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 | |
|---|---|---|---|---|---|---|
801
Vanguard S&P 500 ETF
VOO
$732B
| $22.7M | 0.01% |
52,082
+1,307
| +3% | +$571K |
|
802
Phillips Edison & Co
PECO
$4.49B
| $22.7M | 0.01% |
622,940
-8,685
| -1% | -$317K |
|
803
Globus Medical
GMED
$8.04B
| $22.7M | 0.01% |
425,109
-9,576
| -2% | -$510K |
|
804
Watts Water Technologies
WTS
$9.47B
| $22.6M | 0.01% |
108,485
+1,936
| +2% | +$403K |
|
805
PPL Corp
PPL
$26.4B
| $22.5M | 0.01% |
831,099
-20,602
| -2% | -$558K |
|
806
Moog
MOG.A
$6.07B
| $22.5M | 0.01% |
155,418
-3,160
| -2% | -$458K |
|
807
Crane NXT
CXT
$3.54B
| $22.5M | 0.01% |
395,387
-7,822
| -2% | -$445K |
|
808
Ameren
AEE
$27B
| $22.5M | 0.01% |
310,533
-4,839
| -2% | -$350K |
|
809
Armstrong World Industries
AWI
$8.52B
| $22.4M | 0.01% |
228,007
+223,788
| +5,304% | +$22M |
|
810
RLI Corp
RLI
$6.27B
| $22.4M | 0.01% |
336,420
+10,226
| +3% | +$681K |
|
811
DraftKings
DKNG
$22.8B
| $22.4M | 0.01% |
634,743
-303,404
| -32% | -$10.7M |
|
812
CenterPoint Energy
CNP
$24.4B
| $22.4M | 0.01% |
782,760
-13,251
| -2% | -$379K |
|
813
Mr. Cooper
COOP
$13.8B
| $22.3M | 0.01% |
343,087
-17,305
| -5% | -$1.13M |
|
814
California Resources
CRC
$4.14B
| $22.3M | 0.01% |
408,034
-1,050,806
| -72% | -$57.5M |
|
815
Alcoa
AA
$8.1B
| $22.3M | 0.01% |
655,202
-3,021
| -0.5% | -$103K |
|
816
Bentley Systems
BSY
$16.5B
| $22.3M | 0.01% |
426,535
+58,758
| +16% | +$3.07M |
|
817
Flywire
FLYW
$1.62B
| $22.2M | 0.01% |
959,933
-251,378
| -21% | -$5.82M |
|
818
Baxter International
BAX
$12.4B
| $22.1M | 0.01% |
571,832
-12,582
| -2% | -$486K |
|
819
EPAM Systems
EPAM
$9.16B
| $22.1M | 0.01% |
74,253
+388
| +0.5% | +$115K |
|
820
Labcorp
LH
$23B
| $21.9M | 0.01% |
96,424
-5,932
| -6% | -$1.35M |
|
821
Koppers
KOP
$565M
| $21.9M | 0.01% |
427,828
-8,687
| -2% | -$445K |
|
822
Arcosa
ACA
$4.76B
| $21.8M | 0.01% |
263,575
-6,286
| -2% | -$519K |
|
823
Evercore
EVR
$12.5B
| $21.8M | 0.01% |
127,299
-1,352
| -1% | -$231K |
|
824
Matsons
MATX
$3.33B
| $21.7M | 0.01% |
197,654
-4,197
| -2% | -$460K |
|
825
CMS Energy
CMS
$21.2B
| $21.6M | 0.01% |
372,364
+2,549
| +0.7% | +$148K |
|