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 | |
|---|---|---|---|---|---|---|
876
Jabil
JBL
$23.1B
| $13.9M | 0.01% |
406,106
-19,529
| -5% | -$669K |
|
|
NATI
877
DELISTED
National Instruments Corp
NATI
| $13.9M | 0.01% |
389,612
+27,713
| +8% | +$989K |
|
|
BIG
878
DELISTED
Big Lots, Inc.
BIG
| $13.8M | 0.01% |
308,529
-13,157
| -4% | -$587K |
|
879
Fox Class A
FOXA
$28.2B
| $13.7M | 0.01% |
493,770
-21,673
| -4% | -$603K |
|
880
Saic
SAIC
$4.78B
| $13.7M | 0.01% |
174,857
+20,084
| +13% | +$1.57M |
|
881
Principal Financial Group
PFG
$18.1B
| $13.7M | 0.01% |
340,444
-17,777
| -5% | -$716K |
|
|
MGLN
882
DELISTED
Magellan Health Services, Inc.
MGLN
| $13.7M | 0.01% |
180,581
+251
| +0.1% | +$19K |
|
883
Moog
MOG.A
$6.26B
| $13.7M | 0.01% |
215,183
-9,485
| -4% | -$603K |
|
884
Owens & Minor
OMI
$412M
| $13.7M | 0.01% |
544,257
+20,779
| +4% | +$522K |
|
885
AGCO
AGCO
$8.22B
| $13.6M | 0.01% |
183,048
-17,409
| -9% | -$1.29M |
|
886
Pentair
PNR
$18.2B
| $13.5M | 0.01% |
295,912
-16,082
| -5% | -$736K |
|
887
Dentsply Sirona
XRAY
$2.76B
| $13.5M | 0.01% |
308,967
-19,510
| -6% | -$853K |
|
888
ASGN Inc
ASGN
$2.26B
| $13.5M | 0.01% |
211,632
+18,528
| +10% | +$1.18M |
|
|
SGI
889
Somnigroup International Inc.
SGI
$18B
| $13.5M | 0.01% |
603,240
+33,880
| +6% | +$755K |
|
890
Eventbrite
EB
$264M
| $13.4M | 0.01% |
1,239,531
-23,893
| -2% | -$259K |
|
891
MDU Resources
MDU
$3.33B
| $13.4M | 0.01% |
1,570,536
-53,173
| -3% | -$455K |
|
892
Haemonetics
HAE
$2.59B
| $13.4M | 0.01% |
153,784
-4,993
| -3% | -$436K |
|
893
CareTrust REIT
CTRE
$7.58B
| $13.4M | 0.01% |
752,056
-41,638
| -5% | -$741K |
|
894
Albemarle
ALB
$8.73B
| $13.4M | 0.01% |
149,622
-8,779
| -6% | -$784K |
|
895
Huntington Bancshares
HBAN
$25.9B
| $13.4M | 0.01% |
1,456,803
-116,531
| -7% | -$1.07M |
|
896
Korn Ferry
KFY
$3.86B
| $13.3M | 0.01% |
459,879
+17,918
| +4% | +$520K |
|
897
United Therapeutics
UTHR
$18B
| $13.3M | 0.01% |
132,011
-3,666
| -3% | -$370K |
|
|
ARNC
898
DELISTED
Arconic Corporation
ARNC
| $13.2M | 0.01% |
694,336
-33,786
| -5% | -$644K |
|
|
SBNY
899
DELISTED
Signature Bank
SBNY
| $13.2M | 0.01% |
159,277
-13,571
| -8% | -$1.13M |
|
900
Corcept Therapeutics
CORT
$7.55B
| $13.2M | 0.01% |
758,399
-27,816
| -4% | -$484K |
|