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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1301
iShares Russell 2000 Value ETF
IWN
$12B
| $9.65M | 0.01% |
57,851
-19,899
| -26% | -$3.32M |
|
1302
O-I Glass
OI
$2.04B
| $9.63M | 0.01% |
734,042
-34,021
| -4% | -$446K |
|
|
B
1303
Barrick Mining Corporation
B
$50.2B
| $9.63M | 0.01% |
483,613
+80,366
| +20% | +$1.6M |
|
1304
Ormat Technologies
ORA
$5.56B
| $9.61M | 0.01% |
124,881
-55,486
| -31% | -$4.27M |
|
1305
AMN Healthcare
AMN
$725M
| $9.59M | 0.01% |
226,304
+7,628
| +3% | +$323K |
|
1306
Grand Canyon Education
LOPE
$5.88B
| $9.58M | 0.01% |
67,541
-30,202
| -31% | -$4.28M |
|
1307
Banc of California
BANC
$2.65B
| $9.56M | 0.01% |
649,335
-35,434
| -5% | -$522K |
|
1308
Coinbase
COIN
$83.2B
| $9.56M | 0.01% |
53,648
+36,843
| +219% | +$6.56M |
|
|
VGR
1309
DELISTED
Vector Group Ltd.
VGR
| $9.54M | 0.01% |
639,354
-22,775
| -3% | -$340K |
|
1310
Cable One
CABO
$1B
| $9.53M | 0.01% |
27,240
-30,240
| -53% | -$10.6M |
|
1311
Kennametal
KMT
$1.6B
| $9.52M | 0.01% |
367,313
-20,785
| -5% | -$539K |
|
1312
BorgWarner
BWA
$9.59B
| $9.5M | 0.01% |
261,840
+7,559
| +3% | +$274K |
|
1313
Victoria's Secret
VSCO
$2.17B
| $9.5M | 0.01% |
369,510
-17,367
| -4% | -$446K |
|
1314
Invesco QQQ Trust
QQQ
$371B
| $9.47M | 0.01% |
19,399
+11,351
| +141% | +$5.54M |
|
1315
Viavi Solutions
VIAV
$2.74B
| $9.44M | 0.01% |
1,046,054
-54,831
| -5% | -$495K |
|
1316
Tennant Co
TNC
$1.53B
| $9.39M | 0.01% |
97,802
-4,090
| -4% | -$393K |
|
1317
Western Union
WU
$2.74B
| $9.35M | 0.01% |
783,934
-343,369
| -30% | -$4.1M |
|
1318
NCR Voyix
VYX
$1.8B
| $9.34M | 0.01% |
688,476
+3,269
| +0.5% | +$44.4K |
|
1319
Ligand Pharmaceuticals
LGND
$3.26B
| $9.33M | 0.01% |
93,208
+4,439
| +5% | +$444K |
|
1320
Schwab US TIPS ETF
SCHP
$14.1B
| $9.31M | 0.01% |
347,300
+20,654
| +6% | +$554K |
|
1321
La-Z-Boy
LZB
$1.44B
| $9.31M | 0.01% |
216,775
-8,306
| -4% | -$357K |
|
1322
Twist Bioscience
TWST
$1.55B
| $9.3M | 0.01% |
205,864
+82,953
| +67% | +$3.75M |
|
1323
Adient
ADNT
$2B
| $9.28M | 0.01% |
411,199
+109,850
| +36% | +$2.48M |
|
1324
Extreme Networks
EXTR
$3.03B
| $9.25M | 0.01% |
615,678
-160,332
| -21% | -$2.41M |
|
1325
Treehouse Foods
THS
$905M
| $9.25M | 0.01% |
220,284
-15,938
| -7% | -$669K |
|