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 | |
|---|---|---|---|---|---|---|
2051
Ryman Hospitality Properties
RHP
$6.32B
| $774K | ﹤0.01% |
9,984
-1,488
| -13% | -$115K |
|
2052
Midland States Bancorp
MSBI
$383M
| $766K | ﹤0.01% |
27,605
+2,109
| +8% | +$58.5K |
|
|
ATH
2053
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $763K | ﹤0.01% |
15,147
+1,194
| +9% | +$60.1K |
|
2054
Magnite
MGNI
$3.34B
| $751K | ﹤0.01% |
18,046
-323
| -2% | -$13.4K |
|
2055
Qiagen
QGEN
$9.81B
| $749K | ﹤0.01% |
14,514
+1,921
| +15% | +$99.1K |
|
2056
Workiva
WK
$4.37B
| $748K | ﹤0.01% |
8,472
-1,635
| -16% | -$144K |
|
2057
BioCryst Pharmaceuticals
BCRX
$1.64B
| $740K | ﹤0.01% |
72,741
-2,039
| -3% | -$20.7K |
|
2058
Kura Oncology
KURA
$704M
| $737K | ﹤0.01% |
26,045
-1,258
| -5% | -$35.6K |
|
2059
Dropbox
DBX
$8.51B
| $736K | ﹤0.01% |
27,600
-2,291
| -8% | -$61.1K |
|
2060
Houlihan Lokey
HLI
$14.5B
| $734K | ﹤0.01% |
11,042
-2,066
| -16% | -$137K |
|
2061
Ormat Technologies
ORA
$5.57B
| $733K | ﹤0.01% |
9,338
-794
| -8% | -$62.3K |
|
2062
iShares MSCI EAFE Growth ETF
EFG
$13.6B
| $722K | ﹤0.01% |
7,189
-484
| -6% | -$48.6K |
|
2063
Vanguard Health Care ETF
VHT
$15.6B
| $716K | ﹤0.01% |
3,131
+58
| +2% | +$13.3K |
|
2064
Inovio Pharmaceuticals
INO
$123M
| $712K | ﹤0.01% |
6,394
+142
| +2% | +$15.8K |
|
2065
Beyond Meat
BYND
$213M
| $707K | ﹤0.01% |
5,436
-229
| -4% | -$29.8K |
|
2066
Kratos Defense & Security Solutions
KTOS
$11.8B
| $706K | ﹤0.01% |
25,896
-4,841
| -16% | -$132K |
|
2067
Victory Capital Holdings
VCTR
$4.59B
| $705K | ﹤0.01% |
27,579
+2,109
| +8% | +$53.9K |
|
2068
Box
BOX
$4.72B
| $702K | ﹤0.01% |
30,584
-5,185
| -14% | -$119K |
|
2069
Sangamo Therapeutics
SGMO
$152M
| $700K | ﹤0.01% |
55,885
-2,386
| -4% | -$29.9K |
|
2070
Ubiquiti
UI
$37.3B
| $690K | ﹤0.01% |
2,315
-2,079
| -47% | -$620K |
|
2071
Genpact
G
$7.39B
| $687K | ﹤0.01% |
16,038
+278
| +2% | +$11.9K |
|
2072
TriNet
TNET
$3.32B
| $685K | ﹤0.01% |
8,786
-1,644
| -16% | -$128K |
|
|
BERY
2073
DELISTED
Berry Global Group, Inc.
BERY
| $682K | ﹤0.01% |
12,091
+394
| +3% | +$22.2K |
|
2074
Hilton Grand Vacations
HGV
$4B
| $681K | ﹤0.01% |
18,172
-3,398
| -16% | -$127K |
|
2075
Prothena Corp
PRTA
$447M
| $679K | ﹤0.01% |
27,045
+2,067
| +8% | +$51.9K |
|