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 | |
|---|---|---|---|---|---|---|
476
Molina Healthcare
MOH
$9.51B
| $32.9M | 0.03% |
179,804
-6,512
| -3% | -$1.19M |
|
477
CACI
CACI
$10.4B
| $32.9M | 0.03% |
154,185
-2,606
| -2% | -$556K |
|
|
HMSY
478
DELISTED
HMS Holdings Corp.
HMSY
| $32.9M | 0.03% |
1,371,806
+18,572
| +1% | +$445K |
|
479
DiamondRock Hospitality
DRH
$1.73B
| $32.8M | 0.03% |
6,471,151
+130,413
| +2% | +$661K |
|
480
VF Corp
VFC
$5.95B
| $32.7M | 0.03% |
465,624
-31,933
| -6% | -$2.24M |
|
481
Enpro
NPO
$4.62B
| $32.6M | 0.03% |
577,854
+27,129
| +5% | +$1.53M |
|
482
Kinder Morgan
KMI
$59.2B
| $32.5M | 0.03% |
2,639,251
-141,894
| -5% | -$1.75M |
|
483
Schlumberger
SLB
$53.4B
| $32.4M | 0.03% |
2,085,357
-98,784
| -5% | -$1.54M |
|
|
CERN
484
DELISTED
Cerner Corp
CERN
| $32.4M | 0.03% |
447,864
-25,790
| -5% | -$1.86M |
|
485
Dayforce
DAY
$10.9B
| $32.4M | 0.03% |
391,666
+2,211
| +0.6% | +$183K |
|
|
UCB
486
United Community Banks, Inc.
UCB
$4.02B
| $32.2M | 0.03% |
1,903,690
+71,135
| +4% | +$1.2M |
|
487
American International
AIG
$43.5B
| $32.1M | 0.03% |
1,167,504
-64,756
| -5% | -$1.78M |
|
488
Phibro Animal Health
PAHC
$1.6B
| $32M | 0.03% |
1,841,666
-117,666
| -6% | -$2.05M |
|
489
JD.com
JD
$48B
| $31.9M | 0.03% |
410,952
-251,034
| -38% | -$19.5M |
|
490
Kemper
KMPR
$3.35B
| $31.9M | 0.03% |
476,901
-6,014
| -1% | -$402K |
|
491
AMN Healthcare
AMN
$806M
| $31.8M | 0.03% |
543,994
-273,022
| -33% | -$16M |
|
492
Enphase Energy
ENPH
$4.96B
| $31.7M | 0.03% |
383,902
+118,641
| +45% | +$9.8M |
|
493
PENN Entertainment
PENN
$2.93B
| $31.6M | 0.03% |
434,237
+29,021
| +7% | +$2.11M |
|
494
Tesla
TSLA
$1.12T
| $31.5M | 0.03% |
220,479
-63,711
| -22% | -$9.11M |
|
495
iShares Russell 1000 Growth ETF
IWF
$119B
| $31.5M | 0.03% |
145,246
+132,727
| +1,060% | +$28.8M |
|
496
Southwest Airlines
LUV
$16.7B
| $31.2M | 0.03% |
831,977
-883
| -0.1% | -$33.1K |
|
497
DTE Energy
DTE
$28B
| $31.2M | 0.03% |
318,629
-18,652
| -6% | -$1.83M |
|
498
Waste Connections
WCN
$45.9B
| $31.1M | 0.03% |
300,026
+33,171
| +12% | +$3.44M |
|
499
State Street
STT
$31.8B
| $30.9M | 0.03% |
521,576
-30,381
| -6% | -$1.8M |
|
|
STMP
500
DELISTED
Stamps.com, Inc.
STMP
| $30.9M | 0.03% |
128,289
+4,332
| +3% | +$1.04M |
|