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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Simply Good Foods
SMPL
$2.86B
| $43.9M | 0.03% |
1,290,197
-640,547
| -33% | -$21.8M |
|
527
Dynatrace
DT
$15.1B
| $43.9M | 0.03% |
944,302
-91,907
| -9% | -$4.27M |
|
528
Principal Active High Yield ETF
YLD
$368M
| $43.7M | 0.03% |
2,279,053
+25,643
| +1% | +$491K |
|
529
PG&E
PCG
$33.2B
| $43.6M | 0.03% |
2,598,691
+14,588
| +0.6% | +$244K |
|
530
Archer Daniels Midland
ADM
$30.2B
| $43.4M | 0.03% |
691,486
+33,023
| +5% | +$2.07M |
|
531
Cleveland-Cliffs
CLF
$5.63B
| $43.2M | 0.03% |
1,900,398
+47,202
| +3% | +$1.07M |
|
532
World Kinect Corp
WKC
$1.48B
| $43.2M | 0.03% |
1,631,393
+52,930
| +3% | +$1.4M |
|
533
Align Technology
ALGN
$10.1B
| $42.9M | 0.03% |
130,721
+46,991
| +56% | +$15.4M |
|
534
Acadia Healthcare
ACHC
$2.19B
| $42.7M | 0.03% |
539,162
+200,765
| +59% | +$15.9M |
|
535
Onto Innovation
ONTO
$5.1B
| $42.6M | 0.03% |
235,100
+855
| +0.4% | +$155K |
|
536
Carlyle Group
CG
$23.1B
| $42.6M | 0.03% |
907,113
+112,675
| +14% | +$5.29M |
|
537
Consolidated Edison
ED
$35.4B
| $42.4M | 0.02% |
467,075
+5,234
| +1% | +$475K |
|
538
Pool Corp
POOL
$12.4B
| $42.2M | 0.02% |
104,660
+52,138
| +99% | +$21M |
|
539
ITT
ITT
$13.3B
| $42.1M | 0.02% |
309,239
+7,789
| +3% | +$1.06M |
|
540
United Therapeutics
UTHR
$18.1B
| $42M | 0.02% |
182,991
+4,655
| +3% | +$1.07M |
|
541
CDW
CDW
$22.2B
| $42M | 0.02% |
164,204
-931
| -0.6% | -$238K |
|
|
EXE
542
Expand Energy Corporation Common Stock
EXE
$22.7B
| $41.6M | 0.02% |
468,133
+6,565
| +1% | +$583K |
|
543
Ally Financial
ALLY
$12.7B
| $41.5M | 0.02% |
1,022,396
+25,768
| +3% | +$1.05M |
|
544
Essential Utilities
WTRG
$11B
| $41.5M | 0.02% |
1,120,066
+33,329
| +3% | +$1.23M |
|
545
Four Corners Property Trust
FCPT
$2.73B
| $41.4M | 0.02% |
1,693,280
-31,530
| -2% | -$772K |
|
546
Service Corp International
SCI
$10.9B
| $41.3M | 0.02% |
557,073
+12,328
| +2% | +$915K |
|
547
WD-40
WDFC
$2.95B
| $41.2M | 0.02% |
162,629
-22,992
| -12% | -$5.82M |
|
548
BWX Technologies
BWXT
$15B
| $41.2M | 0.02% |
401,426
+7,911
| +2% | +$812K |
|
549
Exelon
EXC
$43.9B
| $41M | 0.02% |
1,092,489
+5,403
| +0.5% | +$203K |
|
550
Lattice Semiconductor
LSCC
$9.05B
| $40.8M | 0.02% |
521,858
+9,735
| +2% | +$762K |
|