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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Brixmor Property Group
BRX
$8.58B
| $18.7M | 0.01% |
703,559
+11,040
| +2% | +$293K |
|
877
Teradyne
TER
$18.3B
| $18.7M | 0.01% |
226,028
-8,395
| -4% | -$693K |
|
878
Genpact
G
$7.52B
| $18.7M | 0.01% |
370,265
-2,327
| -0.6% | -$117K |
|
879
CyberArk
CYBR
$23.8B
| $18.6M | 0.01% |
55,136
-16,514
| -23% | -$5.58M |
|
880
New York Times
NYT
$9.53B
| $18.6M | 0.01% |
375,258
+1,315
| +0.4% | +$65.2K |
|
881
Otter Tail
OTTR
$3.49B
| $18.6M | 0.01% |
231,561
+5,574
| +2% | +$448K |
|
|
BERY
882
DELISTED
Berry Global Group, Inc.
BERY
| $18.6M | 0.01% |
266,451
+3,708
| +1% | +$259K |
|
883
Acuity Brands
AYI
$10.4B
| $18.6M | 0.01% |
70,553
+470
| +0.7% | +$124K |
|
884
Gen Digital
GEN
$18.2B
| $18.5M | 0.01% |
698,266
-1,325
| -0.2% | -$35.2K |
|
885
Urban Outfitters
URBN
$6.42B
| $18.5M | 0.01% |
353,495
+10,236
| +3% | +$536K |
|
886
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $18.5M | 0.01% |
317,176
+32,523
| +11% | +$1.9M |
|
887
BILL Holdings
BILL
$5.32B
| $18.4M | 0.01% |
401,570
+9,966
| +3% | +$457K |
|
888
Frontier Communications
FYBR
$9.36B
| $18.3M | 0.01% |
511,142
+1,732
| +0.3% | +$62.1K |
|
889
Coca-Cola Consolidated
COKE
$10.8B
| $18.3M | 0.01% |
135,690
+430
| +0.3% | +$58.1K |
|
890
First Bancorp
FBP
$3.53B
| $18.3M | 0.01% |
953,755
+27,658
| +3% | +$530K |
|
891
Credicorp
BAP
$21.1B
| $18.3M | 0.01% |
98,070
-291,268
| -75% | -$54.2M |
|
892
MGE Energy Inc
MGEE
$3.14B
| $18.2M | 0.01% |
196,183
+4,736
| +2% | +$440K |
|
893
Tetra Tech
TTEK
$9.44B
| $18.2M | 0.01% |
621,677
+1,960
| +0.3% | +$57.3K |
|
894
Trustmark
TRMK
$2.42B
| $18.2M | 0.01% |
527,214
-64,718
| -11% | -$2.23M |
|
895
Alcoa
AA
$8.28B
| $18.1M | 0.01% |
593,819
+2,125
| +0.4% | +$64.8K |
|
896
Plexus
PLXS
$3.8B
| $18.1M | 0.01% |
140,970
+2,603
| +2% | +$334K |
|
897
Lithia Motors
LAD
$8.82B
| $18M | 0.01% |
61,283
+211
| +0.3% | +$61.9K |
|
898
Fox Class A
FOXA
$28.5B
| $18M | 0.01% |
317,718
+32,476
| +11% | +$1.84M |
|
899
Medical Properties Trust
MPW
$2.76B
| $18M | 0.01% |
2,979,094
+66,820
| +2% | +$403K |
|
900
Sun Communities
SUI
$16.3B
| $18M | 0.01% |
139,609
-11,625
| -8% | -$1.5M |
|