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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Interparfums
IPAR
$3.43B
| $10.2M | 0.01% |
89,580
+2,041
| +2% | +$232K |
|
1252
Franklin FTSE Japan ETF
FLJP
$2.38B
| $10.2M | 0.01% |
346,156
| – | – |
|
1253
Hanesbrands
HBI
$2.2B
| $10.2M | 0.01% |
1,763,150
+42,903
| +2% | +$248K |
|
1254
Euronet Worldwide
EEFT
$3.6B
| $10.2M | 0.01% |
95,039
+280
| +0.3% | +$29.9K |
|
1255
Haemonetics
HAE
$2.51B
| $10.1M | 0.01% |
158,894
+2,160
| +1% | +$137K |
|
1256
NBT Bancorp
NBTB
$2.27B
| $10.1M | 0.01% |
234,849
+6,150
| +3% | +$264K |
|
1257
Independent Bank Corp
IBCP
$657M
| $10M | 0.01% |
326,145
-10,967
| -3% | -$338K |
|
1258
Chemours
CC
$2.51B
| $10M | 0.01% |
742,119
+399,097
| +116% | +$5.4M |
|
1259
Supernus Pharmaceuticals
SUPN
$2.55B
| $10M | 0.01% |
306,322
+9,590
| +3% | +$314K |
|
1260
Boyd Gaming
BYD
$6.79B
| $10M | 0.01% |
152,383
+538
| +0.4% | +$35.4K |
|
1261
Diodes
DIOD
$2.44B
| $9.96M | 0.01% |
230,728
+5,931
| +3% | +$256K |
|
1262
John Wiley & Sons Class A
WLY
$2.19B
| $9.94M | 0.01% |
222,972
+5,901
| +3% | +$263K |
|
1263
LiveRamp
RAMP
$1.73B
| $9.93M | 0.01% |
380,060
+10,624
| +3% | +$278K |
|
1264
Lumentum
LITE
$11.4B
| $9.92M | 0.01% |
159,154
+1,660
| +1% | +$103K |
|
1265
Green Brick Partners
GRBK
$3.21B
| $9.92M | 0.01% |
170,135
+5,375
| +3% | +$313K |
|
1266
NewMarket
NEU
$7.87B
| $9.91M | 0.01% |
17,496
-52
| -0.3% | -$29.5K |
|
1267
Stewart Information Services
STC
$2.09B
| $9.86M | 0.01% |
138,212
+3,821
| +3% | +$273K |
|
1268
Gibraltar Industries
ROCK
$1.78B
| $9.84M | 0.01% |
167,692
+5,201
| +3% | +$305K |
|
1269
Hayward Holdings
HAYW
$3.38B
| $9.83M | 0.01% |
706,002
+16,522
| +2% | +$230K |
|
|
LCAP
1270
Principal Capital Appreciation Select ETF
LCAP
$32.6M
| $9.82M | 0.01% |
+398,247
| New | +$9.82M |
|
1271
Valley National Bancorp
VLY
$6.04B
| $9.79M | 0.01% |
1,100,892
+10,996
| +1% | +$97.8K |
|
1272
Roivant Sciences
ROIV
$9.61B
| $9.77M | 0.01% |
968,639
-15,880
| -2% | -$160K |
|
1273
PennyMac Financial
PFSI
$6.44B
| $9.77M | 0.01% |
97,559
-16,973
| -15% | -$1.7M |
|
|
TGI
1274
DELISTED
Triumph Group
TGI
| $9.76M | 0.01% |
385,198
+10,302
| +3% | +$261K |
|
1275
International Bancshares
IBOC
$4.39B
| $9.75M | 0.01% |
154,667
+1,741
| +1% | +$110K |
|