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 | |
|---|---|---|---|---|---|---|
1126
World Kinect Corp
WKC
$1.44B
| $9.21M | 0.01% |
434,390
+22,155
| +5% | +$469K |
|
1127
JetBlue
JBLU
$1.89B
| $9.17M | 0.01% |
809,699
-25,605
| -3% | -$290K |
|
1128
Selective Insurance
SIGI
$4.75B
| $9.16M | 0.01% |
177,954
-7,727
| -4% | -$398K |
|
1129
Newell Brands
NWL
$2.55B
| $9.16M | 0.01% |
533,841
-39,392
| -7% | -$676K |
|
1130
Avient
AVNT
$3.34B
| $9.14M | 0.01% |
345,255
+17,460
| +5% | +$462K |
|
1131
US Physical Therapy
USPH
$1.23B
| $9.13M | 0.01% |
105,101
+1,899
| +2% | +$165K |
|
1132
Glacier Bancorp
GBCI
$5.8B
| $9.12M | 0.01% |
284,431
+7,404
| +3% | +$237K |
|
1133
Deluxe
DLX
$858M
| $9.1M | 0.01% |
353,590
+199,555
| +130% | +$5.13M |
|
1134
NBT Bancorp
NBTB
$2.26B
| $9.06M | 0.01% |
337,661
-1,679
| -0.5% | -$45K |
|
1135
Perrigo
PRGO
$3.1B
| $9.06M | 0.01% |
197,261
-7,391
| -4% | -$339K |
|
|
TPC
1136
Tutor Perini Corporation
TPC
$3.29B
| $9.05M | 0.01% |
812,662
+384,679
| +90% | +$4.28M |
|
1137
Virtus Investment Partners
VRTS
$1.31B
| $9.01M | 0.01% |
64,968
+3,747
| +6% | +$520K |
|
|
RPAI
1138
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $9M | 0.01% |
1,548,791
-76,238
| -5% | -$443K |
|
|
PSM
1139
DELISTED
Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF
PSM
| $8.95M | 0.01% |
387,090
-5,000
| -1% | -$116K |
|
|
JBGS
1140
JBG SMITH
JBGS
$1.44B
| $8.93M | 0.01% |
333,995
-27,858
| -8% | -$745K |
|
1141
NorthWestern Energy
NWE
$3.47B
| $8.92M | 0.01% |
183,412
+5,746
| +3% | +$279K |
|
1142
IPG Photonics
IPGP
$3.44B
| $8.9M | 0.01% |
52,357
-706
| -1% | -$120K |
|
1143
Ingevity
NGVT
$2.08B
| $8.89M | 0.01% |
179,871
+21,003
| +13% | +$1.04M |
|
1144
Home BancShares
HOMB
$5.82B
| $8.88M | 0.01% |
585,877
+37,319
| +7% | +$566K |
|
1145
Hexcel
HXL
$4.93B
| $8.88M | 0.01% |
264,711
-29
| -0% | -$973 |
|
|
ARI
1146
Apollo Commercial Real Estate
ARI
$1.53B
| $8.86M | 0.01% |
982,829
-103,273
| -10% | -$930K |
|
1147
Mesa Laboratories
MLAB
$327M
| $8.83M | 0.01% |
34,675
+4,462
| +15% | +$1.14M |
|
|
SDC
1148
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $8.82M | 0.01% |
755,255
+348,638
| +86% | +$4.07M |
|
1149
Kohl's
KSS
$1.81B
| $8.8M | 0.01% |
475,102
+130,592
| +38% | +$2.42M |
|
1150
TripAdvisor
TRIP
$2.08B
| $8.8M | 0.01% |
449,044
+56,879
| +15% | +$1.11M |
|