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 |
Ventas
VTR
|
$199M |
| 2 |
Starbucks
SBUX
|
$140M |
| 3 |
Netflix
NFLX
|
$138M |
| 4 |
Tyler Technologies
TYL
|
$137M |
| 5 |
Aon
AON
|
$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Apple
AAPL
|
$309M |
| 3 |
Healthpeak Properties
DOC
|
$162M |
| 4 |
NXP Semiconductors
NXPI
|
$138M |
| 5 |
Equinix
EQIX
|
$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
DexCom
DXCM
$31.6B
| $68.3M | 0.06% |
662,628
-19,280
| -3% | -$1.99M |
|
302
EastGroup Properties
EGP
$8.97B
| $65.9M | 0.06% |
509,624
-22,113
| -4% | -$2.86M |
|
303
Teradyne
TER
$19.1B
| $65M | 0.05% |
817,825
-133,787
| -14% | -$10.6M |
|
304
Ball Corp
BALL
$13.9B
| $64.5M | 0.05% |
776,249
-13,903
| -2% | -$1.16M |
|
305
Hubbell
HUBB
$23.2B
| $64.3M | 0.05% |
469,595
-9,987
| -2% | -$1.37M |
|
306
Leidos
LDOS
$23B
| $63.9M | 0.05% |
717,047
-280,687
| -28% | -$25M |
|
|
BTEC
307
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $63.8M | 0.05% |
1,350,000
| – | – |
|
308
Universal Health Services
UHS
$12.1B
| $62.6M | 0.05% |
584,952
+42,651
| +8% | +$4.56M |
|
309
Biogen
BIIB
$20.6B
| $62M | 0.05% |
218,638
-19,843
| -8% | -$5.63M |
|
310
Cathay General Bancorp
CATY
$3.43B
| $60.6M | 0.05% |
2,797,138
-524,113
| -16% | -$11.4M |
|
311
Synopsys
SNPS
$111B
| $60.6M | 0.05% |
282,970
-9,430
| -3% | -$2.02M |
|
312
Waste Management
WM
$88.6B
| $60.4M | 0.05% |
533,600
-29,512
| -5% | -$3.34M |
|
313
Eaton
ETN
$136B
| $60.3M | 0.05% |
591,099
-23,786
| -4% | -$2.43M |
|
|
VAR
314
DELISTED
Varian Medical Systems, Inc.
VAR
| $60.1M | 0.05% |
349,408
-155,303
| -31% | -$26.7M |
|
315
Monolithic Power Systems
MPWR
$41.5B
| $59.9M | 0.05% |
214,153
-4,194
| -2% | -$1.17M |
|
316
Alibaba
BABA
$323B
| $58.9M | 0.05% |
200,309
-48,737
| -20% | -$14.3M |
|
317
Analog Devices
ADI
$122B
| $58.5M | 0.05% |
500,728
-24,772
| -5% | -$2.89M |
|
318
Broadstone Net Lease
BNL
$3.53B
| $58.4M | 0.05% |
+3,478,467
| New | +$58.4M |
|
319
Interpublic Group of Companies
IPG
$9.94B
| $58.3M | 0.05% |
3,498,389
+60,579
| +2% | +$1.01M |
|
320
ConocoPhillips
COP
$116B
| $57.7M | 0.05% |
1,756,424
-174,691
| -9% | -$5.74M |
|
321
HDFC Bank
HDB
$361B
| $57M | 0.05% |
1,141,161
-93,523
| -8% | -$4.67M |
|
322
Baxter International
BAX
$12.5B
| $56.5M | 0.05% |
702,492
-46,437
| -6% | -$3.73M |
|
323
BJs Wholesale Club
BJ
$12.8B
| $56.5M | 0.05% |
1,359,613
-1,246
| -0.1% | -$51.8K |
|
324
Emerson Electric
EMR
$74.6B
| $56.2M | 0.05% |
856,856
+122
| +0% | +$8K |
|
325
Vornado Realty Trust
VNO
$7.93B
| $55.8M | 0.05% |
1,655,043
-26,833
| -2% | -$905K |
|