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 | |
|---|---|---|---|---|---|---|
551
Keysight
KEYS
$29.3B
| $26.4M | 0.02% |
267,301
-23,017
| -8% | -$2.27M |
|
552
CDW
CDW
$22.4B
| $26.3M | 0.02% |
220,207
-12,680
| -5% | -$1.52M |
|
|
MXIM
553
DELISTED
Maxim Integrated Products
MXIM
| $26.2M | 0.02% |
387,685
-22,659
| -6% | -$1.53M |
|
554
Piper Sandler
PIPR
$5.95B
| $26.2M | 0.02% |
358,300
-12,542
| -3% | -$916K |
|
555
PTC
PTC
$24.5B
| $26.1M | 0.02% |
315,398
-11,220
| -3% | -$928K |
|
556
Diamondback Energy
FANG
$40.4B
| $26.1M | 0.02% |
865,367
-44,577
| -5% | -$1.34M |
|
557
RenaissanceRe
RNR
$11.2B
| $26M | 0.02% |
153,156
-2,777
| -2% | -$471K |
|
558
Comfort Systems
FIX
$26.5B
| $25.8M | 0.02% |
500,980
+213,373
| +74% | +$11M |
|
559
XPO
XPO
$15.3B
| $25.7M | 0.02% |
876,309
+66,152
| +8% | +$1.94M |
|
560
Old Dominion Freight Line
ODFL
$30.7B
| $25.6M | 0.02% |
283,150
-11,388
| -4% | -$1.03M |
|
561
Pacira BioSciences
PCRX
$1.2B
| $25.3M | 0.02% |
420,673
+37,402
| +10% | +$2.25M |
|
562
Protolabs
PRLB
$1.17B
| $25.3M | 0.02% |
195,071
-8,117
| -4% | -$1.05M |
|
563
Hologic
HOLX
$14.6B
| $25.3M | 0.02% |
380,048
-16,200
| -4% | -$1.08M |
|
564
QuidelOrtho
QDEL
$1.88B
| $25.2M | 0.02% |
115,090
-4,622
| -4% | -$1.01M |
|
565
nVent Electric
NVT
$15.3B
| $25.2M | 0.02% |
1,421,954
+271,831
| +24% | +$4.81M |
|
|
HRC
566
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $25.1M | 0.02% |
300,013
+94,376
| +46% | +$7.88M |
|
567
Trex
TREX
$6.43B
| $25M | 0.02% |
349,359
-13,547
| -4% | -$970K |
|
568
TopBuild
BLD
$11.8B
| $25M | 0.02% |
146,319
+18,110
| +14% | +$3.09M |
|
569
Azenta
AZTA
$1.34B
| $24.9M | 0.02% |
538,558
-24,340
| -4% | -$1.13M |
|
570
Conagra Brands
CAG
$9.27B
| $24.9M | 0.02% |
696,916
-28,926
| -4% | -$1.03M |
|
571
Morningstar
MORN
$10.6B
| $24.8M | 0.02% |
154,146
+26,831
| +21% | +$4.31M |
|
572
Incyte
INCY
$16.8B
| $24.7M | 0.02% |
274,784
-9,955
| -3% | -$893K |
|
573
Fifth Third Bancorp
FITB
$30.1B
| $24.6M | 0.02% |
1,153,946
+58,250
| +5% | +$1.24M |
|
574
Northern Trust
NTRS
$24.2B
| $24.5M | 0.02% |
314,850
-14,408
| -4% | -$1.12M |
|
|
PING
575
DELISTED
Ping Identity Holding Corp.
PING
| $24.4M | 0.02% |
783,181
-12,225
| -2% | -$382K |
|