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 | |
|---|---|---|---|---|---|---|
451
Valero Energy
VLO
$50.3B
| $35.5M | 0.03% |
820,612
-100,575
| -11% | -$4.36M |
|
|
ALXN
452
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $35.5M | 0.03% |
310,609
-20,692
| -6% | -$2.37M |
|
|
BFS
453
Saul Centers
BFS
$794M
| $35.5M | 0.03% |
1,336,630
+171,365
| +15% | +$4.55M |
|
454
McKesson
MCK
$87.8B
| $35.3M | 0.03% |
237,227
-37,760
| -14% | -$5.62M |
|
455
Align Technology
ALGN
$9.85B
| $35.1M | 0.03% |
107,234
-6,620
| -6% | -$2.17M |
|
456
Aptiv
APTV
$17.9B
| $34.9M | 0.03% |
380,437
-358
| -0.1% | -$32.8K |
|
|
CTXS
457
DELISTED
Citrix Systems Inc
CTXS
| $34.8M | 0.03% |
252,940
+2,112
| +0.8% | +$291K |
|
458
Corning
GLW
$62B
| $34.7M | 0.03% |
1,070,466
-59,793
| -5% | -$1.94M |
|
459
Entergy
ETR
$38.8B
| $34.7M | 0.03% |
703,840
-29,710
| -4% | -$1.46M |
|
460
Simpson Manufacturing
SSD
$8.14B
| $34.6M | 0.03% |
356,214
+32,830
| +10% | +$3.19M |
|
461
Skyworks Solutions
SWKS
$11.2B
| $34.5M | 0.03% |
237,214
-12,142
| -5% | -$1.77M |
|
|
PRSP
462
DELISTED
Perspecta Inc. Common Stock
PRSP
| $34.3M | 0.03% |
1,765,677
-27,499
| -2% | -$535K |
|
463
Meritage Homes
MTH
$5.63B
| $34.3M | 0.03% |
620,544
+42,614
| +7% | +$2.35M |
|
464
SiTime
SITM
$6.43B
| $34.1M | 0.03% |
406,265
-66,500
| -14% | -$5.59M |
|
465
Kinsale Capital Group
KNSL
$10.5B
| $34.1M | 0.03% |
179,090
+8,234
| +5% | +$1.57M |
|
466
Charles River Laboratories
CRL
$7.97B
| $34M | 0.03% |
149,923
-5,221
| -3% | -$1.18M |
|
467
Medifast
MED
$152M
| $33.9M | 0.03% |
205,853
+7,517
| +4% | +$1.24M |
|
468
Dover
DOV
$24.4B
| $33.8M | 0.03% |
312,167
-18,181
| -6% | -$1.97M |
|
469
Williams Companies
WMB
$69.4B
| $33.6M | 0.03% |
1,707,753
-100,198
| -6% | -$1.97M |
|
470
Portland General Electric
POR
$4.61B
| $33.5M | 0.03% |
944,966
-71,281
| -7% | -$2.53M |
|
471
Marriott International Class A Common Stock
MAR
$72.8B
| $33.4M | 0.03% |
360,478
-24,020
| -6% | -$2.22M |
|
472
ONE Gas
OGS
$4.47B
| $33.3M | 0.03% |
482,927
+12,871
| +3% | +$888K |
|
473
Aflac
AFL
$56.9B
| $33.3M | 0.03% |
915,108
-125,089
| -12% | -$4.55M |
|
474
Hanover Insurance
THG
$6.36B
| $33.2M | 0.03% |
356,797
-9,334
| -3% | -$870K |
|
475
Nasdaq
NDAQ
$54.4B
| $33.2M | 0.03% |
810,549
-26,184
| -3% | -$1.07M |
|