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 | |
|---|---|---|---|---|---|---|
876
Paycom
PAYC
$12.4B
| $20.7M | 0.01% |
59,776
-11,793
| -16% | -$4.08M |
|
877
HNI Corp
HNI
$2.06B
| $20.7M | 0.01% |
557,848
-10,974
| -2% | -$407K |
|
878
Harley-Davidson
HOG
$3.65B
| $20.6M | 0.01% |
523,233
+268
| +0.1% | +$10.6K |
|
879
Seagate
STX
$41.1B
| $20.6M | 0.01% |
229,174
-6,597
| -3% | -$593K |
|
880
Celanese
CE
$4.84B
| $20.5M | 0.01% |
143,746
+5,660
| +4% | +$809K |
|
881
Curtiss-Wright
CW
$18.7B
| $20.5M | 0.01% |
136,355
+3,012
| +2% | +$452K |
|
882
Polaris
PII
$3.29B
| $20.4M | 0.01% |
194,068
-7,125
| -4% | -$750K |
|
883
Evergy
EVRG
$16.5B
| $20.4M | 0.01% |
298,978
+12,491
| +4% | +$854K |
|
|
ILPT
884
Industrial Logistics Properties Trust
ILPT
$415M
| $20.4M | 0.01% |
900,599
-113,057
| -11% | -$2.56M |
|
885
Primerica
PRI
$8.74B
| $20.4M | 0.01% |
149,196
+4,234
| +3% | +$579K |
|
886
Popular Inc
BPOP
$8.45B
| $20.4M | 0.01% |
249,727
+244,400
| +4,588% | +$20M |
|
887
Portillo's
PTLO
$442M
| $20.4M | 0.01% |
831,097
+61,728
| +8% | +$1.52M |
|
888
WSFS Financial
WSFS
$3.15B
| $20.4M | 0.01% |
437,701
-1,808
| -0.4% | -$84.3K |
|
889
Emcor
EME
$28.4B
| $20.4M | 0.01% |
181,103
-1,758
| -1% | -$198K |
|
890
Kellanova
K
$27.5B
| $20.4M | 0.01% |
336,756
+13
| +0% | +$787 |
|
|
REGI
891
DELISTED
Renewable Energy Group, Inc.
REGI
| $20.3M | 0.01% |
335,162
+671
| +0.2% | +$40.7K |
|
892
Texas Roadhouse
TXRH
$11B
| $20.3M | 0.01% |
242,778
-1,122
| -0.5% | -$93.9K |
|
893
TopBuild
BLD
$11.8B
| $20.3M | 0.01% |
112,002
-1,005
| -0.9% | -$182K |
|
894
Rayonier
RYN
$4.04B
| $20.3M | 0.01% |
519,069
+8,086
| +2% | +$316K |
|
|
ABMD
895
DELISTED
Abiomed Inc
ABMD
| $20.3M | 0.01% |
61,250
-1,150
| -2% | -$381K |
|
896
HealthEquity
HQY
$7.88B
| $20.3M | 0.01% |
300,689
-1,330
| -0.4% | -$89.7K |
|
897
Principal Financial Group
PFG
$17.8B
| $20.3M | 0.01% |
276,238
-6,846
| -2% | -$503K |
|
898
Textron
TXT
$14.4B
| $20.3M | 0.01% |
272,357
+3,614
| +1% | +$269K |
|
899
Evolent Health
EVH
$1.07B
| $20.2M | 0.01% |
626,864
+247,386
| +65% | +$7.99M |
|
900
SITE Centers
SITC
$468M
| $20M | 0.01% |
1,537,200
-14,011
| -0.9% | -$183K |
|