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 | |
|---|---|---|---|---|---|---|
776
Citizens Financial Group
CFG
$22.3B
| $16.3M | 0.01% |
645,360
-117,220
| -15% | -$2.96M |
|
777
LeMaitre Vascular
LMAT
$2.1B
| $16.3M | 0.01% |
500,968
-6,790
| -1% | -$221K |
|
778
NetApp
NTAP
$24.7B
| $16.3M | 0.01% |
371,484
-25,564
| -6% | -$1.12M |
|
779
UDR
UDR
$12.7B
| $16.2M | 0.01% |
498,177
-24,051
| -5% | -$784K |
|
780
Royal Caribbean
RCL
$92.8B
| $16.2M | 0.01% |
250,411
-6,566
| -3% | -$425K |
|
781
Polaris
PII
$3.29B
| $16.2M | 0.01% |
171,719
-6,184
| -3% | -$583K |
|
|
BBU
782
Brookfield Business Partners
BBU
$2.41B
| $16.2M | 0.01% |
835,915
-6,870
| -0.8% | -$133K |
|
783
Bio-Rad Laboratories Class A
BIO
$7.49B
| $16.2M | 0.01% |
31,350
-1,777
| -5% | -$916K |
|
|
IBTX
784
DELISTED
Independent Bank Group, Inc.
IBTX
| $16.1M | 0.01% |
365,378
+36,899
| +11% | +$1.63M |
|
785
Badger Meter
BMI
$5.23B
| $16.1M | 0.01% |
246,348
+603
| +0.2% | +$39.4K |
|
786
Merit Medical Systems
MMSI
$5.26B
| $16.1M | 0.01% |
369,378
-65,212
| -15% | -$2.84M |
|
787
Post Holdings
POST
$5.69B
| $16.1M | 0.01% |
285,418
-15,259
| -5% | -$859K |
|
|
CLGX
788
DELISTED
Corelogic, Inc.
CLGX
| $16M | 0.01% |
235,847
-8,271
| -3% | -$560K |
|
789
Prosperity Bancshares
PB
$6.4B
| $15.9M | 0.01% |
306,091
+21,546
| +8% | +$1.12M |
|
790
Arcosa
ACA
$4.72B
| $15.9M | 0.01% |
359,731
-13,466
| -4% | -$594K |
|
|
CDK
791
DELISTED
CDK Global, Inc.
CDK
| $15.8M | 0.01% |
362,106
-13,532
| -4% | -$590K |
|
|
HES
792
DELISTED
Hess
HES
| $15.8M | 0.01% |
384,789
-5,399
| -1% | -$221K |
|
793
Oshkosh
OSK
$8.75B
| $15.7M | 0.01% |
213,553
-7,634
| -3% | -$561K |
|
794
Advance Auto Parts
AAP
$3.55B
| $15.7M | 0.01% |
102,210
-1,064
| -1% | -$163K |
|
795
ITT
ITT
$13.6B
| $15.7M | 0.01% |
265,507
-9,077
| -3% | -$536K |
|
796
Nexstar Media Group
NXST
$5.98B
| $15.7M | 0.01% |
174,305
+119,417
| +218% | +$10.7M |
|
797
Knight Transportation
KNX
$6.76B
| $15.7M | 0.01% |
384,938
-1,807
| -0.5% | -$73.5K |
|
798
Thor Industries
THO
$5.66B
| $15.6M | 0.01% |
164,004
-6,249
| -4% | -$595K |
|
799
Jamf
JAMF
$1.3B
| $15.6M | 0.01% |
+414,987
| New | +$15.6M |
|
800
Wabtec
WAB
$32.4B
| $15.6M | 0.01% |
252,024
-18,098
| -7% | -$1.12M |
|