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 | |
|---|---|---|---|---|---|---|
551
Burlington
BURL
$17.7B
| $34.7M | 0.02% |
145,745
-81,275
| -36% | -$19.4M |
|
552
US Foods
USFD
$17.6B
| $34.7M | 0.02% |
529,429
-4,358
| -0.8% | -$285K |
|
553
World Kinect Corp
WKC
$1.41B
| $34.5M | 0.02% |
1,217,608
-31,783
| -3% | -$901K |
|
554
Axsome Therapeutics
AXSM
$6.26B
| $34.5M | 0.02% |
295,671
+88,606
| +43% | +$10.3M |
|
555
United Therapeutics
UTHR
$18B
| $34.5M | 0.02% |
111,861
+309
| +0.3% | +$95.3K |
|
556
Equifax
EFX
$30.5B
| $34.4M | 0.02% |
141,105
-903
| -0.6% | -$220K |
|
557
Pure Storage
PSTG
$26.3B
| $34.3M | 0.02% |
773,893
+51,632
| +7% | +$2.29M |
|
558
Birkenstock
BIRK
$8.66B
| $34.2M | 0.02% |
746,716
+203,918
| +38% | +$9.35M |
|
559
Centene
CNC
$15.1B
| $34.2M | 0.02% |
563,483
-11,977
| -2% | -$727K |
|
560
IQVIA
IQV
$31.6B
| $34.1M | 0.02% |
193,467
-6,398
| -3% | -$1.13M |
|
561
Merit Medical Systems
MMSI
$5.27B
| $33.8M | 0.02% |
319,960
+7,940
| +3% | +$839K |
|
562
International Paper
IP
$24.8B
| $33.7M | 0.02% |
632,233
+223,456
| +55% | +$11.9M |
|
563
Darden Restaurants
DRI
$24.5B
| $33.7M | 0.02% |
162,340
+7,902
| +5% | +$1.64M |
|
564
Nucor
NUE
$32.6B
| $33.6M | 0.02% |
279,518
-34,519
| -11% | -$4.15M |
|
565
iShares MSCI EAFE ETF
EFA
$66.7B
| $33.6M | 0.02% |
411,451
+210,000
| +104% | +$17.2M |
|
566
Qorvo
QRVO
$8.17B
| $33.6M | 0.02% |
463,483
+5,305
| +1% | +$384K |
|
567
Exact Sciences
EXAS
$10.3B
| $33.5M | 0.02% |
773,975
-34,540
| -4% | -$1.5M |
|
568
RBC Bearings
RBC
$11.9B
| $33.4M | 0.02% |
103,722
+11,073
| +12% | +$3.56M |
|
569
Xylem
XYL
$33.6B
| $33.3M | 0.02% |
278,834
-1,144
| -0.4% | -$137K |
|
570
Atmos Energy
ATO
$26.3B
| $33.3M | 0.02% |
215,112
-621
| -0.3% | -$96K |
|
571
TG Therapeutics
TGTX
$5.03B
| $33.2M | 0.02% |
841,011
+10,827
| +1% | +$427K |
|
572
OneMain Financial
OMF
$7.25B
| $33.2M | 0.02% |
678,328
-43,172
| -6% | -$2.11M |
|
573
PPG Industries
PPG
$24.6B
| $33.1M | 0.02% |
302,962
+12,650
| +4% | +$1.38M |
|
574
AXIS Capital
AXS
$7.56B
| $33.1M | 0.02% |
329,939
-24,002
| -7% | -$2.41M |
|
575
Ameren
AEE
$26.8B
| $33.1M | 0.02% |
329,385
+935
| +0.3% | +$93.9K |
|