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 | |
|---|---|---|---|---|---|---|
851
Take-Two Interactive
TTWO
$45B
| $22M | 0.01% |
143,075
-711
| -0.5% | -$109K |
|
|
AEL
852
DELISTED
American Equity Investment Life Holding Company
AEL
| $22M | 0.01% |
550,438
-4,861
| -0.9% | -$194K |
|
853
Omnicom Group
OMC
$14.7B
| $21.9M | 0.01% |
258,381
-1,524
| -0.6% | -$129K |
|
854
ITT
ITT
$13.6B
| $21.9M | 0.01% |
291,169
+207
| +0.1% | +$15.6K |
|
855
Washington Trust Bancorp
WASH
$570M
| $21.8M | 0.01% |
415,035
-1,012
| -0.2% | -$53.1K |
|
856
Simmons First National
SFNC
$2.97B
| $21.8M | 0.01% |
829,638
-56,943
| -6% | -$1.49M |
|
857
ScottsMiracle-Gro
SMG
$3.5B
| $21.7M | 0.01% |
176,725
-6,859
| -4% | -$843K |
|
|
UNIT
858
Uniti Group
UNIT
$1.69B
| $21.7M | 0.01% |
1,574,494
-14,261
| -0.9% | -$196K |
|
859
Flywire
FLYW
$1.62B
| $21.6M | 0.01% |
706,964
+152,294
| +27% | +$4.66M |
|
860
Sunrun
RUN
$3.74B
| $21.5M | 0.01% |
707,642
+320
| +0% | +$9.72K |
|
861
Darden Restaurants
DRI
$24.7B
| $21.4M | 0.01% |
161,068
-5,659
| -3% | -$752K |
|
862
AES
AES
$9.06B
| $21.2M | 0.01% |
824,055
+15,377
| +2% | +$396K |
|
863
Highwoods Properties
HIW
$3.44B
| $21.1M | 0.01% |
461,563
+85,739
| +23% | +$3.92M |
|
864
Arcosa
ACA
$4.72B
| $21.1M | 0.01% |
368,642
-24,578
| -6% | -$1.41M |
|
865
ASGN Inc
ASGN
$2.23B
| $21.1M | 0.01% |
180,802
-958
| -0.5% | -$112K |
|
|
WRK
866
DELISTED
WestRock Company
WRK
| $21.1M | 0.01% |
448,202
-17,915
| -4% | -$843K |
|
867
JB Hunt Transport Services
JBHT
$13.3B
| $21M | 0.01% |
104,526
-1,363
| -1% | -$274K |
|
868
Sonoco
SON
$4.54B
| $20.9M | 0.01% |
334,420
+210
| +0.1% | +$13.1K |
|
869
Atmos Energy
ATO
$26.3B
| $20.9M | 0.01% |
174,800
+6,406
| +4% | +$765K |
|
870
Boise Cascade
BCC
$3.21B
| $20.8M | 0.01% |
300,080
-18,914
| -6% | -$1.31M |
|
871
Trupanion
TRUP
$1.86B
| $20.8M | 0.01% |
233,276
-1,529
| -0.7% | -$136K |
|
872
Alarm.com
ALRM
$2.76B
| $20.8M | 0.01% |
312,707
-2,073
| -0.7% | -$138K |
|
873
BancFirst
BANF
$4.46B
| $20.8M | 0.01% |
249,504
+2,691
| +1% | +$224K |
|
874
Group 1 Automotive
GPI
$6.09B
| $20.7M | 0.01% |
123,601
-11,549
| -9% | -$1.94M |
|
875
EPAM Systems
EPAM
$8.53B
| $20.7M | 0.01% |
69,899
-1,541
| -2% | -$457K |
|