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 | |
|---|---|---|---|---|---|---|
|
PBCT
1101
DELISTED
People's United Financial Inc
PBCT
| $9.61M | 0.01% |
931,558
+268,859
| +41% | +$2.77M |
|
1102
Quanex
NX
$697M
| $9.6M | 0.01% |
520,538
+257,522
| +98% | +$4.75M |
|
1103
Tri Pointe Homes
TPH
$3.18B
| $9.59M | 0.01% |
528,743
+40,310
| +8% | +$731K |
|
1104
KBR
KBR
$6.42B
| $9.57M | 0.01% |
428,143
-18,729
| -4% | -$419K |
|
1105
TEGNA Inc
TGNA
$3.38B
| $9.55M | 0.01% |
813,035
+44,158
| +6% | +$519K |
|
1106
TAL Education Group
TAL
$6.54B
| $9.51M | 0.01% |
125,091
-92,643
| -43% | -$7.04M |
|
1107
Trinseo
TSE
$81.6M
| $9.5M | 0.01% |
370,409
-14,563
| -4% | -$373K |
|
1108
Janus Henderson
JHG
$6.96B
| $9.49M | 0.01% |
436,807
-22,558
| -5% | -$490K |
|
|
LTHM
1109
DELISTED
Livent Corporation
LTHM
| $9.48M | 0.01% |
1,057,246
-51,369
| -5% | -$461K |
|
1110
Ziff Davis
ZD
$1.5B
| $9.48M | 0.01% |
157,493
-7,854
| -5% | -$473K |
|
1111
Affiliated Managers Group
AMG
$6.6B
| $9.47M | 0.01% |
138,533
-7,409
| -5% | -$507K |
|
1112
Ligand Pharmaceuticals
LGND
$3.26B
| $9.44M | 0.01% |
158,806
+32,227
| +25% | +$1.92M |
|
1113
M/I Homes
MHO
$4B
| $9.44M | 0.01% |
204,929
-8,394
| -4% | -$387K |
|
|
LMNX
1114
DELISTED
Luminex Corp
LMNX
| $9.43M | 0.01% |
359,118
+2,557
| +0.7% | +$67.1K |
|
1115
Banner Corp
BANR
$2.3B
| $9.42M | 0.01% |
292,017
+7,440
| +3% | +$240K |
|
1116
AeroVironment
AVAV
$12.1B
| $9.42M | 0.01% |
156,900
-7,973
| -5% | -$478K |
|
1117
Nektar Therapeutics
NKTR
$898M
| $9.41M | 0.01% |
37,832
-1,121
| -3% | -$279K |
|
1118
Synovus
SNV
$7.13B
| $9.38M | 0.01% |
443,291
-98,014
| -18% | -$2.07M |
|
1119
Simulations Plus
SLP
$280M
| $9.38M | 0.01% |
124,411
+24,340
| +24% | +$1.83M |
|
|
MAGN
1120
Magnera Corporation
MAGN
$404M
| $9.35M | 0.01% |
52,210
-1,192
| -2% | -$213K |
|
1121
ACI Worldwide
ACIW
$5.17B
| $9.33M | 0.01% |
356,901
-11,448
| -3% | -$299K |
|
1122
Howmet Aerospace
HWM
$74.3B
| $9.28M | 0.01% |
555,102
-20,087
| -3% | -$336K |
|
1123
Strategy Inc Common Stock Class A
MSTR
$92.4B
| $9.28M | 0.01% |
616,170
-12,550
| -2% | -$189K |
|
1124
Sprouts Farmers Market
SFM
$13.1B
| $9.27M | 0.01% |
442,788
+11,492
| +3% | +$241K |
|
1125
BancFirst
BANF
$4.46B
| $9.21M | 0.01% |
225,460
+133,955
| +146% | +$5.47M |
|