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 | |
|---|---|---|---|---|---|---|
|
BHVN
1776
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $1.63M | ﹤0.01% |
25,008
-87
| -0.3% | -$5.65K |
|
1777
Cross Country Healthcare
CCRN
$460M
| $1.62M | ﹤0.01% |
249,895
-29,898
| -11% | -$194K |
|
1778
Burlington
BURL
$17.8B
| $1.61M | ﹤0.01% |
7,833
-2,817
| -26% | -$580K |
|
1779
Cooper-Standard Automotive
CPS
$677M
| $1.6M | ﹤0.01% |
121,028
-5,257
| -4% | -$69.5K |
|
1780
Atlantic Union Bankshares
AUB
$5.03B
| $1.59M | ﹤0.01% |
74,530
+25,617
| +52% | +$548K |
|
1781
Western Alliance Bancorporation
WAL
$9.88B
| $1.59M | ﹤0.01% |
50,349
+20,952
| +71% | +$662K |
|
1782
GoDaddy
GDDY
$20.7B
| $1.59M | ﹤0.01% |
20,910
-3,726
| -15% | -$283K |
|
|
SLCA
1783
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $1.59M | ﹤0.01% |
528,532
-22,728
| -4% | -$68.2K |
|
1784
MGIC Investment
MTG
$6.55B
| $1.59M | ﹤0.01% |
178,817
+73,869
| +70% | +$655K |
|
1785
Tootsie Roll Industries
TR
$2.98B
| $1.56M | ﹤0.01% |
58,510
-723
| -1% | -$19.3K |
|
1786
SS&C Technologies
SSNC
$21.7B
| $1.56M | ﹤0.01% |
25,729
+3,928
| +18% | +$238K |
|
1787
Cohen & Steers
CNS
$3.6B
| $1.54M | ﹤0.01% |
27,621
+10,945
| +66% | +$610K |
|
|
HAYN
1788
DELISTED
Haynes International, Inc.
HAYN
| $1.54M | ﹤0.01% |
89,820
-3,967
| -4% | -$67.8K |
|
1789
iShares Russell Mid-Cap ETF
IWR
$44.7B
| $1.53M | ﹤0.01% |
26,718
-743
| -3% | -$42.6K |
|
1790
GrafTech
EAF
$220M
| $1.53M | ﹤0.01% |
22,380
-4,717
| -17% | -$323K |
|
1791
HubSpot
HUBS
$26.6B
| $1.53M | ﹤0.01% |
5,226
-932
| -15% | -$272K |
|
1792
Powell Industries
POWL
$3.43B
| $1.52M | ﹤0.01% |
63,137
-2,788
| -4% | -$67.3K |
|
1793
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.51M | ﹤0.01% |
18,212
+11,861
| +187% | +$985K |
|
|
VMW
1794
DELISTED
VMware, Inc
VMW
| $1.51M | ﹤0.01% |
10,533
-6,714
| -39% | -$964K |
|
|
JOYY
1795
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $1.5M | ﹤0.01% |
18,574
+4,888
| +36% | +$394K |
|
1796
MongoDB
MDB
$27.8B
| $1.47M | ﹤0.01% |
6,351
-1,053
| -14% | -$244K |
|
1797
Park Aerospace
PKE
$371M
| $1.47M | ﹤0.01% |
134,121
-11,473
| -8% | -$125K |
|
1798
Red Robin
RRGB
$110M
| $1.46M | ﹤0.01% |
111,161
+14,758
| +15% | +$194K |
|
1799
HEICO
HEI
$44.4B
| $1.46M | ﹤0.01% |
13,946
-859
| -6% | -$89.9K |
|
1800
10x Genomics
TXG
$1.67B
| $1.46M | ﹤0.01% |
11,697
-1,058
| -8% | -$132K |
|