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 | |
|---|---|---|---|---|---|---|
401
MetLife
MET
$52.7B
| $39.6M | 0.03% |
1,064,472
-61,613
| -5% | -$2.29M |
|
402
Dollar Tree
DLTR
$19.6B
| $39.5M | 0.03% |
432,909
+72,345
| +20% | +$6.61M |
|
403
Broadridge
BR
$29.6B
| $39.3M | 0.03% |
297,848
-57,782
| -16% | -$7.63M |
|
404
Public Service Enterprise Group
PEG
$39.9B
| $39.3M | 0.03% |
714,881
-41,649
| -6% | -$2.29M |
|
405
Clorox
CLX
$15.4B
| $39.1M | 0.03% |
185,921
-9,840
| -5% | -$2.07M |
|
406
Prudential Financial
PRU
$37.1B
| $39M | 0.03% |
613,300
-25,642
| -4% | -$1.63M |
|
407
H.B. Fuller
FUL
$3.3B
| $38.9M | 0.03% |
849,442
-21,651
| -2% | -$991K |
|
408
Best Buy
BBY
$16.2B
| $38.9M | 0.03% |
349,305
-27,018
| -7% | -$3.01M |
|
409
Travelers Companies
TRV
$61.6B
| $38.9M | 0.03% |
359,091
-18,411
| -5% | -$1.99M |
|
|
SYNH
410
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $38.8M | 0.03% |
730,543
+3,404
| +0.5% | +$181K |
|
411
Freeport-McMoran
FCX
$63B
| $38.8M | 0.03% |
2,480,829
-87,288
| -3% | -$1.37M |
|
412
Stifel
SF
$11.5B
| $38.7M | 0.03% |
1,148,759
-16,825
| -1% | -$567K |
|
413
Factset
FDS
$14.1B
| $38.7M | 0.03% |
115,566
-3,968
| -3% | -$1.33M |
|
414
HP
HPQ
$27.1B
| $38.6M | 0.03% |
2,035,210
-190,995
| -9% | -$3.63M |
|
415
Addus HomeCare
ADUS
$2.08B
| $38.6M | 0.03% |
408,044
+2,294
| +0.6% | +$217K |
|
416
Vanguard Mega Cap Growth ETF
MGK
$29.4B
| $38.4M | 0.03% |
207,011
-76,606
| -27% | -$14.2M |
|
|
WBA
417
DELISTED
Walgreens Boots Alliance
WBA
| $38.3M | 0.03% |
1,065,393
-94,358
| -8% | -$3.39M |
|
418
Kulicke & Soffa
KLIC
$1.98B
| $38M | 0.03% |
1,698,444
-733,836
| -30% | -$16.4M |
|
419
Willis Towers Watson
WTW
$32.1B
| $37.9M | 0.03% |
181,300
-10,481
| -5% | -$2.19M |
|
420
Yum! Brands
YUM
$40.5B
| $37.8M | 0.03% |
414,499
-354,354
| -46% | -$32.4M |
|
|
BPY
421
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $37.8M | 0.03% |
3,142,019
-15,990
| -0.5% | -$192K |
|
422
Sprout Social
SPT
$890M
| $37.5M | 0.03% |
972,963
+175,090
| +22% | +$6.74M |
|
423
CMS Energy
CMS
$21.2B
| $37.2M | 0.03% |
606,515
+12,258
| +2% | +$753K |
|
|
XLNX
424
DELISTED
Xilinx Inc
XLNX
| $37.2M | 0.03% |
356,655
-22,978
| -6% | -$2.4M |
|
425
Paychex
PAYX
$48.3B
| $37.2M | 0.03% |
465,752
-30,820
| -6% | -$2.46M |
|