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 | |
|---|---|---|---|---|---|---|
2126
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| $557K | ﹤0.01% |
+10,430
| New | +$557K |
|
2127
ARK Innovation ETF
ARKK
$9.15B
| $556K | ﹤0.01% |
4,638
-319
| -6% | -$38.2K |
|
2128
Nutanix
NTNX
$21B
| $554K | ﹤0.01% |
20,864
-1,930
| -8% | -$51.2K |
|
2129
iShares US Aerospace & Defense ETF
ITA
$9.39B
| $547K | ﹤0.01% |
5,258
+4
| +0.1% | +$416 |
|
2130
iShares MSCI USA Value Factor ETF
VLUE
$7.28B
| $545K | ﹤0.01% |
5,321
+54
| +1% | +$5.53K |
|
|
CHNG
2131
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $545K | ﹤0.01% |
24,669
-1,183
| -5% | -$26.1K |
|
|
BBBY
2132
Bed Bath & Beyond, Inc.
BBBY
$589M
| $544K | ﹤0.01% |
8,215
-1,109
| -12% | -$73.4K |
|
2133
Invesco Global Listed Private Equity ETF
PSP
$334M
| $540K | ﹤0.01% |
7,439
-3
| -0% | -$218 |
|
2134
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.09B
| $537K | ﹤0.01% |
6,545
-283
| -4% | -$23.2K |
|
2135
Voya Financial
VOYA
$7.43B
| $536K | ﹤0.01% |
8,430
-10,602
| -56% | -$674K |
|
2136
Community Trust Bancorp
CTBI
$1.02B
| $534K | ﹤0.01% |
12,120
+936
| +8% | +$41.2K |
|
2137
International Seaways
INSW
$2.42B
| $534K | ﹤0.01% |
27,532
+2,106
| +8% | +$40.8K |
|
2138
Flushing Financial
FFIC
$474M
| $533K | ﹤0.01% |
25,099
+1,914
| +8% | +$40.6K |
|
2139
Vertiv
VRT
$52.8B
| $533K | ﹤0.01% |
26,653
-276
| -1% | -$5.52K |
|
2140
First Financial Corporation Common Stock
THFF
$687M
| $532K | ﹤0.01% |
11,820
+897
| +8% | +$40.4K |
|
2141
Ferrari
RACE
$85.3B
| $523K | ﹤0.01% |
2,500
-5,700
| -70% | -$1.19M |
|
2142
Erie Indemnity
ERIE
$16.8B
| $522K | ﹤0.01% |
2,363
-43
| -2% | -$9.5K |
|
|
NGMS
2143
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
| $518K | ﹤0.01% |
+14,486
| New | +$518K |
|
2144
Avidity Biosciences
RNA
$5.17B
| $513K | ﹤0.01% |
23,526
+1,758
| +8% | +$38.3K |
|
|
TBIO
2145
DELISTED
Translate Bio, Inc. Common Stock
TBIO
| $512K | ﹤0.01% |
31,031
-1,559
| -5% | -$25.7K |
|
2146
SelectQuote
SLQT
$359M
| $509K | ﹤0.01% |
+17,245
| New | +$509K |
|
2147
Champion Homes, Inc.
SKY
$4.25B
| $508K | ﹤0.01% |
11,216
-2,099
| -16% | -$95.1K |
|
2148
Amplify Cybersecurity ETF
HACK
$2.32B
| $507K | ﹤0.01% |
9,233
-56
| -0.6% | -$3.08K |
|
2149
iQIYI
IQ
$2.47B
| $505K | ﹤0.01% |
30,400
+3,200
| +12% | +$53.2K |
|
|
MIME
2150
DELISTED
Mimecast Limited
MIME
| $502K | ﹤0.01% |
12,495
-1,973
| -14% | -$79.3K |
|