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 | |
|---|---|---|---|---|---|---|
926
Kirby Corp
KEX
$4.85B
| $17.3M | 0.01% |
225,264
-11,751
| -5% | -$904K |
|
927
Vanguard S&P 500 ETF
VOO
$734B
| $17.3M | 0.01% |
42,533
+5,264
| +14% | +$2.14M |
|
928
Avnet
AVT
$4.5B
| $17.3M | 0.01% |
343,156
-18,461
| -5% | -$931K |
|
929
Signet Jewelers
SIG
$3.75B
| $17.3M | 0.01% |
265,265
-17,878
| -6% | -$1.17M |
|
930
Jacobs Solutions
J
$17.3B
| $17.3M | 0.01% |
175,985
-11,694
| -6% | -$1.15M |
|
931
Harley-Davidson
HOG
$3.65B
| $17.3M | 0.01% |
491,243
-35,377
| -7% | -$1.25M |
|
932
GATX Corp
GATX
$6B
| $17.2M | 0.01% |
133,722
-6,068
| -4% | -$781K |
|
933
Rogers Corp
ROG
$1.44B
| $17.1M | 0.01% |
105,751
-7,772
| -7% | -$1.26M |
|
934
Revvity
RVTY
$9.58B
| $17.1M | 0.01% |
144,021
-10,675
| -7% | -$1.27M |
|
935
Prestige Consumer Healthcare
PBH
$3.2B
| $17.1M | 0.01% |
287,558
-18,060
| -6% | -$1.07M |
|
936
EQT Corp
EQT
$31.9B
| $17.1M | 0.01% |
415,070
-34,775
| -8% | -$1.43M |
|
937
MGIC Investment
MTG
$6.54B
| $17M | 0.01% |
1,076,340
-85,490
| -7% | -$1.35M |
|
|
MRO
938
DELISTED
Marathon Oil Corporation
MRO
| $17M | 0.01% |
737,294
-40,807
| -5% | -$939K |
|
939
Capri Holdings
CPRI
$2.54B
| $16.9M | 0.01% |
471,782
-25,502
| -5% | -$915K |
|
|
PRFT
940
DELISTED
Perficient Inc
PRFT
| $16.9M | 0.01% |
202,917
-13,449
| -6% | -$1.12M |
|
941
Avista
AVA
$2.94B
| $16.9M | 0.01% |
430,519
-15,059
| -3% | -$591K |
|
942
Haemonetics
HAE
$2.59B
| $16.9M | 0.01% |
198,516
-8,928
| -4% | -$760K |
|
943
MSC Industrial Direct
MSM
$5.1B
| $16.9M | 0.01% |
177,353
-9,812
| -5% | -$935K |
|
944
Ero Copper
ERO
$1.68B
| $16.9M | 0.01% |
833,300
-96,900
| -10% | -$1.96M |
|
945
PotlatchDeltic
PCH
$3.21B
| $16.9M | 0.01% |
318,850
-24,119
| -7% | -$1.27M |
|
|
ARNC
946
DELISTED
Arconic Corporation
ARNC
| $16.8M | 0.01% |
569,476
-43,370
| -7% | -$1.28M |
|
947
Tyson Foods
TSN
$19.7B
| $16.8M | 0.01% |
330,024
-903,790
| -73% | -$46.1M |
|
948
Cirrus Logic
CRUS
$5.78B
| $16.8M | 0.01% |
207,482
-11,209
| -5% | -$908K |
|
949
California Water Service
CWT
$2.72B
| $16.8M | 0.01% |
325,465
-5,694
| -2% | -$294K |
|
950
QuidelOrtho
QDEL
$1.88B
| $16.8M | 0.01% |
202,598
-8,665
| -4% | -$718K |
|