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 | |
|---|---|---|---|---|---|---|
451
Otis Worldwide
OTIS
$34.3B
| $49.2M | 0.03% |
476,961
+14,413
| +3% | +$1.49M |
|
452
Webster Financial
WBS
$10.3B
| $48.8M | 0.03% |
945,954
-30,461
| -3% | -$1.57M |
|
453
Keurig Dr Pepper
KDP
$37.5B
| $48.7M | 0.03% |
1,423,050
+111,911
| +9% | +$3.83M |
|
454
Public Service Enterprise Group
PEG
$40B
| $48.6M | 0.03% |
590,665
-2,722
| -0.5% | -$224K |
|
455
XPO
XPO
$15.4B
| $48.2M | 0.03% |
447,893
-39,753
| -8% | -$4.28M |
|
456
Huron Consulting
HURN
$2.41B
| $47.7M | 0.03% |
332,183
-18,827
| -5% | -$2.7M |
|
|
MRP
457
Millrose Properties, Inc.
MRP
$5.69B
| $47.6M | 0.03% |
+1,794,553
| New | +$47.6M |
|
458
PG&E
PCG
$32B
| $47.6M | 0.03% |
2,768,036
-64,961
| -2% | -$1.12M |
|
459
Prudential Financial
PRU
$37.2B
| $47.4M | 0.03% |
424,154
+11,925
| +3% | +$1.33M |
|
460
Addus HomeCare
ADUS
$2.11B
| $47.1M | 0.03% |
475,818
+73,720
| +18% | +$7.29M |
|
461
Collegium Pharmaceutical
COLL
$1.19B
| $47M | 0.03% |
1,573,356
-71,695
| -4% | -$2.14M |
|
|
SWTX
462
DELISTED
SpringWorks Therapeutics
SWTX
| $47M | 0.03% |
1,064,109
-39,749
| -4% | -$1.75M |
|
463
NRG Energy
NRG
$28.6B
| $46.9M | 0.03% |
491,246
-9,564
| -2% | -$913K |
|
|
EXE
464
Expand Energy Corporation Common Stock
EXE
$22.5B
| $46.8M | 0.03% |
420,508
-251,560
| -37% | -$28M |
|
465
United Rentals
URI
$62.4B
| $46.7M | 0.03% |
74,531
-2,726
| -4% | -$1.71M |
|
466
Entergy
ETR
$38.8B
| $46.5M | 0.03% |
543,533
-5,693
| -1% | -$487K |
|
467
General Mills
GIS
$26.8B
| $46.4M | 0.03% |
776,809
+17,289
| +2% | +$1.03M |
|
468
Vistra
VST
$63.7B
| $46.2M | 0.03% |
393,406
-120,936
| -24% | -$14.2M |
|
469
TE Connectivity
TEL
$61.4B
| $45.9M | 0.03% |
324,941
-1,523
| -0.5% | -$215K |
|
470
Canadian Pacific Kansas City
CP
$69.9B
| $45.8M | 0.03% |
652,944
-1,527,431
| -70% | -$107M |
|
471
Eagle Materials
EXP
$7.71B
| $45.7M | 0.03% |
206,019
+128,271
| +165% | +$28.5M |
|
472
Advanced Energy
AEIS
$5.83B
| $45.5M | 0.03% |
477,296
+1,624
| +0.3% | +$155K |
|
473
Chord Energy
CHRD
$5.9B
| $45.3M | 0.03% |
401,902
-10,429
| -3% | -$1.18M |
|
474
Electronic Arts
EA
$42B
| $45.3M | 0.03% |
313,217
-8,623
| -3% | -$1.25M |
|
475
Franklin FTSE Taiwan ETF
FLTW
$574M
| $45.1M | 0.03% |
1,043,528
+228,364
| +28% | +$9.87M |
|