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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
World Acceptance Corp
WRLD
$904M
| $1.84M | ﹤0.01% |
15,600
-5,812
| -27% | -$686K |
|
1777
iShares MSCI Japan ETF
EWJ
$15.6B
| $1.84M | ﹤0.01% |
25,675
-10,400
| -29% | -$744K |
|
1778
Vertex
VERX
$3.81B
| $1.84M | ﹤0.01% |
47,673
-118,589
| -71% | -$4.57M |
|
1779
VSE Corp
VSEC
$3.45B
| $1.83M | ﹤0.01% |
22,067
+1,236
| +6% | +$102K |
|
1780
National Presto Industries
NPK
$784M
| $1.81M | ﹤0.01% |
24,112
-1,790
| -7% | -$135K |
|
|
AXNX
1781
DELISTED
Axonics, Inc. Common Stock
AXNX
| $1.79M | ﹤0.01% |
25,648
-12,179
| -32% | -$848K |
|
1782
RxSight
RXST
$410M
| $1.78M | ﹤0.01% |
36,046
+240
| +0.7% | +$11.9K |
|
1783
iShares MSCI USA Quality Factor ETF
QUAL
$54.6B
| $1.77M | ﹤0.01% |
9,892
+2,682
| +37% | +$481K |
|
1784
Agnico Eagle Mines
AEM
$76.8B
| $1.76M | ﹤0.01% |
21,822
+302
| +1% | +$24.4K |
|
1785
Kimco Realty Corporation Depositary Shares, each representing 1/1,000th interest in a share of 7.25% Class N Cumulative Convertible Perpetual Preferred Stock
KIM.PRN
| $1.75M | ﹤0.01% |
28,578
-1,000
| -3% | -$61.4K |
|
1786
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $1.71M | ﹤0.01% |
35,261
+8,202
| +30% | +$399K |
|
1787
Element Solutions
ESI
$6.24B
| $1.71M | ﹤0.01% |
63,007
-10,802
| -15% | -$293K |
|
1788
Atlassian
TEAM
$45.7B
| $1.71M | ﹤0.01% |
10,770
+4,099
| +61% | +$651K |
|
1789
Rhythm Pharmaceuticals
RYTM
$6.66B
| $1.71M | ﹤0.01% |
32,586
+23,054
| +242% | +$1.21M |
|
1790
iShares MSCI EAFE Value ETF
EFV
$28B
| $1.71M | ﹤0.01% |
29,643
-70,645
| -70% | -$4.06M |
|
|
PRMW
1791
DELISTED
Primo Water Corporation
PRMW
| $1.68M | ﹤0.01% |
66,664
+50,468
| +312% | +$1.27M |
|
1792
Scotiabank
BNS
$79.4B
| $1.68M | ﹤0.01% |
30,800
-1,500
| -5% | -$81.8K |
|
1793
Enbridge
ENB
$106B
| $1.66M | ﹤0.01% |
40,861
-1,200
| -3% | -$48.8K |
|
|
CNSL
1794
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $1.66M | ﹤0.01% |
357,534
-16,448
| -4% | -$76.3K |
|
1795
MongoDB
MDB
$27.2B
| $1.65M | ﹤0.01% |
6,095
+160
| +3% | +$43.3K |
|
1796
Seadrill
SDRL
$2.02B
| $1.64M | ﹤0.01% |
41,236
-293,970
| -88% | -$11.7M |
|
1797
Franco-Nevada
FNV
$38.3B
| $1.63M | ﹤0.01% |
13,123
-44,432
| -77% | -$5.52M |
|
|
HTLF
1798
DELISTED
Heartland Financial USA, Inc.
HTLF
| $1.63M | ﹤0.01% |
28,679
+2,136
| +8% | +$121K |
|
1799
Evolent Health
EVH
$1.07B
| $1.62M | ﹤0.01% |
57,382
+41,788
| +268% | +$1.18M |
|
1800
Teva Pharmaceuticals
TEVA
$22.4B
| $1.62M | ﹤0.01% |
89,719
-17,697
| -16% | -$319K |
|