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 | |
|---|---|---|---|---|---|---|
1976
Semrush
SEMR
$1.16B
| $454K | ﹤0.01% |
+28,900
| New | +$454K |
|
1977
Pennant Group
PNTG
$847M
| $451K | ﹤0.01% |
12,626
+1,597
| +14% | +$57K |
|
1978
Maplebear
CART
$11.9B
| $448K | ﹤0.01% |
10,989
-1,808
| -14% | -$73.7K |
|
1979
CAE Inc
CAE
$8.54B
| $447K | ﹤0.01% |
23,800
-1,300
| -5% | -$24.4K |
|
1980
Gannett
GCI
$610M
| $447K | ﹤0.01% |
79,585
+65,667
| +472% | +$369K |
|
1981
Tenable Holdings
TENB
$3.77B
| $444K | ﹤0.01% |
10,958
-4,972
| -31% | -$201K |
|
1982
Varex Imaging
VREX
$485M
| $444K | ﹤0.01% |
37,230
-182,453
| -83% | -$2.17M |
|
1983
Immersion
IMMR
$231M
| $443K | ﹤0.01% |
49,636
-7,704
| -13% | -$68.7K |
|
1984
SentinelOne
S
$6B
| $442K | ﹤0.01% |
18,491
+1,111
| +6% | +$26.6K |
|
1985
Confluent
CFLT
$6.98B
| $426K | ﹤0.01% |
20,880
-194,584
| -90% | -$3.97M |
|
1986
SPDR S&P Dividend ETF
SDY
$20.3B
| $417K | ﹤0.01% |
2,936
| – | – |
|
1987
Herc Holdings
HRI
$4.59B
| $416K | ﹤0.01% |
2,612
-1,190
| -31% | -$190K |
|
1988
Champion Homes, Inc.
SKY
$4.35B
| $410K | ﹤0.01% |
4,323
-14,649
| -77% | -$1.39M |
|
1989
Real Brokerage
REAX
$1.06B
| $402K | ﹤0.01% |
72,467
+59,614
| +464% | +$331K |
|
1990
Ramaco Resources Class A
METC
$1.71B
| $401K | ﹤0.01% |
35,414
-30,030
| -46% | -$340K |
|
1991
Gorman-Rupp
GRC
$1.13B
| $399K | ﹤0.01% |
+10,233
| New | +$399K |
|
1992
Universal Technical Institute
UTI
$1.5B
| $395K | ﹤0.01% |
+24,288
| New | +$395K |
|
1993
AXIS Capital
AXS
$7.67B
| $394K | ﹤0.01% |
4,948
-830
| -14% | -$66.1K |
|
|
HCP
1994
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $390K | ﹤0.01% |
11,516
+3,399
| +42% | +$115K |
|
1995
BILL Holdings
BILL
$5.17B
| $390K | ﹤0.01% |
7,387
-560
| -7% | -$29.5K |
|
1996
Oscar Health
OSCR
$5.18B
| $383K | ﹤0.01% |
18,072
-8,194
| -31% | -$174K |
|
1997
Lyft
LYFT
$7.63B
| $378K | ﹤0.01% |
29,638
-320
| -1% | -$4.08K |
|
1998
Coastal Financial
CCB
$1.69B
| $377K | ﹤0.01% |
+6,977
| New | +$377K |
|
1999
Mercantile Bank Corp
MBWM
$789M
| $376K | ﹤0.01% |
8,611
+304
| +4% | +$13.3K |
|
2000
Yext
YEXT
$1.08B
| $375K | ﹤0.01% |
54,247
-39,269
| -42% | -$272K |
|