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 | |
|---|---|---|---|---|---|---|
801
Western Digital
WDC
$33B
| $15.6M | 0.01% |
563,017
-28,515
| -5% | -$788K |
|
802
iRobot
IRBT
$107M
| $15.5M | 0.01% |
203,618
-9,205
| -4% | -$699K |
|
803
Adaptive Biotechnologies
ADPT
$1.89B
| $15.4M | 0.01% |
317,074
+109,027
| +52% | +$5.3M |
|
|
PPBI
804
DELISTED
Pacific Premier Bancorp
PPBI
| $15.4M | 0.01% |
765,079
+103,096
| +16% | +$2.08M |
|
805
Omnicom Group
OMC
$14.7B
| $15.4M | 0.01% |
311,171
-19,778
| -6% | -$979K |
|
806
Gibraltar Industries
ROCK
$1.79B
| $15.3M | 0.01% |
235,312
-7,077
| -3% | -$461K |
|
807
ESCO Technologies
ESE
$5.3B
| $15.3M | 0.01% |
190,218
-8,637
| -4% | -$696K |
|
808
American Financial Group
AFG
$11.4B
| $15.3M | 0.01% |
228,582
-25,719
| -10% | -$1.72M |
|
809
Sonoco
SON
$4.54B
| $15.2M | 0.01% |
298,488
-10,431
| -3% | -$533K |
|
810
Progress Software
PRGS
$1.83B
| $15.2M | 0.01% |
414,390
+26,813
| +7% | +$983K |
|
|
DOC
811
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $15.2M | 0.01% |
847,865
-222,681
| -21% | -$3.99M |
|
812
CVB Financial
CVBF
$2.8B
| $15.2M | 0.01% |
911,794
-65,078
| -7% | -$1.08M |
|
813
Plexus
PLXS
$3.71B
| $15.1M | 0.01% |
214,196
-9,334
| -4% | -$659K |
|
814
SPX Corp
SPXC
$9.29B
| $15.1M | 0.01% |
325,760
-14,030
| -4% | -$651K |
|
815
Seagate
STX
$41.1B
| $15.1M | 0.01% |
306,188
-20,588
| -6% | -$1.01M |
|
816
Visteon
VC
$3.42B
| $15.1M | 0.01% |
217,714
-3,767
| -2% | -$261K |
|
|
REGI
817
DELISTED
Renewable Energy Group, Inc.
REGI
| $15M | 0.01% |
281,448
-10,602
| -4% | -$566K |
|
818
Winnebago Industries
WGO
$953M
| $15M | 0.01% |
290,609
+9,795
| +3% | +$506K |
|
819
Old National Bancorp
ONB
$8.81B
| $15M | 0.01% |
1,194,051
-56,119
| -4% | -$705K |
|
820
JB Hunt Transport Services
JBHT
$13.3B
| $15M | 0.01% |
118,594
-8,540
| -7% | -$1.08M |
|
821
J&J Snack Foods
JJSF
$2.08B
| $15M | 0.01% |
114,909
-2,754
| -2% | -$359K |
|
822
Helen of Troy
HELE
$550M
| $14.9M | 0.01% |
77,193
-2,546
| -3% | -$493K |
|
|
UNIT
823
Uniti Group
UNIT
$1.69B
| $14.9M | 0.01% |
1,417,893
-63,871
| -4% | -$673K |
|
824
Ollie's Bargain Outlet
OLLI
$7.95B
| $14.9M | 0.01% |
170,922
-5,523
| -3% | -$482K |
|
825
Atlanta Braves Holdings Series B
BATRK
$2.62B
| $14.9M | 0.01% |
707,706
-7,420
| -1% | -$156K |
|