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 | |
|---|---|---|---|---|---|---|
676
FMC
FMC
$4.61B
| $26.5M | 0.01% |
627,540
+480,691
| +327% | +$20.3M |
|
677
Group 1 Automotive
GPI
$6.09B
| $26.5M | 0.01% |
69,255
+1,679
| +2% | +$641K |
|
678
Etsy
ETSY
$5.73B
| $26.4M | 0.01% |
559,749
+11,860
| +2% | +$560K |
|
679
Coterra Energy
CTRA
$18.6B
| $26.4M | 0.01% |
911,842
+30,055
| +3% | +$869K |
|
680
Rambus
RMBS
$8.3B
| $26.2M | 0.01% |
506,713
+176,579
| +53% | +$9.14M |
|
681
Lennox International
LII
$19.6B
| $25.9M | 0.01% |
46,217
-504
| -1% | -$283K |
|
682
Element Solutions
ESI
$6.24B
| $25.9M | 0.01% |
1,143,869
+1,069,160
| +1,431% | +$24.2M |
|
683
Texas Roadhouse
TXRH
$11B
| $25.8M | 0.01% |
154,682
-414
| -0.3% | -$69K |
|
684
Edison International
EIX
$21.4B
| $25.7M | 0.01% |
435,699
-19,687
| -4% | -$1.16M |
|
685
Zimmer Biomet
ZBH
$20.3B
| $25.6M | 0.01% |
226,613
+1,596
| +0.7% | +$181K |
|
686
Host Hotels & Resorts
HST
$12.1B
| $25.6M | 0.01% |
1,804,422
+19,929
| +1% | +$283K |
|
687
Hewlett Packard
HPE
$32.2B
| $25.6M | 0.01% |
1,660,223
+110,675
| +7% | +$1.71M |
|
688
DoubleVerify
DV
$2.26B
| $25.6M | 0.01% |
1,913,846
-64,696
| -3% | -$865K |
|
689
Vanguard Long-Term Bond ETF
BLV
$5.7B
| $25.6M | 0.01% |
362,969
-9,651
| -3% | -$680K |
|
690
ADMA Biologics
ADMA
$3.76B
| $25.6M | 0.01% |
1,288,121
+29,107
| +2% | +$577K |
|
691
Norwegian Cruise Line
NCLH
$11.5B
| $25.5M | 0.01% |
1,347,029
+543,399
| +68% | +$10.3M |
|
692
DT Midstream
DTM
$10.9B
| $25.5M | 0.01% |
264,607
+20,510
| +8% | +$1.98M |
|
693
WillScot Mobile Mini Holdings
WSC
$4.17B
| $25.5M | 0.01% |
917,765
+906,452
| +8,012% | +$25.2M |
|
694
Avantor
AVTR
$8.6B
| $25.4M | 0.01% |
1,566,382
-675,593
| -30% | -$11M |
|
695
Cytokinetics
CYTK
$6.22B
| $25.3M | 0.01% |
629,911
+358,778
| +132% | +$14.4M |
|
696
Lantheus
LNTH
$3.57B
| $25.2M | 0.01% |
258,495
+74,149
| +40% | +$7.24M |
|
697
Woodward
WWD
$14.3B
| $24.9M | 0.01% |
136,572
-134
| -0.1% | -$24.5K |
|
698
Champion Homes, Inc.
SKY
$4.19B
| $24.9M | 0.01% |
262,811
+5,887
| +2% | +$558K |
|
699
T Rowe Price
TROW
$23.4B
| $24.8M | 0.01% |
270,188
-548
| -0.2% | -$50.3K |
|
700
Huntington Bancshares
HBAN
$25.8B
| $24.8M | 0.01% |
1,652,799
-4,536
| -0.3% | -$68.1K |
|