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 | |
|---|---|---|---|---|---|---|
1001
Coterra Energy
CTRA
$18.6B
| $11.3M | 0.01% |
650,842
-87,500
| -12% | -$1.52M |
|
1002
Alaska Air
ALK
$7.36B
| $11.3M | 0.01% |
307,528
-206,939
| -40% | -$7.58M |
|
1003
First Interstate BancSystem
FIBK
$3.41B
| $11.2M | 0.01% |
352,848
+2,874
| +0.8% | +$91.5K |
|
|
WDR
1004
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $11.2M | 0.01% |
755,582
+108,934
| +17% | +$1.62M |
|
1005
Iron Mountain
IRM
$29.2B
| $11.2M | 0.01% |
418,375
-35,037
| -8% | -$939K |
|
1006
Grand Canyon Education
LOPE
$5.88B
| $11.2M | 0.01% |
140,181
-5,064
| -3% | -$405K |
|
1007
Harley-Davidson
HOG
$3.73B
| $11.2M | 0.01% |
455,090
-17,661
| -4% | -$433K |
|
1008
La-Z-Boy
LZB
$1.44B
| $11.2M | 0.01% |
352,889
-4,166
| -1% | -$132K |
|
1009
Globus Medical
GMED
$8.05B
| $11.2M | 0.01% |
225,265
-9,276
| -4% | -$459K |
|
1010
Emcor
EME
$28.6B
| $11.1M | 0.01% |
164,643
-7,148
| -4% | -$484K |
|
1011
Rambus
RMBS
$9.53B
| $11.1M | 0.01% |
813,594
-45,384
| -5% | -$621K |
|
1012
Marriott Vacations Worldwide
VAC
$2.75B
| $11.1M | 0.01% |
122,506
+7,939
| +7% | +$721K |
|
1013
Globe Life
GL
$11.5B
| $11.1M | 0.01% |
138,872
-8,052
| -5% | -$643K |
|
1014
Blackbaud
BLKB
$3.4B
| $11.1M | 0.01% |
198,452
+16,570
| +9% | +$925K |
|
1015
MaxLinear
MXL
$1.4B
| $11.1M | 0.01% |
475,917
-25,546
| -5% | -$594K |
|
1016
Walker & Dunlop
WD
$2.97B
| $11M | 0.01% |
208,133
-8,828
| -4% | -$468K |
|
1017
Carnival Corp
CCL
$44B
| $11M | 0.01% |
725,340
+15,327
| +2% | +$233K |
|
1018
Quanta Services
PWR
$58.1B
| $11M | 0.01% |
207,614
-877
| -0.4% | -$46.4K |
|
1019
Hanesbrands
HBI
$2.25B
| $10.9M | 0.01% |
694,728
-48,788
| -7% | -$768K |
|
|
HPP
1020
Hudson Pacific Properties
HPP
$1.12B
| $10.9M | 0.01% |
497,586
-16,487
| -3% | -$362K |
|
1021
Host Hotels & Resorts
HST
$12.2B
| $10.9M | 0.01% |
1,011,096
-272,502
| -21% | -$2.94M |
|
1022
FibroGen
FGEN
$50.3M
| $10.9M | 0.01% |
10,597
+102
| +1% | +$105K |
|
|
MTOR
1023
DELISTED
MERITOR, Inc.
MTOR
| $10.8M | 0.01% |
517,152
-33,178
| -6% | -$695K |
|
1024
Viatris
VTRS
$11.9B
| $10.8M | 0.01% |
729,805
-45,627
| -6% | -$677K |
|
1025
F5
FFIV
$19.2B
| $10.8M | 0.01% |
88,066
-4,190
| -5% | -$514K |
|