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 | |
|---|---|---|---|---|---|---|
1001
Maravai LifeSciences
MRVI
$376M
| $17.7M | 0.01% |
501,682
-69,025
| -12% | -$2.43M |
|
1002
First Bancorp
FBP
$3.52B
| $17.7M | 0.01% |
1,348,388
-38,811
| -3% | -$509K |
|
1003
Masco
MAS
$15.3B
| $17.7M | 0.01% |
346,637
+2,162
| +0.6% | +$110K |
|
1004
Eagle Materials
EXP
$7.49B
| $17.6M | 0.01% |
137,081
-71,045
| -34% | -$9.12M |
|
|
IAA
1005
DELISTED
IAA, Inc. Common Stock
IAA
| $17.5M | 0.01% |
458,774
-5,025
| -1% | -$192K |
|
|
PACW
1006
DELISTED
PacWest Bancorp
PACW
| $17.5M | 0.01% |
406,417
+7,805
| +2% | +$337K |
|
1007
Unity
U
$18.2B
| $17.5M | 0.01% |
176,342
+21,314
| +14% | +$2.11M |
|
1008
Doximity
DOCS
$12.9B
| $17.5M | 0.01% |
335,172
+25,060
| +8% | +$1.31M |
|
|
PLL
1009
DELISTED
Piedmont Lithium
PLL
| $17.5M | 0.01% |
239,196
+22,286
| +10% | +$1.63M |
|
1010
Arrowhead Research
ARWR
$3.99B
| $17.4M | 0.01% |
379,075
-48,833
| -11% | -$2.25M |
|
1011
MasTec
MTZ
$15B
| $17.4M | 0.01% |
199,965
+5,604
| +3% | +$488K |
|
1012
Sun Country Airlines
SNCY
$699M
| $17.4M | 0.01% |
664,177
+86,503
| +15% | +$2.26M |
|
1013
Flowers Foods
FLO
$3.02B
| $17.3M | 0.01% |
674,655
+83
| +0% | +$2.13K |
|
1014
Shutterstock
SSTK
$715M
| $17.3M | 0.01% |
186,185
-16,393
| -8% | -$1.53M |
|
1015
C.H. Robinson
CHRW
$15.1B
| $17.3M | 0.01% |
160,713
+828
| +0.5% | +$89.2K |
|
1016
ICU Medical
ICUI
$3.3B
| $17.3M | 0.01% |
77,725
-4,928
| -6% | -$1.1M |
|
1017
Maximus
MMS
$4.94B
| $17.3M | 0.01% |
230,796
+15,597
| +7% | +$1.17M |
|
1018
Sprouts Farmers Market
SFM
$13.1B
| $17.3M | 0.01% |
540,395
-79,136
| -13% | -$2.53M |
|
|
MIME
1019
DELISTED
Mimecast Limited
MIME
| $17.3M | 0.01% |
216,937
-128,130
| -37% | -$10.2M |
|
1020
MarketAxess Holdings
MKTX
$6.9B
| $17.2M | 0.01% |
50,676
-3,092
| -6% | -$1.05M |
|
1021
Valmont Industries
VMI
$7.45B
| $17.2M | 0.01% |
72,142
+31
| +0% | +$7.4K |
|
1022
Triumph Financial, Inc.
TFIN
$1.42B
| $17.2M | 0.01% |
182,635
-10,837
| -6% | -$1.02M |
|
1023
Gentherm
THRM
$1.07B
| $17.2M | 0.01% |
234,900
-6,651
| -3% | -$486K |
|
1024
Silgan Holdings
SLGN
$4.71B
| $17.1M | 0.01% |
370,212
-46,960
| -11% | -$2.17M |
|
1025
The Beauty Health Co
SKIN
$292M
| $17.1M | 0.01% |
1,013,215
+14,172
| +1% | +$239K |
|