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 | |
|---|---|---|---|---|---|---|
701
StoneX
SNEX
$5.02B
| $25.4M | 0.02% |
688,889
-4,435
| -0.6% | -$164K |
|
702
Eagle Materials
EXP
$7.49B
| $25.4M | 0.02% |
136,401
-6,515
| -5% | -$1.21M |
|
703
CVB Financial
CVBF
$2.8B
| $25.4M | 0.02% |
1,910,891
-39,738
| -2% | -$528K |
|
|
AZPN
704
DELISTED
Aspen Technology Inc
AZPN
| $25.4M | 0.02% |
151,402
-5,861
| -4% | -$982K |
|
705
Bunge Global
BG
$16.5B
| $25.2M | 0.02% |
267,163
-9,709
| -4% | -$916K |
|
706
Hewlett Packard
HPE
$32.2B
| $25.2M | 0.02% |
1,497,207
-81,773
| -5% | -$1.37M |
|
|
BCPC
707
Balchem Corporation
BCPC
$5.05B
| $25.1M | 0.02% |
186,233
-10,535
| -5% | -$1.42M |
|
|
AJRD
708
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $25M | 0.02% |
456,209
-1,819
| -0.4% | -$99.8K |
|
709
Badger Meter
BMI
$5.23B
| $25M | 0.02% |
169,614
-9,554
| -5% | -$1.41M |
|
710
Charles River Laboratories
CRL
$7.54B
| $24.9M | 0.02% |
118,438
-28,989
| -20% | -$6.09M |
|
711
Southwest Airlines
LUV
$16.3B
| $24.9M | 0.02% |
687,571
-40,139
| -6% | -$1.45M |
|
712
Insight Enterprises
NSIT
$3.96B
| $24.9M | 0.02% |
170,120
-18,947
| -10% | -$2.77M |
|
713
Lincoln National
LNC
$7.88B
| $24.9M | 0.02% |
965,854
-5,234
| -0.5% | -$135K |
|
|
SWN
714
DELISTED
Southwestern Energy Company
SWN
| $24.9M | 0.02% |
4,135,853
-232,922
| -5% | -$1.4M |
|
715
Brixmor Property Group
BRX
$8.51B
| $24.8M | 0.02% |
1,128,449
-58,389
| -5% | -$1.28M |
|
716
Murphy USA
MUSA
$7.26B
| $24.7M | 0.02% |
79,486
-4,076
| -5% | -$1.27M |
|
717
Labcorp
LH
$22.7B
| $24.7M | 0.02% |
119,099
-7,258
| -6% | -$1.5M |
|
718
Glaukos
GKOS
$5.02B
| $24.7M | 0.02% |
346,721
+44,487
| +15% | +$3.17M |
|
719
Descartes Systems
DSGX
$9.1B
| $24.7M | 0.02% |
307,770
-9,330
| -3% | -$748K |
|
720
Entergy
ETR
$39.5B
| $24.7M | 0.02% |
506,710
-7,792
| -2% | -$379K |
|
721
Clorox
CLX
$15.1B
| $24.7M | 0.02% |
155,050
+420
| +0.3% | +$66.8K |
|
722
BWX Technologies
BWXT
$15.2B
| $24.6M | 0.02% |
344,073
+334,735
| +3,585% | +$24M |
|
723
SPDR S&P Global Natural Resources ETF
GNR
$3.31B
| $24.5M | 0.02% |
454,789
+2,300
| +0.5% | +$124K |
|
724
Diodes
DIOD
$2.44B
| $24.5M | 0.02% |
264,573
-14,980
| -5% | -$1.39M |
|
725
Darden Restaurants
DRI
$24.7B
| $24.4M | 0.02% |
146,216
-3,577
| -2% | -$598K |
|