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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Abercrombie & Fitch
ANF
$4.54B
| $22M | 0.01% |
473,136
+37,934
| +9% | +$1.76M |
|
902
MDU Resources
MDU
$3.36B
| $22M | 0.01% |
1,843,418
+28,579
| +2% | +$341K |
|
903
Sonos
SONO
$1.77B
| $22M | 0.01% |
623,437
+184,165
| +42% | +$6.49M |
|
904
Pediatrix Medical
MD
$1.44B
| $21.9M | 0.01% |
726,311
+25,851
| +4% | +$779K |
|
905
UDR
UDR
$12.7B
| $21.9M | 0.01% |
447,019
+8,107
| +2% | +$397K |
|
906
Integer Holdings
ITGR
$3.59B
| $21.8M | 0.01% |
231,811
-328
| -0.1% | -$30.9K |
|
907
Advance Auto Parts
AAP
$3.55B
| $21.8M | 0.01% |
106,291
+3,506
| +3% | +$719K |
|
908
Devon Energy
DVN
$22.5B
| $21.8M | 0.01% |
746,612
+28,260
| +4% | +$825K |
|
909
Pentair
PNR
$17.9B
| $21.8M | 0.01% |
322,839
-3,502
| -1% | -$236K |
|
910
Group 1 Automotive
GPI
$6.09B
| $21.7M | 0.01% |
140,727
+9,923
| +8% | +$1.53M |
|
911
Walker & Dunlop
WD
$2.93B
| $21.7M | 0.01% |
208,117
+3,413
| +2% | +$356K |
|
912
Conagra Brands
CAG
$9.27B
| $21.7M | 0.01% |
595,976
-46,965
| -7% | -$1.71M |
|
913
Lumentum
LITE
$11.5B
| $21.7M | 0.01% |
264,002
+3,411
| +1% | +$280K |
|
914
Norwegian Cruise Line
NCLH
$11.5B
| $21.7M | 0.01% |
736,303
-342,198
| -32% | -$10.1M |
|
915
Wolverine World Wide
WWW
$2.51B
| $21.6M | 0.01% |
642,744
+30,333
| +5% | +$1.02M |
|
916
EQT Corp
EQT
$31.9B
| $21.6M | 0.01% |
970,696
+12,655
| +1% | +$282K |
|
|
NUVA
917
DELISTED
NuVasive, Inc.
NUVA
| $21.6M | 0.01% |
318,763
+22,072
| +7% | +$1.5M |
|
918
8x8 Inc
EGHT
$285M
| $21.6M | 0.01% |
776,813
+15,318
| +2% | +$425K |
|
919
Hologic
HOLX
$14.6B
| $21.5M | 0.01% |
322,926
-22,458
| -7% | -$1.5M |
|
920
AES
AES
$9.06B
| $21.5M | 0.01% |
826,006
+4,860
| +0.6% | +$127K |
|
921
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.6M
| $21.5M | 0.01% |
995,521
| – | – |
|
922
Las Vegas Sands
LVS
$37.4B
| $21.5M | 0.01% |
407,690
+16,645
| +4% | +$877K |
|
923
CVB Financial
CVBF
$2.8B
| $21.5M | 0.01% |
1,042,098
+25,245
| +2% | +$520K |
|
924
Viatris
VTRS
$11.9B
| $21.4M | 0.01% |
1,500,013
+2,388
| +0.2% | +$34.1K |
|
925
BrightView Holdings
BV
$1.31B
| $21.4M | 0.01% |
1,329,571
+100,072
| +8% | +$1.61M |
|