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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Voya Financial
VOYA
$7.28B
| $28M | 0.02% |
383,135
-6,457
| -2% | -$471K |
|
677
Fifth Third Bancorp
FITB
$30.1B
| $27.9M | 0.02% |
809,691
+13,204
| +2% | +$455K |
|
678
DTE Energy
DTE
$28B
| $27.6M | 0.02% |
250,741
-3,906
| -2% | -$431K |
|
679
Exelixis
EXEL
$10.3B
| $27.6M | 0.02% |
1,151,939
-34,573
| -3% | -$829K |
|
680
LyondellBasell Industries
LYB
$17.5B
| $27.6M | 0.02% |
290,631
-5,013
| -2% | -$477K |
|
681
Light & Wonder
LNW
$7.39B
| $27.6M | 0.02% |
336,015
-4,582
| -1% | -$376K |
|
682
Omega Healthcare
OHI
$12.6B
| $27.6M | 0.02% |
899,488
-2,968
| -0.3% | -$91K |
|
683
KBR
KBR
$6.35B
| $27.6M | 0.02% |
497,621
-2,315
| -0.5% | -$128K |
|
684
State Street
STT
$31.8B
| $27.5M | 0.02% |
355,487
-26,189
| -7% | -$2.03M |
|
685
Axalta
AXTA
$6.8B
| $27.5M | 0.02% |
809,542
-9,515
| -1% | -$323K |
|
686
Insight Enterprises
NSIT
$3.99B
| $27.5M | 0.02% |
155,183
-14,580
| -9% | -$2.58M |
|
687
Teradyne
TER
$18.3B
| $27.5M | 0.02% |
253,323
-7,595
| -3% | -$824K |
|
688
ZTO Express
ZTO
$15.3B
| $27.5M | 0.02% |
1,290,133
-143,745
| -10% | -$3.06M |
|
689
Sealed Air
SEE
$4.91B
| $27.5M | 0.02% |
751,699
+582,331
| +344% | +$21.3M |
|
690
Nova
NVMI
$8.22B
| $27.3M | 0.02% |
198,872
-5,350
| -3% | -$735K |
|
691
Energizer
ENR
$1.95B
| $27.2M | 0.02% |
857,156
-38,093
| -4% | -$1.21M |
|
|
FLG
692
Flagstar Financial, Inc.
FLG
$5.24B
| $27.1M | 0.02% |
883,987
-4,109
| -0.5% | -$126K |
|
693
Aaon
AAON
$6.37B
| $27.1M | 0.02% |
367,006
-7,173
| -2% | -$530K |
|
694
PVH
PVH
$3.96B
| $27.1M | 0.02% |
221,835
-10,380
| -4% | -$1.27M |
|
695
SolarEdge
SEDG
$1.78B
| $27M | 0.02% |
288,935
+227,634
| +371% | +$21.3M |
|
696
Paylocity
PCTY
$9.49B
| $27M | 0.02% |
163,764
+50
| +0% | +$8.24K |
|
697
Range Resources
RRC
$8.17B
| $27M | 0.02% |
885,486
-4,255
| -0.5% | -$130K |
|
698
M&T Bank
MTB
$31.2B
| $26.9M | 0.02% |
196,358
+2,887
| +1% | +$396K |
|
699
Aramark
ARMK
$10.1B
| $26.9M | 0.02% |
956,742
-374,056
| -28% | -$10.5M |
|
700
Corning
GLW
$62B
| $26.9M | 0.02% |
882,855
-10,473
| -1% | -$319K |
|