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 | |
|---|---|---|---|---|---|---|
2176
James Hardie Industries plc
JHX
$11.4B
| $229K | ﹤0.01% |
9,600
-400
| -4% | -$9.54K |
|
|
EQC
2177
DELISTED
Equity Commonwealth
EQC
| $229K | ﹤0.01% |
8,611
-1,116
| -11% | -$29.7K |
|
2178
Transmedics
TMDX
$3.8B
| $228K | ﹤0.01% |
+16,539
| New | +$228K |
|
2179
Seres Therapeutics
MCRB
$171M
| $227K | ﹤0.01% |
+8,012
| New | +$227K |
|
2180
Carlyle Group
CG
$23.3B
| $226K | ﹤0.01% |
9,155
-1,261
| -12% | -$31.1K |
|
|
PS
2181
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $225K | ﹤0.01% |
13,150
-819
| -6% | -$14K |
|
2182
Bally's
BALY
$485M
| $224K | ﹤0.01% |
+8,522
| New | +$224K |
|
2183
Stoke Therapeutics
STOK
$1.07B
| $223K | ﹤0.01% |
+6,658
| New | +$223K |
|
|
ATSG
2184
DELISTED
Air Transport Services Group, Inc.
ATSG
| $222K | ﹤0.01% |
8,874
-838
| -9% | -$21K |
|
2185
Vanguard Growth ETF
VUG
$183B
| $221K | ﹤0.01% |
+969
| New | +$221K |
|
2186
MGE Energy Inc
MGEE
$3.1B
| $217K | ﹤0.01% |
3,470
-993
| -22% | -$62.1K |
|
|
FIT
2187
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $216K | ﹤0.01% |
31,002
-4,448
| -13% | -$31K |
|
2188
DURECT Corp
DRRX
$60.2M
| $215K | ﹤0.01% |
125,760
+43,053
| +52% | +$73.6K |
|
2189
First Financial Corporation Common Stock
THFF
$702M
| $214K | ﹤0.01% |
+6,831
| New | +$214K |
|
2190
Stitch Fix
SFIX
$679M
| $212K | ﹤0.01% |
7,826
-1,013
| -11% | -$27.4K |
|
2191
Champion Homes, Inc.
SKY
$4.21B
| $212K | ﹤0.01% |
7,937
-1,059
| -12% | -$28.3K |
|
2192
Vanguard Value ETF
VTV
$143B
| $212K | ﹤0.01% |
+2,028
| New | +$212K |
|
|
TWOU
2193
DELISTED
2U, Inc.
TWOU
| $212K | ﹤0.01% |
6,251
-162
| -3% | -$5.49K |
|
|
GRA
2194
DELISTED
W.R. Grace & Co.
GRA
| $212K | ﹤0.01% |
5,253
-746
| -12% | -$30.1K |
|
2195
Repay Holdings
RPAY
$488M
| $211K | ﹤0.01% |
+8,979
| New | +$211K |
|
2196
Radian Group
RDN
$4.7B
| $210K | ﹤0.01% |
14,358
-7,479
| -34% | -$109K |
|
2197
iHeartMedia
IHRT
$336M
| $209K | ﹤0.01% |
25,691
+12,141
| +90% | +$98.8K |
|
2198
Schrodinger
SDGR
$1.41B
| $209K | ﹤0.01% |
4,408
+2,129
| +93% | +$101K |
|
2199
iShares Global Tech ETF
IXN
$5.65B
| $208K | ﹤0.01% |
+787
| New | +$208K |
|
2200
Madison Square Garden
MSGS
$4.7B
| $208K | ﹤0.01% |
1,383
-180
| -12% | -$27.1K |
|