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 | |
|---|---|---|---|---|---|---|
1151
Lumentum
LITE
$11.5B
| $12.9M | 0.01% |
246,050
-7,348
| -3% | -$385K |
|
1152
Independence Realty Trust
IRT
$4.12B
| $12.8M | 0.01% |
839,315
-4,248
| -0.5% | -$65K |
|
1153
Extreme Networks
EXTR
$3B
| $12.8M | 0.01% |
727,432
+5,121
| +0.7% | +$90.3K |
|
1154
Leggett & Platt
LEG
$1.34B
| $12.8M | 0.01% |
489,430
-1,848
| -0.4% | -$48.4K |
|
1155
SITE Centers
SITC
$471M
| $12.8M | 0.01% |
1,204,287
-40,695
| -3% | -$433K |
|
|
PGTI
1156
DELISTED
PGT, Inc.
PGTI
| $12.8M | 0.01% |
314,403
-10,083
| -3% | -$410K |
|
1157
Adient
ADNT
$1.98B
| $12.7M | 0.01% |
349,774
-2,432
| -0.7% | -$88.4K |
|
1158
Seacoast Banking Corp of Florida
SBCF
$2.7B
| $12.6M | 0.01% |
443,683
-14,861
| -3% | -$423K |
|
1159
Arrowhead Research
ARWR
$3.94B
| $12.6M | 0.01% |
411,847
+125
| +0% | +$3.83K |
|
1160
Adtalem Global Education
ATGE
$4.95B
| $12.6M | 0.01% |
213,634
-15,299
| -7% | -$902K |
|
1161
Douglas Emmett
DEI
$2.83B
| $12.6M | 0.01% |
868,350
-29,411
| -3% | -$426K |
|
|
PRFT
1162
DELISTED
Perficient Inc
PRFT
| $12.6M | 0.01% |
191,164
-2,069
| -1% | -$136K |
|
1163
Bankunited
BKU
$2.94B
| $12.6M | 0.01% |
387,834
-13,379
| -3% | -$434K |
|
1164
Viavi Solutions
VIAV
$2.71B
| $12.6M | 0.01% |
1,247,488
-9,209
| -0.7% | -$92.7K |
|
1165
Amphastar Pharmaceuticals
AMPH
$1.34B
| $12.6M | 0.01% |
202,953
-7,083
| -3% | -$438K |
|
1166
Dorman Products
DORM
$4.97B
| $12.5M | 0.01% |
150,287
-3,388
| -2% | -$283K |
|
|
JNPR
1167
DELISTED
Juniper Networks
JNPR
| $12.5M | 0.01% |
424,529
-13,202
| -3% | -$389K |
|
1168
Highwoods Properties
HIW
$3.47B
| $12.5M | 0.01% |
544,422
-17,410
| -3% | -$400K |
|
1169
Brighthouse Financial
BHF
$2.8B
| $12.5M | 0.01% |
236,195
-6,078
| -3% | -$322K |
|
1170
Ziff Davis
ZD
$1.53B
| $12.5M | 0.01% |
185,788
+1,118
| +0.6% | +$75.1K |
|
|
WRK
1171
DELISTED
WestRock Company
WRK
| $12.5M | 0.01% |
300,048
-1,515
| -0.5% | -$62.9K |
|
1172
WaFd
WAFD
$2.47B
| $12.4M | 0.01% |
376,334
-1,708
| -0.5% | -$56.3K |
|
1173
Winnebago Industries
WGO
$975M
| $12.4M | 0.01% |
169,947
-3,434
| -2% | -$250K |
|
1174
CorVel
CRVL
$4.52B
| $12.4M | 0.01% |
150,261
-1,695
| -1% | -$140K |
|
1175
Qorvo
QRVO
$8.07B
| $12.4M | 0.01% |
109,794
-2,572
| -2% | -$290K |
|