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 | |
|---|---|---|---|---|---|---|
1401
S&T Bancorp
STBA
$1.49B
| $5.52M | ﹤0.01% |
312,277
+11,148
| +4% | +$197K |
|
1402
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$944M
| $5.52M | ﹤0.01% |
196,887
+45,339
| +30% | +$1.27M |
|
|
RAVN
1403
DELISTED
Raven Industries Inc
RAVN
| $5.52M | ﹤0.01% |
256,394
-11,254
| -4% | -$242K |
|
1404
Edgewell Personal Care
EPC
$1.01B
| $5.52M | ﹤0.01% |
197,824
+13,380
| +7% | +$373K |
|
1405
Ralph Lauren
RL
$19B
| $5.51M | ﹤0.01% |
81,121
-16,962
| -17% | -$1.15M |
|
|
PLC
1406
DELISTED
Principal Exchange-Traded Funds Principal U.S. Large-Cap Multi-Factor ETF
PLC
| $5.49M | ﹤0.01% |
199,921
| – | – |
|
1407
Southside Bancshares
SBSI
$917M
| $5.48M | ﹤0.01% |
224,465
-7,306
| -3% | -$178K |
|
1408
First Commonwealth Financial
FCF
$1.84B
| $5.44M | ﹤0.01% |
702,931
-42,163
| -6% | -$326K |
|
|
CBB
1409
DELISTED
Cincinnati Bell Inc.
CBB
| $5.44M | ﹤0.01% |
362,517
-15,145
| -4% | -$227K |
|
1410
BJ's Restaurants
BJRI
$707M
| $5.43M | ﹤0.01% |
184,342
+4,823
| +3% | +$142K |
|
1411
Custom Truck One Source
CTOS
$1.31B
| $5.43M | ﹤0.01% |
1,307,749
+4,334
| +0.3% | +$18K |
|
1412
Oxford Industries
OXM
$733M
| $5.36M | ﹤0.01% |
132,799
+239
| +0.2% | +$9.65K |
|
|
MDP
1413
DELISTED
Meredith Corporation
MDP
| $5.31M | ﹤0.01% |
404,852
+40,564
| +11% | +$532K |
|
1414
Mercury Insurance
MCY
$4.34B
| $5.29M | ﹤0.01% |
127,775
-51,481
| -29% | -$2.13M |
|
1415
Axcelis
ACLS
$2.74B
| $5.27M | ﹤0.01% |
239,369
-6,171
| -3% | -$136K |
|
1416
Benchmark Electronics
BHE
$1.44B
| $5.26M | ﹤0.01% |
261,184
-11,189
| -4% | -$225K |
|
1417
John B. Sanfilippo & Son
JBSS
$739M
| $5.26M | ﹤0.01% |
69,775
-678
| -1% | -$51.1K |
|
1418
Veeva Systems
VEEV
$46B
| $5.24M | ﹤0.01% |
18,632
-2,239
| -11% | -$630K |
|
|
DISCA
1419
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $5.23M | ﹤0.01% |
240,233
-14,455
| -6% | -$315K |
|
|
UHT
1420
Universal Health Realty Income Trust
UHT
$575M
| $5.23M | ﹤0.01% |
91,728
-2,939
| -3% | -$168K |
|
1421
Matthews International
MATW
$770M
| $5.17M | ﹤0.01% |
231,236
-6,292
| -3% | -$141K |
|
1422
Artivion
AORT
$1.96B
| $5.16M | ﹤0.01% |
279,448
-11,462
| -4% | -$212K |
|
1423
Archrock
AROC
$4.36B
| $5.16M | ﹤0.01% |
958,202
-36,735
| -4% | -$198K |
|
1424
Cohu
COHU
$992M
| $5.15M | ﹤0.01% |
299,861
-12,035
| -4% | -$207K |
|
1425
Belden
BDC
$5.28B
| $5.14M | ﹤0.01% |
164,994
+31,468
| +24% | +$979K |
|