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 | |
|---|---|---|---|---|---|---|
|
ECOL
1251
DELISTED
US Ecology, Inc.
ECOL
| $7.36M | 0.01% |
225,385
+34,798
| +18% | +$1.14M |
|
|
ENDP
1252
DELISTED
Endo International plc
ENDP
| $7.35M | 0.01% |
2,227,887
+348,975
| +19% | +$1.15M |
|
1253
Moderna
MRNA
$9.88B
| $7.35M | 0.01% |
103,840
-5,828
| -5% | -$412K |
|
1254
Fox Class B
FOX
$25.3B
| $7.34M | 0.01% |
262,255
-6,683
| -2% | -$187K |
|
1255
Openlane
KAR
$3.12B
| $7.33M | 0.01% |
509,249
+35,884
| +8% | +$517K |
|
|
WPX
1256
DELISTED
WPX Energy, Inc.
WPX
| $7.32M | 0.01% |
1,494,008
-767,198
| -34% | -$3.76M |
|
1257
City Holding Co
CHCO
$1.83B
| $7.29M | 0.01% |
126,571
-418
| -0.3% | -$24.1K |
|
1258
LendingTree
TREE
$977M
| $7.28M | 0.01% |
23,737
-440
| -2% | -$135K |
|
1259
TechTarget
TTGT
$404M
| $7.27M | 0.01% |
165,452
-5,207
| -3% | -$229K |
|
|
ALEX
1260
Alexander & Baldwin
ALEX
$1.36B
| $7.26M | 0.01% |
647,979
+71,394
| +12% | +$800K |
|
1261
Eagle Bancorp
EGBN
$596M
| $7.26M | 0.01% |
271,146
+9,008
| +3% | +$241K |
|
1262
Denali Therapeutics
DNLI
$2.14B
| $7.26M | 0.01% |
202,545
+523
| +0.3% | +$18.7K |
|
1263
Brighthouse Financial
BHF
$2.79B
| $7.26M | 0.01% |
269,623
-20,135
| -7% | -$542K |
|
1264
PJT Partners
PJT
$4.37B
| $7.24M | 0.01% |
119,379
-1,185
| -1% | -$71.8K |
|
1265
Inspire Medical Systems
INSP
$2.45B
| $7.23M | 0.01% |
56,062
+17,228
| +44% | +$2.22M |
|
1266
Americold
COLD
$3.76B
| $7.23M | 0.01% |
202,134
-33,137
| -14% | -$1.18M |
|
|
GCP
1267
DELISTED
GCP Applied Technologies Inc.
GCP
| $7.22M | 0.01% |
344,507
-58,533
| -15% | -$1.23M |
|
1268
FirstCash
FCFS
$6.46B
| $7.21M | 0.01% |
125,986
-4,543
| -3% | -$260K |
|
1269
Cadence Bank
CADE
$6.94B
| $7.19M | 0.01% |
371,232
+20,614
| +6% | +$399K |
|
|
CHX
1270
DELISTED
ChampionX
CHX
| $7.18M | 0.01% |
898,630
-15,254
| -2% | -$122K |
|
1271
Pediatrix Medical
MD
$1.44B
| $7.18M | 0.01% |
440,959
+73,824
| +20% | +$1.2M |
|
|
OPI
1272
Office Properties Income Trust
OPI
$22.8M
| $7.17M | 0.01% |
346,213
-14,305
| -4% | -$296K |
|
|
CMD
1273
DELISTED
Cantel Medical Corporation
CMD
| $7.16M | 0.01% |
162,907
+19,609
| +14% | +$862K |
|
|
CHCT
1274
Community Healthcare Trust
CHCT
$440M
| $7.15M | 0.01% |
152,994
-996
| -0.6% | -$46.6K |
|
|
XHR
1275
Xenia Hotels & Resorts
XHR
$1.38B
| $7.15M | 0.01% |
814,646
-46,826
| -5% | -$411K |
|