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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1951
NetEase
NTES
$91.2B
| $531K | ﹤0.01% |
10,510
-5,455
| -34% | -$276K |
|
1952
Peabody Energy
BTU
$2.25B
| $526K | ﹤0.01% |
11,571
+1,481
| +15% | +$67.3K |
|
1953
James Hardie Industries plc
JHX
$11.7B
| $524K | ﹤0.01% |
31,000
-5,434
| -15% | -$91.9K |
|
1954
Ingersoll Rand
IR
$31.9B
| $522K | ﹤0.01% |
17,755
+8,094
| +84% | +$238K |
|
1955
Trade Desk
TTD
$25.6B
| $522K | ﹤0.01% |
55,660
-157,240
| -74% | -$1.47M |
|
|
EBSB
1956
DELISTED
Meridian Bancorp, Inc.
EBSB
| $520K | ﹤0.01% |
27,154
+4,467
| +20% | +$85.5K |
|
1957
Hamilton Lane
HLNE
$6.52B
| $519K | ﹤0.01% |
+10,828
| New | +$519K |
|
1958
Travere Therapeutics
TVTX
$1.89B
| $518K | ﹤0.01% |
19,015
-2,213
| -10% | -$60.3K |
|
1959
Zillow
ZG
$21B
| $516K | ﹤0.01% |
+8,643
| New | +$516K |
|
1960
Preferred Bank
PFBC
$1.18B
| $515K | ﹤0.01% |
8,378
+330
| +4% | +$20.3K |
|
1961
Xencor
XNCR
$600M
| $511K | ﹤0.01% |
13,799
+5,365
| +64% | +$199K |
|
1962
Lakeland Financial Corp
LKFN
$1.74B
| $506K | ﹤0.01% |
10,497
-4,286
| -29% | -$207K |
|
1963
Acadia Pharmaceuticals
ACAD
$4.28B
| $504K | ﹤0.01% |
32,997
-1,588
| -5% | -$24.3K |
|
1964
Radian Group
RDN
$4.77B
| $504K | ﹤0.01% |
31,086
-900
| -3% | -$14.6K |
|
1965
Bankunited
BKU
$2.89B
| $502K | ﹤0.01% |
12,301
-1,557
| -11% | -$63.5K |
|
1966
HEICO
HEI
$44.2B
| $499K | ﹤0.01% |
6,847
+296
| +5% | +$21.6K |
|
1967
Acco Brands
ACCO
$364M
| $494K | ﹤0.01% |
35,647
+24,539
| +221% | +$340K |
|
1968
Editas Medicine
EDIT
$248M
| $491K | ﹤0.01% |
13,691
+6,209
| +83% | +$223K |
|
1969
Banco Bilbao Vizcaya Argentaria
BBVA
$107B
| $490K | ﹤0.01% |
70,000
-4,000
| -5% | -$28K |
|
1970
Gorman-Rupp
GRC
$1.13B
| $489K | ﹤0.01% |
13,973
-3,606
| -21% | -$126K |
|
1971
ING
ING
$71B
| $487K | ﹤0.01% |
34,000
-4,967
| -13% | -$71.1K |
|
|
WBT
1972
DELISTED
Welbilt, Inc.
WBT
| $481K | ﹤0.01% |
21,543
+2,162
| +11% | +$48.3K |
|
|
BFYT
1973
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $481K | ﹤0.01% |
+14,876
| New | +$481K |
|
|
UN
1974
DELISTED
Unilever NV New York Registry Shares
UN
| $477K | ﹤0.01% |
8,570
-1,083
| -11% | -$60.3K |
|
|
ISBC
1975
DELISTED
Investors Bancorp, Inc.
ISBC
| $472K | ﹤0.01% |
36,931
-1,642
| -4% | -$21K |
|