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 | |
|---|---|---|---|---|---|---|
701
NetApp
NTAP
$24.7B
| $24.8M | 0.01% |
282,215
-12,094
| -4% | -$1.06M |
|
702
Regions Financial
RF
$24.1B
| $24.7M | 0.01% |
1,138,791
+73,107
| +7% | +$1.59M |
|
703
Royal Gold
RGLD
$12.3B
| $24.7M | 0.01% |
151,323
+601
| +0.4% | +$98.3K |
|
704
Box
BOX
$4.74B
| $24.7M | 0.01% |
801,576
+22,526
| +3% | +$695K |
|
|
CNH
705
CNH Industrial
CNH
$14.1B
| $24.7M | 0.01% |
2,011,372
+7,061
| +0.4% | +$86.7K |
|
706
Omega Healthcare
OHI
$12.6B
| $24.7M | 0.01% |
647,809
+29,001
| +5% | +$1.1M |
|
707
Vanguard Mid-Cap ETF
VO
$87.4B
| $24.6M | 0.01% |
95,239
+41,527
| +77% | +$10.7M |
|
708
Archrock
AROC
$4.35B
| $24.6M | 0.01% |
937,873
+20,928
| +2% | +$549K |
|
|
709
NNN REIT
NNN
$8.06B
| $24.5M | 0.01% |
574,919
-4,734,858
| -89% | -$202M |
|
710
Tyson Foods
TSN
$19.7B
| $24.4M | 0.01% |
382,533
+307
| +0.1% | +$19.6K |
|
711
Federal Signal
FSS
$7.65B
| $24.3M | 0.01% |
330,981
+7,425
| +2% | +$546K |
|
712
Toll Brothers
TOL
$13.8B
| $24.3M | 0.01% |
229,770
-1,663
| -0.7% | -$176K |
|
713
Halozyme
HALO
$8.87B
| $24.2M | 0.01% |
380,021
+3,826
| +1% | +$244K |
|
714
ITT
ITT
$13.6B
| $24.2M | 0.01% |
187,365
+516
| +0.3% | +$66.6K |
|
|
BFS
715
Saul Centers
BFS
$779M
| $24.1M | 0.01% |
669,115
-7,955
| -1% | -$287K |
|
716
Carnival Corp
CCL
$42.5B
| $24.1M | 0.01% |
1,233,963
+7,753
| +0.6% | +$151K |
|
717
Crown Holdings
CCK
$11B
| $24M | 0.01% |
269,387
-1,430
| -0.5% | -$128K |
|
718
Exelixis
EXEL
$10.1B
| $23.9M | 0.01% |
648,218
-14,218
| -2% | -$525K |
|
719
Radian Group
RDN
$4.73B
| $23.9M | 0.01% |
722,622
+220
| +0% | +$7.28K |
|
720
Lifestance Health
LFST
$2.01B
| $23.9M | 0.01% |
3,584,850
-203,856
| -5% | -$1.36M |
|
721
Matsons
MATX
$3.28B
| $23.9M | 0.01% |
186,236
+5,280
| +3% | +$677K |
|
722
Penumbra
PEN
$10.6B
| $23.8M | 0.01% |
88,876
-224
| -0.3% | -$59.9K |
|
723
Repligen
RGEN
$6.76B
| $23.8M | 0.01% |
186,715
+66,808
| +56% | +$8.5M |
|
724
FirstEnergy
FE
$25B
| $23.7M | 0.01% |
587,384
-2,204
| -0.4% | -$89.1K |
|
725
Mueller Industries
MLI
$10.8B
| $23.7M | 0.01% |
310,970
+2,494
| +0.8% | +$190K |
|