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 | |
|---|---|---|---|---|---|---|
601
Nucor
NUE
$32.6B
| $23.1M | 0.02% |
514,382
-74,850
| -13% | -$3.36M |
|
|
BCPC
602
Balchem Corporation
BCPC
$5.05B
| $23M | 0.02% |
236,049
-10,510
| -4% | -$1.03M |
|
603
Teledyne Technologies
TDY
$25.6B
| $23M | 0.02% |
74,105
-5,788
| -7% | -$1.8M |
|
604
Quest Diagnostics
DGX
$20.1B
| $23M | 0.02% |
200,725
-10,378
| -5% | -$1.19M |
|
605
Watsco
WSO
$15.8B
| $22.9M | 0.02% |
98,476
-4,522
| -4% | -$1.05M |
|
|
SGEN
606
DELISTED
Seagen Inc. Common Stock
SGEN
| $22.9M | 0.02% |
117,103
-1,967
| -2% | -$385K |
|
607
The Ensign Group
ENSG
$9.59B
| $22.9M | 0.02% |
401,342
-1,523
| -0.4% | -$86.9K |
|
608
Service Corp International
SCI
$11B
| $22.9M | 0.02% |
542,079
-5,980
| -1% | -$252K |
|
609
Watts Water Technologies
WTS
$9.29B
| $22.8M | 0.02% |
228,112
-1,633
| -0.7% | -$164K |
|
610
Synchrony
SYF
$27.8B
| $22.7M | 0.02% |
867,374
-21,168
| -2% | -$554K |
|
|
PARA
611
DELISTED
Paramount Global Class B
PARA
| $22.7M | 0.02% |
809,709
-10,655
| -1% | -$298K |
|
612
Exelixis
EXEL
$10.1B
| $22.6M | 0.02% |
922,726
-26,861
| -3% | -$657K |
|
613
Liberty Media Series A
FWONA
$22.4B
| $22.5M | 0.02% |
700,415
-9,423
| -1% | -$302K |
|
614
Owens Corning
OC
$12.8B
| $22.4M | 0.02% |
325,738
-7,036
| -2% | -$484K |
|
615
Paycom
PAYC
$12.4B
| $22.3M | 0.02% |
71,776
-3,592
| -5% | -$1.12M |
|
616
ScottsMiracle-Gro
SMG
$3.5B
| $22.3M | 0.02% |
145,721
+22,126
| +18% | +$3.38M |
|
617
Purple Innovation
PRPL
$116M
| $22.2M | 0.02% |
893,845
-32,198
| -3% | -$800K |
|
|
STL
618
DELISTED
Sterling Bancorp
STL
| $22.2M | 0.02% |
2,111,041
-76,814
| -4% | -$808K |
|
|
NVRO
619
DELISTED
NEVRO CORP.
NVRO
| $22.2M | 0.02% |
159,359
+166
| +0.1% | +$23.1K |
|
|
Y
620
DELISTED
Alleghany Corporation
Y
| $22.2M | 0.02% |
42,559
-1,494
| -3% | -$778K |
|
621
SPS Commerce
SPSC
$4.18B
| $22.1M | 0.02% |
284,050
+1,415
| +0.5% | +$110K |
|
|
FMBI
622
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $21.9M | 0.02% |
2,032,662
-4,083
| -0.2% | -$44K |
|
623
FirstEnergy
FE
$25B
| $21.9M | 0.02% |
762,926
-89,359
| -10% | -$2.57M |
|
624
Reliance Steel & Aluminium
RS
$15.4B
| $21.9M | 0.02% |
214,164
-9,568
| -4% | -$976K |
|
625
Independence Realty Trust
IRT
$4.06B
| $21.9M | 0.02% |
1,885,533
-92,682
| -5% | -$1.07M |
|