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 | |
|---|---|---|---|---|---|---|
1076
Sleep Number
SNBR
$234M
| $9.99M | 0.01% |
204,185
-4,935
| -2% | -$241K |
|
1077
Black Hills Corp
BKH
$4.33B
| $9.98M | 0.01% |
186,661
-8,480
| -4% | -$454K |
|
|
USI
1078
DELISTED
Principal Ultra-Short Active Income ETF
USI
| $9.98M | 0.01% |
399,681
| – | – |
|
1079
Horace Mann Educators
HMN
$1.94B
| $9.94M | 0.01% |
297,684
-12,671
| -4% | -$423K |
|
1080
Northwest Natural Holdings
NWN
$1.73B
| $9.92M | 0.01% |
218,499
-13,156
| -6% | -$597K |
|
1081
Integra LifeSciences
IART
$1.21B
| $9.92M | 0.01% |
209,976
-6,366
| -3% | -$301K |
|
1082
SLM Corp
SLM
$6.05B
| $9.91M | 0.01% |
1,225,451
+67,934
| +6% | +$550K |
|
1083
Wynn Resorts
WYNN
$12.9B
| $9.91M | 0.01% |
137,942
-8,395
| -6% | -$603K |
|
1084
Wintrust Financial
WTFC
$9.11B
| $9.83M | 0.01% |
245,345
+26,416
| +12% | +$1.06M |
|
|
SYKE
1085
DELISTED
SYKES Enterprises Inc
SYKE
| $9.82M | 0.01% |
286,898
+5,159
| +2% | +$176K |
|
1086
Fox Factory Holding Corp
FOXF
$1.2B
| $9.81M | 0.01% |
132,042
-187,460
| -59% | -$13.9M |
|
1087
EQT Corp
EQT
$31.8B
| $9.81M | 0.01% |
758,859
-28,252
| -4% | -$365K |
|
1088
Adeia
ADEA
$1.71B
| $9.8M | 0.01% |
3,225,028
-225,893
| -7% | -$687K |
|
1089
Kontoor Brands
KTB
$4.67B
| $9.8M | 0.01% |
405,063
+18,233
| +5% | +$441K |
|
1090
Shutterstock
SSTK
$750M
| $9.8M | 0.01% |
188,260
+28,578
| +18% | +$1.49M |
|
1091
Knowles
KN
$1.91B
| $9.78M | 0.01% |
656,369
+2,809
| +0.4% | +$41.9K |
|
1092
Zions Bancorporation
ZION
$8.6B
| $9.77M | 0.01% |
334,322
+7,635
| +2% | +$223K |
|
1093
Grocery Outlet
GO
$1.75B
| $9.76M | 0.01% |
248,205
+50,105
| +25% | +$1.97M |
|
|
WRI
1094
DELISTED
Weingarten Realty Investors
WRI
| $9.74M | 0.01% |
574,141
+82,951
| +17% | +$1.41M |
|
1095
Resideo Technologies
REZI
$5.46B
| $9.71M | 0.01% |
882,891
-51,026
| -5% | -$561K |
|
1096
Commercial Metals
CMC
$6.63B
| $9.7M | 0.01% |
485,423
+37,020
| +8% | +$740K |
|
1097
Sensient Technologies
SXT
$4.57B
| $9.7M | 0.01% |
167,938
+13,849
| +9% | +$800K |
|
|
CORE
1098
DELISTED
Core Mark Holding Co., Inc.
CORE
| $9.62M | 0.01% |
332,475
-9,523
| -3% | -$276K |
|
1099
ICF International
ICFI
$1.82B
| $9.61M | 0.01% |
156,170
+945
| +0.6% | +$58.1K |
|
1100
H&R Block
HRB
$6.98B
| $9.61M | 0.01% |
589,617
+129,202
| +28% | +$2.1M |
|