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 |
Brookfield
BN
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
LKQ Corp
LKQ
$8.26B
| $18.2M | 0.01% |
311,650
-5,055
| -2% | -$295K |
|
902
Cytokinetics
CYTK
$6.22B
| $18.1M | 0.01% |
555,715
-27,189
| -5% | -$887K |
|
903
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $18.1M | 0.01% |
239,100
+2,704
| +1% | +$205K |
|
904
Integer Holdings
ITGR
$3.59B
| $18.1M | 0.01% |
204,054
-7,762
| -4% | -$688K |
|
905
DraftKings
DKNG
$22.7B
| $18.1M | 0.01% |
680,036
+638,912
| +1,554% | +$17M |
|
906
New Jersey Resources
NJR
$4.71B
| $18.1M | 0.01% |
382,495
-2,237
| -0.6% | -$106K |
|
907
Huntington Bancshares
HBAN
$25.8B
| $18M | 0.01% |
1,670,153
-97,614
| -6% | -$1.05M |
|
908
Northern Trust
NTRS
$24.2B
| $18M | 0.01% |
242,821
-15,789
| -6% | -$1.17M |
|
909
Flowers Foods
FLO
$3.02B
| $18M | 0.01% |
723,449
-36,562
| -5% | -$910K |
|
910
Moog
MOG.A
$6.24B
| $18M | 0.01% |
165,869
-10,952
| -6% | -$1.19M |
|
911
Jack Henry & Associates
JKHY
$11.6B
| $18M | 0.01% |
107,401
-5,933
| -5% | -$993K |
|
912
Globus Medical
GMED
$7.89B
| $17.9M | 0.01% |
299,946
-8,158
| -3% | -$486K |
|
913
Cincinnati Financial
CINF
$23.8B
| $17.8M | 0.01% |
183,305
-11,686
| -6% | -$1.14M |
|
914
Perrigo
PRGO
$3.04B
| $17.8M | 0.01% |
524,601
-27,048
| -5% | -$918K |
|
915
Viasat
VSAT
$3.91B
| $17.8M | 0.01% |
430,976
-28,524
| -6% | -$1.18M |
|
916
Akamai
AKAM
$11B
| $17.8M | 0.01% |
197,714
-17,419
| -8% | -$1.57M |
|
917
Sally Beauty Holdings
SBH
$1.45B
| $17.7M | 0.01% |
1,437,222
-41,141
| -3% | -$508K |
|
918
National Fuel Gas
NFG
$7.87B
| $17.7M | 0.01% |
344,447
-18,532
| -5% | -$952K |
|
919
Fox Factory Holding Corp
FOXF
$1.17B
| $17.7M | 0.01% |
162,851
-4,884
| -3% | -$530K |
|
|
OLK
920
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $17.6M | 0.01% |
940,068
-820
| -0.1% | -$15.4K |
|
921
Everest Group
EG
$14.3B
| $17.5M | 0.01% |
51,185
+3,142
| +7% | +$1.07M |
|
922
Rayonier
RYN
$4.04B
| $17.5M | 0.01% |
584,789
-27,566
| -5% | -$824K |
|
923
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.6M
| $17.5M | 0.01% |
995,521
| – | – |
|
924
Post Holdings
POST
$5.69B
| $17.4M | 0.01% |
201,044
-11,216
| -5% | -$972K |
|
925
Qualys
QLYS
$4.75B
| $17.4M | 0.01% |
134,525
-12,725
| -9% | -$1.64M |
|