0.01% |
10,868
-2,033
| -16% | -$220K |
|
1962
Schneider National
SNDR
$4.18B
| $1.17M | ﹤0.01% |
+46,835
| New | +$1.17M |
|
|
GSAH.WS
1963
DELISTED
GS Acquisition Holdings Corp II Redeemable Warrants, each whole warrant exercisable for one share of
GSAH.WS
| $1.16M | ﹤0.01% |
+527,173
| New | +$1.16M |
|
|
SAGE
1964
DELISTED
Sage Therapeutics
SAGE
| $1.16M | ﹤0.01% |
15,462
+1,464
| +10% | +$110K |
|
1965
ON Semiconductor
ON
$19.7B
| $1.15M | ﹤0.01% |
27,616
+3,659
| +15% | +$152K |
|
1966
Progyny
PGNY
$1.94B
| $1.12M | ﹤0.01% |
25,173
+652
| +3% | +$29K |
|
1967
Vanguard Total Stock Market ETF
VTI
$536B
| $1.12M | ﹤0.01% |
5,418
+1,649
| +44% | +$341K |
|
1968
Amicus Therapeutics
FOLD
$2.46B
| $1.12M | ﹤0.01% |
113,060
-6,204
| -5% | -$61.3K |
|
|
KRTX
1969
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $1.12M | ﹤0.01% |
9,283
-216
| -2% | -$26K |
|
1970
OceanFirst Financial
OCFC
$1.04B
| $1.12M | ﹤0.01% |
46,585
+3,554
| +8% | +$85.1K |
|
1971
Varonis Systems
VRNS
$6.3B
| $1.11M | ﹤0.01% |
21,638
-2,038
| -9% | -$105K |
|
|
SCPX
1972
DELISTED
Scorpius Holdings, Inc.
SCPX
| $1.11M | ﹤0.01% |
38
+3
| +9% | +$87.6K |
|
|
HEES
1973
DELISTED
H&E Equipment Services
HEES
| $1.1M | ﹤0.01% |
29,020
+2,223
| +8% | +$84.5K |
|
1974
Camping World
CWH
$1.04B
| $1.1M | ﹤0.01% |
30,140
+1,069
| +4% | +$38.9K |
|
1975
Sabesp
SBS
$16B
| $1.1M | ﹤0.01% |
149,639
+10,371
| +7% | +$76K |
|