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 | |
|---|---|---|---|---|---|---|
1976
CVR Energy
CVI
$3.13B
| $1.09M | ﹤0.01% |
57,045
-6,786
| -11% | -$130K |
|
1977
Revolution Medicines
RVMD
$8.7B
| $1.09M | ﹤0.01% |
23,761
+374
| +2% | +$17.2K |
|
1978
Snowflake
SNOW
$74.9B
| $1.09M | ﹤0.01% |
4,734
+287
| +6% | +$65.8K |
|
|
SWTX
1979
DELISTED
SpringWorks Therapeutics
SWTX
| $1.08M | ﹤0.01% |
14,682
-286
| -2% | -$21K |
|
1980
Q2 Holdings
QTWO
$5.13B
| $1.08M | ﹤0.01% |
10,740
-2,008
| -16% | -$201K |
|
1981
Lyft
LYFT
$7.73B
| $1.07M | ﹤0.01% |
16,992
+2,419
| +17% | +$153K |
|
1982
Lexicon Pharmaceuticals
LXRX
$418M
| $1.07M | ﹤0.01% |
181,862
+13,226
| +8% | +$77.6K |
|
1983
Standard BioTools
LAB
$493M
| $1.06M | ﹤0.01% |
235,016
+17,870
| +8% | +$80.8K |
|
|
PARAA
1984
DELISTED
Paramount Global Class A
PARAA
| $1.06M | ﹤0.01% |
+22,404
| New | +$1.06M |
|
1985
Option Care Health
OPCH
$4.62B
| $1.05M | ﹤0.01% |
59,101
+9,723
| +20% | +$172K |
|
1986
RBC Bearings
RBC
$11.8B
| $1.03M | ﹤0.01% |
5,257
-984
| -16% | -$194K |
|
1987
SiriusXM
SIRI
$7.84B
| $1.03M | ﹤0.01% |
16,975
-7,141
| -30% | -$435K |
|
1988
Personalis
PSNL
$519M
| $1.03M | ﹤0.01% |
41,942
-2,989
| -7% | -$73.5K |
|
1989
American Coastal Insurance
ACIC
$538M
| $1.03M | ﹤0.01% |
142,112
-139
| -0.1% | -$1K |
|
|
NBIS
1990
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $1.02M | ﹤0.01% |
15,922
+1,672
| +12% | +$107K |
|
1991
EchoStar
SATS
$21.5B
| $1.02M | ﹤0.01% |
42,350
+3,240
| +8% | +$77.7K |
|
1992
Appian
APPN
$2.28B
| $1.01M | ﹤0.01% |
7,590
-1,420
| -16% | -$189K |
|
|
HTO
1993
H2O America Common Stock
HTO
$1.75B
| $996K | ﹤0.01% |
15,806
+790
| +5% | +$49.8K |
|
1994
Douglas Dynamics
PLOW
$752M
| $982K | ﹤0.01% |
21,289
+412
| +2% | +$19K |
|
1995
Kearny Financial
KRNY
$412M
| $976K | ﹤0.01% |
80,762
+15,568
| +24% | +$188K |
|
1996
Kforce
KFRC
$567M
| $973K | ﹤0.01% |
18,145
+154
| +0.9% | +$8.26K |
|
|
TTOO
1997
DELISTED
T2 Biosystems, Inc
TTOO
| $970K | ﹤0.01% |
120
+9
| +8% | +$72.8K |
|
1998
Novanta
NOVT
$4.12B
| $963K | ﹤0.01% |
7,300
-1,365
| -16% | -$180K |
|
|
IPHI
1999
DELISTED
INPHI CORPORATION
IPHI
| $961K | ﹤0.01% |
5,384
-446
| -8% | -$79.6K |
|
2000
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $959K | ﹤0.01% |
18,614
+13,921
| +297% | +$717K |
|