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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Bankunited
BKU
$2.9B
| $12.8M | 0.01% |
372,237
+9,750
| +3% | +$336K |
|
1127
Newell Brands
NWL
$2.55B
| $12.8M | 0.01% |
2,064,725
+48,904
| +2% | +$303K |
|
1128
GATX Corp
GATX
$6B
| $12.8M | 0.01% |
82,389
+767
| +0.9% | +$119K |
|
1129
Snowflake
SNOW
$76.1B
| $12.7M | 0.01% |
87,224
-22,006
| -20% | -$3.22M |
|
1130
LXP Industrial Trust
LXP
$2.67B
| $12.7M | 0.01% |
1,472,285
+44,233
| +3% | +$383K |
|
1131
Align Technology
ALGN
$9.64B
| $12.7M | 0.01% |
80,046
-1,008
| -1% | -$160K |
|
1132
WEX
WEX
$5.81B
| $12.7M | 0.01% |
80,745
-10,587
| -12% | -$1.66M |
|
1133
Saic
SAIC
$4.75B
| $12.6M | 0.01% |
112,476
-1,084
| -1% | -$122K |
|
1134
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $12.6M | 0.01% |
342,014
+33,727
| +11% | +$1.24M |
|
1135
Signet Jewelers
SIG
$3.75B
| $12.6M | 0.01% |
216,455
+2,920
| +1% | +$170K |
|
1136
Innospec
IOSP
$2.06B
| $12.6M | 0.01% |
132,493
+3,045
| +2% | +$289K |
|
1137
Acadia Pharmaceuticals
ACAD
$4.02B
| $12.5M | 0.01% |
754,748
+611,054
| +425% | +$10.1M |
|
1138
Arrow Electronics
ARW
$6.54B
| $12.5M | 0.01% |
120,065
-487
| -0.4% | -$50.6K |
|
1139
Sylvamo
SLVM
$1.75B
| $12.4M | 0.01% |
185,620
+2,958
| +2% | +$198K |
|
1140
Clearway Energy Class C
CWEN
$3.35B
| $12.4M | 0.01% |
411,137
+9,357
| +2% | +$283K |
|
1141
Impinj
PI
$5.34B
| $12.4M | 0.01% |
136,585
-16,322
| -11% | -$1.48M |
|
1142
Allete
ALE
$3.7B
| $12.4M | 0.01% |
188,500
+3,585
| +2% | +$236K |
|
1143
Confluent
CFLT
$6.71B
| $12.4M | 0.01% |
528,171
+169,576
| +47% | +$3.97M |
|
1144
Viavi Solutions
VIAV
$2.66B
| $12.4M | 0.01% |
1,106,034
+30,359
| +3% | +$340K |
|
1145
Cabot Corp
CBT
$4.21B
| $12.4M | 0.01% |
148,647
-697
| -0.5% | -$57.9K |
|
1146
Post Holdings
POST
$5.69B
| $12.3M | 0.01% |
105,608
-2,985
| -3% | -$347K |
|
1147
Bread Financial
BFH
$2.99B
| $12.2M | 0.01% |
244,503
+3,416
| +1% | +$171K |
|
|
PDCO
1148
DELISTED
Patterson Companies, Inc.
PDCO
| $12.2M | 0.01% |
391,345
+10,387
| +3% | +$324K |
|
1149
Aaon
AAON
$6.93B
| $12.2M | 0.01% |
156,425
-478
| -0.3% | -$37.3K |
|
1150
Landstar System
LSTR
$4.5B
| $12.2M | 0.01% |
81,244
+213
| +0.3% | +$32K |
|