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 | |
|---|---|---|---|---|---|---|
1176
O-I Glass
OI
$2.04B
| $13.9M | 0.01% |
1,055,388
-15,501
| -1% | -$204K |
|
1177
Stepan Co
SCL
$1.12B
| $13.9M | 0.01% |
140,644
-3,262
| -2% | -$322K |
|
|
UMPQ
1178
DELISTED
Umpqua Holdings Corp
UMPQ
| $13.9M | 0.01% |
736,799
-815,200
| -53% | -$15.4M |
|
1179
Cavco Industries
CVCO
$4.39B
| $13.9M | 0.01% |
57,667
-536
| -0.9% | -$129K |
|
1180
ODP
ODP
$641M
| $13.9M | 0.01% |
302,938
-2,641
| -0.9% | -$121K |
|
1181
Paymentus
PAY
$4.12B
| $13.9M | 0.01% |
657,901
+55,263
| +9% | +$1.16M |
|
1182
Veritex Holdings
VBTX
$1.88B
| $13.9M | 0.01% |
362,993
-18,240
| -5% | -$696K |
|
|
TXNM
1183
TXNM Energy, Inc.
TXNM
$6B
| $13.8M | 0.01% |
290,433
-3,000
| -1% | -$143K |
|
1184
Zscaler
ZS
$44.6B
| $13.8M | 0.01% |
57,241
+6,685
| +13% | +$1.61M |
|
|
SAFM
1185
DELISTED
Sanderson Farms Inc
SAFM
| $13.8M | 0.01% |
73,473
-409
| -0.6% | -$76.7K |
|
1186
Ligand Pharmaceuticals
LGND
$3.26B
| $13.8M | 0.01% |
196,233
-13,694
| -7% | -$961K |
|
1187
Fluor
FLR
$6.68B
| $13.7M | 0.01% |
478,462
-4,908
| -1% | -$141K |
|
1188
Navient
NAVI
$1.31B
| $13.7M | 0.01% |
805,248
-161,327
| -17% | -$2.75M |
|
1189
Brighthouse Financial
BHF
$2.79B
| $13.7M | 0.01% |
264,768
-6,550
| -2% | -$338K |
|
1190
Cal-Maine
CALM
$5.38B
| $13.7M | 0.01% |
247,362
-2,032
| -0.8% | -$112K |
|
1191
Lincoln National
LNC
$7.99B
| $13.6M | 0.01% |
208,424
-1,091
| -0.5% | -$71.3K |
|
1192
AutoNation
AN
$8.56B
| $13.6M | 0.01% |
136,085
+129
| +0.1% | +$12.8K |
|
1193
Seacoast Banking Corp of Florida
SBCF
$2.72B
| $13.5M | 0.01% |
386,383
-2,266
| -0.6% | -$79.4K |
|
1194
Wolverine World Wide
WWW
$2.48B
| $13.5M | 0.01% |
599,497
-25,118
| -4% | -$567K |
|
1195
Tanger
SKT
$3.91B
| $13.5M | 0.01% |
785,378
-43,807
| -5% | -$753K |
|
1196
Digital Turbine
APPS
$494M
| $13.5M | 0.01% |
307,963
-379
| -0.1% | -$16.6K |
|
1197
Installed Building Products
IBP
$7.38B
| $13.5M | 0.01% |
159,192
-1,071
| -0.7% | -$90.5K |
|
1198
Post Holdings
POST
$5.76B
| $13.4M | 0.01% |
193,634
-110,426
| -36% | -$7.65M |
|
1199
Virtus Investment Partners
VRTS
$1.36B
| $13.4M | 0.01% |
55,828
-3,813
| -6% | -$915K |
|
|
B
1200
DELISTED
Barnes Group Inc.
B
| $13.4M | 0.01% |
333,104
-15,797
| -5% | -$635K |
|