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 | |
|---|---|---|---|---|---|---|
901
Anywhere Real Estate
HOUS
$736M
| $13.2M | 0.01% |
1,396,768
+217,856
| +18% | +$2.06M |
|
902
Sanmina
SANM
$6.42B
| $13.1M | 0.01% |
485,419
-24,737
| -5% | -$669K |
|
903
Rogers Corp
ROG
$1.46B
| $13.1M | 0.01% |
133,580
-8,095
| -6% | -$794K |
|
904
Ameris Bancorp
ABCB
$5.08B
| $13.1M | 0.01% |
573,991
+45,475
| +9% | +$1.04M |
|
|
DEA
905
Easterly Government Properties
DEA
$1.07B
| $13.1M | 0.01% |
233,128
+3,424
| +1% | +$192K |
|
906
Mercury Systems
MRCY
$4.41B
| $13M | 0.01% |
168,329
-5,238
| -3% | -$406K |
|
|
CUB
907
DELISTED
Cubic Corporation
CUB
| $13M | 0.01% |
224,092
-9,680
| -4% | -$563K |
|
908
Silicon Laboratories
SLAB
$4.4B
| $13M | 0.01% |
133,200
-4,481
| -3% | -$438K |
|
909
PRA Group
PRAA
$663M
| $13M | 0.01% |
326,020
-14,122
| -4% | -$564K |
|
|
FLOW
910
DELISTED
SPX FLOW, Inc.
FLOW
| $13M | 0.01% |
303,468
-15,067
| -5% | -$645K |
|
911
BrightView Holdings
BV
$1.34B
| $13M | 0.01% |
1,137,968
+4,484
| +0.4% | +$51.1K |
|
912
Maximus
MMS
$5.04B
| $13M | 0.01% |
189,333
-7,964
| -4% | -$545K |
|
913
Topgolf Callaway Brands
MODG
$1.74B
| $12.9M | 0.01% |
674,500
-40,001
| -6% | -$766K |
|
914
The Mosaic Company
MOS
$10.7B
| $12.9M | 0.01% |
704,204
-133,930
| -16% | -$2.45M |
|
915
Medpace
MEDP
$13.7B
| $12.8M | 0.01% |
114,785
-107,642
| -48% | -$12M |
|
916
Macy's
M
$4.65B
| $12.8M | 0.01% |
2,248,931
-114,697
| -5% | -$654K |
|
917
Boise Cascade
BCC
$3.3B
| $12.8M | 0.01% |
320,277
+5,503
| +2% | +$220K |
|
918
HealthEquity
HQY
$7.96B
| $12.8M | 0.01% |
248,567
+7,988
| +3% | +$410K |
|
919
Forward Air
FWRD
$920M
| $12.8M | 0.01% |
222,237
-3,051
| -1% | -$175K |
|
920
Sealed Air
SEE
$4.93B
| $12.8M | 0.01% |
328,519
-29,246
| -8% | -$1.14M |
|
921
Coherent
COHR
$16.5B
| $12.7M | 0.01% |
314,094
+38,033
| +14% | +$1.54M |
|
922
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.55B
| $12.7M | 0.01% |
386,567
+81,909
| +27% | +$2.69M |
|
923
MGM Resorts International
MGM
$9.64B
| $12.7M | 0.01% |
582,925
-154,890
| -21% | -$3.37M |
|
924
Carter's
CRI
$1.07B
| $12.6M | 0.01% |
145,568
-4,257
| -3% | -$369K |
|
925
Everest Group
EG
$14.5B
| $12.6M | 0.01% |
63,627
+3,175
| +5% | +$627K |
|