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 | |
|---|---|---|---|---|---|---|
1826
Summit Therapeutics
SMMT
$13.1B
| $1.27M | ﹤0.01% |
58,147
+22,014
| +61% | +$482K |
|
1827
VanEck Gold Miners ETF
GDX
$20.6B
| $1.27M | ﹤0.01% |
31,857
| – | – |
|
1828
IMAX
IMAX
$1.67B
| $1.26M | ﹤0.01% |
61,384
-2,434
| -4% | -$49.9K |
|
1829
Wheaton Precious Metals
WPM
$47.9B
| $1.21M | ﹤0.01% |
19,761
+196
| +1% | +$12K |
|
1830
Zoom
ZM
$25.1B
| $1.19M | ﹤0.01% |
17,105
-1,442
| -8% | -$101K |
|
1831
Surmodics
SRDX
$459M
| $1.19M | ﹤0.01% |
+30,696
| New | +$1.19M |
|
1832
Berry Corp
BRY
$251M
| $1.18M | ﹤0.01% |
230,478
-41,094
| -15% | -$211K |
|
1833
Imperial Oil
IMO
$46.6B
| $1.17M | ﹤0.01% |
16,636
-906
| -5% | -$63.8K |
|
1834
Invesco Preferred ETF
PGX
$3.97B
| $1.17M | ﹤0.01% |
94,686
+81,764
| +633% | +$1.01M |
|
1835
West Fraser Timber
WFG
$5.84B
| $1.17M | ﹤0.01% |
11,974
+1,323
| +12% | +$129K |
|
1836
Guidewire Software
GWRE
$21.3B
| $1.16M | ﹤0.01% |
6,317
-461
| -7% | -$84.3K |
|
1837
Weave Communications
WEAV
$584M
| $1.15M | ﹤0.01% |
89,768
+52,210
| +139% | +$668K |
|
1838
Fidelis Insurance
FIHL
$1.79B
| $1.14M | ﹤0.01% |
+63,363
| New | +$1.14M |
|
1839
Live Oak Bancshares
LOB
$1.68B
| $1.13M | ﹤0.01% |
23,799
-2,272
| -9% | -$108K |
|
1840
Repay Holdings
RPAY
$487M
| $1.12M | ﹤0.01% |
+137,514
| New | +$1.12M |
|
1841
Southern Copper
SCCO
$82.9B
| $1.12M | ﹤0.01% |
10,022
+2,483
| +33% | +$278K |
|
1842
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.1M | ﹤0.01% |
6,133
| – | – |
|
1843
DHT Holdings
DHT
$1.94B
| $1.09M | ﹤0.01% |
98,565
+17,094
| +21% | +$189K |
|
1844
Empire State Realty Trust
ESRT
$1.3B
| $1.09M | ﹤0.01% |
98,013
+3,141
| +3% | +$34.8K |
|
1845
DocuSign
DOCU
$15.9B
| $1.09M | ﹤0.01% |
17,488
-219
| -1% | -$13.6K |
|
1846
ActivePassive Intermediate Municipal Bond ETF
APMU
$189M
| $1.08M | ﹤0.01% |
+43,010
| New | +$1.08M |
|
1847
Toast
TOST
$23.3B
| $1.08M | ﹤0.01% |
38,133
-530
| -1% | -$15K |
|
1848
Bank of N.T. Butterfield & Son
NTB
$1.88B
| $1.07M | ﹤0.01% |
28,883
-63
| -0.2% | -$2.32K |
|
1849
MannKind Corp
MNKD
$1.71B
| $1.06M | ﹤0.01% |
168,518
+134,937
| +402% | +$849K |
|
1850
Vita Coco
COCO
$2.19B
| $1.06M | ﹤0.01% |
37,348
+116
| +0.3% | +$3.28K |
|