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
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
MGM Resorts International
MGM
$9.79B
| $19.5M | 0.01% |
464,090
-10,129
| -2% | -$425K |
|
|
IBTX
927
DELISTED
Independent Bank Group, Inc.
IBTX
| $19.4M | 0.01% |
273,300
-15,731
| -5% | -$1.12M |
|
928
Prestige Consumer Healthcare
PBH
$3.2B
| $19.4M | 0.01% |
366,553
-16,506
| -4% | -$874K |
|
929
Credo Technology Group
CRDO
$28.4B
| $19.4M | 0.01% |
+1,272,715
| New | +$19.4M |
|
930
Murphy USA
MUSA
$7.26B
| $19.4M | 0.01% |
96,860
-10,627
| -10% | -$2.12M |
|
|
CDK
931
DELISTED
CDK Global, Inc.
CDK
| $19.4M | 0.01% |
397,649
-5,520
| -1% | -$269K |
|
932
Landstar System
LSTR
$4.5B
| $19.3M | 0.01% |
128,266
-2,624
| -2% | -$396K |
|
933
Selective Insurance
SIGI
$4.75B
| $19.3M | 0.01% |
216,383
+10,953
| +5% | +$979K |
|
934
RH
RH
$4.29B
| $19.3M | 0.01% |
59,174
-499
| -0.8% | -$163K |
|
935
ManpowerGroup
MAN
$1.75B
| $19.3M | 0.01% |
205,084
+13,932
| +7% | +$1.31M |
|
936
Ryder
R
$7.61B
| $19.3M | 0.01% |
242,700
-26,918
| -10% | -$2.14M |
|
937
Valvoline
VVV
$5B
| $19.3M | 0.01% |
610,027
-4,233
| -0.7% | -$134K |
|
938
SolarEdge
SEDG
$1.75B
| $19.2M | 0.01% |
59,597
-587
| -1% | -$189K |
|
939
Western Digital
WDC
$33B
| $19.1M | 0.01% |
509,897
+7,698
| +2% | +$289K |
|
940
Cogent Communications
CCOI
$1.74B
| $19.1M | 0.01% |
287,938
-1,799
| -0.6% | -$119K |
|
941
Power Integrations
POWI
$2.5B
| $19.1M | 0.01% |
206,124
-5,392
| -3% | -$500K |
|
942
Sanmina
SANM
$6.53B
| $19.1M | 0.01% |
472,055
-30,932
| -6% | -$1.25M |
|
943
Louisiana-Pacific
LPX
$6.64B
| $19M | 0.01% |
306,587
-2,131
| -0.7% | -$132K |
|
944
Clean Harbors
CLH
$12.6B
| $19M | 0.01% |
170,316
+125
| +0.1% | +$14K |
|
945
Toll Brothers
TOL
$13.8B
| $19M | 0.01% |
404,124
-14,902
| -4% | -$701K |
|
946
Gen Digital
GEN
$18B
| $19M | 0.01% |
716,407
+6,146
| +0.9% | +$163K |
|
947
Integer Holdings
ITGR
$3.59B
| $19M | 0.01% |
235,482
-8,471
| -3% | -$683K |
|
948
Watts Water Technologies
WTS
$9.29B
| $18.9M | 0.01% |
135,354
-97,384
| -42% | -$13.6M |
|
949
Canadian Natural Resources
CNQ
$64.9B
| $18.9M | 0.01% |
+621,601
| New | +$18.9M |
|
950
Insmed
INSM
$30.8B
| $18.9M | 0.01% |
802,136
+19,533
| +2% | +$459K |
|