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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Flowserve
FLS
$7.35B
| $19.9M | 0.01% |
481,695
-2,278
| -0.5% | -$93.9K |
|
877
McCormick & Company Non-Voting
MKC
$18.3B
| $19.8M | 0.01% |
289,908
-3,157
| -1% | -$216K |
|
878
Helmerich & Payne
HP
$2.05B
| $19.7M | 0.01% |
545,258
-17,910
| -3% | -$649K |
|
879
SPDR Portfolio S&P 500 ETF
SPLG
$85.2B
| $19.7M | 0.01% |
353,149
+8,859
| +3% | +$495K |
|
880
Hologic
HOLX
$14.7B
| $19.7M | 0.01% |
276,012
-134,566
| -33% | -$9.61M |
|
881
Kellanova
K
$27.5B
| $19.7M | 0.01% |
352,554
-30,076
| -8% | -$1.68M |
|
882
Vontier
VNT
$6.3B
| $19.7M | 0.01% |
568,949
-4,741
| -0.8% | -$164K |
|
883
MGIC Investment
MTG
$6.53B
| $19.6M | 0.01% |
1,018,041
-23,848
| -2% | -$460K |
|
884
Zscaler
ZS
$44.2B
| $19.6M | 0.01% |
88,592
+77,802
| +721% | +$17.2M |
|
885
Otter Tail
OTTR
$3.47B
| $19.6M | 0.01% |
230,744
-3,382
| -1% | -$287K |
|
886
Globant
GLOB
$2.56B
| $19.6M | 0.01% |
82,156
-33,092
| -29% | -$7.88M |
|
887
Sun Country Airlines
SNCY
$702M
| $19.5M | 0.01% |
1,242,650
-16,478
| -1% | -$259K |
|
888
Shake Shack
SHAK
$3.9B
| $19.5M | 0.01% |
263,256
+62,897
| +31% | +$4.66M |
|
889
Vanguard Real Estate ETF
VNQ
$34.5B
| $19.5M | 0.01% |
220,550
-10,398
| -5% | -$919K |
|
890
Snowflake
SNOW
$76.2B
| $19.5M | 0.01% |
97,788
+14,542
| +17% | +$2.89M |
|
891
Southwest Airlines
LUV
$16.3B
| $19.4M | 0.01% |
671,950
-15,791
| -2% | -$456K |
|
|
WIRE
892
DELISTED
Encore Wire Corp
WIRE
| $19.4M | 0.01% |
90,704
-6,137
| -6% | -$1.31M |
|
893
Cincinnati Financial
CINF
$23.8B
| $19.4M | 0.01% |
187,062
-1,981
| -1% | -$205K |
|
894
Walker & Dunlop
WD
$2.94B
| $19.3M | 0.01% |
174,141
-5,465
| -3% | -$607K |
|
895
Masimo
MASI
$7.92B
| $19.3M | 0.01% |
164,627
-1,160
| -0.7% | -$136K |
|
896
Central Garden & Pet Class A
CENTA
$2.09B
| $19.3M | 0.01% |
546,710
-14,878
| -3% | -$524K |
|
897
Valvoline
VVV
$5.05B
| $19.2M | 0.01% |
510,565
-5,489
| -1% | -$206K |
|
898
Itron
ITRI
$5.4B
| $19.2M | 0.01% |
254,000
-5,574
| -2% | -$421K |
|
899
Best Buy
BBY
$16B
| $19.1M | 0.01% |
244,493
-11,231
| -4% | -$879K |
|
900
Lindblad Expeditions
LIND
$721M
| $19.1M | 0.01% |
1,695,845
-949
| -0.1% | -$10.7K |
|