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 | |
|---|---|---|---|---|---|---|
1051
Coca-Cola Consolidated
COKE
$10.7B
| $16.5M | 0.01% |
332,850
-11,320
| -3% | -$562K |
|
1052
Cirrus Logic
CRUS
$5.87B
| $16.5M | 0.01% |
194,807
+606
| +0.3% | +$51.4K |
|
1053
Simpson Manufacturing
SSD
$8.09B
| $16.5M | 0.01% |
151,413
-699
| -0.5% | -$76.2K |
|
1054
Helen of Troy
HELE
$557M
| $16.5M | 0.01% |
84,112
-361
| -0.4% | -$70.7K |
|
1055
Antero Midstream
AM
$8.67B
| $16.4M | 0.01% |
1,510,390
-190,462
| -11% | -$2.07M |
|
1056
Medpace
MEDP
$13.5B
| $16.4M | 0.01% |
100,242
-463
| -0.5% | -$75.7K |
|
1057
Thor Industries
THO
$5.75B
| $16.4M | 0.01% |
207,861
+14,512
| +8% | +$1.14M |
|
1058
Old National Bancorp
ONB
$8.73B
| $16.4M | 0.01% |
998,626
-120,270
| -11% | -$1.97M |
|
1059
Loews
L
$20.1B
| $16.3M | 0.01% |
251,323
+5,218
| +2% | +$338K |
|
|
BNT
1060
Brookfield Wealth Solutions Ltd.
BNT
$19.7B
| $16.3M | 0.01% |
284,288
+12,697
| +5% | +$726K |
|
1061
Goodyear
GT
$2.44B
| $16.3M | 0.01% |
1,137,217
-91,157
| -7% | -$1.3M |
|
1062
Ziff Davis
ZD
$1.53B
| $16.2M | 0.01% |
167,186
-834
| -0.5% | -$80.7K |
|
1063
Cabot Corp
CBT
$4.27B
| $16.2M | 0.01% |
236,452
-19,923
| -8% | -$1.36M |
|
1064
Jack in the Box
JACK
$337M
| $16.2M | 0.01% |
173,122
+51,101
| +42% | +$4.77M |
|
1065
First Financial Bancorp
FFBC
$2.48B
| $16.2M | 0.01% |
701,508
-37,442
| -5% | -$863K |
|
1066
JetBlue
JBLU
$1.89B
| $16.2M | 0.01% |
1,081,199
+634
| +0.1% | +$9.48K |
|
1067
Blackstone
BX
$145B
| $16.2M | 0.01% |
127,267
+3,805
| +3% | +$483K |
|
1068
Itron
ITRI
$5.46B
| $16.1M | 0.01% |
306,034
-2,229
| -0.7% | -$117K |
|
1069
United Bankshares
UBSI
$5.37B
| $16.1M | 0.01% |
461,034
-4,520
| -1% | -$158K |
|
1070
Las Vegas Sands
LVS
$37.2B
| $16M | 0.01% |
412,660
-4,497
| -1% | -$175K |
|
1071
Cboe Global Markets
CBOE
$24.8B
| $16M | 0.01% |
140,134
-12,210
| -8% | -$1.4M |
|
1072
ONE Gas
OGS
$4.53B
| $16M | 0.01% |
181,210
-1,907
| -1% | -$168K |
|
1073
Comerica
CMA
$8.99B
| $15.9M | 0.01% |
176,367
-4,748
| -3% | -$429K |
|
1074
Integra LifeSciences
IART
$1.22B
| $15.9M | 0.01% |
247,638
+157
| +0.1% | +$10.1K |
|
1075
Flowserve
FLS
$7.5B
| $15.9M | 0.01% |
443,001
+234
| +0.1% | +$8.4K |
|