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 | |
|---|---|---|---|---|---|---|
1651
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $2.81M | ﹤0.01% |
+26,019
| New | +$2.81M |
|
|
GPMT
1652
Granite Point Mortgage Trust
GPMT
$142M
| $2.8M | ﹤0.01% |
394,874
-16,940
| -4% | -$120K |
|
1653
Haverty Furniture Companies
HVT
$380M
| $2.79M | ﹤0.01% |
133,100
-849
| -0.6% | -$17.8K |
|
|
PGRE
1654
Paramount Group
PGRE
$1.6B
| $2.79M | ﹤0.01% |
393,606
+377,839
| +2,396% | +$2.68M |
|
|
PLYM
1655
Plymouth Industrial REIT
PLYM
$988M
| $2.78M | ﹤0.01% |
+225,600
| New | +$2.78M |
|
1656
Forrester Research
FORR
$188M
| $2.78M | ﹤0.01% |
84,774
+1,496
| +2% | +$49.1K |
|
1657
TruBridge
TBRG
$299M
| $2.78M | ﹤0.01% |
100,676
+909
| +0.9% | +$25.1K |
|
1658
Resources Connection
RGP
$167M
| $2.78M | ﹤0.01% |
240,260
+675
| +0.3% | +$7.8K |
|
|
QVCGA
1659
QVC Group, Inc. Series A Common Stock
QVCGA
$83.7M
| $2.77M | ﹤0.01% |
7,720
+4,749
| +160% | +$1.71M |
|
1660
Helix Energy Solutions
HLX
$923M
| $2.77M | ﹤0.01% |
1,147,219
-1,407
| -0.1% | -$3.39K |
|
|
CHUY
1661
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $2.76M | ﹤0.01% |
140,839
+16,527
| +13% | +$324K |
|
1662
Customers Bancorp
CUBI
$2.35B
| $2.76M | ﹤0.01% |
246,021
+9,458
| +4% | +$106K |
|
1663
Tredegar Corp
TG
$271M
| $2.75M | ﹤0.01% |
184,851
-615
| -0.3% | -$9.15K |
|
1664
Civitas Resources
CIVI
$3.13B
| $2.72M | ﹤0.01% |
144,711
-1,255
| -0.9% | -$23.6K |
|
1665
SouthState Bank Corporation
SSB
$10.3B
| $2.71M | ﹤0.01% |
56,263
+21,120
| +60% | +$1.02M |
|
1666
Trade Desk
TTD
$22.6B
| $2.71M | ﹤0.01% |
52,190
-8,080
| -13% | -$419K |
|
1667
Interface
TILE
$1.6B
| $2.7M | ﹤0.01% |
441,021
-7,539
| -2% | -$46.1K |
|
1668
Under Armour Class C
UA
$2.09B
| $2.69M | ﹤0.01% |
273,292
-18,878
| -6% | -$186K |
|
1669
Insulet
PODD
$23.8B
| $2.68M | ﹤0.01% |
11,315
-1,197
| -10% | -$283K |
|
|
CLVS
1670
DELISTED
Clovis Oncology, Inc.
CLVS
| $2.67M | ﹤0.01% |
458,464
+202,251
| +79% | +$1.18M |
|
1671
Workday
WDAY
$60.5B
| $2.67M | ﹤0.01% |
12,398
-4,451
| -26% | -$957K |
|
1672
Independent Bank Corp
IBCP
$661M
| $2.66M | ﹤0.01% |
211,500
+4,481
| +2% | +$56.3K |
|
1673
News Corp Class B
NWS
$17.8B
| $2.65M | ﹤0.01% |
189,668
-18,984
| -9% | -$265K |
|
|
DCT
1674
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $2.64M | ﹤0.01% |
+58,158
| New | +$2.64M |
|
1675
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.66B
| $2.63M | ﹤0.01% |
85,397
+4,996
| +6% | +$154K |
|