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 | |
|---|---|---|---|---|---|---|
826
Freshpet
FRPT
$2.62B
| $20.1M | 0.01% |
241,196
+133,539
| +124% | +$11.1M |
|
|
LADR
827
Ladder Capital
LADR
$1.51B
| $20M | 0.01% |
1,756,946
-119,200
| -6% | -$1.36M |
|
828
Everest Group
EG
$14.4B
| $20M | 0.01% |
55,123
+4,021
| +8% | +$1.46M |
|
829
West Pharmaceutical
WST
$18.7B
| $20M | 0.01% |
89,412
-991
| -1% | -$222K |
|
830
Chewy
CHWY
$14.9B
| $20M | 0.01% |
614,280
-356,684
| -37% | -$11.6M |
|
831
Piper Sandler
PIPR
$6.11B
| $19.9M | 0.01% |
80,487
+2,981
| +4% | +$738K |
|
832
The Ensign Group
ENSG
$9.74B
| $19.9M | 0.01% |
153,881
+1,526
| +1% | +$197K |
|
833
WD-40
WDFC
$2.84B
| $19.9M | 0.01% |
81,397
-32,636
| -29% | -$7.96M |
|
834
Murphy USA
MUSA
$7.49B
| $19.8M | 0.01% |
42,240
-576
| -1% | -$271K |
|
835
Lumen
LUMN
$6.44B
| $19.8M | 0.01% |
5,053,232
+131,851
| +3% | +$517K |
|
836
PJT Partners
PJT
$4.46B
| $19.8M | 0.01% |
143,579
+3,645
| +3% | +$503K |
|
837
The GEO Group
GEO
$3.19B
| $19.8M | 0.01% |
677,058
+17,605
| +3% | +$514K |
|
838
Ciena
CIEN
$18.9B
| $19.8M | 0.01% |
327,017
-4,105
| -1% | -$248K |
|
839
Franklin Electric
FELE
$4.27B
| $19.7M | 0.01% |
209,887
+4,675
| +2% | +$439K |
|
840
Baxter International
BAX
$12.5B
| $19.7M | 0.01% |
574,987
-2,116
| -0.4% | -$72.4K |
|
841
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $19.7M | 0.01% |
249,199
-75,120
| -23% | -$5.93M |
|
842
Jabil
JBL
$23.2B
| $19.6M | 0.01% |
144,405
+1,139
| +0.8% | +$155K |
|
843
Celsius Holdings
CELH
$14.9B
| $19.6M | 0.01% |
550,613
+181,130
| +49% | +$6.45M |
|
844
Fulton Financial
FULT
$3.51B
| $19.6M | 0.01% |
1,082,623
+30,800
| +3% | +$557K |
|
845
SM Energy
SM
$3.1B
| $19.6M | 0.01% |
653,705
+17,883
| +3% | +$536K |
|
846
Franklin FTSE India ETF
FLIN
$2.47B
| $19.6M | 0.01% |
531,220
+123,824
| +30% | +$4.56M |
|
847
Helix Energy Solutions
HLX
$925M
| $19.6M | 0.01% |
2,354,728
-88,475
| -4% | -$735K |
|
848
Datadog
DDOG
$48.8B
| $19.6M | 0.01% |
197,157
-134,181
| -40% | -$13.3M |
|
849
Boot Barn
BOOT
$5.76B
| $19.5M | 0.01% |
181,935
-49,998
| -22% | -$5.37M |
|
850
Marathon Digital Holdings
MARA
$5.95B
| $19.5M | 0.01% |
1,693,888
-217,928
| -11% | -$2.51M |
|