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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1101
Grand Canyon Education
LOPE
$5.77B
| $14.4M | 0.01% |
108,890
-1,600
| -1% | -$211K |
|
1102
PennyMac Financial
PFSI
$6.4B
| $14.4M | 0.01% |
162,541
+50,877
| +46% | +$4.5M |
|
1103
AutoNation
AN
$8.5B
| $14.3M | 0.01% |
95,388
-3,949
| -4% | -$593K |
|
1104
Resideo Technologies
REZI
$5.55B
| $14.3M | 0.01% |
761,077
-35,163
| -4% | -$662K |
|
1105
ManpowerGroup
MAN
$1.78B
| $14.2M | 0.01% |
179,280
-3,682
| -2% | -$293K |
|
1106
Vestis
VSTS
$555M
| $14.2M | 0.01% |
+672,591
| New | +$14.2M |
|
1107
Commault Systems
CVLT
$7.8B
| $14.2M | 0.01% |
177,881
+3,931
| +2% | +$314K |
|
1108
RXO
RXO
$2.82B
| $14.2M | 0.01% |
608,650
-18,814
| -3% | -$438K |
|
1109
Avient
AVNT
$3.41B
| $14.1M | 0.01% |
340,378
-1,773
| -0.5% | -$73.7K |
|
1110
Interparfums
IPAR
$3.49B
| $14.1M | 0.01% |
98,148
-1,012
| -1% | -$146K |
|
1111
O-I Glass
OI
$2.02B
| $14.1M | 0.01% |
862,495
-9,216
| -1% | -$151K |
|
1112
Travel + Leisure Co
TNL
$4.07B
| $14.1M | 0.01% |
361,356
-7,028
| -2% | -$275K |
|
1113
Century Communities
CCS
$2.03B
| $14.1M | 0.01% |
154,870
-3,881
| -2% | -$354K |
|
1114
International Paper
IP
$24.4B
| $14.1M | 0.01% |
390,112
-6,894
| -2% | -$249K |
|
1115
Fulton Financial
FULT
$3.53B
| $14.1M | 0.01% |
855,327
-28,130
| -3% | -$463K |
|
1116
Brady Corp
BRC
$3.74B
| $14M | 0.01% |
238,670
-9,538
| -4% | -$560K |
|
1117
Knife River
KNF
$4.59B
| $14M | 0.01% |
211,265
+19,125
| +10% | +$1.27M |
|
1118
Blackbaud
BLKB
$3.36B
| $13.9M | 0.01% |
160,493
+396
| +0.2% | +$34.3K |
|
|
ENV
1119
DELISTED
ENVESTNET, INC.
ENV
| $13.9M | 0.01% |
280,233
+80,094
| +40% | +$3.97M |
|
1120
NewMarket
NEU
$7.97B
| $13.8M | 0.01% |
25,313
-106
| -0.4% | -$57.9K |
|
1121
MGM Resorts International
MGM
$9.71B
| $13.8M | 0.01% |
308,655
-14,429
| -4% | -$645K |
|
1122
Premier
PINC
$2.23B
| $13.8M | 0.01% |
616,120
-17,068
| -3% | -$382K |
|
1123
iShares Core S&P Small-Cap ETF
IJR
$86.4B
| $13.8M | 0.01% |
127,026
+250
| +0.2% | +$27.1K |
|
1124
Pentair
PNR
$18.4B
| $13.7M | 0.01% |
188,670
-2,997
| -2% | -$218K |
|
1125
UDR
UDR
$12.8B
| $13.7M | 0.01% |
358,026
-3,209
| -0.9% | -$123K |
|