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 | |
|---|---|---|---|---|---|---|
|
TRTN
1751
DELISTED
Triton International Limited
TRTN
| $1.87M | ﹤0.01% |
46,067
+22,514
| +96% | +$916K |
|
1752
United Parks & Resorts
PRKS
$2.77B
| $1.87M | ﹤0.01% |
94,862
+44,730
| +89% | +$882K |
|
1753
Mercer International
MERC
$204M
| $1.87M | ﹤0.01% |
282,687
-17,101
| -6% | -$113K |
|
1754
Snap
SNAP
$11.9B
| $1.84M | ﹤0.01% |
70,272
+20,431
| +41% | +$534K |
|
1755
Atlassian
TEAM
$45.7B
| $1.8M | ﹤0.01% |
9,888
-2,382
| -19% | -$433K |
|
|
CAMP
1756
DELISTED
CalAmp Corp.
CAMP
| $1.77M | ﹤0.01% |
10,687
-472
| -4% | -$78K |
|
|
GNMK
1757
DELISTED
GenMark Diagnostics, Inc
GNMK
| $1.76M | ﹤0.01% |
123,675
+46,518
| +60% | +$660K |
|
|
BPMC
1758
DELISTED
Blueprint Medicines
BPMC
| $1.74M | ﹤0.01% |
18,768
-854
| -4% | -$79.2K |
|
|
AIMC
1759
DELISTED
Altra Industrial Motion Corp.
AIMC
| $1.74M | ﹤0.01% |
47,023
+14,794
| +46% | +$547K |
|
1760
JFrog
FROG
$5.8B
| $1.74M | ﹤0.01% |
+20,497
| New | +$1.74M |
|
1761
Surgery Partners
SGRY
$2.75B
| $1.74M | ﹤0.01% |
79,217
+32,091
| +68% | +$703K |
|
1762
Ultragenyx Pharmaceutical
RARE
$3.02B
| $1.73M | ﹤0.01% |
20,990
-971
| -4% | -$79.8K |
|
1763
Seneca Foods Class A
SENEA
$756M
| $1.72M | ﹤0.01% |
48,064
-2,362
| -5% | -$84.4K |
|
|
WSR
1764
Whitestone REIT
WSR
$656M
| $1.71M | ﹤0.01% |
284,715
-29,996
| -10% | -$180K |
|
1765
Advanced Drainage Systems
WMS
$11B
| $1.71M | ﹤0.01% |
27,339
-207,148
| -88% | -$12.9M |
|
1766
Spectrum Brands
SPB
$1.3B
| $1.69M | ﹤0.01% |
29,638
+14,032
| +90% | +$802K |
|
1767
Applied Optoelectronics
AAOI
$1.73B
| $1.69M | ﹤0.01% |
149,866
+5,545
| +4% | +$62.4K |
|
1768
Vanguard Real Estate ETF
VNQ
$34.4B
| $1.67M | ﹤0.01% |
21,121
+3,464
| +20% | +$274K |
|
1769
WisdomTree International High Dividend Fund
DTH
$485M
| $1.66M | ﹤0.01% |
50,343
+17,724
| +54% | +$583K |
|
1770
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $1.65M | ﹤0.01% |
15,623
+1,435
| +10% | +$152K |
|
1771
Novavax
NVAX
$1.29B
| $1.65M | ﹤0.01% |
15,196
-1,832
| -11% | -$199K |
|
|
NVTA
1772
DELISTED
Invitae Corporation
NVTA
| $1.64M | ﹤0.01% |
37,852
-2,267
| -6% | -$98.3K |
|
1773
Booz Allen Hamilton
BAH
$12.6B
| $1.64M | ﹤0.01% |
19,762
-717
| -4% | -$59.5K |
|
1774
Yum China
YUMC
$16.2B
| $1.63M | ﹤0.01% |
30,764
-917
| -3% | -$48.6K |
|
1775
Dianthus Therapeutics
DNTH
$1.22B
| $1.63M | ﹤0.01% |
14,950
+475
| +3% | +$51.7K |
|