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 | |
|---|---|---|---|---|---|---|
726
HealthEquity
HQY
$7.89B
| $23.6M | 0.01% |
266,841
+3,873
| +1% | +$342K |
|
727
Inspire Medical Systems
INSP
$2.36B
| $23.5M | 0.01% |
147,768
+1,458
| +1% | +$232K |
|
728
Steel Dynamics
STLD
$19.7B
| $23.5M | 0.01% |
187,886
+14,289
| +8% | +$1.79M |
|
729
Encompass Health
EHC
$12.6B
| $23.5M | 0.01% |
231,673
-67,554
| -23% | -$6.84M |
|
730
OR Royalties Inc.
OR
$6.65B
| $23.5M | 0.01% |
1,111,310
-161,400
| -13% | -$3.41M |
|
731
F5
FFIV
$18.9B
| $23.4M | 0.01% |
87,852
-751
| -0.8% | -$200K |
|
732
Hims & Hers Health
HIMS
$11.1B
| $23.4M | 0.01% |
791,166
-574,603
| -42% | -$17M |
|
733
Shopify
SHOP
$188B
| $23.2M | 0.01% |
243,316
+203,916
| +518% | +$19.5M |
|
|
VRN
734
DELISTED
Veren
VRN
| $23.1M | 0.01% |
3,490,940
-705,400
| -17% | -$4.67M |
|
735
Ally Financial
ALLY
$12.7B
| $23.1M | 0.01% |
633,005
+3,039
| +0.5% | +$111K |
|
736
Lamar Advertising Co
LAMR
$12.9B
| $23.1M | 0.01% |
202,654
+264
| +0.1% | +$30K |
|
737
Coherent
COHR
$16.1B
| $23.1M | 0.01% |
355,022
+2,000
| +0.6% | +$130K |
|
738
Clean Harbors
CLH
$12.6B
| $23M | 0.01% |
116,603
+448
| +0.4% | +$88.3K |
|
739
Morningstar
MORN
$10.7B
| $22.9M | 0.01% |
76,327
-2,312
| -3% | -$693K |
|
740
Northern Trust
NTRS
$24.3B
| $22.9M | 0.01% |
231,699
-3,731
| -2% | -$368K |
|
741
Tencent Music
TME
$39.1B
| $22.8M | 0.01% |
1,582,841
-1,262,883
| -44% | -$18.2M |
|
742
Krystal Biotech
KRYS
$3.99B
| $22.8M | 0.01% |
126,337
+2,884
| +2% | +$520K |
|
743
Prestige Consumer Healthcare
PBH
$3.21B
| $22.8M | 0.01% |
264,817
+8,291
| +3% | +$713K |
|
744
Phillips Edison & Co
PECO
$4.49B
| $22.7M | 0.01% |
623,420
+28,255
| +5% | +$1.03M |
|
745
AptarGroup
ATR
$9.03B
| $22.7M | 0.01% |
152,984
+504
| +0.3% | +$74.8K |
|
746
Factset
FDS
$13.9B
| $22.7M | 0.01% |
49,837
-329
| -0.7% | -$150K |
|
747
Biogen
BIIB
$21B
| $22.6M | 0.01% |
164,836
+136
| +0.1% | +$18.6K |
|
748
Las Vegas Sands
LVS
$37.5B
| $22.6M | 0.01% |
583,835
-22,920
| -4% | -$885K |
|
749
Vanguard Real Estate ETF
VNQ
$34.6B
| $22.5M | 0.01% |
248,868
-116,983
| -32% | -$10.6M |
|
750
American Financial Group
AFG
$11.4B
| $22.5M | 0.01% |
171,235
+620
| +0.4% | +$81.4K |
|