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 | |
|---|---|---|---|---|---|---|
|
HPP
1151
Hudson Pacific Properties
HPP
$1.12B
| $14.4M | 0.01% |
518,053
+259
| +0.1% | +$7.19K |
|
1152
Fox Factory Holding Corp
FOXF
$1.2B
| $14.4M | 0.01% |
146,758
-679
| -0.5% | -$66.5K |
|
1153
Viasat
VSAT
$4.28B
| $14.3M | 0.01% |
293,835
-15,227
| -5% | -$743K |
|
1154
Edgewell Personal Care
EPC
$1.02B
| $14.3M | 0.01% |
390,278
-26,976
| -6% | -$989K |
|
|
NUVA
1155
DELISTED
NuVasive, Inc.
NUVA
| $14.3M | 0.01% |
252,311
-35,217
| -12% | -$2M |
|
1156
Home BancShares
HOMB
$5.79B
| $14.3M | 0.01% |
631,926
-62,550
| -9% | -$1.41M |
|
1157
CareTrust REIT
CTRE
$7.62B
| $14.3M | 0.01% |
740,185
-101,889
| -12% | -$1.97M |
|
1158
American Airlines Group
AAL
$8.54B
| $14.3M | 0.01% |
781,339
+8,004
| +1% | +$146K |
|
|
ELME
1159
Elme Communities
ELME
$1.51B
| $14.3M | 0.01% |
558,974
-4,567
| -0.8% | -$116K |
|
1160
NRG Energy
NRG
$30.5B
| $14.2M | 0.01% |
370,177
+43,500
| +13% | +$1.67M |
|
1161
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $14.2M | 0.01% |
264,560
+69,195
| +35% | +$3.71M |
|
1162
CNX Resources
CNX
$4.23B
| $14.2M | 0.01% |
684,880
-36,840
| -5% | -$763K |
|
1163
LGI Homes
LGIH
$1.45B
| $14.2M | 0.01% |
144,889
-976
| -0.7% | -$95.3K |
|
|
ENV
1164
DELISTED
ENVESTNET, INC.
ENV
| $14.1M | 0.01% |
190,027
-951
| -0.5% | -$70.8K |
|
1165
Allegion
ALLE
$15.2B
| $14.1M | 0.01% |
128,332
+4,907
| +4% | +$539K |
|
1166
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $14.1M | 0.01% |
180,349
+145,073
| +411% | +$11.3M |
|
1167
Brink's
BCO
$4.9B
| $14.1M | 0.01% |
207,088
-17,696
| -8% | -$1.2M |
|
1168
Pultegroup
PHM
$27.4B
| $14.1M | 0.01% |
335,493
-27,445
| -8% | -$1.15M |
|
1169
PTC
PTC
$24.8B
| $14.1M | 0.01% |
130,444
-4,510
| -3% | -$486K |
|
1170
Xerox
XRX
$466M
| $14M | 0.01% |
695,884
-178,454
| -20% | -$3.6M |
|
1171
Trinseo
TSE
$87.4M
| $14M | 0.01% |
291,788
-16,110
| -5% | -$772K |
|
1172
Lindsay Corp
LNN
$1.53B
| $14M | 0.01% |
89,040
-1,750
| -2% | -$275K |
|
|
DOC
1173
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $13.9M | 0.01% |
794,784
-7,640
| -1% | -$134K |
|
1174
Winnebago Industries
WGO
$988M
| $13.9M | 0.01% |
257,890
-16,373
| -6% | -$885K |
|
1175
EPR Properties
EPR
$4.31B
| $13.9M | 0.01% |
254,360
+134
| +0.1% | +$7.33K |
|