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 | |
|---|---|---|---|---|---|---|
|
AVYA
2151
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
| $500K | ﹤0.01% |
17,843
-3,105
| -15% | -$87K |
|
2152
Bloom Energy
BE
$15.4B
| $495K | ﹤0.01% |
18,297
-3,165
| -15% | -$85.6K |
|
2153
Weibo
WB
$3.09B
| $495K | ﹤0.01% |
9,816
| – | – |
|
|
AYX
2154
DELISTED
Alteryx, Inc.
AYX
| $495K | ﹤0.01% |
5,967
-501
| -8% | -$41.6K |
|
2155
Diageo
DEO
$55.9B
| $493K | ﹤0.01% |
3,000
| – | – |
|
2156
AppFolio
APPF
$10B
| $492K | ﹤0.01% |
3,480
-652
| -16% | -$92.2K |
|
2157
Pure Storage
PSTG
$28.3B
| $492K | ﹤0.01% |
22,836
-368
| -2% | -$7.93K |
|
2158
Schrodinger
SDGR
$1.36B
| $490K | ﹤0.01% |
6,419
-1,131
| -15% | -$86.3K |
|
2159
Seaboard Corp
SEB
$3.74B
| $487K | ﹤0.01% |
132
+30
| +29% | +$111K |
|
2160
Pegasystems
PEGA
$10.1B
| $485K | ﹤0.01% |
8,484
-690
| -8% | -$39.4K |
|
2161
Ocular Therapeutix
OCUL
$2.17B
| $484K | ﹤0.01% |
29,529
-836
| -3% | -$13.7K |
|
2162
eXp World Holdings
EXPI
$1.78B
| $483K | ﹤0.01% |
10,608
-1,988
| -16% | -$90.5K |
|
|
MNTV
2163
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $480K | ﹤0.01% |
26,199
-5,051
| -16% | -$92.5K |
|
2164
Euronet Worldwide
EEFT
$3.55B
| $475K | ﹤0.01% |
3,431
+454
| +15% | +$62.9K |
|
|
LGTY
2165
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $475K | ﹤0.01% |
22,930
+1,755
| +8% | +$36.4K |
|
|
ZGNX
2166
DELISTED
Zogenix, Inc.
ZGNX
| $472K | ﹤0.01% |
24,179
-1,625
| -6% | -$31.7K |
|
2167
Omeros
OMER
$281M
| $471K | ﹤0.01% |
26,479
-1,671
| -6% | -$29.7K |
|
|
EVBG
2168
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $471K | ﹤0.01% |
3,890
-330
| -8% | -$40K |
|
2169
Unilever
UL
$153B
| $470K | ﹤0.01% |
8,417
| – | – |
|
2170
Dolby
DLB
$6.87B
| $463K | ﹤0.01% |
4,694
+495
| +12% | +$48.8K |
|
2171
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.47B
| $463K | ﹤0.01% |
7,074
-120
| -2% | -$7.85K |
|
2172
Starwood Property Trust
STWD
$7.47B
| $463K | ﹤0.01% |
18,697
+2,474
| +15% | +$61.3K |
|
|
RDS.B
2173
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $460K | ﹤0.01% |
12,500
| – | – |
|
|
SPWR
2174
DELISTED
SunPower Corporation Common Stock
SPWR
| $459K | ﹤0.01% |
13,708
-1,222
| -8% | -$40.9K |
|
2175
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.93B
| $456K | ﹤0.01% |
14,882
+744
| +5% | +$22.8K |
|