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 | |
|---|---|---|---|---|---|---|
1101
Innospec
IOSP
$2.06B
| $15.3M | 0.01% |
165,522
-1,360
| -0.8% | -$126K |
|
1102
Hancock Whitney
HWC
$5.35B
| $15.3M | 0.01% |
293,690
-3,038
| -1% | -$158K |
|
1103
PBF Energy
PBF
$3.32B
| $15.3M | 0.01% |
626,924
-5,145
| -0.8% | -$125K |
|
1104
Middlesex Water
MSEX
$958M
| $15.2M | 0.01% |
144,731
-3,664
| -2% | -$385K |
|
1105
Bath & Body Works
BBWI
$5.68B
| $15.2M | 0.01% |
318,037
-15,023
| -5% | -$718K |
|
1106
Hilltop Holdings
HTH
$2.19B
| $15.2M | 0.01% |
516,590
-56,458
| -10% | -$1.66M |
|
1107
SPX Corp
SPXC
$9.45B
| $15.2M | 0.01% |
306,991
-2,230
| -0.7% | -$110K |
|
1108
LivaNova
LIVN
$3.1B
| $15.1M | 0.01% |
184,470
-1,053
| -0.6% | -$86.2K |
|
1109
MGIC Investment
MTG
$6.63B
| $15.1M | 0.01% |
1,113,678
-23,765
| -2% | -$322K |
|
1110
Henry Schein
HSIC
$8.38B
| $15.1M | 0.01% |
172,883
+4,522
| +3% | +$394K |
|
1111
Hope Bancorp
HOPE
$1.41B
| $15.1M | 0.01% |
936,602
-83,939
| -8% | -$1.35M |
|
|
B
1112
Barrick Mining Corporation
B
$50B
| $15.1M | 0.01% |
+613,441
| New | +$15.1M |
|
1113
Element Solutions
ESI
$6.32B
| $15M | 0.01% |
686,621
-525,057
| -43% | -$11.5M |
|
1114
Insperity
NSP
$2.01B
| $15M | 0.01% |
149,669
-12,557
| -8% | -$1.26M |
|
|
JNPR
1115
DELISTED
Juniper Networks
JNPR
| $15M | 0.01% |
403,785
-32,566
| -7% | -$1.21M |
|
1116
Whirlpool
WHR
$5.24B
| $15M | 0.01% |
86,793
+3,563
| +4% | +$616K |
|
|
VSTO
1117
DELISTED
Vista Outdoor Inc.
VSTO
| $15M | 0.01% |
420,167
-36,975
| -8% | -$1.32M |
|
1118
InterDigital
IDCC
$8.39B
| $15M | 0.01% |
235,013
-14,154
| -6% | -$903K |
|
1119
New Jersey Resources
NJR
$4.73B
| $14.9M | 0.01% |
325,003
-4,605
| -1% | -$211K |
|
|
FBC
1120
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $14.9M | 0.01% |
351,315
-5,514
| -2% | -$234K |
|
1121
Federal Signal
FSS
$7.77B
| $14.9M | 0.01% |
441,282
-16,421
| -4% | -$554K |
|
1122
ArcBest
ARCB
$1.66B
| $14.8M | 0.01% |
184,464
-17,231
| -9% | -$1.39M |
|
1123
GATX Corp
GATX
$6.07B
| $14.8M | 0.01% |
120,074
-1,241
| -1% | -$153K |
|
1124
Sensient Technologies
SXT
$4.62B
| $14.8M | 0.01% |
176,186
-15,677
| -8% | -$1.32M |
|
1125
COPT Defense Properties
CDP
$3.49B
| $14.8M | 0.01% |
517,747
-69,386
| -12% | -$1.98M |
|