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
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Sonos
SONO
$1.82B
| $15.6M | 0.01% |
958,298
-447,465
| -32% | -$7.31M |
|
1002
Masco
MAS
$15.6B
| $15.6M | 0.01% |
272,371
-6,445
| -2% | -$370K |
|
1003
Quaker Houghton
KWR
$2.46B
| $15.6M | 0.01% |
80,095
-4,529
| -5% | -$883K |
|
1004
United Bankshares
UBSI
$5.37B
| $15.6M | 0.01% |
525,610
-42,279
| -7% | -$1.25M |
|
1005
Old National Bancorp
ONB
$8.73B
| $15.4M | 0.01% |
1,108,036
-55,353
| -5% | -$772K |
|
1006
Westlake Corp
WLK
$11.3B
| $15.4M | 0.01% |
129,251
-6,885
| -5% | -$823K |
|
1007
A.O. Smith
AOS
$10.3B
| $15.4M | 0.01% |
212,076
-20,882
| -9% | -$1.52M |
|
1008
InterDigital
IDCC
$8.14B
| $15.4M | 0.01% |
159,787
-9,447
| -6% | -$912K |
|
1009
Koppers
KOP
$552M
| $15.4M | 0.01% |
452,382
-8,804
| -2% | -$300K |
|
1010
ESCO Technologies
ESE
$5.36B
| $15.4M | 0.01% |
148,677
-7,243
| -5% | -$751K |
|
1011
Trimble
TRMB
$19.6B
| $15.4M | 0.01% |
290,108
-17,878
| -6% | -$946K |
|
1012
UDR
UDR
$12.8B
| $15.4M | 0.01% |
357,313
-23,398
| -6% | -$1.01M |
|
1013
Spotify
SPOT
$141B
| $15.3M | 0.01% |
95,415
+4,764
| +5% | +$765K |
|
1014
Artisan Partners
APAM
$3.3B
| $15.3M | 0.01% |
388,544
+381,837
| +5,693% | +$15M |
|
1015
Sprouts Farmers Market
SFM
$13.5B
| $15.3M | 0.01% |
415,443
-38,482
| -8% | -$1.41M |
|
1016
MGM Resorts International
MGM
$9.76B
| $15.2M | 0.01% |
346,556
-39,362
| -10% | -$1.73M |
|
1017
Arbor Realty Trust
ABR
$2.29B
| $15.2M | 0.01% |
1,026,408
+1,007,588
| +5,354% | +$14.9M |
|
1018
The Mosaic Company
MOS
$10.6B
| $15.2M | 0.01% |
432,873
-8,378
| -2% | -$293K |
|
1019
Frontdoor
FTDR
$4.75B
| $15.1M | 0.01% |
474,809
-31,680
| -6% | -$1.01M |
|
1020
RXO
RXO
$2.82B
| $15.1M | 0.01% |
666,815
-35,629
| -5% | -$808K |
|
1021
Korn Ferry
KFY
$3.88B
| $15.1M | 0.01% |
304,403
-23,679
| -7% | -$1.17M |
|
1022
ManpowerGroup
MAN
$1.78B
| $15M | 0.01% |
189,344
-10,769
| -5% | -$855K |
|
1023
SPDR Portfolio S&P 500 ETF
SPLG
$85.6B
| $15M | 0.01% |
288,463
+35,647
| +14% | +$1.86M |
|
1024
FormFactor
FORM
$2.34B
| $15M | 0.01% |
439,028
-37,613
| -8% | -$1.29M |
|
1025
Arrowhead Research
ARWR
$3.95B
| $14.9M | 0.01% |
419,062
-24,955
| -6% | -$890K |
|