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 | |
|---|---|---|---|---|---|---|
|
RCM
826
DELISTED
R1 RCM Inc. Common Stock
RCM
| $14.9M | 0.01% |
866,606
+824,852
| +1,976% | +$14.1M |
|
827
eHealth
EHTH
$115M
| $14.9M | 0.01% |
188,114
-7,480
| -4% | -$591K |
|
828
Landstar System
LSTR
$4.5B
| $14.8M | 0.01% |
118,240
-5,806
| -5% | -$729K |
|
829
Old Republic International
ORI
$9.92B
| $14.8M | 0.01% |
1,006,535
+125,301
| +14% | +$1.85M |
|
830
Occidental Petroleum
OXY
$45.6B
| $14.8M | 0.01% |
1,481,991
-137,975
| -9% | -$1.38M |
|
831
Asbury Automotive
ABG
$4.86B
| $14.8M | 0.01% |
152,068
-2,085
| -1% | -$203K |
|
832
Middleby
MIDD
$6.99B
| $14.8M | 0.01% |
165,162
-6,307
| -4% | -$566K |
|
833
CNO Financial Group
CNO
$3.8B
| $14.8M | 0.01% |
922,371
+371,739
| +68% | +$5.96M |
|
834
National Storage Affiliates Trust
NSA
$2.45B
| $14.8M | 0.01% |
452,294
-21,093
| -4% | -$690K |
|
835
B&G Foods
BGS
$368M
| $14.8M | 0.01% |
532,483
+9,480
| +2% | +$263K |
|
836
CenterPoint Energy
CNP
$24.7B
| $14.8M | 0.01% |
763,706
-44,351
| -5% | -$858K |
|
837
Jones Lang LaSalle
JLL
$14.6B
| $14.7M | 0.01% |
154,183
-5,135
| -3% | -$491K |
|
838
CF Industries
CF
$14.1B
| $14.7M | 0.01% |
479,667
-11,464
| -2% | -$352K |
|
|
IMMU
839
DELISTED
Immunomedics Inc
IMMU
| $14.7M | 0.01% |
173,080
-66,288
| -28% | -$5.64M |
|
|
LSI
840
DELISTED
Life Storage, Inc.
LSI
| $14.7M | 0.01% |
209,070
-7,379
| -3% | -$518K |
|
841
Evercore
EVR
$12.8B
| $14.6M | 0.01% |
223,709
+35,176
| +19% | +$2.3M |
|
842
Great Lakes Dredge & Dock
GLDD
$815M
| $14.6M | 0.01% |
1,536,692
-17,865
| -1% | -$170K |
|
|
EV
843
DELISTED
Eaton Vance Corp.
EV
| $14.6M | 0.01% |
382,718
-11,597
| -3% | -$442K |
|
844
National Fuel Gas
NFG
$7.87B
| $14.6M | 0.01% |
358,852
+34,218
| +11% | +$1.39M |
|
845
Cboe Global Markets
CBOE
$24.5B
| $14.5M | 0.01% |
165,799
-710
| -0.4% | -$62.3K |
|
846
Federal Signal
FSS
$7.65B
| $14.5M | 0.01% |
497,126
+6,621
| +1% | +$194K |
|
847
Federated Hermes
FHI
$4.1B
| $14.5M | 0.01% |
674,996
+45,277
| +7% | +$974K |
|
|
AEL
848
DELISTED
American Equity Investment Life Holding Company
AEL
| $14.5M | 0.01% |
659,248
-36,211
| -5% | -$796K |
|
|
PDEV
849
DELISTED
Principal Exchange-Traded Funds Principal International Multi-Factor ETF
PDEV
| $14.4M | 0.01% |
581,897
-5,000
| -0.9% | -$123K |
|
850
ManpowerGroup
MAN
$1.75B
| $14.4M | 0.01% |
195,731
-6,864
| -3% | -$503K |
|