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 | |
|---|---|---|---|---|---|---|
926
Western Union
WU
$2.74B
| $12.5M | 0.01% |
584,538
-54,380
| -9% | -$1.17M |
|
|
SWN
927
DELISTED
Southwestern Energy Company
SWN
| $12.5M | 0.01% |
5,326,781
+710,435
| +15% | +$1.67M |
|
928
MSC Industrial Direct
MSM
$5.14B
| $12.5M | 0.01% |
197,754
+25,051
| +15% | +$1.59M |
|
929
Cloudflare
NET
$78.3B
| $12.5M | 0.01% |
304,176
-226,486
| -43% | -$9.3M |
|
930
NetEase
NTES
$95B
| $12.5M | 0.01% |
137,010
-286,090
| -68% | -$26M |
|
931
Allegiant Air
ALGT
$1.19B
| $12.4M | 0.01% |
103,313
-167
| -0.2% | -$20K |
|
932
Independent Bank
INDB
$3.5B
| $12.4M | 0.01% |
235,829
-14,163
| -6% | -$742K |
|
933
Columbia Banking Systems
COLB
$7.87B
| $12.4M | 0.01% |
517,894
-51,524
| -9% | -$1.23M |
|
934
Matsons
MATX
$3.37B
| $12.4M | 0.01% |
308,117
-13,353
| -4% | -$535K |
|
|
CXO
935
DELISTED
CONCHO RESOURCES INC.
CXO
| $12.3M | 0.01% |
279,385
-17,297
| -6% | -$763K |
|
936
Wingstop
WING
$7.67B
| $12.3M | 0.01% |
90,072
-135,775
| -60% | -$18.6M |
|
937
Acuity Brands
AYI
$10.4B
| $12.3M | 0.01% |
120,180
-5,105
| -4% | -$523K |
|
|
PRFT
938
DELISTED
Perficient Inc
PRFT
| $12.3M | 0.01% |
287,775
+15,892
| +6% | +$679K |
|
939
Douglas Emmett
DEI
$2.81B
| $12.3M | 0.01% |
489,928
-17,372
| -3% | -$436K |
|
940
Baker Hughes
BKR
$46.3B
| $12.3M | 0.01% |
924,756
-78,184
| -8% | -$1.04M |
|
941
NRG Energy
NRG
$30.5B
| $12.3M | 0.01% |
398,836
+20,223
| +5% | +$622K |
|
942
Skechers
SKX
$9.49B
| $12.2M | 0.01% |
404,828
-14,133
| -3% | -$427K |
|
943
Range Resources
RRC
$8.38B
| $12.2M | 0.01% |
1,847,760
+237,903
| +15% | +$1.57M |
|
944
Group 1 Automotive
GPI
$6.32B
| $12.2M | 0.01% |
138,299
+2,057
| +2% | +$182K |
|
|
PDCE
945
DELISTED
PDC Energy, Inc.
PDCE
| $12.2M | 0.01% |
985,524
+46,570
| +5% | +$577K |
|
946
Iovance Biotherapeutics
IOVA
$876M
| $12.2M | 0.01% |
370,674
+806
| +0.2% | +$26.5K |
|
947
Texas Roadhouse
TXRH
$11.1B
| $12.2M | 0.01% |
200,140
-6,917
| -3% | -$421K |
|
948
Mattel
MAT
$5.8B
| $12.2M | 0.01% |
1,039,324
-42,176
| -4% | -$493K |
|
949
CSG Systems International
CSGS
$1.89B
| $12.1M | 0.01% |
295,595
+14,258
| +5% | +$584K |
|
950
W.R. Berkley
WRB
$28B
| $12.1M | 0.01% |
445,052
-27,869
| -6% | -$757K |
|