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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Valmont Industries
VMI
$7.58B
| $18.9M | 0.01% |
83,977
+11,835
| +16% | +$2.66M |
|
852
Wabtec
WAB
$32.6B
| $18.9M | 0.01% |
229,684
-162
| -0.1% | -$13.3K |
|
853
Evergy
EVRG
$16.6B
| $18.8M | 0.01% |
288,819
-10,159
| -3% | -$663K |
|
854
XPO
XPO
$15.8B
| $18.8M | 0.01% |
657,790
+92,396
| +16% | +$2.64M |
|
|
UNVR
855
DELISTED
Univar Solutions Inc.
UNVR
| $18.8M | 0.01% |
755,885
+174,817
| +30% | +$4.35M |
|
856
Merit Medical Systems
MMSI
$5.27B
| $18.8M | 0.01% |
346,272
-32,030
| -8% | -$1.74M |
|
857
NetApp
NTAP
$24.6B
| $18.8M | 0.01% |
287,971
+12,150
| +4% | +$793K |
|
858
Skyworks Solutions
SWKS
$11B
| $18.8M | 0.01% |
202,790
-8,379
| -4% | -$776K |
|
859
Signet Jewelers
SIG
$3.77B
| $18.8M | 0.01% |
351,219
-46,389
| -12% | -$2.48M |
|
860
Expedia Group
EXPE
$27B
| $18.8M | 0.01% |
197,986
+11,389
| +6% | +$1.08M |
|
861
Hawaiian Electric Industries
HE
$2.1B
| $18.7M | 0.01% |
458,067
+86,659
| +23% | +$3.54M |
|
862
Fabrinet
FN
$13.3B
| $18.7M | 0.01% |
230,874
-19,559
| -8% | -$1.59M |
|
863
Lifestance Health
LFST
$2.02B
| $18.7M | 0.01% |
3,367,625
+868,946
| +35% | +$4.83M |
|
864
Omnicom Group
OMC
$14.8B
| $18.7M | 0.01% |
294,279
+35,898
| +14% | +$2.28M |
|
865
Washington Trust Bancorp
WASH
$566M
| $18.7M | 0.01% |
385,848
-29,187
| -7% | -$1.41M |
|
866
Synaptics
SYNA
$2.75B
| $18.7M | 0.01% |
158,009
+20,251
| +15% | +$2.39M |
|
|
MANT
867
DELISTED
Mantech International Corp
MANT
| $18.6M | 0.01% |
195,000
-226,212
| -54% | -$21.6M |
|
868
The Bancorp
TBBK
$3.53B
| $18.6M | 0.01% |
952,383
-44,656
| -4% | -$872K |
|
|
PPBI
869
DELISTED
Pacific Premier Bancorp
PPBI
| $18.6M | 0.01% |
635,520
-55,861
| -8% | -$1.63M |
|
870
Evolent Health
EVH
$1.07B
| $18.6M | 0.01% |
604,553
-22,311
| -4% | -$685K |
|
871
California Water Service
CWT
$2.72B
| $18.5M | 0.01% |
333,586
-86,156
| -21% | -$4.79M |
|
872
United Bankshares
UBSI
$5.37B
| $18.5M | 0.01% |
527,267
+66,233
| +14% | +$2.32M |
|
|
NEX
873
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $18.5M | 0.01% |
1,942,432
+1,926,668
| +12,222% | +$18.3M |
|
874
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.6M
| $18.4M | 0.01% |
995,521
| – | – |
|
875
Akamai
AKAM
$11.1B
| $18.4M | 0.01% |
201,777
+618
| +0.3% | +$56.4K |
|