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 | |
|---|---|---|---|---|---|---|
1126
Abercrombie & Fitch
ANF
$4.44B
| $14.8M | 0.01% |
461,523
-62,337
| -12% | -$1.99M |
|
1127
Kirby Corp
KEX
$4.91B
| $14.8M | 0.01% |
204,391
+100
| +0% | +$7.22K |
|
1128
Pediatrix Medical
MD
$1.48B
| $14.8M | 0.01% |
628,216
-36,185
| -5% | -$850K |
|
1129
Brady Corp
BRC
$3.76B
| $14.8M | 0.01% |
318,784
-8,589
| -3% | -$397K |
|
1130
Federated Hermes
FHI
$4.2B
| $14.7M | 0.01% |
432,436
-53,313
| -11% | -$1.82M |
|
1131
Kontoor Brands
KTB
$4.67B
| $14.7M | 0.01% |
356,171
-16,679
| -4% | -$690K |
|
1132
AeroVironment
AVAV
$12.1B
| $14.7M | 0.01% |
156,301
-1,135
| -0.7% | -$107K |
|
|
EPAY
1133
DELISTED
Bottomline Technologies Inc
EPAY
| $14.7M | 0.01% |
259,590
-2,514
| -1% | -$142K |
|
1134
TechTarget
TTGT
$429M
| $14.7M | 0.01% |
180,763
+3,569
| +2% | +$290K |
|
1135
Wendy's
WEN
$1.88B
| $14.7M | 0.01% |
668,422
+60,572
| +10% | +$1.33M |
|
|
ETRN
1136
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $14.6M | 0.01% |
1,733,093
-476,020
| -22% | -$4.02M |
|
1137
Vontier
VNT
$6.34B
| $14.6M | 0.01% |
575,349
-3,250
| -0.6% | -$82.5K |
|
|
BBBY
1138
DELISTED
Bed Bath & Beyond Inc
BBBY
| $14.6M | 0.01% |
646,808
-62,826
| -9% | -$1.42M |
|
1139
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
| $14.6M | 0.01% |
287,559
+110,306
| +62% | +$5.59M |
|
|
XHR
1140
Xenia Hotels & Resorts
XHR
$1.41B
| $14.5M | 0.01% |
753,365
-6,942
| -0.9% | -$134K |
|
1141
Corcept Therapeutics
CORT
$7.83B
| $14.5M | 0.01% |
645,074
-3,635
| -0.6% | -$81.9K |
|
1142
Compass Minerals
CMP
$771M
| $14.5M | 0.01% |
230,917
+111,715
| +94% | +$7.01M |
|
1143
QuidelOrtho
QDEL
$2.03B
| $14.5M | 0.01% |
128,871
+52
| +0% | +$5.85K |
|
1144
Myriad Genetics
MYGN
$715M
| $14.5M | 0.01% |
574,498
-25,077
| -4% | -$632K |
|
1145
Celsius Holdings
CELH
$14.9B
| $14.5M | 0.01% |
785,742
-3,717
| -0.5% | -$68.4K |
|
1146
Openlane
KAR
$3.15B
| $14.4M | 0.01% |
799,176
-17,433
| -2% | -$315K |
|
1147
Telephone and Data Systems
TDS
$4.53B
| $14.4M | 0.01% |
763,806
-55,499
| -7% | -$1.05M |
|
1148
Datadog
DDOG
$48.5B
| $14.4M | 0.01% |
95,194
-5,346
| -5% | -$810K |
|
1149
3D Systems Corporation
DDD
$289M
| $14.4M | 0.01% |
863,980
-6,441
| -0.7% | -$107K |
|
1150
FNB Corp
FNB
$5.9B
| $14.4M | 0.01% |
1,155,229
+71,053
| +7% | +$885K |
|