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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
RadNet
RDNT
$5.54B
| $66.2M | 0.04% |
1,330,577
-110,872
| -8% | -$5.51M |
|
377
BellRing Brands
BRBR
$4.51B
| $66M | 0.04% |
886,867
-15,344
| -2% | -$1.14M |
|
378
Portland General Electric
POR
$4.61B
| $65.9M | 0.04% |
1,478,149
-47,616
| -3% | -$2.12M |
|
379
Janus Henderson
JHG
$6.94B
| $65.9M | 0.04% |
1,822,251
-90,097
| -5% | -$3.26M |
|
380
Deckers Outdoor
DECK
$17.9B
| $65.7M | 0.04% |
587,747
+88,179
| +18% | +$9.86M |
|
381
Phillips 66
PSX
$52.6B
| $65.6M | 0.04% |
531,381
+13,489
| +3% | +$1.67M |
|
382
Varonis Systems
VRNS
$6.45B
| $64.9M | 0.04% |
1,604,709
-80,396
| -5% | -$3.25M |
|
383
Newmont
NEM
$83.2B
| $64.6M | 0.04% |
1,337,359
+9,477
| +0.7% | +$458K |
|
384
Freeport-McMoran
FCX
$67B
| $63.5M | 0.04% |
1,678,407
+10,163
| +0.6% | +$385K |
|
385
Modine Manufacturing
MOD
$7.28B
| $63.5M | 0.04% |
827,927
-45,191
| -5% | -$3.47M |
|
386
Axon Enterprise
AXON
$58.1B
| $63.3M | 0.04% |
120,290
-8,186
| -6% | -$4.31M |
|
387
Service Corp International
SCI
$11.1B
| $62.8M | 0.04% |
782,429
+451,068
| +136% | +$36.2M |
|
388
Idacorp
IDA
$6.77B
| $62.5M | 0.04% |
537,465
-7,087
| -1% | -$824K |
|
389
FedEx
FDX
$53.1B
| $62.4M | 0.04% |
255,953
+1,727
| +0.7% | +$421K |
|
390
Mine Safety
MSA
$6.67B
| $62.4M | 0.04% |
425,177
-5,912
| -1% | -$867K |
|
391
First Horizon
FHN
$11.3B
| $62M | 0.03% |
3,193,382
-75,966
| -2% | -$1.48M |
|
392
Federal Agricultural Mortgage
AGM
$2.25B
| $62M | 0.03% |
330,534
-3,441
| -1% | -$645K |
|
393
Crown Castle
CCI
$40.9B
| $62M | 0.03% |
594,389
-7,351
| -1% | -$766K |
|
394
LKQ Corp
LKQ
$8.39B
| $61.9M | 0.03% |
1,454,095
+116,915
| +9% | +$4.97M |
|
395
iShares Russell 1000 Growth ETF
IWF
$118B
| $61.7M | 0.03% |
170,997
+10,122
| +6% | +$3.65M |
|
396
Kroger
KR
$45B
| $61.4M | 0.03% |
907,070
+31,019
| +4% | +$2.1M |
|
397
Magnolia Oil & Gas
MGY
$4.34B
| $61.3M | 0.03% |
2,427,952
+119,127
| +5% | +$3.01M |
|
398
Howmet Aerospace
HWM
$72.3B
| $61.3M | 0.03% |
472,217
-4,376
| -0.9% | -$568K |
|
399
EnerSys
ENS
$3.89B
| $61.1M | 0.03% |
666,751
-29,690
| -4% | -$2.72M |
|
400
Marriott International Class A Common Stock
MAR
$72.8B
| $60.8M | 0.03% |
255,039
-3,403
| -1% | -$811K |
|