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 | |
|---|---|---|---|---|---|---|
976
Jefferies Financial Group
JEF
$13.9B
| $11.7M | 0.01% |
679,267
-137,955
| -17% | -$2.37M |
|
977
Keurig Dr Pepper
KDP
$37.5B
| $11.7M | 0.01% |
422,458
+80,722
| +24% | +$2.23M |
|
978
Loews
L
$20.3B
| $11.7M | 0.01% |
335,559
-24,952
| -7% | -$867K |
|
979
AutoNation
AN
$8.56B
| $11.6M | 0.01% |
219,670
+22,356
| +11% | +$1.18M |
|
980
Textron
TXT
$14.7B
| $11.6M | 0.01% |
321,942
-19,358
| -6% | -$699K |
|
981
Mr. Cooper
COOP
$14.1B
| $11.6M | 0.01% |
+520,345
| New | +$11.6M |
|
982
Hamilton Lane
HLNE
$6.75B
| $11.6M | 0.01% |
179,141
-13,747
| -7% | -$888K |
|
983
Curtiss-Wright
CW
$19.3B
| $11.6M | 0.01% |
124,038
-4,599
| -4% | -$429K |
|
|
LTC
984
LTC Properties
LTC
$1.68B
| $11.6M | 0.01% |
331,444
+11,651
| +4% | +$406K |
|
|
VRTU
985
DELISTED
Virtusa Corporation
VRTU
| $11.5M | 0.01% |
234,712
-4,713
| -2% | -$232K |
|
|
TCF
986
DELISTED
TCF Financial Corporation Common Stock
TCF
| $11.5M | 0.01% |
493,763
-16,779
| -3% | -$392K |
|
987
FTI Consulting
FCN
$5.4B
| $11.5M | 0.01% |
108,732
-112,509
| -51% | -$11.9M |
|
988
Mueller Industries
MLI
$10.9B
| $11.5M | 0.01% |
851,352
-17,714
| -2% | -$240K |
|
989
Ashland
ASH
$2.5B
| $11.5M | 0.01% |
161,472
-23,962
| -13% | -$1.7M |
|
990
BorgWarner
BWA
$9.6B
| $11.4M | 0.01% |
335,025
-158,551
| -32% | -$5.41M |
|
991
Unitil
UTL
$832M
| $11.4M | 0.01% |
295,396
-22,989
| -7% | -$888K |
|
|
PMT
992
PennyMac Mortgage Investment
PMT
$1.08B
| $11.4M | 0.01% |
710,100
-46,916
| -6% | -$754K |
|
|
CTB
993
DELISTED
Cooper Tire & Rubber Co.
CTB
| $11.4M | 0.01% |
359,831
-15,721
| -4% | -$498K |
|
994
Cytokinetics
CYTK
$6.38B
| $11.4M | 0.01% |
526,360
+60,673
| +13% | +$1.31M |
|
|
BEAT
995
DELISTED
BioTelemetry, Inc.
BEAT
| $11.4M | 0.01% |
249,937
-10,982
| -4% | -$501K |
|
996
A.O. Smith
AOS
$10.4B
| $11.4M | 0.01% |
215,726
-20,016
| -8% | -$1.06M |
|
997
OSI Systems
OSIS
$4.03B
| $11.4M | 0.01% |
146,547
+4,555
| +3% | +$354K |
|
|
FLG
998
Flagstar Financial, Inc.
FLG
$5.3B
| $11.4M | 0.01% |
458,255
-16,913
| -4% | -$420K |
|
999
Cavco Industries
CVCO
$4.39B
| $11.3M | 0.01% |
62,738
-3,375
| -5% | -$609K |
|
1000
Interactive Brokers
IBKR
$28.2B
| $11.3M | 0.01% |
935,720
-5,560
| -0.6% | -$67.2K |
|