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
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Warrior Met Coal
HCC
$3.11B
| $12.1M | 0.01% |
310,724
-18,649
| -6% | -$726K |
|
1152
Amkor Technology
AMKR
$6.27B
| $12.1M | 0.01% |
405,453
-10,854
| -3% | -$323K |
|
1153
CarGurus
CARG
$3.6B
| $12M | 0.01% |
532,286
+477,984
| +880% | +$10.8M |
|
1154
Chesapeake Utilities
CPK
$2.95B
| $12M | 0.01% |
101,207
-5,879
| -5% | -$700K |
|
1155
Tapestry
TPR
$22.2B
| $12M | 0.01% |
280,979
-8,769
| -3% | -$375K |
|
1156
Winnebago Industries
WGO
$988M
| $12M | 0.01% |
180,287
-12,154
| -6% | -$811K |
|
1157
Federated Hermes
FHI
$4.2B
| $12M | 0.01% |
333,967
-1,570
| -0.5% | -$56.3K |
|
1158
Grand Canyon Education
LOPE
$5.88B
| $11.9M | 0.01% |
115,715
-68,544
| -37% | -$7.07M |
|
1159
Dayforce
DAY
$10.9B
| $11.9M | 0.01% |
177,970
-28,156
| -14% | -$1.89M |
|
1160
Brighthouse Financial
BHF
$2.79B
| $11.9M | 0.01% |
251,538
-18,661
| -7% | -$884K |
|
1161
Choice Hotels
CHH
$5.33B
| $11.9M | 0.01% |
101,196
-9,160
| -8% | -$1.08M |
|
1162
Lumen
LUMN
$6.25B
| $11.9M | 0.01% |
5,259,489
-302,852
| -5% | -$684K |
|
1163
NETSCOUT
NTCT
$1.85B
| $11.9M | 0.01% |
383,012
-36,432
| -9% | -$1.13M |
|
1164
Trinity Industries
TRN
$2.31B
| $11.9M | 0.01% |
461,038
-30,343
| -6% | -$780K |
|
1165
Azenta
AZTA
$1.43B
| $11.8M | 0.01% |
253,618
-19,902
| -7% | -$929K |
|
|
HTO
1166
H2O America Common Stock
HTO
$1.76B
| $11.8M | 0.01% |
168,637
+7,351
| +5% | +$515K |
|
1167
Axos Financial
AX
$5.21B
| $11.8M | 0.01% |
299,691
-23,430
| -7% | -$924K |
|
1168
Jack in the Box
JACK
$342M
| $11.8M | 0.01% |
121,159
-8,241
| -6% | -$804K |
|
1169
Eastman Chemical
EMN
$7.8B
| $11.8M | 0.01% |
140,797
-8,475
| -6% | -$710K |
|
|
NARI
1170
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $11.8M | 0.01% |
202,181
+3,129
| +2% | +$182K |
|
1171
Cracker Barrel
CBRL
$1.16B
| $11.8M | 0.01% |
126,146
-7,846
| -6% | -$731K |
|
1172
Globe Life
GL
$11.5B
| $11.8M | 0.01% |
107,204
-6,623
| -6% | -$726K |
|
1173
Corcept Therapeutics
CORT
$7.83B
| $11.7M | 0.01% |
527,801
-58,458
| -10% | -$1.3M |
|
1174
Ingevity
NGVT
$2.14B
| $11.7M | 0.01% |
201,854
+56,568
| +39% | +$3.29M |
|
1175
Qorvo
QRVO
$8.12B
| $11.7M | 0.01% |
114,652
-7,744
| -6% | -$790K |
|