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 | |
|---|---|---|---|---|---|---|
1251
Astrana Health
ASTH
$1.4B
| $12.4M | 0.01% |
256,309
-1,644
| -0.6% | -$79.7K |
|
1252
Boston Beer
SAM
$2.4B
| $12.4M | 0.01% |
31,924
-349
| -1% | -$136K |
|
|
RCM
1253
DELISTED
R1 RCM Inc. Common Stock
RCM
| $12.4M | 0.01% |
462,739
-1,331
| -0.3% | -$35.6K |
|
1254
Trustmark
TRMK
$2.44B
| $12.4M | 0.01% |
407,170
-8,883
| -2% | -$270K |
|
1255
Sylvamo
SLVM
$1.77B
| $12.4M | 0.01% |
371,683
-30,054
| -7% | -$1M |
|
1256
Molson Coors Class B
TAP
$9.71B
| $12.3M | 0.01% |
231,134
+3,174
| +1% | +$169K |
|
1257
Renasant Corp
RNST
$3.63B
| $12.3M | 0.01% |
368,244
-3,364
| -0.9% | -$113K |
|
|
ARI
1258
Apollo Commercial Real Estate
ARI
$1.53B
| $12.3M | 0.01% |
883,703
-5,051
| -0.6% | -$70.4K |
|
1259
Avanos Medical
AVNS
$576M
| $12.3M | 0.01% |
366,960
-22,006
| -6% | -$737K |
|
|
LTC
1260
LTC Properties
LTC
$1.68B
| $12.3M | 0.01% |
319,216
-28,674
| -8% | -$1.1M |
|
1261
Tapestry
TPR
$22.2B
| $12.3M | 0.01% |
329,913
-12,866
| -4% | -$478K |
|
1262
Wingstop
WING
$7.67B
| $12.2M | 0.01% |
103,948
-483
| -0.5% | -$56.7K |
|
1263
Hain Celestial
HAIN
$191M
| $12.2M | 0.01% |
354,222
-23,996
| -6% | -$825K |
|
|
FOE
1264
DELISTED
Ferro Corporation
FOE
| $12.2M | 0.01% |
560,036
-4,096
| -0.7% | -$89K |
|
1265
Century Communities
CCS
$2.06B
| $12.1M | 0.01% |
226,381
-12,843
| -5% | -$688K |
|
1266
Array Technologies
ARRY
$1.2B
| $12.1M | 0.01% |
1,071,214
+118,065
| +12% | +$1.33M |
|
1267
Anywhere Real Estate
HOUS
$763M
| $12.1M | 0.01% |
769,902
-16,284
| -2% | -$255K |
|
|
DEA
1268
Easterly Government Properties
DEA
$1.06B
| $12M | 0.01% |
227,698
-1,855
| -0.8% | -$98K |
|
1269
ESCO Technologies
ESE
$5.43B
| $12M | 0.01% |
171,587
-4,344
| -2% | -$304K |
|
|
ALEX
1270
Alexander & Baldwin
ALEX
$1.37B
| $12M | 0.01% |
515,501
-22,665
| -4% | -$526K |
|
1271
Customers Bancorp
CUBI
$2.33B
| $12M | 0.01% |
229,218
-11,540
| -5% | -$602K |
|
1272
Treehouse Foods
THS
$906M
| $11.9M | 0.01% |
367,973
-3,459
| -0.9% | -$112K |
|
1273
Bunge Global
BG
$16.4B
| $11.8M | 0.01% |
106,757
+35,774
| +50% | +$3.96M |
|
|
NLSN
1274
DELISTED
Nielsen Holdings plc
NLSN
| $11.8M | 0.01% |
433,251
+2,739
| +0.6% | +$74.6K |
|
1275
Materion
MTRN
$2.36B
| $11.8M | 0.01% |
137,532
-1,102
| -0.8% | -$94.5K |
|