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 | |
|---|---|---|---|---|---|---|
1226
Globe Life
GL
$11.5B
| $12.9M | 0.01% |
128,381
+6,629
| +5% | +$667K |
|
1227
Neogen
NEOG
$1.25B
| $12.9M | 0.01% |
418,615
-20,019
| -5% | -$617K |
|
1228
ACI Worldwide
ACIW
$5.22B
| $12.9M | 0.01% |
409,797
-1,893
| -0.5% | -$59.6K |
|
1229
Ultra Clean Holdings
UCTT
$1.16B
| $12.9M | 0.01% |
304,403
-2,207
| -0.7% | -$93.6K |
|
1230
Commault Systems
CVLT
$8.04B
| $12.9M | 0.01% |
194,438
-22,492
| -10% | -$1.49M |
|
1231
Lumen
LUMN
$6.25B
| $12.9M | 0.01% |
1,143,622
+14,320
| +1% | +$161K |
|
1232
PMV Pharmaceuticals
PMVP
$65.2M
| $12.9M | 0.01% |
618,926
+21,964
| +4% | +$457K |
|
1233
Dave & Buster's
PLAY
$796M
| $12.8M | 0.01% |
261,043
-1,399
| -0.5% | -$68.7K |
|
1234
Genworth Financial
GNW
$3.62B
| $12.8M | 0.01% |
3,389,076
-31,139
| -0.9% | -$118K |
|
1235
Supernus Pharmaceuticals
SUPN
$2.62B
| $12.8M | 0.01% |
394,796
-21,458
| -5% | -$694K |
|
1236
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$55.1B
| $12.8M | 0.01% |
+148,237
| New | +$12.8M |
|
1237
Victoria's Secret
VSCO
$2.17B
| $12.7M | 0.01% |
248,021
-2,692
| -1% | -$138K |
|
|
TWO
1238
Two Harbors Investment
TWO
$1.05B
| $12.7M | 0.01% |
574,412
-5,486
| -0.9% | -$121K |
|
1239
Acadia Realty Trust
AKR
$2.59B
| $12.7M | 0.01% |
584,215
-4,658
| -0.8% | -$101K |
|
1240
Bread Financial
BFH
$2.98B
| $12.6M | 0.01% |
224,584
-27,149
| -11% | -$1.52M |
|
1241
Warrior Met Coal
HCC
$3.11B
| $12.6M | 0.01% |
339,300
-2,775
| -0.8% | -$103K |
|
1242
Sabre
SABR
$742M
| $12.6M | 0.01% |
1,100,785
-12,100
| -1% | -$138K |
|
1243
Spire
SR
$4.5B
| $12.6M | 0.01% |
175,039
-1,752
| -1% | -$126K |
|
1244
Phibro Animal Health
PAHC
$1.67B
| $12.6M | 0.01% |
629,476
+29,142
| +5% | +$581K |
|
1245
Park National Corp
PRK
$2.75B
| $12.5M | 0.01% |
95,396
-787
| -0.8% | -$103K |
|
1246
Fortune Brands Innovations
FBIN
$7.29B
| $12.5M | 0.01% |
197,089
-10,702
| -5% | -$679K |
|
1247
Pathward Financial
CASH
$1.74B
| $12.4M | 0.01% |
226,605
-30,052
| -12% | -$1.65M |
|
1248
Cinemark Holdings
CNK
$3.24B
| $12.4M | 0.01% |
720,057
-5,216
| -0.7% | -$90.1K |
|
1249
Mercury Systems
MRCY
$4.38B
| $12.4M | 0.01% |
192,897
+490
| +0.3% | +$31.6K |
|
1250
Progyny
PGNY
$1.99B
| $12.4M | 0.01% |
241,722
-1,183
| -0.5% | -$60.8K |
|