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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Murphy USA
MUSA
$7.55B
| $21.4M | 0.01% |
107,487
+22,090
| +26% | +$4.4M |
|
902
MDU Resources
MDU
$3.28B
| $21.3M | 0.01% |
1,819,922
-23,065
| -1% | -$270K |
|
903
CACI
CACI
$10.4B
| $21.3M | 0.01% |
79,272
-2,119
| -3% | -$570K |
|
904
Insmed
INSM
$31.1B
| $21.3M | 0.01% |
782,603
+25,089
| +3% | +$683K |
|
905
Coca-Cola Consolidated
COKE
$10.6B
| $21.3M | 0.01% |
344,170
+17,280
| +5% | +$1.07M |
|
906
MGM Resorts International
MGM
$9.8B
| $21.3M | 0.01% |
474,219
-27,629
| -6% | -$1.24M |
|
907
Cogent Communications
CCOI
$1.81B
| $21.2M | 0.01% |
289,737
-8,401
| -3% | -$615K |
|
908
Quaker Houghton
KWR
$2.5B
| $21.2M | 0.01% |
91,682
-2,593
| -3% | -$598K |
|
909
Simpson Manufacturing
SSD
$8.14B
| $21.2M | 0.01% |
152,112
-3,815
| -2% | -$531K |
|
910
Itron
ITRI
$5.49B
| $21.1M | 0.01% |
308,263
-8,548
| -3% | -$586K |
|
911
Avient
AVNT
$3.47B
| $21.1M | 0.01% |
377,418
-28,593
| -7% | -$1.6M |
|
912
Flywire
FLYW
$1.62B
| $21.1M | 0.01% |
554,670
+3,882
| +0.7% | +$148K |
|
913
Glacier Bancorp
GBCI
$5.88B
| $21.1M | 0.01% |
371,989
-3,554
| -0.9% | -$202K |
|
914
Paymentus
PAY
$4.48B
| $21.1M | 0.01% |
602,638
-5,877
| -1% | -$206K |
|
915
Quanta Services
PWR
$55.6B
| $21.1M | 0.01% |
183,766
-2,321
| -1% | -$266K |
|
|
VSTO
916
DELISTED
Vista Outdoor Inc.
VSTO
| $21.1M | 0.01% |
457,142
-68,666
| -13% | -$3.16M |
|
|
VNET
917
VNET Group
VNET
$2.24B
| $21M | 0.01% |
2,329,054
+98,854
| +4% | +$893K |
|
918
Qorvo
QRVO
$8.53B
| $21M | 0.01% |
134,329
-91,310
| -40% | -$14.3M |
|
919
Gentherm
THRM
$1.12B
| $21M | 0.01% |
241,551
-14,441
| -6% | -$1.25M |
|
920
Avnet
AVT
$4.45B
| $21M | 0.01% |
508,909
-28,218
| -5% | -$1.16M |
|
921
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.5M
| $21M | 0.01% |
995,521
| – | – |
|
922
Royal Caribbean
RCL
$93.8B
| $20.9M | 0.01% |
271,881
-7,917
| -3% | -$609K |
|
923
Integer Holdings
ITGR
$3.72B
| $20.9M | 0.01% |
243,953
+16,130
| +7% | +$1.38M |
|
|
IBTX
924
DELISTED
Independent Bank Group, Inc.
IBTX
| $20.9M | 0.01% |
289,031
-24,906
| -8% | -$1.8M |
|
925
Sanmina
SANM
$6.34B
| $20.9M | 0.01% |
502,987
-26,520
| -5% | -$1.1M |
|