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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Eagle Materials
EXP
$7.61B
| $8.98M | 0.01% |
127,930
-957
| -0.7% | -$67.2K |
|
|
CHX
1127
DELISTED
ChampionX
CHX
| $8.92M | 0.01% |
913,884
+684,948
| +299% | +$6.69M |
|
1128
TTM Technologies
TTMI
$4.85B
| $8.89M | 0.01% |
749,380
+5,041
| +0.7% | +$59.8K |
|
1129
Ligand Pharmaceuticals
LGND
$3.2B
| $8.83M | 0.01% |
126,579
+43,616
| +53% | +$3.04M |
|
1130
AMERISAFE
AMSF
$850M
| $8.82M | 0.01% |
144,174
-18,710
| -11% | -$1.14M |
|
1131
FirstCash
FCFS
$6.52B
| $8.81M | 0.01% |
130,529
-1,223
| -0.9% | -$82.5K |
|
1132
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $8.77M | 0.01% |
81,302
| – | – |
|
|
FLIR
1133
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $8.74M | 0.01% |
215,525
+7,435
| +4% | +$302K |
|
1134
Anywhere Real Estate
HOUS
$783M
| $8.74M | 0.01% |
1,178,912
+185,075
| +19% | +$1.37M |
|
1135
LiveRamp
RAMP
$1.73B
| $8.72M | 0.01% |
205,413
+5,337
| +3% | +$227K |
|
1136
Sleep Number
SNBR
$212M
| $8.71M | 0.01% |
209,120
-7,897
| -4% | -$329K |
|
|
PSM
1137
DELISTED
Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF
PSM
| $8.7M | 0.01% |
392,090
-5,000
| -1% | -$111K |
|
1138
Avient
AVNT
$3.35B
| $8.6M | 0.01% |
327,795
+3,687
| +1% | +$96.7K |
|
1139
Ryder
R
$7.75B
| $8.6M | 0.01% |
229,221
+40,663
| +22% | +$1.53M |
|
|
KAMN
1140
DELISTED
Kaman Corp
KAMN
| $8.59M | 0.01% |
206,472
-4,909
| -2% | -$204K |
|
1141
Eagle Bancorp
EGBN
$618M
| $8.59M | 0.01% |
262,138
+7,001
| +3% | +$229K |
|
1142
CNO Financial Group
CNO
$3.83B
| $8.57M | 0.01% |
550,632
+86,104
| +19% | +$1.34M |
|
|
GENY
1143
DELISTED
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
| $8.57M | 0.01% |
200,001
-16,939
| -8% | -$726K |
|
1144
TEGNA Inc
TGNA
$3.39B
| $8.57M | 0.01% |
768,877
+39,023
| +5% | +$435K |
|
1145
Axos Financial
AX
$5.19B
| $8.56M | 0.01% |
387,644
-16,893
| -4% | -$373K |
|
|
CSII
1146
DELISTED
Cardiovascular Systems, Inc.
CSII
| $8.55M | 0.01% |
270,988
-13,470
| -5% | -$425K |
|
|
1147
Americold
COLD
$3.86B
| $8.54M | 0.01% |
235,271
-4,777,775
| -95% | -$173M |
|
1148
Tenet Healthcare
THC
$17B
| $8.54M | 0.01% |
471,410
+74,483
| +19% | +$1.35M |
|
|
CORE
1149
DELISTED
Core Mark Holding Co., Inc.
CORE
| $8.54M | 0.01% |
341,998
-14,664
| -4% | -$366K |
|
1150
Trinseo
TSE
$87.7M
| $8.53M | 0.01% |
384,972
-71,781
| -16% | -$1.59M |
|