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 | |
|---|---|---|---|---|---|---|
|
UN
1976
DELISTED
Unilever NV New York Registry Shares
UN
| $603K | ﹤0.01% |
9,980
-891
| -8% | -$53.8K |
|
1977
HarborOne Bancorp
HONE
$555M
| $602K | ﹤0.01% |
74,624
+35,151
| +89% | +$284K |
|
|
ATH
1978
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $602K | ﹤0.01% |
17,649
-2,896
| -14% | -$98.8K |
|
1979
Dropbox
DBX
$8.42B
| $599K | ﹤0.01% |
31,118
-5,400
| -15% | -$104K |
|
|
AXNX
1980
DELISTED
Axonics, Inc. Common Stock
AXNX
| $599K | ﹤0.01% |
11,729
+4,482
| +62% | +$229K |
|
1981
AtriCure
ATRC
$1.79B
| $593K | ﹤0.01% |
14,868
-238
| -2% | -$9.49K |
|
1982
Vanguard Health Care ETF
VHT
$15.8B
| $593K | ﹤0.01% |
2,908
-417
| -13% | -$85K |
|
|
WMGI
1983
DELISTED
Wright Medical Group Inc
WMGI
| $593K | ﹤0.01% |
19,421
-1,833
| -9% | -$56K |
|
1984
Chord Energy
CHRD
$5.88B
| $591K | ﹤0.01% |
2,112,212
-66,006
| -3% | -$18.5K |
|
1985
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
| $591K | ﹤0.01% |
11,857
-470
| -4% | -$23.4K |
|
|
BERY
1986
DELISTED
Berry Global Group, Inc.
BERY
| $589K | ﹤0.01% |
13,281
-1,990
| -13% | -$88.3K |
|
1987
Lattice Semiconductor
LSCC
$9.05B
| $588K | ﹤0.01% |
20,292
-1,915
| -9% | -$55.5K |
|
1988
Ardelyx
ARDX
$1.58B
| $577K | ﹤0.01% |
109,901
+36,415
| +50% | +$191K |
|
1989
BWX Technologies
BWXT
$14.8B
| $577K | ﹤0.01% |
10,243
-1,672
| -14% | -$94.2K |
|
1990
Pegasystems
PEGA
$9.75B
| $577K | ﹤0.01% |
9,542
-1,662
| -15% | -$101K |
|
|
NSTG
1991
DELISTED
NanoString Technologies, Inc.
NSTG
| $575K | ﹤0.01% |
12,860
+5,231
| +69% | +$234K |
|
|
EIGI
1992
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $573K | ﹤0.01% |
99,913
+41,800
| +72% | +$240K |
|
1993
AGNC Investment
AGNC
$10.8B
| $572K | ﹤0.01% |
41,129
-6,197
| -13% | -$86.2K |
|
1994
Editas Medicine
EDIT
$248M
| $570K | ﹤0.01% |
20,305
+193
| +1% | +$5.42K |
|
|
ATRI
1995
DELISTED
Atrion Corp
ATRI
| $568K | ﹤0.01% |
908
+426
| +88% | +$266K |
|
|
QTS
1996
DELISTED
QTS REALTY TRUST, INC.
QTS
| $566K | ﹤0.01% |
8,977
-772
| -8% | -$48.7K |
|
1997
Gaming and Leisure Properties
GLPI
$13.6B
| $564K | ﹤0.01% |
15,270
-1,674
| -10% | -$61.8K |
|
1998
Barnes & Noble Education
BNED
$282M
| $556K | ﹤0.01% |
2,157
-729
| -25% | -$188K |
|
|
GPOR
1999
DELISTED
Gulfport Energy Corp.
GPOR
| $556K | ﹤0.01% |
1,054,600
-50,361
| -5% | -$26.6K |
|
2000
Sportsman's Warehouse
SPWH
$115M
| $555K | ﹤0.01% |
38,764
+18,318
| +90% | +$262K |
|