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 | |
|---|---|---|---|---|---|---|
676
Insmed
INSM
$30.7B
| $26.6M | 0.02% |
1,261,095
+8,063
| +0.6% | +$170K |
|
677
Coherent
COHR
$16.2B
| $26.6M | 0.02% |
521,848
-26,470
| -5% | -$1.35M |
|
678
Skechers
SKX
$9.5B
| $26.6M | 0.02% |
504,858
-26,486
| -5% | -$1.39M |
|
679
Baxter International
BAX
$12.4B
| $26.6M | 0.02% |
583,512
+2,036
| +0.4% | +$92.8K |
|
680
Voya Financial
VOYA
$7.24B
| $26.5M | 0.02% |
368,977
-14,964
| -4% | -$1.07M |
|
|
ITCI
681
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $26.5M | 0.02% |
417,834
+394,508
| +1,691% | +$25M |
|
682
Hartford Financial Services
HIG
$36.6B
| $26.4M | 0.02% |
367,191
-19,207
| -5% | -$1.38M |
|
683
Curtiss-Wright
CW
$18.3B
| $26.4M | 0.02% |
143,958
-7,641
| -5% | -$1.4M |
|
684
First Merchants
FRME
$2.32B
| $26.4M | 0.02% |
936,351
+7,235
| +0.8% | +$204K |
|
685
Landstar System
LSTR
$4.44B
| $26.2M | 0.02% |
136,321
-6,133
| -4% | -$1.18M |
|
|
SGI
686
Somnigroup International Inc.
SGI
$17.8B
| $26M | 0.02% |
649,518
-26,819
| -4% | -$1.07M |
|
687
Nova
NVMI
$8.19B
| $26M | 0.02% |
221,663
-53,301
| -19% | -$6.25M |
|
688
Wolfspeed
WOLF
$249M
| $26M | 0.02% |
467,358
-24,929
| -5% | -$1.39M |
|
689
Mattel
MAT
$5.7B
| $26M | 0.02% |
1,328,938
-74,475
| -5% | -$1.46M |
|
|
GTM
690
ZoomInfo Technologies
GTM
$3.56B
| $26M | 0.02% |
1,022,742
+991,025
| +3,125% | +$25.2M |
|
|
AZEK
691
DELISTED
The AZEK Co
AZEK
| $25.8M | 0.02% |
852,499
+160,756
| +23% | +$4.87M |
|
692
Arcosa
ACA
$4.71B
| $25.7M | 0.02% |
339,621
+41,847
| +14% | +$3.17M |
|
693
Old Republic International
ORI
$9.82B
| $25.7M | 0.02% |
1,022,351
-69,713
| -6% | -$1.75M |
|
694
Ameren
AEE
$26.7B
| $25.7M | 0.02% |
314,845
-13,568
| -4% | -$1.11M |
|
695
Gentex
GNTX
$6.13B
| $25.7M | 0.02% |
877,587
-50,834
| -5% | -$1.49M |
|
696
McCormick & Company Non-Voting
MKC
$18.2B
| $25.5M | 0.02% |
292,758
-22,816
| -7% | -$1.99M |
|
|
VRN
697
DELISTED
Veren
VRN
| $25.5M | 0.02% |
3,787,650
-80,400
| -2% | -$542K |
|
698
Novanta
NOVT
$4.12B
| $25.5M | 0.02% |
138,680
-2,922
| -2% | -$538K |
|
699
STAG Industrial
STAG
$6.72B
| $25.5M | 0.02% |
711,392
+690,834
| +3,360% | +$24.8M |
|
700
Encompass Health
EHC
$12.5B
| $25.5M | 0.02% |
376,571
-18,161
| -5% | -$1.23M |
|