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 | |
|---|---|---|---|---|---|---|
|
NAV
2351
DELISTED
Navistar International
NAV
| $224K | ﹤0.01% |
+5,077
| New | +$224K |
|
2352
Coeur Mining
CDE
$10.5B
| $223K | ﹤0.01% |
24,736
+9,308
| +60% | +$83.9K |
|
2353
iShares MSCI Intl Quality Factor ETF
IQLT
$13.1B
| $223K | ﹤0.01% |
+6,132
| New | +$223K |
|
2354
Vaxcyte
PCVX
$4.05B
| $223K | ﹤0.01% |
11,314
+797
| +8% | +$15.7K |
|
2355
Transmedics
TMDX
$3.97B
| $223K | ﹤0.01% |
+5,363
| New | +$223K |
|
|
CDMO
2356
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $223K | ﹤0.01% |
12,214
-1,051
| -8% | -$19.2K |
|
2357
Inspire 100 ETF
BIBL
$326M
| $222K | ﹤0.01% |
+5,681
| New | +$222K |
|
2358
Gray Television
GTN
$570M
| $222K | ﹤0.01% |
12,043
+1,381
| +13% | +$25.5K |
|
|
NVEE
2359
DELISTED
NV5 Global
NVEE
| $222K | ﹤0.01% |
9,212
-1,240
| -12% | -$29.9K |
|
|
EQC
2360
DELISTED
Equity Commonwealth
EQC
| $222K | ﹤0.01% |
+7,980
| New | +$222K |
|
2361
Virtu Financial
VIRT
$2.98B
| $219K | ﹤0.01% |
+7,046
| New | +$219K |
|
2362
Generation Bio
GBIO
$39.7M
| $218K | ﹤0.01% |
+765
| New | +$218K |
|
2363
Outfront Media
OUT
$3.13B
| $218K | ﹤0.01% |
+10,164
| New | +$218K |
|
|
PDM
2364
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $218K | ﹤0.01% |
+12,558
| New | +$218K |
|
|
TWOU
2365
DELISTED
2U, Inc.
TWOU
| $218K | ﹤0.01% |
190
+11
| +6% | +$12.6K |
|
2366
iShares US Medical Devices ETF
IHI
$4.19B
| $217K | ﹤0.01% |
3,936
-1,590
| -29% | -$87.7K |
|
2367
BioXcel Therapeutics
BTAI
$48.7M
| $214K | ﹤0.01% |
310
+21
| +7% | +$14.5K |
|
2368
Impinj
PI
$5.57B
| $213K | ﹤0.01% |
+3,751
| New | +$213K |
|
2369
Protagonist Therapeutics
PTGX
$3.64B
| $212K | ﹤0.01% |
+8,176
| New | +$212K |
|
2370
Lemonade
LMND
$4.23B
| $210K | ﹤0.01% |
+2,258
| New | +$210K |
|
2371
Transocean
RIG
$3.24B
| $210K | ﹤0.01% |
59,077
+22,093
| +60% | +$78.5K |
|
|
KBAL
2372
DELISTED
Kimball International
KBAL
| $210K | ﹤0.01% |
14,967
+1,135
| +8% | +$15.9K |
|
2373
Rush Enterprises Class A
RUSHA
$4.35B
| $209K | ﹤0.01% |
+6,291
| New | +$209K |
|
2374
Westlake Corp
WLK
$11.2B
| $209K | ﹤0.01% |
+2,357
| New | +$209K |
|
2375
Rhythm Pharmaceuticals
RYTM
$6.32B
| $208K | ﹤0.01% |
9,802
-8,000
| -45% | -$170K |
|