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 | |
|---|---|---|---|---|---|---|
1076
Leggett & Platt
LEG
$1.33B
| $15.8M | 0.01% |
454,117
-957
| -0.2% | -$33.3K |
|
1077
CSG Systems International
CSGS
$1.87B
| $15.8M | 0.01% |
248,113
-15,716
| -6% | -$999K |
|
1078
First Interstate BancSystem
FIBK
$3.36B
| $15.8M | 0.01% |
428,457
+21,457
| +5% | +$789K |
|
1079
Quaker Houghton
KWR
$2.47B
| $15.7M | 0.01% |
91,083
-599
| -0.7% | -$104K |
|
1080
Urban Edge Properties
UE
$2.67B
| $15.7M | 0.01% |
824,056
+307,764
| +60% | +$5.88M |
|
1081
Hawaiian Electric Industries
HE
$2.09B
| $15.7M | 0.01% |
371,408
+114
| +0% | +$4.82K |
|
1082
Everest Group
EG
$14.5B
| $15.7M | 0.01% |
52,039
-10
| -0% | -$3.01K |
|
1083
J&J Snack Foods
JJSF
$2.09B
| $15.7M | 0.01% |
101,120
-396
| -0.4% | -$61.4K |
|
1084
Aaon
AAON
$6.81B
| $15.7M | 0.01% |
421,716
-2,819
| -0.7% | -$105K |
|
1085
NETSCOUT
NTCT
$1.83B
| $15.6M | 0.01% |
487,576
-10,087
| -2% | -$324K |
|
1086
F5
FFIV
$19.3B
| $15.6M | 0.01% |
74,848
+1,215
| +2% | +$254K |
|
1087
Progress Software
PRGS
$1.84B
| $15.6M | 0.01% |
331,822
-13,515
| -4% | -$636K |
|
1088
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.96B
| $15.6M | 0.01% |
+166,249
| New | +$15.6M |
|
1089
Plexus
PLXS
$3.76B
| $15.6M | 0.01% |
190,315
-2,367
| -1% | -$194K |
|
|
ROIC
1090
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $15.6M | 0.01% |
802,288
-16,354
| -2% | -$317K |
|
|
CTXS
1091
DELISTED
Citrix Systems Inc
CTXS
| $15.5M | 0.01% |
153,627
-1,159
| -0.7% | -$117K |
|
|
GMS
1092
DELISTED
GMS Inc
GMS
| $15.5M | 0.01% |
310,793
-18,190
| -6% | -$905K |
|
1093
PotlatchDeltic
PCH
$3.28B
| $15.4M | 0.01% |
292,868
-23,919
| -8% | -$1.26M |
|
1094
Lakeland Financial Corp
LKFN
$1.67B
| $15.4M | 0.01% |
211,477
-22,578
| -10% | -$1.65M |
|
1095
PROG Holdings
PRG
$1.4B
| $15.4M | 0.01% |
536,302
-11,411
| -2% | -$328K |
|
1096
Essent Group
ESNT
$6.3B
| $15.4M | 0.01% |
373,404
-13,058
| -3% | -$538K |
|
1097
Lindblad Expeditions
LIND
$759M
| $15.4M | 0.01% |
1,018,707
+90,477
| +10% | +$1.36M |
|
1098
iShares Russell Mid-Cap ETF
IWR
$45.1B
| $15.4M | 0.01% |
196,789
+71,673
| +57% | +$5.59M |
|
1099
Fox Class A
FOXA
$28.2B
| $15.3M | 0.01% |
388,753
-13,860
| -3% | -$547K |
|
1100
RLI Corp
RLI
$6.11B
| $15.3M | 0.01% |
277,242
-1,142
| -0.4% | -$63.2K |
|