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 | |
|---|---|---|---|---|---|---|
1201
Henry Schein
HSIC
$8.43B
| $11.8M | 0.01% |
156,317
-3,051
| -2% | -$231K |
|
1202
Dayforce
DAY
$10.9B
| $11.8M | 0.01% |
175,882
-2,690
| -2% | -$181K |
|
1203
IPG Photonics
IPGP
$3.49B
| $11.8M | 0.01% |
108,558
-1,536
| -1% | -$167K |
|
1204
International Bancshares
IBOC
$4.43B
| $11.8M | 0.01% |
216,828
+3,500
| +2% | +$190K |
|
1205
National Storage Affiliates Trust
NSA
$2.49B
| $11.8M | 0.01% |
283,855
-22,042
| -7% | -$914K |
|
1206
LivaNova
LIVN
$3.13B
| $11.7M | 0.01% |
225,385
+5,329
| +2% | +$276K |
|
1207
NCR Voyix
VYX
$1.8B
| $11.7M | 0.01% |
689,538
-114,504
| -14% | -$1.94M |
|
1208
Granite Construction
GVA
$4.8B
| $11.6M | 0.01% |
228,931
-7,643
| -3% | -$389K |
|
1209
Clearway Energy Class C
CWEN
$3.37B
| $11.6M | 0.01% |
+424,437
| New | +$11.6M |
|
1210
NorthWestern Energy
NWE
$3.51B
| $11.6M | 0.01% |
228,752
+3,106
| +1% | +$158K |
|
1211
On Holding
ONON
$14.1B
| $11.6M | 0.01% |
430,830
+21,889
| +5% | +$590K |
|
1212
Texas Capital Bancshares
TCBI
$4B
| $11.6M | 0.01% |
179,335
-1,033
| -0.6% | -$66.8K |
|
1213
Match Group
MTCH
$9.15B
| $11.6M | 0.01% |
317,348
-18,043
| -5% | -$659K |
|
1214
Kennametal
KMT
$1.6B
| $11.5M | 0.01% |
447,140
-6,313
| -1% | -$163K |
|
1215
Assurant
AIZ
$10.8B
| $11.5M | 0.01% |
68,399
+3,829
| +6% | +$645K |
|
1216
Rogers Corp
ROG
$1.52B
| $11.5M | 0.01% |
87,254
-2,595
| -3% | -$343K |
|
1217
Sunstone Hotel Investors
SHO
$1.79B
| $11.5M | 0.01% |
1,071,145
-6,586,973
| -86% | -$70.7M |
|
1218
Penske Automotive Group
PAG
$12.2B
| $11.5M | 0.01% |
71,592
-452
| -0.6% | -$72.6K |
|
|
HTO
1219
H2O America Common Stock
HTO
$1.76B
| $11.5M | 0.01% |
175,801
+2,363
| +1% | +$154K |
|
1220
Sonos
SONO
$1.83B
| $11.4M | 0.01% |
667,004
-18,378
| -3% | -$315K |
|
|
AMED
1221
DELISTED
Amedisys
AMED
| $11.4M | 0.01% |
119,771
-563
| -0.5% | -$53.5K |
|
1222
Cushman & Wakefield
CWK
$3.84B
| $11.4M | 0.01% |
1,053,702
+21,514
| +2% | +$232K |
|
1223
Archrock
AROC
$4.36B
| $11.4M | 0.01% |
737,196
-20,059
| -3% | -$309K |
|
1224
Trinity Industries
TRN
$2.31B
| $11.3M | 0.01% |
426,434
-13,831
| -3% | -$368K |
|
1225
Duolingo
DUOL
$14.2B
| $11.3M | 0.01% |
49,969
-326
| -0.6% | -$74K |
|