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 | |
|---|---|---|---|---|---|---|
1576
Opko Health
OPK
$1.12B
| $3.65M | ﹤0.01% |
988,954
+361,146
| +58% | +$1.33M |
|
1577
Trustco Bank Corp NY
TRST
$744M
| $3.64M | ﹤0.01% |
139,402
-8,258
| -6% | -$216K |
|
1578
Atlanta Braves Holdings Series A
BATRA
$2.84B
| $3.63M | ﹤0.01% |
173,971
-3,613
| -2% | -$75.4K |
|
1579
Extreme Networks
EXTR
$2.96B
| $3.6M | ﹤0.01% |
894,739
-22,351
| -2% | -$89.9K |
|
1580
iShares MSCI EAFE ETF
EFA
$66.6B
| $3.59M | ﹤0.01% |
+56,400
| New | +$3.59M |
|
1581
Bristow Group
VTOL
$1.08B
| $3.59M | ﹤0.01% |
168,940
+119,095
| +239% | +$2.53M |
|
|
AGR
1582
DELISTED
Avangrid, Inc.
AGR
| $3.59M | ﹤0.01% |
+71,134
| New | +$3.59M |
|
1583
Enova International
ENVA
$2.88B
| $3.58M | ﹤0.01% |
218,335
-8,989
| -4% | -$147K |
|
1584
Myers Industries
MYE
$602M
| $3.57M | ﹤0.01% |
269,681
-5,525
| -2% | -$73.1K |
|
1585
TechnipFMC
FTI
$16.8B
| $3.55M | ﹤0.01% |
756,972
-38,062
| -5% | -$179K |
|
1586
DNOW Inc
DNOW
$1.61B
| $3.55M | ﹤0.01% |
782,379
-46,531
| -6% | -$211K |
|
1587
Invesco Mortgage Capital
IVR
$515M
| $3.55M | ﹤0.01% |
131,069
+5,961
| +5% | +$162K |
|
1588
Ambev
ABEV
$35.2B
| $3.55M | ﹤0.01% |
1,570,321
-2,473,541
| -61% | -$5.59M |
|
1589
Match Group
MTCH
$9.12B
| $3.54M | ﹤0.01% |
31,993
+15,991
| +100% | +$1.77M |
|
1590
Sarepta Therapeutics
SRPT
$1.8B
| $3.53M | ﹤0.01% |
25,128
-2,113
| -8% | -$297K |
|
|
CNSL
1591
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $3.53M | ﹤0.01% |
619,823
+22,609
| +4% | +$129K |
|
1592
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $3.52M | ﹤0.01% |
40,774
+24,200
| +146% | +$2.09M |
|
1593
Adtran
ADTN
$828M
| $3.52M | ﹤0.01% |
343,037
-15,157
| -4% | -$155K |
|
1594
BioMarin Pharmaceuticals
BMRN
$10.5B
| $3.51M | ﹤0.01% |
46,129
-4,360
| -9% | -$332K |
|
1595
Agilysys
AGYS
$3.03B
| $3.51M | ﹤0.01% |
145,114
-5,198
| -3% | -$126K |
|
1596
DMC Global
BOOM
$141M
| $3.48M | ﹤0.01% |
105,642
-4,531
| -4% | -$149K |
|
1597
AngloGold Ashanti
AU
$32.6B
| $3.47M | ﹤0.01% |
+131,461
| New | +$3.47M |
|
1598
World Acceptance Corp
WRLD
$904M
| $3.42M | ﹤0.01% |
32,432
-6,884
| -18% | -$727K |
|
1599
Premier
PINC
$2.21B
| $3.42M | ﹤0.01% |
104,093
+48,777
| +88% | +$1.6M |
|
1600
Palo Alto Networks
PANW
$132B
| $3.41M | ﹤0.01% |
83,538
-3,762
| -4% | -$153K |
|