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 | |
|---|---|---|---|---|---|---|
651
Carpenter Technology
CRS
$12.3B
| $27.8M | 0.02% |
153,240
+2,120
| +1% | +$384K |
|
652
Pultegroup
PHM
$26.7B
| $27.7M | 0.02% |
269,649
-8,308
| -3% | -$854K |
|
653
Ovintiv
OVV
$11B
| $27.7M | 0.02% |
646,439
+1,976
| +0.3% | +$84.6K |
|
654
Neurocrine Biosciences
NBIX
$14B
| $27.5M | 0.02% |
248,420
-4,049
| -2% | -$448K |
|
655
Churchill Downs
CHDN
$6.77B
| $27.4M | 0.02% |
247,094
-823
| -0.3% | -$91.4K |
|
656
Warner Bros
WBD
$31B
| $27.3M | 0.02% |
2,546,816
+13,367
| +0.5% | +$143K |
|
657
Duolingo
DUOL
$13.1B
| $27.3M | 0.02% |
87,823
-189
| -0.2% | -$58.7K |
|
658
RenaissanceRe
RNR
$11.2B
| $27.2M | 0.02% |
113,447
-5,587
| -5% | -$1.34M |
|
|
SNDK
659
Sandisk Corporation Common Stock
SNDK
$10.8B
| $27.2M | 0.02% |
+571,858
| New | +$27.2M |
|
660
Antero Resources
AR
$10.1B
| $27.2M | 0.02% |
672,848
+2,384
| +0.4% | +$96.4K |
|
661
Robert Half
RHI
$3.56B
| $27.2M | 0.02% |
498,617
+6,844
| +1% | +$373K |
|
662
Stantec
STN
$12.4B
| $27.2M | 0.02% |
328,180
-21,400
| -6% | -$1.77M |
|
663
Energizer
ENR
$1.94B
| $27.2M | 0.02% |
907,826
+13,453
| +2% | +$403K |
|
664
AAR Corp
AIR
$2.66B
| $27.1M | 0.02% |
483,951
-5,494
| -1% | -$308K |
|
665
Vipshop
VIPS
$8.85B
| $27.1M | 0.02% |
+1,725,203
| New | +$27.1M |
|
666
Annaly Capital Management
NLY
$14.2B
| $27M | 0.02% |
1,329,803
+44,769
| +3% | +$909K |
|
667
Eversource Energy
ES
$23.8B
| $26.9M | 0.02% |
433,004
+14,799
| +4% | +$919K |
|
668
Synchrony
SYF
$27.8B
| $26.9M | 0.02% |
507,396
+50,385
| +11% | +$2.67M |
|
669
McCormick & Company Non-Voting
MKC
$18.4B
| $26.8M | 0.02% |
325,802
+18,133
| +6% | +$1.49M |
|
670
CDW
CDW
$22.4B
| $26.7M | 0.02% |
166,838
-1,567
| -0.9% | -$251K |
|
671
Moog
MOG.A
$6.24B
| $26.7M | 0.02% |
154,171
+1,875
| +1% | +$325K |
|
672
United Airlines
UAL
$34.8B
| $26.6M | 0.02% |
385,925
+11,628
| +3% | +$803K |
|
|
CSW
673
CSW Industrials, Inc.
CSW
$4.24B
| $26.6M | 0.01% |
91,204
+2,143
| +2% | +$625K |
|
|
SW
674
Smurfit Westrock plc
SW
$23.6B
| $26.6M | 0.01% |
589,825
+2,355
| +0.4% | +$106K |
|
675
SPS Commerce
SPSC
$4.18B
| $26.5M | 0.01% |
199,709
+6,306
| +3% | +$837K |
|