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 | |
|---|---|---|---|---|---|---|
601
BorgWarner
BWA
$9.34B
| $31.1M | 0.02% |
1,085,149
+837,668
| +338% | +$24M |
|
602
Civitas Resources
CIVI
$3.13B
| $31M | 0.02% |
888,214
-27,198
| -3% | -$949K |
|
603
Unum
UNM
$12.6B
| $30.9M | 0.02% |
379,565
-6,865
| -2% | -$559K |
|
604
SPDR Portfolio S&P 500 ETF
SPLG
$85.1B
| $30.9M | 0.02% |
469,976
+16,807
| +4% | +$1.11M |
|
605
Celanese
CE
$4.84B
| $30.8M | 0.02% |
543,042
+418,446
| +336% | +$23.8M |
|
606
Dover
DOV
$24.1B
| $30.8M | 0.02% |
175,393
-693
| -0.4% | -$122K |
|
607
CMS Energy
CMS
$21.3B
| $30.8M | 0.02% |
409,492
-1,416
| -0.3% | -$106K |
|
608
InterDigital
IDCC
$7.69B
| $30.8M | 0.02% |
148,747
+5,374
| +4% | +$1.11M |
|
609
Alkermes
ALKS
$4.44B
| $30.7M | 0.02% |
928,865
+29,101
| +3% | +$961K |
|
610
Kellanova
K
$27.5B
| $30.6M | 0.02% |
371,053
-711
| -0.2% | -$58.7K |
|
611
Teekay Tankers
TNK
$1.79B
| $30.5M | 0.02% |
797,768
-37,416
| -4% | -$1.43M |
|
612
ACI Worldwide
ACIW
$5.17B
| $30.5M | 0.02% |
558,040
+12,534
| +2% | +$686K |
|
613
Armstrong World Industries
AWI
$8.46B
| $30.5M | 0.02% |
216,612
+4,871
| +2% | +$686K |
|
614
CareTrust REIT
CTRE
$7.54B
| $30.5M | 0.02% |
1,066,093
+31,279
| +3% | +$894K |
|
615
State Street
STT
$31.4B
| $30.4M | 0.02% |
339,406
+5,242
| +2% | +$469K |
|
|
616
Microchip Technology
MCHP
$34.9B
| $30.3M | 0.02% |
626,549
-7,011,987
| -92% | -$339M |
|
617
Alamos Gold
AGI
$13.9B
| $30.3M | 0.02% |
1,133,100
-225,300
| -17% | -$6.02M |
|
618
Matador Resources
MTDR
$6.15B
| $30.2M | 0.02% |
591,835
-4,398
| -0.7% | -$225K |
|
619
Caesars Entertainment
CZR
$5.33B
| $30.2M | 0.02% |
1,207,554
-70,402
| -6% | -$1.76M |
|
620
BGC Group
BGC
$4.75B
| $30.1M | 0.02% |
3,279,376
+209,892
| +7% | +$1.92M |
|
621
Agilysys
AGYS
$3.03B
| $30M | 0.02% |
413,043
-13,431
| -3% | -$974K |
|
622
TopBuild
BLD
$11.7B
| $29.9M | 0.02% |
97,973
-18,639
| -16% | -$5.68M |
|
623
iShares MSCI World ETF
URTH
$5.67B
| $29.8M | 0.02% |
194,637
-171,190
| -47% | -$26.2M |
|
624
Kimco Realty
KIM
$15.1B
| $29.8M | 0.02% |
1,403,257
+14,234
| +1% | +$302K |
|
625
Cincinnati Financial
CINF
$23.8B
| $29.8M | 0.02% |
201,411
+11,964
| +6% | +$1.77M |
|