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 | |
|---|---|---|---|---|---|---|
|
WWE
851
DELISTED
World Wrestling Entertainment
WWE
| $14.3M | 0.01% |
353,743
-5,663
| -2% | -$229K |
|
852
Regal Rexnord
RRX
$9.57B
| $14.3M | 0.01% |
152,457
+10,810
| +8% | +$1.01M |
|
853
Lumen
LUMN
$6.49B
| $14.3M | 0.01% |
1,416,455
-68,881
| -5% | -$695K |
|
854
Arrowhead Research
ARWR
$3.93B
| $14.3M | 0.01% |
331,790
-10,128
| -3% | -$436K |
|
|
RVNC
855
DELISTED
Revance Therapeutics, Inc.
RVNC
| $14.3M | 0.01% |
567,845
+3,087
| +0.5% | +$77.6K |
|
856
United Airlines
UAL
$34.5B
| $14.2M | 0.01% |
409,441
+28,319
| +7% | +$984K |
|
857
Campbell Soup
CPB
$9.97B
| $14.2M | 0.01% |
293,782
+28,715
| +11% | +$1.39M |
|
858
Flowers Foods
FLO
$3B
| $14.2M | 0.01% |
583,988
-7,982
| -1% | -$194K |
|
859
Rayonier
RYN
$4.11B
| $14.2M | 0.01% |
564,434
-44,248
| -7% | -$1.11M |
|
860
Emergent Biosolutions
EBS
$436M
| $14.2M | 0.01% |
137,286
-203,378
| -60% | -$21M |
|
861
Brady Corp
BRC
$3.74B
| $14.2M | 0.01% |
354,430
-16,479
| -4% | -$660K |
|
862
Woodward
WWD
$14.3B
| $14.2M | 0.01% |
176,931
+2,177
| +1% | +$175K |
|
863
Integer Holdings
ITGR
$3.66B
| $14.2M | 0.01% |
239,964
-11,028
| -4% | -$651K |
|
864
iShares Core S&P Small-Cap ETF
IJR
$86.5B
| $14.2M | 0.01% |
201,529
-11,825
| -6% | -$830K |
|
865
Lamb Weston
LW
$7.97B
| $14.1M | 0.01% |
213,465
-13,112
| -6% | -$869K |
|
866
Simmons First National
SFNC
$2.96B
| $14.1M | 0.01% |
888,973
+3,598
| +0.4% | +$57K |
|
867
Stewart Information Services
STC
$2.09B
| $14.1M | 0.01% |
322,136
+130,406
| +68% | +$5.7M |
|
868
Primerica
PRI
$8.85B
| $14.1M | 0.01% |
124,506
-9,701
| -7% | -$1.1M |
|
869
FormFactor
FORM
$2.37B
| $14.1M | 0.01% |
564,658
-18,609
| -3% | -$464K |
|
|
CCMP
870
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $14M | 0.01% |
98,364
-3,216
| -3% | -$459K |
|
871
Allegion
ALLE
$15.1B
| $14M | 0.01% |
141,823
-2,540
| -2% | -$251K |
|
872
Autoliv
ALV
$9.77B
| $14M | 0.01% |
192,329
+819
| +0.4% | +$59.7K |
|
873
Wyndham Hotels & Resorts
WH
$6.62B
| $14M | 0.01% |
276,439
-9,591
| -3% | -$484K |
|
|
BBBY
874
DELISTED
Bed Bath & Beyond Inc
BBBY
| $14M | 0.01% |
931,878
-43,656
| -4% | -$654K |
|
875
Tenet Healthcare
THC
$17.1B
| $14M | 0.01% |
569,452
+98,042
| +21% | +$2.4M |
|