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 | |
|---|---|---|---|---|---|---|
726
Churchill Downs
CHDN
$6.77B
| $17.8M | 0.02% |
217,144
-5,524
| -2% | -$452K |
|
727
Lear
LEA
$5.76B
| $17.8M | 0.02% |
163,099
-19,916
| -11% | -$2.17M |
|
728
Halliburton
HAL
$19.3B
| $17.8M | 0.02% |
1,475,884
-148,059
| -9% | -$1.78M |
|
|
TIF
729
DELISTED
Tiffany & Co.
TIF
| $17.7M | 0.01% |
152,983
-10,708
| -7% | -$1.24M |
|
730
Chart Industries
GTLS
$8.95B
| $17.7M | 0.01% |
252,025
-14,963
| -6% | -$1.05M |
|
731
United Rentals
URI
$60.8B
| $17.7M | 0.01% |
101,435
-5,898
| -5% | -$1.03M |
|
732
Toll Brothers
TOL
$13.8B
| $17.7M | 0.01% |
363,610
-35,280
| -9% | -$1.72M |
|
733
Caleres
CAL
$527M
| $17.7M | 0.01% |
1,849,097
-49,533
| -3% | -$474K |
|
734
Atkore
ATKR
$2.04B
| $17.6M | 0.01% |
775,008
+1,187
| +0.2% | +$27K |
|
735
Bankunited
BKU
$2.9B
| $17.6M | 0.01% |
802,247
+665,999
| +489% | +$14.6M |
|
736
HUB Group
HUBG
$2.21B
| $17.6M | 0.01% |
699,470
+198,636
| +40% | +$4.99M |
|
737
Shenandoah Telecom
SHEN
$728M
| $17.5M | 0.01% |
394,833
+20,451
| +5% | +$909K |
|
738
Insight Enterprises
NSIT
$3.96B
| $17.5M | 0.01% |
308,470
+8,478
| +3% | +$480K |
|
739
Preferred Bank
PFBC
$1.17B
| $17.4M | 0.01% |
542,838
-12,757
| -2% | -$410K |
|
740
Tetra Tech
TTEK
$9.37B
| $17.4M | 0.01% |
912,225
-895,425
| -50% | -$17.1M |
|
741
Waters Corp
WAT
$17.4B
| $17.4M | 0.01% |
88,931
-5,059
| -5% | -$990K |
|
742
Axon Enterprise
AXON
$58.7B
| $17.4M | 0.01% |
191,416
-5,491
| -3% | -$498K |
|
743
Quaker Houghton
KWR
$2.42B
| $17.3M | 0.01% |
96,226
-2,796
| -3% | -$502K |
|
744
Insmed
INSM
$30.8B
| $17.3M | 0.01% |
536,941
+7,387
| +1% | +$237K |
|
|
VG
745
DELISTED
Vonage Holdings Corporation
VG
| $17.2M | 0.01% |
1,678,347
-77,403
| -4% | -$792K |
|
|
CVET
746
DELISTED
Covetrus, Inc. Common Stock
CVET
| $17.1M | 0.01% |
702,114
-36,509
| -5% | -$891K |
|
747
Evertec
EVTC
$2.14B
| $17.1M | 0.01% |
493,256
+5,141
| +1% | +$178K |
|
|
SRCL
748
DELISTED
Stericycle Inc
SRCL
| $17.1M | 0.01% |
271,302
-9,992
| -4% | -$630K |
|
749
Eastman Chemical
EMN
$7.47B
| $17.1M | 0.01% |
218,745
-28,306
| -11% | -$2.21M |
|
750
Lamar Advertising Co
LAMR
$12.8B
| $17M | 0.01% |
256,649
-8,938
| -3% | -$591K |
|