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 | |
|---|---|---|---|---|---|---|
1926
Kadant
KAI
$3.84B
| $749K | ﹤0.01% |
6,829
+3,195
| +88% | +$350K |
|
|
RRD
1927
DELISTED
RR Donnelley & Sons Co.
RRD
| $746K | ﹤0.01% |
510,713
-21,821
| -4% | -$31.9K |
|
|
EXTN
1928
DELISTED
Exterran Corporation
EXTN
| $740K | ﹤0.01% |
177,828
-30,177
| -15% | -$126K |
|
1929
Annaly Capital Management
NLY
$14.2B
| $739K | ﹤0.01% |
25,960
-3,867
| -13% | -$110K |
|
1930
Olympic Steel
ZEUS
$373M
| $738K | ﹤0.01% |
64,959
-3,146
| -5% | -$35.7K |
|
1931
Royalty Pharma
RPRX
$15.5B
| $731K | ﹤0.01% |
17,375
+6,375
| +58% | +$268K |
|
|
RDFN
1932
DELISTED
Redfin
RDFN
| $730K | ﹤0.01% |
14,629
-1,219
| -8% | -$60.8K |
|
1933
Mueller Water Products
MWA
$4.18B
| $726K | ﹤0.01% |
69,893
-9,550
| -12% | -$99.2K |
|
1934
CVR Energy
CVI
$3.16B
| $721K | ﹤0.01% |
58,243
+7,135
| +14% | +$88.3K |
|
1935
Brookdale Senior Living
BKD
$1.84B
| $718K | ﹤0.01% |
282,881
+99,946
| +55% | +$254K |
|
1936
Orion
OEC
$592M
| $718K | ﹤0.01% |
57,389
+27,051
| +89% | +$338K |
|
1937
Invesco Leisure and Entertainment ETF
PEJ
$364M
| $715K | ﹤0.01% |
22,272
-846
| -4% | -$27.2K |
|
1938
AMC Entertainment Holdings
AMC
$1.45B
| $714K | ﹤0.01% |
15,154
+7,178
| +90% | +$338K |
|
1939
Kearny Financial
KRNY
$414M
| $701K | ﹤0.01% |
97,197
+45,801
| +89% | +$330K |
|
|
AIMT
1940
DELISTED
Aimmune Therapeutics, Inc.
AIMT
| $700K | ﹤0.01% |
20,314
+6,799
| +50% | +$234K |
|
|
PPD
1941
DELISTED
PPD, Inc. Common Stock
PPD
| $699K | ﹤0.01% |
18,887
+10,307
| +120% | +$381K |
|
|
SMAR
1942
DELISTED
Smartsheet Inc.
SMAR
| $692K | ﹤0.01% |
14,004
-2,430
| -15% | -$120K |
|
1943
Ally Financial
ALLY
$12.7B
| $691K | ﹤0.01% |
27,576
-3,564
| -11% | -$89.3K |
|
|
RJI
1944
DELISTED
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
| $691K | ﹤0.01% |
160,032
-19,395
| -11% | -$83.7K |
|
1945
BILL Holdings
BILL
$5.1B
| $690K | ﹤0.01% |
6,882
+4,492
| +188% | +$450K |
|
1946
Genpact
G
$7.71B
| $690K | ﹤0.01% |
17,706
-2,704
| -13% | -$105K |
|
1947
Plug Power
PLUG
$1.66B
| $690K | ﹤0.01% |
51,440
-2,097
| -4% | -$28.1K |
|
1948
Q2 Holdings
QTWO
$4.92B
| $684K | ﹤0.01% |
7,490
-702
| -9% | -$64.1K |
|
|
NPKI
1949
NPK International Inc.
NPKI
$885M
| $682K | ﹤0.01% |
649,332
-33,183
| -5% | -$34.9K |
|
|
IPHI
1950
DELISTED
INPHI CORPORATION
IPHI
| $680K | ﹤0.01% |
6,057
-1,055
| -15% | -$118K |
|