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 | |
|---|---|---|---|---|---|---|
751
Ciena
CIEN
$17.3B
| $24.4M | 0.02% |
542,824
-8,565
| -2% | -$386K |
|
752
Badger Meter
BMI
$5.29B
| $24.4M | 0.02% |
158,264
-2,730
| -2% | -$421K |
|
753
Atmos Energy
ATO
$26.3B
| $24.4M | 0.02% |
210,641
-3,727
| -2% | -$432K |
|
754
Kimco Realty
KIM
$15.1B
| $24.4M | 0.02% |
1,145,255
+205,090
| +22% | +$4.37M |
|
755
First American
FAF
$6.8B
| $24.4M | 0.02% |
378,629
-1,418
| -0.4% | -$91.4K |
|
756
Arrow Electronics
ARW
$6.5B
| $24.3M | 0.02% |
198,929
-17,575
| -8% | -$2.15M |
|
757
Eversource Energy
ES
$23.7B
| $24.3M | 0.02% |
393,801
-27,767
| -7% | -$1.71M |
|
758
Olin
OLN
$2.91B
| $24.3M | 0.02% |
449,944
-14,465
| -3% | -$780K |
|
759
Selective Insurance
SIGI
$4.79B
| $24.2M | 0.02% |
243,045
+5,597
| +2% | +$557K |
|
760
Saic
SAIC
$4.73B
| $24.2M | 0.02% |
194,349
-3,687
| -2% | -$458K |
|
761
NetApp
NTAP
$24.6B
| $24.2M | 0.02% |
273,991
+10,563
| +4% | +$931K |
|
762
Parsons
PSN
$7.96B
| $24M | 0.02% |
382,897
+42,531
| +12% | +$2.67M |
|
763
SouthState Bank Corporation
SSB
$10.2B
| $24M | 0.02% |
284,072
-1,555
| -0.5% | -$131K |
|
764
SPX Corp
SPXC
$9.19B
| $24M | 0.02% |
237,354
-6,642
| -3% | -$671K |
|
765
SEI Investments
SEIC
$10.7B
| $23.9M | 0.02% |
376,149
-5,100
| -1% | -$324K |
|
766
Darden Restaurants
DRI
$24.7B
| $23.8M | 0.02% |
145,129
-2,708
| -2% | -$445K |
|
767
Albemarle
ALB
$8.54B
| $23.8M | 0.02% |
164,824
-28,857
| -15% | -$4.17M |
|
768
Gulfport Energy Corp
GPOR
$2.99B
| $23.8M | 0.02% |
178,650
+2,060
| +1% | +$274K |
|
769
Descartes Systems
DSGX
$9.19B
| $23.7M | 0.02% |
281,210
-3,010
| -1% | -$254K |
|
770
Genuine Parts
GPC
$19.3B
| $23.7M | 0.02% |
171,416
-2,345
| -1% | -$325K |
|
771
Planet Fitness
PLNT
$8.61B
| $23.7M | 0.02% |
324,737
+2,443
| +0.8% | +$178K |
|
772
Glaukos
GKOS
$5.21B
| $23.6M | 0.02% |
297,469
-101,103
| -25% | -$8.04M |
|
773
Merit Medical Systems
MMSI
$5.43B
| $23.6M | 0.02% |
311,285
-4,579
| -1% | -$348K |
|
774
Akamai
AKAM
$11.2B
| $23.6M | 0.02% |
199,789
-4,859
| -2% | -$575K |
|
775
Iron Mountain
IRM
$28.6B
| $23.6M | 0.02% |
337,253
-16,411
| -5% | -$1.15M |
|