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 | |
|---|---|---|---|---|---|---|
976
Hologic
HOLX
$14.8B
| $16.2M | 0.01% |
261,494
-9,658
| -4% | -$597K |
|
977
IDEX
IEX
$12.4B
| $16.1M | 0.01% |
89,223
+51
| +0.1% | +$9.23K |
|
978
CorVel
CRVL
$4.53B
| $16.1M | 0.01% |
143,654
+3,818
| +3% | +$428K |
|
979
ESAB
ESAB
$6.86B
| $16.1M | 0.01% |
138,052
-706
| -0.5% | -$82.2K |
|
|
MRX
980
Marex Group
MRX
$2.48B
| $16M | 0.01% |
453,979
-29,521
| -6% | -$1.04M |
|
981
iShares Core US Aggregate Bond ETF
AGG
$132B
| $16M | 0.01% |
161,939
+5,379
| +3% | +$532K |
|
982
Cameco
CCJ
$34.8B
| $16M | 0.01% |
388,854
-225,446
| -37% | -$9.28M |
|
983
American Airlines Group
AAL
$8.54B
| $16M | 0.01% |
1,514,862
-1,060,709
| -41% | -$11.2M |
|
984
Tri Pointe Homes
TPH
$3.18B
| $16M | 0.01% |
500,398
+14,298
| +3% | +$456K |
|
985
Watts Water Technologies
WTS
$9.47B
| $15.9M | 0.01% |
78,159
+795
| +1% | +$162K |
|
986
Dayforce
DAY
$10.9B
| $15.9M | 0.01% |
273,055
+94,635
| +53% | +$5.52M |
|
987
FirstCash
FCFS
$6.57B
| $15.9M | 0.01% |
132,236
+1,629
| +1% | +$196K |
|
988
Globant
GLOB
$2.58B
| $15.9M | 0.01% |
134,798
+8,599
| +7% | +$1.01M |
|
989
Independence Realty Trust
IRT
$4.14B
| $15.9M | 0.01% |
747,252
+25,124
| +3% | +$533K |
|
|
JNPR
990
DELISTED
Juniper Networks
JNPR
| $15.9M | 0.01% |
438,266
+1,013
| +0.2% | +$36.7K |
|
991
VF Corp
VFC
$6.05B
| $15.8M | 0.01% |
1,021,005
-841,920
| -45% | -$13.1M |
|
992
Western Digital
WDC
$33.4B
| $15.8M | 0.01% |
391,660
-125,403
| -24% | -$5.07M |
|
993
Highwoods Properties
HIW
$3.49B
| $15.8M | 0.01% |
534,155
+20,458
| +4% | +$606K |
|
994
Academy Sports + Outdoors
ASO
$3.2B
| $15.8M | 0.01% |
345,718
+4,279
| +1% | +$195K |
|
995
Frontdoor
FTDR
$4.9B
| $15.7M | 0.01% |
408,982
+9,161
| +2% | +$352K |
|
996
Prosperity Bancshares
PB
$6.44B
| $15.6M | 0.01% |
219,056
+855
| +0.4% | +$61K |
|
997
Iovance Biotherapeutics
IOVA
$876M
| $15.6M | 0.01% |
4,694,122
+1,047,335
| +29% | +$3.49M |
|
998
Sarepta Therapeutics
SRPT
$1.87B
| $15.6M | 0.01% |
244,766
-37,318
| -13% | -$2.38M |
|
999
Akamai
AKAM
$11.4B
| $15.6M | 0.01% |
193,894
+303
| +0.2% | +$24.4K |
|
1000
Renasant Corp
RNST
$3.63B
| $15.6M | 0.01% |
459,124
+150,929
| +49% | +$5.12M |
|