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 | |
|---|---|---|---|---|---|---|
951
Ryder
R
$7.68B
| $12.1M | 0.01% |
286,069
+56,848
| +25% | +$2.4M |
|
952
Silgan Holdings
SLGN
$4.74B
| $12.1M | 0.01% |
327,995
+36,264
| +12% | +$1.33M |
|
953
Wendy's
WEN
$1.89B
| $12.1M | 0.01% |
540,525
-18,424
| -3% | -$411K |
|
954
First Financial Bankshares
FFIN
$5.06B
| $12M | 0.01% |
430,239
-15,485
| -3% | -$432K |
|
955
Innospec
IOSP
$2.07B
| $12M | 0.01% |
189,312
-3,327
| -2% | -$211K |
|
956
Upbound Group
UPBD
$1.46B
| $12M | 0.01% |
400,028
+6,353
| +2% | +$190K |
|
|
EPAY
957
DELISTED
Bottomline Technologies Inc
EPAY
| $11.9M | 0.01% |
283,392
-7,199
| -2% | -$304K |
|
|
B
958
DELISTED
Barnes Group Inc.
B
| $11.9M | 0.01% |
333,067
-26,985
| -7% | -$964K |
|
|
MDRX
959
DELISTED
Veradigm Inc. Common Stock
MDRX
| $11.9M | 0.01% |
1,460,964
+75,593
| +5% | +$615K |
|
960
Vicor
VICR
$2.28B
| $11.9M | 0.01% |
152,944
+11,845
| +8% | +$921K |
|
961
NiSource
NI
$19.2B
| $11.9M | 0.01% |
539,022
-31,262
| -5% | -$688K |
|
962
Henry Schein
HSIC
$8.43B
| $11.9M | 0.01% |
201,723
-11,776
| -6% | -$692K |
|
|
ELME
963
Elme Communities
ELME
$1.5B
| $11.9M | 0.01% |
589,016
-35,217
| -6% | -$709K |
|
964
Pinnacle West Capital
PNW
$10.5B
| $11.9M | 0.01% |
158,955
-10,602
| -6% | -$790K |
|
965
First Merchants
FRME
$2.32B
| $11.8M | 0.01% |
511,446
+19,198
| +4% | +$445K |
|
966
8x8 Inc
EGHT
$296M
| $11.8M | 0.01% |
761,173
-29,706
| -4% | -$462K |
|
967
Molson Coors Class B
TAP
$9.73B
| $11.8M | 0.01% |
351,745
+61,252
| +21% | +$2.06M |
|
968
Steven Madden
SHOO
$2.31B
| $11.8M | 0.01% |
604,927
-6,287
| -1% | -$123K |
|
969
Cirrus Logic
CRUS
$5.9B
| $11.8M | 0.01% |
174,700
-6,099
| -3% | -$411K |
|
970
Avnet
AVT
$4.52B
| $11.8M | 0.01% |
454,907
+40,677
| +10% | +$1.05M |
|
971
Associated Banc-Corp
ASB
$4.34B
| $11.7M | 0.01% |
929,425
+185,946
| +25% | +$2.35M |
|
972
Pricesmart
PSMT
$3.66B
| $11.7M | 0.01% |
176,368
+4,240
| +2% | +$282K |
|
973
Rollins
ROL
$28.1B
| $11.7M | 0.01% |
324,381
-6,273
| -2% | -$227K |
|
974
Comerica
CMA
$8.88B
| $11.7M | 0.01% |
305,862
+10,701
| +4% | +$409K |
|
|
CSII
975
DELISTED
Cardiovascular Systems, Inc.
CSII
| $11.7M | 0.01% |
297,134
+26,146
| +10% | +$1.03M |
|