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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Skechers
SKX
$9.49B
| $17.2M | 0.01% |
303,212
+1,081
| +0.4% | +$61.4K |
|
927
StepStone Group
STEP
$4.99B
| $17.2M | 0.01% |
329,540
-108,590
| -25% | -$5.67M |
|
928
Estee Lauder
EL
$31.2B
| $17.2M | 0.01% |
259,982
-2,089
| -0.8% | -$138K |
|
929
Kontoor Brands
KTB
$4.67B
| $17.1M | 0.01% |
266,977
+5,955
| +2% | +$382K |
|
930
MDU Resources
MDU
$3.35B
| $17.1M | 0.01% |
1,011,987
+23,979
| +2% | +$405K |
|
931
Masimo
MASI
$7.94B
| $17.1M | 0.01% |
102,661
+1
| +0% | +$167 |
|
932
Dollar Tree
DLTR
$20.3B
| $17.1M | 0.01% |
227,703
-746
| -0.3% | -$56K |
|
933
Blackstone Mortgage Trust
BXMT
$3.39B
| $17.1M | 0.01% |
854,617
+15,644
| +2% | +$313K |
|
934
Dorman Products
DORM
$5B
| $17M | 0.01% |
141,288
+3,206
| +2% | +$386K |
|
935
TEGNA Inc
TGNA
$3.38B
| $17M | 0.01% |
934,711
+23,094
| +3% | +$421K |
|
936
ATI
ATI
$10.5B
| $17M | 0.01% |
327,220
-362,995
| -53% | -$18.9M |
|
937
Option Care Health
OPCH
$4.77B
| $17M | 0.01% |
485,871
+6,616
| +1% | +$231K |
|
938
Cinemark Holdings
CNK
$3.24B
| $17M | 0.01% |
681,435
+18,645
| +3% | +$464K |
|
939
Zions Bancorporation
ZION
$8.6B
| $17M | 0.01% |
340,066
+1,561
| +0.5% | +$77.8K |
|
940
H&R Block
HRB
$6.98B
| $16.9M | 0.01% |
308,659
-6,552
| -2% | -$360K |
|
941
Enpro
NPO
$4.77B
| $16.9M | 0.01% |
104,564
+2,691
| +3% | +$435K |
|
942
California Resources
CRC
$4.39B
| $16.9M | 0.01% |
384,200
+8,047
| +2% | +$354K |
|
943
Autoliv
ALV
$9.8B
| $16.9M | 0.01% |
190,971
-7,653
| -4% | -$677K |
|
944
Toro Company
TTC
$7.82B
| $16.8M | 0.01% |
231,542
-11,637
| -5% | -$847K |
|
945
Aptiv
APTV
$18.2B
| $16.8M | 0.01% |
282,787
+9,552
| +3% | +$568K |
|
946
WSFS Financial
WSFS
$3.17B
| $16.8M | 0.01% |
324,266
+7,012
| +2% | +$364K |
|
947
Kyndryl
KD
$7.57B
| $16.8M | 0.01% |
535,085
+2,807
| +0.5% | +$88.1K |
|
948
Universal Health Services
UHS
$12.1B
| $16.8M | 0.01% |
89,362
-5,617
| -6% | -$1.06M |
|
949
Protagonist Therapeutics
PTGX
$3.71B
| $16.8M | 0.01% |
347,095
+9,286
| +3% | +$449K |
|
950
Cactus
WHD
$2.86B
| $16.7M | 0.01% |
365,477
+8,164
| +2% | +$374K |
|