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 | +$451M | |
| 2 | +$357M | |
| 3 | +$209M | |
| 4 |
Vulcan Materials
VMC
|
+$183M |
| 5 |
Healthpeak Properties
DOC
|
+$175M |
Top Sells
| 1 | +$877M | |
| 2 | +$629M | |
| 3 | +$421M | |
| 4 |
Progressive
PGR
|
+$384M |
| 5 |
CarMax
KMX
|
+$270M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Financials | 16.54% |
| 3 | Real Estate | 12.06% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Industrials | 10.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
YMAB
2326
DELISTED
Y-mAbs Therapeutics
YMAB
| – | – |
-22,434
|
|
||
2327
ZimVie
ZIMV
$536M
| – | – |
-19,663
|
|
||
2328
ZipRecruiter
ZIP
$377M
| – | – |
-37,672
|
|
||
|
VRN
2329
DELISTED
Veren
VRN
| – | – |
-3,490,940
|
|
||
|
BERY
2330
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-266,451
|
|
||
|
BECN
2331
DELISTED
Beacon Roofing Supply, Inc.
BECN
| – | – |
-4,901
|
|
||
|
PDCO
2332
DELISTED
Patterson Companies, Inc.
PDCO
| – | – |
-391,345
|
|
||
|
ITCI
2333
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| – | – |
-6,925
|
|
||
|
PTVE
2334
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| – | – |
-22,312
|
|
||
|
SWI
2335
DELISTED
SolarWinds Corporation Common Stock
SWI
| – | – |
-303,144
|
|
||
2336
Evolus
EOLS
$428M
| – | – |
-33,409
|
|
||
2337
Embraer
ERJ
$10.8B
| – | – |
-49,781
|
|
||
2338
Fidelis Insurance
FIHL
$1.94B
| – | – |
-76,356
|
|
||
2339
Franklin FTSE Japan ETF
FLJP
$2.39B
| – | – |
-346,156
|
|