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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Otter Tail
OTTR
$3.46B
| $17.8M | 0.01% |
234,126
-9,652
| -4% | -$733K |
|
877
UGI
UGI
$7.38B
| $17.8M | 0.01% |
772,695
-13,288
| -2% | -$306K |
|
878
PVH
PVH
$3.91B
| $17.8M | 0.01% |
232,215
-4,346
| -2% | -$333K |
|
879
Best Buy
BBY
$16B
| $17.8M | 0.01% |
255,724
+3,127
| +1% | +$217K |
|
880
EQT Corp
EQT
$31.8B
| $17.8M | 0.01% |
437,630
+22,560
| +5% | +$915K |
|
881
Vontier
VNT
$6.3B
| $17.7M | 0.01% |
573,690
-13,018
| -2% | -$403K |
|
882
Evercore
EVR
$12.7B
| $17.7M | 0.01% |
128,651
-3,845
| -3% | -$530K |
|
883
Nexstar Media Group
NXST
$5.95B
| $17.7M | 0.01% |
123,648
-109,808
| -47% | -$15.7M |
|
884
Advance Auto Parts
AAP
$3.56B
| $17.7M | 0.01% |
316,158
+247,909
| +363% | +$13.9M |
|
885
Ollie's Bargain Outlet
OLLI
$7.96B
| $17.7M | 0.01% |
229,011
+11,666
| +5% | +$900K |
|
|
WIRE
886
DELISTED
Encore Wire Corp
WIRE
| $17.7M | 0.01% |
96,841
-9,253
| -9% | -$1.69M |
|
887
Kite Realty
KRG
$4.97B
| $17.7M | 0.01% |
824,049
-6,307
| -0.8% | -$135K |
|
888
National Fuel Gas
NFG
$7.84B
| $17.6M | 0.01% |
338,420
-6,027
| -2% | -$313K |
|
889
Sanmina
SANM
$6.48B
| $17.5M | 0.01% |
322,528
-18,000
| -5% | -$977K |
|
890
Wolfspeed
WOLF
$235M
| $17.5M | 0.01% |
459,133
-8,225
| -2% | -$313K |
|
891
Extreme Networks
EXTR
$2.92B
| $17.5M | 0.01% |
722,311
-36,522
| -5% | -$884K |
|
892
Vanguard Real Estate ETF
VNQ
$34.4B
| $17.5M | 0.01% |
230,948
-5,503
| -2% | -$416K |
|
893
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.6M
| $17.4M | 0.01% |
995,521
| – | – |
|
894
Dolby
DLB
$6.82B
| $17.4M | 0.01% |
219,665
+215,257
| +4,883% | +$17.1M |
|
895
MGIC Investment
MTG
$6.51B
| $17.4M | 0.01% |
1,041,889
-34,451
| -3% | -$575K |
|
896
Quest Diagnostics
DGX
$20.2B
| $17.3M | 0.01% |
142,331
-1,403
| -1% | -$171K |
|
897
Axon Enterprise
AXON
$58.1B
| $17.3M | 0.01% |
87,012
+3,055
| +4% | +$608K |
|
898
SPDR Portfolio S&P 500 ETF
SPLG
$85.1B
| $17.3M | 0.01% |
344,290
+55,827
| +19% | +$2.81M |
|
899
Huntington Bancshares
HBAN
$25.8B
| $17.3M | 0.01% |
1,660,949
-9,204
| -0.6% | -$95.7K |
|
900
Koppers
KOP
$542M
| $17.3M | 0.01% |
436,515
-15,867
| -4% | -$628K |
|