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 | |
|---|---|---|---|---|---|---|
1501
RB Global
RBA
$21.6B
| $4.43M | ﹤0.01% |
74,702
-148,865
| -67% | -$8.82M |
|
1502
Vanguard S&P 500 ETF
VOO
$734B
| $4.42M | ﹤0.01% |
14,352
-7,877
| -35% | -$2.42M |
|
1503
Twilio
TWLO
$16B
| $4.4M | ﹤0.01% |
17,816
-1,857
| -9% | -$459K |
|
|
ARR
1504
Armour Residential REIT
ARR
$1.74B
| $4.4M | ﹤0.01% |
92,544
-3,934
| -4% | -$187K |
|
1505
Lindblad Expeditions
LIND
$717M
| $4.4M | ﹤0.01% |
516,617
-14,623
| -3% | -$124K |
|
|
EBIX
1506
DELISTED
Ebix Inc
EBIX
| $4.4M | ﹤0.01% |
213,331
+23,135
| +12% | +$477K |
|
|
SPPI
1507
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $4.39M | ﹤0.01% |
1,076,210
+181,515
| +20% | +$741K |
|
|
1508
NXP Semiconductors
NXPI
$55.3B
| $4.35M | ﹤0.01% |
34,878
-1,105,505
| -97% | -$138M |
|
1509
Bunge Global
BG
$16.5B
| $4.34M | ﹤0.01% |
95,068
-10,821
| -10% | -$494K |
|
|
CMRC
1510
Commerce.com, Inc. Series 1 Common Stock
CMRC
$365M
| $4.32M | ﹤0.01% |
+51,900
| New | +$4.32M |
|
1511
HNI Corp
HNI
$2.06B
| $4.27M | ﹤0.01% |
136,080
+1,536
| +1% | +$48.2K |
|
1512
RE/MAX Holdings
RMAX
$187M
| $4.27M | ﹤0.01% |
130,419
-5,727
| -4% | -$187K |
|
1513
Worthington Enterprises
WOR
$3.22B
| $4.26M | ﹤0.01% |
169,497
-8,496
| -5% | -$214K |
|
1514
3D Systems Corporation
DDD
$272M
| $4.25M | ﹤0.01% |
866,458
-34,639
| -4% | -$170K |
|
|
UFS
1515
DELISTED
DOMTAR CORPORATION (New)
UFS
| $4.25M | ﹤0.01% |
161,677
-120,685
| -43% | -$3.17M |
|
1516
PDF Solutions
PDFS
$763M
| $4.24M | ﹤0.01% |
226,840
+6,846
| +3% | +$128K |
|
1517
Community Health Systems
CYH
$409M
| $4.23M | ﹤0.01% |
1,001,639
-9,091
| -0.9% | -$38.4K |
|
1518
Buckle
BKE
$3.06B
| $4.22M | ﹤0.01% |
207,011
-9,055
| -4% | -$185K |
|
1519
SpartanNash
SPTN
$900M
| $4.21M | ﹤0.01% |
257,536
-8,965
| -3% | -$147K |
|
1520
International Bancshares
IBOC
$4.4B
| $4.21M | ﹤0.01% |
161,541
-5,343
| -3% | -$139K |
|
1521
Andersons Inc
ANDE
$1.37B
| $4.21M | ﹤0.01% |
219,537
-26,212
| -11% | -$502K |
|
|
MCHB
1522
Mechanics Bancorp Class A Common Stock
MCHB
$2.96B
| $4.21M | ﹤0.01% |
163,274
-11,718
| -7% | -$302K |
|
|
CSOD
1523
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $4.19M | ﹤0.01% |
115,238
+48,977
| +74% | +$1.78M |
|
1524
Ambac
AMBC
$415M
| $4.18M | ﹤0.01% |
327,665
-14,255
| -4% | -$182K |
|
1525
Allogene Therapeutics
ALLO
$246M
| $4.18M | ﹤0.01% |
110,708
+2,611
| +2% | +$98.5K |
|