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 | |
|---|---|---|---|---|---|---|
1226
Gentherm
THRM
$1.1B
| $10.7M | 0.01% |
188,531
-11,711
| -6% | -$662K |
|
1227
Bio-Rad Laboratories Class A
BIO
$7.74B
| $10.6M | 0.01% |
27,940
-2,493
| -8% | -$945K |
|
1228
Pinnacle West Capital
PNW
$10.6B
| $10.6M | 0.01% |
130,020
-8,565
| -6% | -$698K |
|
1229
Seacoast Banking Corp of Florida
SBCF
$2.72B
| $10.5M | 0.01% |
476,019
-27,807
| -6% | -$615K |
|
1230
LiveRamp
RAMP
$1.77B
| $10.5M | 0.01% |
367,453
-23,041
| -6% | -$658K |
|
1231
Werner Enterprises
WERN
$1.72B
| $10.4M | 0.01% |
236,329
+2,296
| +1% | +$101K |
|
1232
Helen of Troy
HELE
$567M
| $10.4M | 0.01% |
96,599
-2,858
| -3% | -$309K |
|
1233
Vericel Corp
VCEL
$1.69B
| $10.4M | 0.01% |
277,138
-14,780
| -5% | -$555K |
|
1234
WaFd
WAFD
$2.49B
| $10.4M | 0.01% |
392,219
-140,139
| -26% | -$3.72M |
|
|
BNT
1235
Brookfield Wealth Solutions Ltd.
BNT
$19.6B
| $10.4M | 0.01% |
307,102
+11,271
| +4% | +$382K |
|
1236
Navient
NAVI
$1.31B
| $10.4M | 0.01% |
559,552
+156,726
| +39% | +$2.91M |
|
1237
US Physical Therapy
USPH
$1.25B
| $10.4M | 0.01% |
85,392
+5,204
| +6% | +$632K |
|
|
RCM
1238
DELISTED
R1 RCM Inc. Common Stock
RCM
| $10.4M | 0.01% |
561,502
-29,828
| -5% | -$550K |
|
|
RC
1239
Ready Capital
RC
$698M
| $10.3M | 0.01% |
917,546
+325,773
| +55% | +$3.67M |
|
1240
Carter's
CRI
$1.1B
| $10.3M | 0.01% |
142,140
-9,539
| -6% | -$693K |
|
1241
Columbia Sportswear
COLM
$3.05B
| $10.3M | 0.01% |
133,515
-7,422
| -5% | -$573K |
|
1242
Skywest
SKYW
$4.41B
| $10.3M | 0.01% |
253,044
-52,570
| -17% | -$2.14M |
|
1243
Urban Edge Properties
UE
$2.67B
| $10.3M | 0.01% |
667,533
-41,095
| -6% | -$634K |
|
1244
Grocery Outlet
GO
$1.75B
| $10.3M | 0.01% |
336,248
-14,296
| -4% | -$438K |
|
1245
Associated Banc-Corp
ASB
$4.38B
| $10.3M | 0.01% |
633,945
-23,276
| -4% | -$378K |
|
1246
CorVel
CRVL
$4.53B
| $10.3M | 0.01% |
159,450
-7,773
| -5% | -$501K |
|
1247
First Interstate BancSystem
FIBK
$3.41B
| $10.3M | 0.01% |
431,079
-1,408
| -0.3% | -$33.6K |
|
1248
Kyndryl
KD
$7.57B
| $10.2M | 0.01% |
768,861
-41,474
| -5% | -$551K |
|
1249
Dave & Buster's
PLAY
$796M
| $10.2M | 0.01% |
228,631
-25,224
| -10% | -$1.12M |
|
1250
Cinemark Holdings
CNK
$3.24B
| $10.2M | 0.01% |
615,779
-31,004
| -5% | -$512K |
|