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 |
Brookfield
BN
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Tetra Tech
TTEK
$9.22B
| $32.8M | 0.02% |
1,001,450
-52,275
| -5% | -$1.71M |
|
577
First Solar
FSLR
$21.8B
| $32.7M | 0.02% |
171,818
-26,845
| -14% | -$5.1M |
|
|
SGEN
578
DELISTED
Seagen Inc. Common Stock
SGEN
| $32.6M | 0.02% |
169,241
-150,357
| -47% | -$28.9M |
|
579
RadNet
RDNT
$5.62B
| $32.4M | 0.02% |
993,997
+694,744
| +232% | +$22.7M |
|
580
Cleveland-Cliffs
CLF
$5.35B
| $32.4M | 0.02% |
1,933,578
-162,063
| -8% | -$2.72M |
|
581
ATI
ATI
$10.3B
| $32.4M | 0.02% |
731,940
-48,453
| -6% | -$2.14M |
|
582
Kraft Heinz
KHC
$31.6B
| $32.2M | 0.02% |
907,740
-2,680
| -0.3% | -$95.1K |
|
583
Warner Bros
WBD
$30.4B
| $32.1M | 0.02% |
2,562,223
-171,968
| -6% | -$2.16M |
|
584
American Water Works
AWK
$27.3B
| $32.1M | 0.02% |
224,961
-11,449
| -5% | -$1.63M |
|
585
WEX
WEX
$5.92B
| $32.1M | 0.02% |
176,092
-20,966
| -11% | -$3.82M |
|
586
Lamb Weston
LW
$7.96B
| $32M | 0.02% |
278,710
-129,855
| -32% | -$14.9M |
|
587
Oneok
OKE
$45.2B
| $32M | 0.02% |
518,425
-29,362
| -5% | -$1.81M |
|
588
Arrow Electronics
ARW
$6.5B
| $32M | 0.02% |
223,101
-14,370
| -6% | -$2.06M |
|
589
Aptiv
APTV
$17.9B
| $31.9M | 0.02% |
312,568
-19,766
| -6% | -$2.02M |
|
590
Lear
LEA
$5.91B
| $31.8M | 0.02% |
221,607
-12,380
| -5% | -$1.78M |
|
591
American Financial Group
AFG
$11.5B
| $31.8M | 0.02% |
267,771
-16,128
| -6% | -$1.92M |
|
592
Huntington Ingalls Industries
HII
$10.5B
| $31.8M | 0.02% |
139,528
-29,461
| -17% | -$6.71M |
|
593
Dick's Sporting Goods
DKS
$17.6B
| $31.7M | 0.02% |
240,049
-736
| -0.3% | -$97.3K |
|
594
Stantec
STN
$12.3B
| $31.5M | 0.02% |
481,550
-8,700
| -2% | -$569K |
|
595
Lithia Motors
LAD
$8.84B
| $31.4M | 0.02% |
103,333
-4,844
| -4% | -$1.47M |
|
596
Ingersoll Rand
IR
$31.7B
| $31.4M | 0.02% |
480,157
-16,096
| -3% | -$1.05M |
|
597
Edison International
EIX
$21.1B
| $31.4M | 0.02% |
451,858
-15,456
| -3% | -$1.07M |
|
598
Align Technology
ALGN
$9.85B
| $31.4M | 0.02% |
88,665
-1,509
| -2% | -$534K |
|
599
Central Garden & Pet Class A
CENTA
$2.14B
| $31.3M | 0.02% |
1,074,473
-145,222
| -12% | -$4.24M |
|
600
Corning
GLW
$62B
| $31.3M | 0.02% |
894,080
-46,655
| -5% | -$1.63M |
|