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 | |
|---|---|---|---|---|---|---|
751
New York Times
NYT
$9.58B
| $26M | 0.02% |
567,993
+334
| +0.1% | +$15.3K |
|
752
Amcor
AMCR
$18.9B
| $25.9M | 0.02% |
2,288,645
-37,673
| -2% | -$427K |
|
753
UDR
UDR
$12.8B
| $25.9M | 0.02% |
451,964
+17,189
| +4% | +$986K |
|
754
Bio-Rad Laboratories Class A
BIO
$7.86B
| $25.9M | 0.02% |
45,962
-9,318
| -17% | -$5.25M |
|
755
KeyCorp
KEY
$21B
| $25.8M | 0.02% |
1,154,411
+11,472
| +1% | +$257K |
|
756
Capri Holdings
CPRI
$2.54B
| $25.8M | 0.02% |
502,381
-9,404
| -2% | -$483K |
|
757
Trex
TREX
$6.77B
| $25.6M | 0.02% |
391,712
-83,792
| -18% | -$5.47M |
|
758
Walker & Dunlop
WD
$2.94B
| $25.5M | 0.02% |
197,340
-1,732
| -0.9% | -$224K |
|
759
SL Green Realty
SLG
$4.32B
| $25.5M | 0.02% |
314,248
+88,029
| +39% | +$7.15M |
|
760
LKQ Corp
LKQ
$8.39B
| $25.5M | 0.02% |
561,735
-410,898
| -42% | -$18.7M |
|
761
Citizens Financial Group
CFG
$22.3B
| $25.5M | 0.02% |
561,699
-2,584
| -0.5% | -$117K |
|
762
Masimo
MASI
$8.08B
| $25.4M | 0.02% |
174,244
-2,244
| -1% | -$327K |
|
763
Omega Healthcare
OHI
$12.8B
| $25.3M | 0.02% |
812,514
+518
| +0.1% | +$16.1K |
|
|
SGEN
764
DELISTED
Seagen Inc. Common Stock
SGEN
| $25.3M | 0.02% |
175,592
+13,839
| +9% | +$1.99M |
|
765
Lifestance Health
LFST
$2.18B
| $25.3M | 0.02% |
2,498,679
+170,079
| +7% | +$1.72M |
|
766
Community Bank
CBU
$3.18B
| $25.3M | 0.02% |
360,013
-3,823
| -1% | -$268K |
|
767
Genuine Parts
GPC
$19.5B
| $25.2M | 0.02% |
200,340
+2,421
| +1% | +$305K |
|
|
WWE
768
DELISTED
World Wrestling Entertainment
WWE
| $25.2M | 0.02% |
404,053
-4,506
| -1% | -$281K |
|
769
Quest Diagnostics
DGX
$20.4B
| $25.2M | 0.02% |
184,292
-9,701
| -5% | -$1.33M |
|
770
Ingersoll Rand
IR
$31.9B
| $25.2M | 0.02% |
500,754
+4,699
| +0.9% | +$237K |
|
771
Garmin
GRMN
$46.1B
| $25.2M | 0.02% |
212,552
-3,542
| -2% | -$420K |
|
772
Merit Medical Systems
MMSI
$5.47B
| $25.2M | 0.02% |
378,302
-14,914
| -4% | -$992K |
|
773
Bankunited
BKU
$2.89B
| $25.2M | 0.02% |
572,329
-28,684
| -5% | -$1.26M |
|
774
Viavi Solutions
VIAV
$2.61B
| $25M | 0.02% |
1,557,285
-63,517
| -4% | -$1.02M |
|
775
Casey's General Stores
CASY
$19.4B
| $25M | 0.02% |
126,171
+91
| +0.1% | +$18K |
|