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 | |
|---|---|---|---|---|---|---|
|
RPT
1626
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $3.15M | ﹤0.01% |
579,812
-22,897
| -4% | -$125K |
|
|
ABTX
1627
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $3.14M | ﹤0.01% |
134,456
-5,743
| -4% | -$134K |
|
|
POLY
1628
DELISTED
Plantronics, Inc.
POLY
| $3.14M | ﹤0.01% |
265,205
+16,036
| +6% | +$190K |
|
1629
United Fire Group
UFCS
$792M
| $3.13M | ﹤0.01% |
153,975
-4,842
| -3% | -$98.4K |
|
1630
iShares MSCI Japan ETF
EWJ
$15.6B
| $3.13M | ﹤0.01% |
+52,925
| New | +$3.13M |
|
1631
Guess, Inc.
GES
$868M
| $3.12M | ﹤0.01% |
268,447
-59,951
| -18% | -$697K |
|
|
SILK
1632
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $3.09M | ﹤0.01% |
45,998
+15,963
| +53% | +$1.07M |
|
1633
Urban Edge Properties
UE
$2.64B
| $3.08M | ﹤0.01% |
317,245
-26,756
| -8% | -$260K |
|
|
MTSC
1634
DELISTED
MTS Systems Corp
MTSC
| $3.08M | ﹤0.01% |
160,937
+15,140
| +10% | +$289K |
|
1635
Heidrick & Struggles
HSII
$1.02B
| $3.04M | ﹤0.01% |
154,859
+1,417
| +0.9% | +$27.8K |
|
1636
National Presto Industries
NPK
$784M
| $3.04M | ﹤0.01% |
37,162
-583
| -2% | -$47.7K |
|
1637
OneMain Financial
OMF
$7.22B
| $3.01M | ﹤0.01% |
96,256
+34,089
| +55% | +$1.07M |
|
1638
Under Armour
UAA
$2.14B
| $3.01M | ﹤0.01% |
267,757
-18,432
| -6% | -$207K |
|
1639
RingCentral
RNG
$2.77B
| $2.99M | ﹤0.01% |
10,871
-16,917
| -61% | -$4.65M |
|
|
BMCH
1640
DELISTED
BMC Stock Holdings, Inc
BMCH
| $2.99M | ﹤0.01% |
69,727
+36,264
| +108% | +$1.55M |
|
1641
American Public Education
APEI
$596M
| $2.98M | ﹤0.01% |
105,842
-4,557
| -4% | -$128K |
|
1642
Wayfair
W
$11.3B
| $2.98M | ﹤0.01% |
10,242
-190
| -2% | -$55.3K |
|
1643
Tandem Diabetes Care
TNDM
$836M
| $2.95M | ﹤0.01% |
25,957
-1,763
| -6% | -$200K |
|
1644
Arlo Technologies
ARLO
$1.77B
| $2.94M | ﹤0.01% |
558,906
-23,873
| -4% | -$126K |
|
1645
ACM Research
ACMR
$1.8B
| $2.89M | ﹤0.01% |
125,637
+58,500
| +87% | +$1.35M |
|
1646
ProPetro Holding
PUMP
$505M
| $2.89M | ﹤0.01% |
711,083
+23,897
| +3% | +$97K |
|
1647
Donnelley Financial Solutions
DFIN
$1.49B
| $2.88M | ﹤0.01% |
215,357
-13,918
| -6% | -$186K |
|
1648
Ironwood Pharmaceuticals
IRWD
$187M
| $2.88M | ﹤0.01% |
319,840
+119,397
| +60% | +$1.07M |
|
1649
Universal Insurance Holdings
UVE
$696M
| $2.87M | ﹤0.01% |
207,647
-15,321
| -7% | -$212K |
|
1650
Central Garden & Pet
CENT
$2.28B
| $2.87M | ﹤0.01% |
89,699
-2,787
| -3% | -$89K |
|