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 | |
|---|---|---|---|---|---|---|
|
LCI
1726
DELISTED
Lannett Company, Inc.
LCI
| $2.11M | ﹤0.01% |
86,379
+9,413
| +12% | +$230K |
|
|
AMAG
1727
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $2.11M | ﹤0.01% |
223,935
-39,289
| -15% | -$369K |
|
1728
Future Fuel
FF
$170M
| $2.1M | ﹤0.01% |
184,604
-8,159
| -4% | -$92.8K |
|
|
EBSB
1729
DELISTED
Meridian Bancorp, Inc.
EBSB
| $2.09M | ﹤0.01% |
201,994
+182,022
| +911% | +$1.88M |
|
1730
Vanguard Mid-Cap ETF
VO
$87.3B
| $2.07M | ﹤0.01% |
11,716
+1,297
| +12% | +$229K |
|
|
DSPG
1731
DELISTED
DSP Group Inc
DSPG
| $2.06M | ﹤0.01% |
156,433
-16,906
| -10% | -$223K |
|
1732
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $2.06M | ﹤0.01% |
32,320
+7,961
| +33% | +$507K |
|
1733
Hanmi Financial
HAFC
$755M
| $2.05M | ﹤0.01% |
249,803
+3,175
| +1% | +$26.1K |
|
|
ARCH
1734
DELISTED
Arch Resources, Inc.
ARCH
| $2.04M | ﹤0.01% |
47,958
+23,285
| +94% | +$989K |
|
1735
Ionis Pharmaceuticals
IONS
$10.3B
| $2.03M | ﹤0.01% |
42,759
-2,716
| -6% | -$129K |
|
1736
SunCoke Energy
SXC
$654M
| $2.03M | ﹤0.01% |
592,911
-26,111
| -4% | -$89.3K |
|
1737
Vanguard FTSE Emerging Markets ETF
VWO
$99B
| $2.02M | ﹤0.01% |
46,646
-2,721
| -6% | -$118K |
|
|
LDL
1738
DELISTED
Lydall, Inc.
LDL
| $2M | ﹤0.01% |
120,691
-11,470
| -9% | -$190K |
|
|
UBA
1739
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $1.98M | ﹤0.01% |
214,847
-9,479
| -4% | -$87.2K |
|
1740
Hilltop Holdings
HTH
$2.19B
| $1.97M | ﹤0.01% |
95,634
+44,304
| +86% | +$912K |
|
1741
Datadog
DDOG
$48.5B
| $1.97M | ﹤0.01% |
19,255
-3,433
| -15% | -$351K |
|
1742
Pinterest
PINS
$23.9B
| $1.96M | ﹤0.01% |
47,162
-8,158
| -15% | -$339K |
|
|
INOV
1743
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $1.95M | ﹤0.01% |
73,801
+28,555
| +63% | +$755K |
|
1744
STAG Industrial
STAG
$6.68B
| $1.95M | ﹤0.01% |
63,946
-5,698
| -8% | -$174K |
|
1745
Acadia Pharmaceuticals
ACAD
$4B
| $1.93M | ﹤0.01% |
46,726
-9,859
| -17% | -$407K |
|
1746
Fossil Group
FOSL
$159M
| $1.92M | ﹤0.01% |
333,911
-13,605
| -4% | -$78.1K |
|
|
EFC
1747
Ellington Financial
EFC
$1.36B
| $1.91M | ﹤0.01% |
155,865
+72,213
| +86% | +$885K |
|
1748
WisdomTree US High Dividend Fund
DHS
$1.29B
| $1.89M | ﹤0.01% |
30,210
-19,642
| -39% | -$1.23M |
|
1749
DXP Enterprises
DXPE
$1.79B
| $1.89M | ﹤0.01% |
116,996
-3,455
| -3% | -$55.7K |
|
1750
Ezcorp Inc
EZPW
$1.02B
| $1.87M | ﹤0.01% |
372,650
-16,468
| -4% | -$82.8K |
|