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 | |
|---|---|---|---|---|---|---|
701
Mid-America Apartment Communities
MAA
$16.6B
| $18.7M | 0.02% |
160,913
-9,407
| -6% | -$1.09M |
|
|
ABMD
702
DELISTED
Abiomed Inc
ABMD
| $18.7M | 0.02% |
67,321
-4,153
| -6% | -$1.15M |
|
|
WRK
703
DELISTED
WestRock Company
WRK
| $18.6M | 0.02% |
534,606
-24,521
| -4% | -$852K |
|
704
Ingersoll Rand
IR
$31.9B
| $18.5M | 0.02% |
520,547
+5,185
| +1% | +$185K |
|
705
Select Medical
SEM
$1.54B
| $18.5M | 0.02% |
1,650,398
+23,896
| +1% | +$268K |
|
706
Evergy
EVRG
$16.5B
| $18.4M | 0.02% |
362,646
+18,946
| +6% | +$963K |
|
707
International Flavors & Fragrances
IFF
$16.5B
| $18.4M | 0.02% |
150,493
-8,699
| -5% | -$1.07M |
|
708
Jack Henry & Associates
JKHY
$11.6B
| $18.4M | 0.02% |
113,336
-5,469
| -5% | -$889K |
|
709
Lithia Motors
LAD
$8.64B
| $18.4M | 0.02% |
80,777
-95,127
| -54% | -$21.7M |
|
710
New York Times
NYT
$9.37B
| $18.4M | 0.02% |
429,547
-15,140
| -3% | -$648K |
|
711
Ulta Beauty
ULTA
$23.1B
| $18.3M | 0.02% |
81,862
-5,256
| -6% | -$1.18M |
|
712
Stride
LRN
$6.89B
| $18.3M | 0.02% |
694,130
-12,189
| -2% | -$321K |
|
713
OGE Energy
OGE
$8.85B
| $18.2M | 0.02% |
607,716
-23,230
| -4% | -$697K |
|
714
WEX
WEX
$5.81B
| $18.2M | 0.02% |
130,968
-2,880
| -2% | -$400K |
|
|
XLRN
715
DELISTED
Acceleron Pharma Inc.
XLRN
| $18.2M | 0.02% |
161,478
-733
| -0.5% | -$82.5K |
|
716
Ciena
CIEN
$18.4B
| $18.1M | 0.02% |
455,607
-16,170
| -3% | -$642K |
|
717
Paylocity
PCTY
$9.34B
| $18M | 0.02% |
111,763
-851
| -0.8% | -$137K |
|
718
Expedia Group
EXPE
$26.7B
| $18M | 0.02% |
196,702
-17,307
| -8% | -$1.59M |
|
719
RH
RH
$4.29B
| $18M | 0.02% |
47,077
-5,341
| -10% | -$2.04M |
|
720
Alarm.com
ALRM
$2.76B
| $18M | 0.02% |
325,898
+1,605
| +0.5% | +$88.7K |
|
721
Aaon
AAON
$6.93B
| $17.9M | 0.02% |
446,690
-18,187
| -4% | -$731K |
|
722
Itron
ITRI
$5.41B
| $17.9M | 0.02% |
294,545
+20,957
| +8% | +$1.27M |
|
|
FBC
723
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $17.9M | 0.02% |
603,208
+25,672
| +4% | +$761K |
|
724
Gen Digital
GEN
$18B
| $17.9M | 0.02% |
857,597
+12,265
| +1% | +$256K |
|
725
NNN REIT
NNN
$8.06B
| $17.8M | 0.02% |
515,705
-13,720
| -3% | -$473K |
|