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 | |
|---|---|---|---|---|---|---|
|
SRC
1051
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $10.4M | 0.01% |
307,300
-81,812
| -21% | -$2.76M |
|
1052
COPT Defense Properties
CDP
$3.45B
| $10.4M | 0.01% |
437,101
+32,342
| +8% | +$767K |
|
1053
Gentherm
THRM
$1.1B
| $10.4M | 0.01% |
253,354
-3,342
| -1% | -$137K |
|
1054
LiveRamp
RAMP
$1.77B
| $10.3M | 0.01% |
199,252
-6,161
| -3% | -$319K |
|
1055
Signet Jewelers
SIG
$3.8B
| $10.3M | 0.01% |
550,807
+66,185
| +14% | +$1.24M |
|
1056
Brixmor Property Group
BRX
$8.6B
| $10.3M | 0.01% |
880,906
-35,207
| -4% | -$412K |
|
1057
Robert Half
RHI
$3.7B
| $10.3M | 0.01% |
194,312
-13,555
| -7% | -$718K |
|
1058
Huron Consulting
HURN
$2.46B
| $10.2M | 0.01% |
+260,107
| New | +$10.2M |
|
1059
Chemours
CC
$2.51B
| $10.2M | 0.01% |
488,814
-17,218
| -3% | -$360K |
|
|
ETRN
1060
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $10.2M | 0.01% |
1,207,881
-42,852
| -3% | -$363K |
|
1061
Valmont Industries
VMI
$7.63B
| $10.2M | 0.01% |
82,175
+10,194
| +14% | +$1.27M |
|
1062
Cal-Maine
CALM
$5.38B
| $10.2M | 0.01% |
265,697
+39,490
| +17% | +$1.52M |
|
1063
KB Home
KBH
$4.59B
| $10.2M | 0.01% |
265,387
-8,356
| -3% | -$321K |
|
1064
Assurant
AIZ
$10.8B
| $10.2M | 0.01% |
83,941
-13,777
| -14% | -$1.67M |
|
1065
Global Net Lease
GNL
$1.84B
| $10.2M | 0.01% |
640,058
-38,429
| -6% | -$611K |
|
|
JNPR
1066
DELISTED
Juniper Networks
JNPR
| $10.1M | 0.01% |
470,985
-24,545
| -5% | -$528K |
|
1067
DaVita
DVA
$9.53B
| $10.1M | 0.01% |
118,231
-13,534
| -10% | -$1.16M |
|
1068
iShares MSCI India ETF
INDA
$9.4B
| $10.1M | 0.01% |
298,450
+13,784
| +5% | +$467K |
|
1069
Louisiana-Pacific
LPX
$6.81B
| $10.1M | 0.01% |
341,807
-12,062
| -3% | -$356K |
|
1070
Qualys
QLYS
$4.9B
| $10.1M | 0.01% |
102,751
-2,971
| -3% | -$291K |
|
1071
American Woodmark
AMWD
$997M
| $10.1M | 0.01% |
127,964
+8,230
| +7% | +$646K |
|
1072
RLI Corp
RLI
$6.15B
| $10M | 0.01% |
240,002
-11,462
| -5% | -$480K |
|
1073
Century Communities
CCS
$2.06B
| $10M | 0.01% |
236,913
+7,280
| +3% | +$308K |
|
|
VGR
1074
DELISTED
Vector Group Ltd.
VGR
| $10M | 0.01% |
1,457,165
+93,154
| +7% | +$640K |
|
1075
Acadia Healthcare
ACHC
$2.06B
| $10M | 0.01% |
339,662
+29,997
| +10% | +$884K |
|