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 | |
|---|---|---|---|---|---|---|
726
Axon Enterprise
AXON
$57.5B
| $25.7M | 0.02% |
99,556
+12,544
| +14% | +$3.24M |
|
727
OGE Energy
OGE
$8.82B
| $25.7M | 0.02% |
735,319
-3,484
| -0.5% | -$122K |
|
728
Brixmor Property Group
BRX
$8.52B
| $25.7M | 0.02% |
1,103,550
-5,193
| -0.5% | -$121K |
|
729
Federal Signal
FSS
$7.52B
| $25.6M | 0.02% |
333,377
-4,971
| -1% | -$381K |
|
730
PTC
PTC
$24.4B
| $25.5M | 0.02% |
145,685
+2,097
| +1% | +$367K |
|
731
Asbury Automotive
ABG
$4.99B
| $25.4M | 0.02% |
112,875
-2,271
| -2% | -$511K |
|
732
Bruker
BRKR
$4.73B
| $25.4M | 0.02% |
345,577
-22,775
| -6% | -$1.67M |
|
733
Radian Group
RDN
$4.72B
| $25.4M | 0.02% |
888,187
-26,661
| -3% | -$761K |
|
|
SRC
734
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $25.3M | 0.02% |
579,098
-18,815
| -3% | -$822K |
|
735
CF Industries
CF
$13.7B
| $25.2M | 0.02% |
316,413
+26
| +0% | +$2.07K |
|
736
Signet Jewelers
SIG
$3.72B
| $25.1M | 0.02% |
233,901
-20,150
| -8% | -$2.16M |
|
737
CyberArk
CYBR
$23.7B
| $25M | 0.02% |
113,957
-4,220
| -4% | -$924K |
|
738
Vanguard Long-Term Bond ETF
BLV
$5.67B
| $24.9M | 0.02% |
334,371
-51,573
| -13% | -$3.85M |
|
739
Axcelis
ACLS
$2.61B
| $24.9M | 0.02% |
192,263
+928
| +0.5% | +$120K |
|
740
Garmin
GRMN
$45.9B
| $24.9M | 0.02% |
193,613
-657
| -0.3% | -$84.5K |
|
741
Fluor
FLR
$6.58B
| $24.7M | 0.02% |
631,381
+98,381
| +18% | +$3.85M |
|
742
Hewlett Packard
HPE
$31.5B
| $24.7M | 0.02% |
1,455,299
-35,449
| -2% | -$602K |
|
743
Corpay
CPAY
$22.1B
| $24.6M | 0.02% |
87,165
-5,131
| -6% | -$1.45M |
|
|
ROIC
744
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $24.6M | 0.02% |
1,753,614
+1,074,741
| +158% | +$15.1M |
|
745
Constellium
CSTM
$1.92B
| $24.6M | 0.02% |
1,231,960
+215,458
| +21% | +$4.3M |
|
746
Teledyne Technologies
TDY
$25.5B
| $24.6M | 0.02% |
55,065
+696
| +1% | +$311K |
|
747
Golden Entertainment
GDEN
$636M
| $24.6M | 0.02% |
615,208
-13,198
| -2% | -$527K |
|
748
Wyndham Hotels & Resorts
WH
$6.67B
| $24.5M | 0.02% |
304,850
-6,269
| -2% | -$504K |
|
749
Steel Dynamics
STLD
$19.2B
| $24.5M | 0.02% |
207,400
-5,934
| -3% | -$701K |
|
750
Mattel
MAT
$5.91B
| $24.5M | 0.02% |
1,296,810
-9,385
| -0.7% | -$177K |
|