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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Harley-Davidson
HOG
$3.65B
| $17.1M | 0.01% |
465,442
-10,346
| -2% | -$381K |
|
977
Cogent Communications
CCOI
$1.74B
| $17.1M | 0.01% |
225,305
-8,064
| -3% | -$613K |
|
978
Glacier Bancorp
GBCI
$5.76B
| $17.1M | 0.01% |
414,192
-2,525
| -0.6% | -$104K |
|
979
Enpro
NPO
$4.61B
| $17.1M | 0.01% |
108,993
-3,672
| -3% | -$576K |
|
980
Rollins
ROL
$27.3B
| $17M | 0.01% |
390,136
+40,050
| +11% | +$1.75M |
|
981
Newell Brands
NWL
$2.54B
| $17M | 0.01% |
1,962,068
-64,294
| -3% | -$558K |
|
982
Kirby Corp
KEX
$4.85B
| $17M | 0.01% |
216,997
-47,667
| -18% | -$3.74M |
|
983
Tanger
SKT
$3.86B
| $17M | 0.01% |
612,890
+898
| +0.1% | +$24.9K |
|
984
Kontoor Brands
KTB
$4.29B
| $17M | 0.01% |
271,692
-3,741
| -1% | -$234K |
|
985
Rush Enterprises Class A
RUSHA
$4.42B
| $16.9M | 0.01% |
336,876
+316,393
| +1,545% | +$15.9M |
|
986
ASGN Inc
ASGN
$2.23B
| $16.9M | 0.01% |
176,153
-5,167
| -3% | -$497K |
|
987
Universal Health Services
UHS
$11.8B
| $16.9M | 0.01% |
110,900
-3,702
| -3% | -$564K |
|
988
National Fuel Gas
NFG
$7.87B
| $16.9M | 0.01% |
336,870
-1,550
| -0.5% | -$77.8K |
|
989
FormFactor
FORM
$2.27B
| $16.9M | 0.01% |
404,796
-10,131
| -2% | -$423K |
|
990
Loews
L
$19.9B
| $16.9M | 0.01% |
242,163
+27,498
| +13% | +$1.91M |
|
|
SRCL
991
DELISTED
Stericycle Inc
SRCL
| $16.8M | 0.01% |
339,656
-1,611
| -0.5% | -$79.8K |
|
992
Boston Properties
BXP
$11.7B
| $16.8M | 0.01% |
239,659
-1,680,523
| -88% | -$118M |
|
993
MasTec
MTZ
$15B
| $16.8M | 0.01% |
222,032
-1,077
| -0.5% | -$81.6K |
|
994
Rayonier
RYN
$4.04B
| $16.8M | 0.01% |
527,077
-2,591
| -0.5% | -$82.4K |
|
995
Avnet
AVT
$4.5B
| $16.7M | 0.01% |
332,227
-4,889
| -1% | -$246K |
|
996
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
| $16.7M | 0.01% |
208,416
+2,805
| +1% | +$225K |
|
997
Synaptics
SYNA
$2.67B
| $16.7M | 0.01% |
146,393
-1,976
| -1% | -$225K |
|
998
Louisiana-Pacific
LPX
$6.64B
| $16.7M | 0.01% |
235,625
-1,118
| -0.5% | -$79.2K |
|
|
CNR
999
Core Natural Resources, Inc.
CNR
$3.74B
| $16.7M | 0.01% |
165,893
-4,940
| -3% | -$497K |
|
1000
Innospec
IOSP
$2.06B
| $16.7M | 0.01% |
135,189
-1,956
| -1% | -$241K |
|