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 | |
|---|---|---|---|---|---|---|
1226
Franklin Resources
BEN
$12.9B
| $7.67M | 0.01% |
376,698
-55,667
| -13% | -$1.13M |
|
1227
O-I Glass
OI
$2.04B
| $7.67M | 0.01% |
723,795
+99,482
| +16% | +$1.05M |
|
1228
Koppers
KOP
$570M
| $7.66M | 0.01% |
366,441
+500
| +0.1% | +$10.5K |
|
1229
Columbia Sportswear
COLM
$3.05B
| $7.65M | 0.01% |
87,997
+3,052
| +4% | +$265K |
|
1230
Sturm, Ruger & Co
RGR
$601M
| $7.65M | 0.01% |
125,145
-1,587
| -1% | -$97.1K |
|
|
SAFE
1231
DELISTED
Safehold Inc.
SAFE
| $7.65M | 0.01% |
123,238
+11,104
| +10% | +$690K |
|
1232
Prestige Consumer Healthcare
PBH
$3.2B
| $7.65M | 0.01% |
209,949
+18,892
| +10% | +$688K |
|
1233
Alamo Group
ALG
$2.56B
| $7.63M | 0.01% |
70,628
-2,202
| -3% | -$238K |
|
1234
EPR Properties
EPR
$4.31B
| $7.63M | 0.01% |
277,348
-22,684
| -8% | -$624K |
|
|
NUVA
1235
DELISTED
NuVasive, Inc.
NUVA
| $7.62M | 0.01% |
156,838
-5,627
| -3% | -$273K |
|
1236
Jack in the Box
JACK
$342M
| $7.6M | 0.01% |
95,845
+9,191
| +11% | +$729K |
|
1237
Travel + Leisure Co
TNL
$4.11B
| $7.6M | 0.01% |
247,040
-7,818
| -3% | -$240K |
|
|
FLIR
1238
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $7.57M | 0.01% |
211,091
-4,434
| -2% | -$159K |
|
1239
Materion
MTRN
$2.36B
| $7.56M | 0.01% |
145,361
-6,334
| -4% | -$330K |
|
1240
Veritex Holdings
VBTX
$1.88B
| $7.56M | 0.01% |
444,039
+54,450
| +14% | +$927K |
|
1241
Pennant Group
PNTG
$889M
| $7.56M | 0.01% |
196,022
-8,571
| -4% | -$330K |
|
|
SAFE
1242
Safehold
SAFE
$1.2B
| $7.51M | 0.01% |
130,668
+8,410
| +7% | +$483K |
|
1243
New Jersey Resources
NJR
$4.76B
| $7.5M | 0.01% |
277,422
-19,525
| -7% | -$528K |
|
1244
Mativ Holdings
MATV
$680M
| $7.47M | 0.01% |
245,765
+1,218
| +0.5% | +$37K |
|
1245
Nu Skin
NUS
$579M
| $7.46M | 0.01% |
148,917
-6,448
| -4% | -$323K |
|
|
NLSN
1246
DELISTED
Nielsen Holdings plc
NLSN
| $7.45M | 0.01% |
525,511
-29,022
| -5% | -$412K |
|
1247
Teradata
TDC
$2.04B
| $7.44M | 0.01% |
327,721
-11,111
| -3% | -$252K |
|
|
FOE
1248
DELISTED
Ferro Corporation
FOE
| $7.43M | 0.01% |
599,083
-27,617
| -4% | -$342K |
|
1249
Werner Enterprises
WERN
$1.72B
| $7.43M | 0.01% |
176,846
-4,535
| -3% | -$190K |
|
1250
Universal Corp
UVV
$1.4B
| $7.37M | 0.01% |
175,855
-6,620
| -4% | -$277K |
|