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 | |
|---|---|---|---|---|---|---|
1201
United Bankshares
UBSI
$5.36B
| $8.07M | 0.01% |
375,745
-18,867
| -5% | -$405K |
|
1202
Enerpac Tool Group
EPAC
$2.28B
| $8.04M | 0.01% |
427,517
+30,350
| +8% | +$571K |
|
1203
Coca-Cola Consolidated
COKE
$10.5B
| $8M | 0.01% |
332,490
-14,670
| -4% | -$353K |
|
1204
Treehouse Foods
THS
$886M
| $8M | 0.01% |
197,253
+6,083
| +3% | +$247K |
|
|
TIG
1205
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
| $7.98M | 0.01% |
+522,973
| New | +$7.98M |
|
1206
AMERISAFE
AMSF
$857M
| $7.93M | 0.01% |
138,272
-5,902
| -4% | -$339K |
|
1207
ATI
ATI
$10.5B
| $7.9M | 0.01% |
906,459
+512,958
| +130% | +$4.47M |
|
1208
Navient
NAVI
$1.29B
| $7.9M | 0.01% |
935,339
-56,267
| -6% | -$475K |
|
1209
Supernus Pharmaceuticals
SUPN
$2.59B
| $7.89M | 0.01% |
378,791
-15,712
| -4% | -$327K |
|
1210
Warrior Met Coal
HCC
$3.08B
| $7.88M | 0.01% |
461,161
+28,473
| +7% | +$486K |
|
1211
News Corp Class A
NWSA
$16.2B
| $7.88M | 0.01% |
561,884
-35,509
| -6% | -$498K |
|
1212
Lindsay Corp
LNN
$1.5B
| $7.88M | 0.01% |
81,458
-3,664
| -4% | -$354K |
|
1213
Sonic Automotive
SAH
$2.77B
| $7.86M | 0.01% |
195,715
+3,508
| +2% | +$141K |
|
1214
Calavo Growers
CVGW
$479M
| $7.86M | 0.01% |
118,598
-3,924
| -3% | -$260K |
|
1215
Enviri
NVRI
$959M
| $7.85M | 0.01% |
564,389
-24,797
| -4% | -$345K |
|
|
SIX
1216
DELISTED
Six Flags Entertainment Corp.
SIX
| $7.85M | 0.01% |
386,577
+61,931
| +19% | +$1.26M |
|
1217
SITE Centers
SITC
$468M
| $7.85M | 0.01% |
1,396,429
-50,751
| -4% | -$285K |
|
1218
ODP
ODP
$611M
| $7.84M | 0.01% |
403,134
-9,857
| -2% | -$192K |
|
|
VRE
1219
Veris Residential
VRE
$1.49B
| $7.78M | 0.01% |
616,405
+335,356
| +119% | +$4.23M |
|
1220
Children's Place
PLCE
$170M
| $7.76M | 0.01% |
273,689
+22,852
| +9% | +$648K |
|
|
FARO
1221
DELISTED
Faro Technologies
FARO
| $7.76M | 0.01% |
127,193
-5,148
| -4% | -$314K |
|
1222
Exact Sciences
EXAS
$10.6B
| $7.74M | 0.01% |
75,937
+17,691
| +30% | +$1.8M |
|
1223
Tencent Music
TME
$39.5B
| $7.74M | 0.01% |
524,065
-81,911
| -14% | -$1.21M |
|
|
KAMN
1224
DELISTED
Kaman Corp
KAMN
| $7.71M | 0.01% |
197,877
-8,595
| -4% | -$335K |
|
1225
Leggett & Platt
LEG
$1.34B
| $7.7M | 0.01% |
186,977
-11,515
| -6% | -$474K |
|