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
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Vanguard Long-Term Bond ETF
BLV
$5.69B
| $30.7M | 0.02% |
+334,744
| New | +$30.7M |
|
652
Ameren
AEE
$27B
| $30.7M | 0.02% |
326,899
+4,282
| +1% | +$401K |
|
653
Eventbrite
EB
$264M
| $30.6M | 0.02% |
2,074,138
+118,149
| +6% | +$1.75M |
|
654
Kohl's
KSS
$1.86B
| $30.5M | 0.02% |
503,962
-7,543
| -1% | -$456K |
|
655
Neurocrine Biosciences
NBIX
$14.3B
| $30.5M | 0.02% |
324,939
-3,520
| -1% | -$330K |
|
656
Stanley Black & Decker
SWK
$12.1B
| $30.4M | 0.02% |
217,536
-1,731
| -0.8% | -$242K |
|
657
Independent Bank
INDB
$3.54B
| $30.2M | 0.02% |
370,295
-4,477
| -1% | -$366K |
|
658
Mid-America Apartment Communities
MAA
$16.9B
| $30.2M | 0.02% |
144,262
+3,544
| +3% | +$742K |
|
659
Five Below
FIVE
$8.34B
| $30.2M | 0.02% |
190,511
-2,070
| -1% | -$328K |
|
660
Marvell Technology
MRVL
$56.9B
| $30.1M | 0.02% |
420,118
-171,368
| -29% | -$12.3M |
|
661
National Storage Affiliates Trust
NSA
$2.51B
| $30.1M | 0.02% |
479,958
-55,853
| -10% | -$3.51M |
|
662
Jabil
JBL
$22.4B
| $30.1M | 0.02% |
487,807
-4,178
| -0.8% | -$258K |
|
663
Western Union
WU
$2.82B
| $29.9M | 0.02% |
1,596,934
+167,017
| +12% | +$3.13M |
|
|
DRE
664
DELISTED
Duke Realty Corp.
DRE
| $29.9M | 0.02% |
514,821
+6,915
| +1% | +$401K |
|
665
Atkore
ATKR
$1.97B
| $29.9M | 0.02% |
303,505
-11,183
| -4% | -$1.1M |
|
666
Arrow Electronics
ARW
$6.49B
| $29.9M | 0.02% |
251,841
-78,592
| -24% | -$9.32M |
|
667
ICF International
ICFI
$1.76B
| $29.9M | 0.02% |
317,120
+28,440
| +10% | +$2.68M |
|
668
Northern Trust
NTRS
$24.3B
| $29.8M | 0.02% |
256,034
+3,595
| +1% | +$419K |
|
|
PRFT
669
DELISTED
Perficient Inc
PRFT
| $29.8M | 0.02% |
270,353
-23,245
| -8% | -$2.56M |
|
|
SJI
670
DELISTED
South Jersey Industries, Inc.
SJI
| $29.8M | 0.02% |
861,228
-59,554
| -6% | -$2.06M |
|
671
Nexstar Media Group
NXST
$6.33B
| $29.7M | 0.02% |
157,717
-13,669
| -8% | -$2.58M |
|
672
Corpay
CPAY
$22B
| $29.7M | 0.02% |
119,235
+4,339
| +4% | +$1.08M |
|
673
LXP Industrial Trust
LXP
$2.69B
| $29.7M | 0.02% |
1,889,518
-17,556
| -0.9% | -$276K |
|
674
Insight Enterprises
NSIT
$4.03B
| $29.5M | 0.02% |
275,136
-20,764
| -7% | -$2.23M |
|
675
Hewlett Packard
HPE
$31B
| $29.4M | 0.02% |
1,760,096
+167,003
| +10% | +$2.79M |
|