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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
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 | |
|---|---|---|---|---|---|---|
2126
Starwood Property Trust
STWD
$7.38B
| $304K | ﹤0.01% |
20,165
-2,608
| -11% | -$39.3K |
|
2127
Sea Limited
SE
$106B
| $302K | ﹤0.01% |
1,962
-3,089
| -61% | -$475K |
|
2128
Acco Brands
ACCO
$356M
| $301K | ﹤0.01% |
51,902
+13,959
| +37% | +$81K |
|
2129
AerCap
AER
$22.2B
| $301K | ﹤0.01% |
11,941
-6,429
| -35% | -$162K |
|
2130
Standard BioTools
LAB
$474M
| $297K | ﹤0.01% |
39,938
+18,957
| +90% | +$141K |
|
2131
Great Southern Bancorp
GSBC
$716M
| $294K | ﹤0.01% |
+8,107
| New | +$294K |
|
2132
Cass Information Systems
CASS
$571M
| $293K | ﹤0.01% |
+7,274
| New | +$293K |
|
2133
Stock Yards Bancorp
SYBT
$2.36B
| $292K | ﹤0.01% |
+8,587
| New | +$292K |
|
2134
iShares MSCI USA Value Factor ETF
VLUE
$7.06B
| $290K | ﹤0.01% |
3,935
+451
| +13% | +$33.2K |
|
2135
AXIS Capital
AXS
$7.72B
| $288K | ﹤0.01% |
6,540
-858
| -12% | -$37.8K |
|
|
MDLA
2136
DELISTED
Medallia, Inc.
MDLA
| $285K | ﹤0.01% |
10,398
-1,786
| -15% | -$49K |
|
2137
Frontdoor
FTDR
$4.51B
| $284K | ﹤0.01% |
7,295
-780
| -10% | -$30.4K |
|
|
BSTC
2138
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $283K | ﹤0.01% |
+5,351
| New | +$283K |
|
2139
CarGurus
CARG
$3.45B
| $282K | ﹤0.01% |
13,037
-1,228
| -9% | -$26.6K |
|
2140
iShares MBS ETF
MBB
$40.7B
| $282K | ﹤0.01% |
+2,554
| New | +$282K |
|
2141
Adverum Biotechnologies
ADVM
$63.8M
| $281K | ﹤0.01% |
27,261
-98
| -0.4% | -$1.01K |
|
2142
Vanguard Total International Bond ETF
BNDX
$67.9B
| $281K | ﹤0.01% |
4,831
+65
| +1% | +$3.78K |
|
2143
Moelis & Co
MC
$5.28B
| $280K | ﹤0.01% |
7,976
-750
| -9% | -$26.3K |
|
2144
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.84B
| $273K | ﹤0.01% |
10,535
+56
| +0.5% | +$1.45K |
|
2145
WillScot Mobile Mini Holdings
WSC
$4.33B
| $272K | ﹤0.01% |
16,286
-4,876
| -23% | -$81.4K |
|
|
ORBC
2146
DELISTED
ORBCOMM, Inc.
ORBC
| $272K | ﹤0.01% |
80,028
+37,488
| +88% | +$127K |
|
2147
Hilton Grand Vacations
HGV
$4.17B
| $270K | ﹤0.01% |
12,857
-1,213
| -9% | -$25.5K |
|
|
ALTR
2148
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $269K | ﹤0.01% |
6,403
-531
| -8% | -$22.3K |
|
|
SCPL
2149
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $264K | ﹤0.01% |
+16,295
| New | +$264K |
|
2150
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.36B
| $263K | ﹤0.01% |
3,855
+163
| +4% | +$11.1K |
|