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 | |
|---|---|---|---|---|---|---|
|
NP
1451
DELISTED
Neenah, Inc. Common Stock
NP
| $4.92M | ﹤0.01% |
131,198
-117
| -0.1% | -$4.38K |
|
|
ECHO
1452
DELISTED
Echo Global Logistics, Inc.
ECHO
| $4.91M | ﹤0.01% |
190,338
-8,449
| -4% | -$218K |
|
1453
Amphastar Pharmaceuticals
AMPH
$1.34B
| $4.9M | ﹤0.01% |
261,537
+9,649
| +4% | +$181K |
|
|
GAP
1454
The Gap, Inc.
GAP
$8.9B
| $4.9M | ﹤0.01% |
287,473
-33,282
| -10% | -$567K |
|
|
BRKL
1455
DELISTED
Brookline Bancorp
BRKL
| $4.89M | ﹤0.01% |
565,308
-24,947
| -4% | -$216K |
|
1456
E.W. Scripps
SSP
$246M
| $4.87M | ﹤0.01% |
426,053
+6,824
| +2% | +$78.1K |
|
1457
RadNet
RDNT
$5.65B
| $4.86M | ﹤0.01% |
316,845
-6,753
| -2% | -$104K |
|
1458
Patterson-UTI
PTEN
$2.15B
| $4.86M | ﹤0.01% |
1,706,058
-152,111
| -8% | -$434K |
|
1459
Graham Holdings Company
GHC
$4.93B
| $4.85M | ﹤0.01% |
11,999
-772
| -6% | -$312K |
|
1460
Alnylam Pharmaceuticals
ALNY
$61.4B
| $4.83M | ﹤0.01% |
33,165
-3,026
| -8% | -$441K |
|
1461
Urban Outfitters
URBN
$6.37B
| $4.83M | ﹤0.01% |
231,988
+5,718
| +3% | +$119K |
|
1462
Unisys
UIS
$278M
| $4.81M | ﹤0.01% |
450,750
+60,386
| +15% | +$644K |
|
|
X
1463
DELISTED
US Steel
X
| $4.81M | ﹤0.01% |
654,688
-29,260
| -4% | -$215K |
|
1464
Vertex
VERX
$3.86B
| $4.79M | ﹤0.01% |
+208,210
| New | +$4.79M |
|
1465
MacroGenics
MGNX
$107M
| $4.77M | ﹤0.01% |
189,487
+6,881
| +4% | +$173K |
|
1466
Pathward Financial
CASH
$1.74B
| $4.77M | ﹤0.01% |
248,039
+9,880
| +4% | +$190K |
|
1467
G-III Apparel Group
GIII
$1.14B
| $4.73M | ﹤0.01% |
360,438
+10,387
| +3% | +$136K |
|
1468
Heritage Financial
HFWA
$843M
| $4.72M | ﹤0.01% |
256,852
-11,194
| -4% | -$206K |
|
1469
Interparfums
IPAR
$3.48B
| $4.72M | ﹤0.01% |
126,489
-5,613
| -4% | -$210K |
|
1470
Sunstone Hotel Investors
SHO
$1.79B
| $4.72M | ﹤0.01% |
594,895
-41,586
| -7% | -$330K |
|
1471
Marcus & Millichap
MMI
$1.29B
| $4.72M | ﹤0.01% |
171,596
-4,404
| -3% | -$121K |
|
|
NTUS
1472
DELISTED
Natus Medical Inc
NTUS
| $4.71M | ﹤0.01% |
275,072
+1,180
| +0.4% | +$20.2K |
|
|
TBI
1473
Trueblue
TBI
$172M
| $4.71M | ﹤0.01% |
303,938
+9,628
| +3% | +$149K |
|
1474
Hancock Whitney
HWC
$5.39B
| $4.71M | ﹤0.01% |
250,204
-17,903
| -7% | -$337K |
|
1475
Adient
ADNT
$1.98B
| $4.71M | ﹤0.01% |
271,507
+629
| +0.2% | +$10.9K |
|