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 | |
|---|---|---|---|---|---|---|
701
Carpenter Technology
CRS
$12.3B
| $26.7M | 0.02% |
377,497
+17,516
| +5% | +$1.24M |
|
702
Molina Healthcare
MOH
$9.58B
| $26.7M | 0.02% |
73,874
-182
| -0.2% | -$65.8K |
|
703
Entergy
ETR
$38.9B
| $26.7M | 0.02% |
527,030
-8,320
| -2% | -$421K |
|
704
CACI
CACI
$10.4B
| $26.5M | 0.02% |
81,783
-2,303
| -3% | -$746K |
|
705
Wabtec
WAB
$32.3B
| $26.5M | 0.02% |
208,702
+1,841
| +0.9% | +$234K |
|
706
Illumina
ILMN
$15B
| $26.4M | 0.02% |
194,894
-2,852
| -1% | -$386K |
|
707
SPDR S&P Global Natural Resources ETF
GNR
$3.3B
| $26.4M | 0.02% |
465,939
+108,175
| +30% | +$6.13M |
|
708
Alaska Air
ALK
$7.22B
| $26.3M | 0.02% |
674,055
+513,373
| +319% | +$20.1M |
|
709
Acadia Healthcare
ACHC
$2.12B
| $26.3M | 0.02% |
338,397
-1,419
| -0.4% | -$110K |
|
710
MongoDB
MDB
$26.4B
| $26.3M | 0.02% |
64,333
-2,742
| -4% | -$1.12M |
|
711
Eagle Materials
EXP
$7.4B
| $26.2M | 0.02% |
129,005
-2,749
| -2% | -$558K |
|
712
Expedia Group
EXPE
$26.9B
| $26.1M | 0.02% |
172,211
-9,311
| -5% | -$1.41M |
|
713
Alamos Gold
AGI
$13.7B
| $26.1M | 0.02% |
1,929,200
-40,500
| -2% | -$547K |
|
714
Alkermes
ALKS
$4.68B
| $26.1M | 0.02% |
939,542
+864,389
| +1,150% | +$24M |
|
715
Oshkosh
OSK
$8.7B
| $26M | 0.02% |
240,140
-740
| -0.3% | -$80.2K |
|
716
FTI Consulting
FCN
$5.38B
| $26M | 0.02% |
130,473
+4,668
| +4% | +$930K |
|
|
VRN
717
DELISTED
Veren
VRN
| $26M | 0.02% |
3,727,650
+253,300
| +7% | +$1.77M |
|
718
Dover
DOV
$23.9B
| $25.9M | 0.02% |
168,577
-3,191
| -2% | -$491K |
|
719
Houlihan Lokey
HLI
$13.8B
| $25.9M | 0.02% |
216,186
+192,668
| +819% | +$23.1M |
|
|
BCPC
720
Balchem Corporation
BCPC
$5.14B
| $25.8M | 0.02% |
173,742
-3,089
| -2% | -$459K |
|
721
Cboe Global Markets
CBOE
$24.4B
| $25.8M | 0.02% |
144,479
-4,178
| -3% | -$746K |
|
722
eBay
EBAY
$41.8B
| $25.8M | 0.02% |
591,213
-27,144
| -4% | -$1.18M |
|
723
Landstar System
LSTR
$4.54B
| $25.8M | 0.02% |
133,159
-796
| -0.6% | -$154K |
|
724
H&R Block
HRB
$6.92B
| $25.8M | 0.02% |
532,516
-33,671
| -6% | -$1.63M |
|
725
Alpha Metallurgical Resources
AMR
$1.84B
| $25.7M | 0.02% |
75,966
+63,784
| +524% | +$21.6M |
|