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 | |
|---|---|---|---|---|---|---|
2051
Diageo
DEO
$61B
| $413K | ﹤0.01% |
3,000
-600
| -17% | -$82.6K |
|
2052
NovaGold Resources
NG
$2.75B
| $412K | ﹤0.01% |
34,648
-3,782
| -10% | -$45K |
|
2053
Chewy
CHWY
$17B
| $411K | ﹤0.01% |
+7,489
| New | +$411K |
|
2054
Victory Capital Holdings
VCTR
$4.83B
| $410K | ﹤0.01% |
24,278
+11,502
| +90% | +$194K |
|
2055
iShares US Aerospace & Defense ETF
ITA
$9.32B
| $409K | ﹤0.01% |
5,162
-1,040
| -17% | -$82.4K |
|
2056
Novo Nordisk
NVO
$249B
| $408K | ﹤0.01% |
11,762
-600
| -5% | -$20.8K |
|
2057
Digital Turbine
APPS
$460M
| $407K | ﹤0.01% |
12,431
-1,172
| -9% | -$38.4K |
|
|
MIME
2058
DELISTED
Mimecast Limited
MIME
| $405K | ﹤0.01% |
8,624
-696
| -7% | -$32.7K |
|
|
MNTV
2059
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $404K | ﹤0.01% |
18,284
-1,410
| -7% | -$31.2K |
|
2060
Vanguard Total Bond Market
BND
$134B
| $403K | ﹤0.01% |
4,563
+130
| +3% | +$11.5K |
|
2061
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.89B
| $399K | ﹤0.01% |
13,010
+46
| +0.4% | +$1.41K |
|
|
EIDX
2062
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
| $399K | ﹤0.01% |
7,901
-106
| -1% | -$5.35K |
|
|
CHNG
2063
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $398K | ﹤0.01% |
27,428
-4,430
| -14% | -$64.3K |
|
2064
ASML
ASML
$296B
| $397K | ﹤0.01% |
1,076
| – | – |
|
2065
Tenable Holdings
TENB
$3.68B
| $397K | ﹤0.01% |
10,518
+462
| +5% | +$17.4K |
|
|
ACIA
2066
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
| $396K | ﹤0.01% |
5,871
-549
| -9% | -$37K |
|
2067
Bruker
BRKR
$4.52B
| $395K | ﹤0.01% |
9,945
-1,529
| -13% | -$60.7K |
|
2068
ARK Innovation ETF
ARKK
$7.46B
| $391K | ﹤0.01% |
4,252
-1,104
| -21% | -$102K |
|
2069
TriCo Bancshares
TCBK
$1.5B
| $389K | ﹤0.01% |
15,877
+7,455
| +89% | +$183K |
|
|
TMX
2070
DELISTED
Terminix Global Holdings, Inc.
TMX
| $389K | ﹤0.01% |
9,760
-1,265
| -11% | -$50.4K |
|
2071
Pure Storage
PSTG
$25.7B
| $387K | ﹤0.01% |
25,132
-4,050
| -14% | -$62.4K |
|
2072
Sangamo Therapeutics
SGMO
$160M
| $387K | ﹤0.01% |
40,966
-2,807
| -6% | -$26.5K |
|
2073
Madrigal Pharmaceuticals
MDGL
$9.61B
| $383K | ﹤0.01% |
3,226
-156
| -5% | -$18.5K |
|
|
EPZM
2074
DELISTED
Epizyme, Inc
EPZM
| $381K | ﹤0.01% |
31,961
-1,956
| -6% | -$23.3K |
|
2075
Invesco Global Listed Private Equity ETF
PSP
$328M
| $379K | ﹤0.01% |
6,974
-360
| -5% | -$19.6K |
|