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
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Fortive
FTV
$16B
| $26.8M | 0.02% |
439,603
+5,637
| +1% | +$343K |
|
727
Woodward
WWD
$14.2B
| $26.8M | 0.02% |
214,343
+470
| +0.2% | +$58.7K |
|
728
Huntington Bancshares
HBAN
$25.7B
| $26.8M | 0.02% |
1,830,554
-29,812
| -2% | -$436K |
|
729
UGI
UGI
$7.39B
| $26.7M | 0.02% |
738,504
-28,448
| -4% | -$1.03M |
|
730
First American
FAF
$6.85B
| $26.7M | 0.02% |
411,941
+7,660
| +2% | +$497K |
|
731
KBR
KBR
$6.33B
| $26.7M | 0.02% |
487,296
-2,580
| -0.5% | -$141K |
|
732
Genpact
G
$7.66B
| $26.6M | 0.02% |
610,973
-790
| -0.1% | -$34.4K |
|
733
Penumbra
PEN
$11.2B
| $26.5M | 0.02% |
119,422
-1,303
| -1% | -$289K |
|
734
PPL Corp
PPL
$26.5B
| $26.5M | 0.02% |
927,998
+13,104
| +1% | +$374K |
|
735
Unum
UNM
$12.5B
| $26.5M | 0.02% |
840,620
+145,757
| +21% | +$4.59M |
|
|
ACC
736
DELISTED
American Campus Communities, Inc.
ACC
| $26.5M | 0.02% |
473,033
+195
| +0% | +$10.9K |
|
737
John Wiley & Sons Class A
WLY
$2.22B
| $26.5M | 0.02% |
499,031
-18,716
| -4% | -$992K |
|
738
Franklin Electric
FELE
$4.21B
| $26.4M | 0.02% |
318,387
-6,426
| -2% | -$534K |
|
|
AUY
739
DELISTED
Yamana Gold, Inc.
AUY
| $26.4M | 0.02% |
+4,722,500
| New | +$26.4M |
|
740
Synovus
SNV
$7.15B
| $26.3M | 0.02% |
537,555
+42,403
| +9% | +$2.08M |
|
|
MRO
741
DELISTED
Marathon Oil Corporation
MRO
| $26.3M | 0.02% |
1,048,641
+31,961
| +3% | +$803K |
|
742
Fabrinet
FN
$13.2B
| $26.3M | 0.02% |
250,433
-2,073
| -0.8% | -$218K |
|
|
STER
743
DELISTED
Sterling Check Corp. Common Stock
STER
| $26.3M | 0.02% |
995,875
+81,775
| +9% | +$2.16M |
|
744
Best Buy
BBY
$16.1B
| $26.3M | 0.02% |
289,456
-16,319
| -5% | -$1.48M |
|
745
AptarGroup
ATR
$9.1B
| $26.3M | 0.02% |
223,808
+137
| +0.1% | +$16.1K |
|
746
Trade Desk
TTD
$25.7B
| $26.3M | 0.02% |
379,591
+14,160
| +4% | +$981K |
|
747
Owens & Minor
OMI
$407M
| $26.2M | 0.02% |
596,158
-45,063
| -7% | -$1.98M |
|
748
NOV
NOV
$4.91B
| $26.2M | 0.02% |
1,335,003
+7,273
| +0.5% | +$143K |
|
749
Brixmor Property Group
BRX
$8.55B
| $26.1M | 0.02% |
1,012,749
+3,332
| +0.3% | +$86K |
|
750
Pacira BioSciences
PCRX
$1.19B
| $26.1M | 0.02% |
341,768
-20,468
| -6% | -$1.56M |
|