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 | |
|---|---|---|---|---|---|---|
1126
Black Hills Corp
BKH
$4.29B
| $13.7M | 0.01% |
253,846
-55,970
| -18% | -$3.02M |
|
1127
A.O. Smith
AOS
$10.3B
| $13.6M | 0.01% |
165,552
-2,886
| -2% | -$238K |
|
1128
UMB Financial
UMBF
$9.31B
| $13.6M | 0.01% |
163,209
-982
| -0.6% | -$82K |
|
|
MZTI
1129
The Marzetti Company Common Stock
MZTI
$5.03B
| $13.6M | 0.01% |
81,621
+1,769
| +2% | +$294K |
|
1130
Datadog
DDOG
$49.1B
| $13.6M | 0.01% |
111,802
-41,966
| -27% | -$5.09M |
|
1131
Pinterest
PINS
$23.6B
| $13.5M | 0.01% |
363,787
-132,674
| -27% | -$4.91M |
|
1132
Silgan Holdings
SLGN
$4.73B
| $13.5M | 0.01% |
297,335
-10,904
| -4% | -$493K |
|
1133
Paycom
PAYC
$12.7B
| $13.4M | 0.01% |
65,031
-862
| -1% | -$178K |
|
1134
J&J Snack Foods
JJSF
$2.09B
| $13.4M | 0.01% |
80,223
-2,263
| -3% | -$378K |
|
1135
QuidelOrtho
QDEL
$1.96B
| $13.4M | 0.01% |
181,783
-829
| -0.5% | -$61.1K |
|
1136
EPR Properties
EPR
$4.25B
| $13.4M | 0.01% |
276,501
-1,275
| -0.5% | -$61.8K |
|
1137
NMI Holdings
NMIH
$3.12B
| $13.3M | 0.01% |
447,714
-13,675
| -3% | -$406K |
|
1138
PJT Partners
PJT
$4.47B
| $13.2M | 0.01% |
129,872
+117,322
| +935% | +$12M |
|
1139
FMC
FMC
$4.68B
| $13.2M | 0.01% |
209,339
-11,925
| -5% | -$752K |
|
1140
ONE Gas
OGS
$4.53B
| $13.2M | 0.01% |
207,083
-1,248
| -0.6% | -$79.5K |
|
1141
NRG Energy
NRG
$30.8B
| $13.2M | 0.01% |
254,652
-8,426
| -3% | -$436K |
|
1142
Veeva Systems
VEEV
$45.9B
| $13.2M | 0.01% |
68,354
-5,406
| -7% | -$1.04M |
|
1143
Gibraltar Industries
ROCK
$1.83B
| $13.1M | 0.01% |
166,056
-3,111
| -2% | -$246K |
|
1144
APA Corp
APA
$8.14B
| $13.1M | 0.01% |
365,524
-9,047
| -2% | -$325K |
|
1145
Stride
LRN
$6.99B
| $13M | 0.01% |
219,779
-5,947
| -3% | -$353K |
|
1146
Molson Coors Class B
TAP
$9.69B
| $13M | 0.01% |
213,092
+884
| +0.4% | +$54.1K |
|
1147
Griffon
GFF
$3.72B
| $13M | 0.01% |
213,298
-6,880
| -3% | -$419K |
|
1148
Belden
BDC
$5.25B
| $13M | 0.01% |
168,098
+977
| +0.6% | +$75.5K |
|
1149
Simmons First National
SFNC
$2.97B
| $12.9M | 0.01% |
652,250
-28,527
| -4% | -$566K |
|
1150
LiveRamp
RAMP
$1.75B
| $12.9M | 0.01% |
341,512
-14,970
| -4% | -$567K |
|