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 | |
|---|---|---|---|---|---|---|
951
Incyte
INCY
$16.8B
| $18.8M | 0.01% |
236,928
+2,804
| +1% | +$223K |
|
952
Jack Henry & Associates
JKHY
$11.6B
| $18.8M | 0.01% |
95,461
+357
| +0.4% | +$70.3K |
|
953
Semtech
SMTC
$5.36B
| $18.7M | 0.01% |
270,399
-23,765
| -8% | -$1.65M |
|
954
Kimco Realty
KIM
$15.1B
| $18.7M | 0.01% |
758,542
+24,172
| +3% | +$597K |
|
955
Unifirst Corp
UNF
$3.17B
| $18.7M | 0.01% |
101,627
-1,097
| -1% | -$202K |
|
956
SentinelOne
S
$5.95B
| $18.7M | 0.01% |
483,054
+195,601
| +68% | +$7.58M |
|
957
Cadence Bank
CADE
$6.94B
| $18.7M | 0.01% |
639,511
-32,589
| -5% | -$954K |
|
958
Skechers
SKX
$9.5B
| $18.7M | 0.01% |
458,667
-354
| -0.1% | -$14.4K |
|
959
TEGNA Inc
TGNA
$3.37B
| $18.7M | 0.01% |
834,375
-45,647
| -5% | -$1.02M |
|
|
UNVR
960
DELISTED
Univar Solutions Inc.
UNVR
| $18.7M | 0.01% |
581,068
+229
| +0% | +$7.36K |
|
961
Glaukos
GKOS
$5.02B
| $18.7M | 0.01% |
322,993
-2,333
| -0.7% | -$135K |
|
962
IDEX
IEX
$12.1B
| $18.7M | 0.01% |
97,322
+3,199
| +3% | +$613K |
|
|
LHCG
963
DELISTED
LHC Group LLC
LHCG
| $18.6M | 0.01% |
110,168
-524
| -0.5% | -$88.3K |
|
964
UMB Financial
UMBF
$9.26B
| $18.5M | 0.01% |
190,828
-22,062
| -10% | -$2.14M |
|
965
Valley National Bancorp
VLY
$5.99B
| $18.5M | 0.01% |
1,423,985
+33,647
| +2% | +$438K |
|
966
Glacier Bancorp
GBCI
$5.76B
| $18.5M | 0.01% |
368,450
-3,539
| -1% | -$178K |
|
967
DT Midstream
DTM
$10.9B
| $18.5M | 0.01% |
341,415
-1,149
| -0.3% | -$62.3K |
|
968
Evertec
EVTC
$2.14B
| $18.5M | 0.01% |
452,470
-23,340
| -5% | -$955K |
|
969
Veeva Systems
VEEV
$45B
| $18.5M | 0.01% |
86,990
+25,702
| +42% | +$5.46M |
|
970
Avnet
AVT
$4.5B
| $18.5M | 0.01% |
455,161
-53,748
| -11% | -$2.18M |
|
|
CCMP
971
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $18.5M | 0.01% |
99,560
-35,558
| -26% | -$6.59M |
|
|
MDRX
972
DELISTED
Veradigm Inc. Common Stock
MDRX
| $18.4M | 0.01% |
818,600
-7,976
| -1% | -$180K |
|
973
Axos Financial
AX
$5.19B
| $18.4M | 0.01% |
397,306
-20,627
| -5% | -$957K |
|
974
SPDR S&P 500 ETF Trust
SPY
$664B
| $18.4M | 0.01% |
+40,805
| New | +$18.4M |
|
975
MDU Resources
MDU
$3.36B
| $18.4M | 0.01% |
1,818,132
-1,790
| -0.1% | -$18.1K |
|