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 | |
|---|---|---|---|---|---|---|
1326
Alaska Air
ALK
$7.36B
| $8.5M | 0.01% |
159,897
-9,379
| -6% | -$499K |
|
1327
The Beauty Health Co
SKIN
$313M
| $8.5M | 0.01% |
1,015,859
+85
| +0% | +$711 |
|
1328
Oxford Industries
OXM
$770M
| $8.5M | 0.01% |
86,347
-6,761
| -7% | -$665K |
|
1329
eXp World Holdings
EXPI
$1.79B
| $8.49M | 0.01% |
+418,628
| New | +$8.49M |
|
1330
Palomar
PLMR
$3.18B
| $8.46M | 0.01% |
145,707
-18,144
| -11% | -$1.05M |
|
1331
John Wiley & Sons Class A
WLY
$2.24B
| $8.44M | 0.01% |
248,057
-159,448
| -39% | -$5.43M |
|
1332
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $8.44M | 0.01% |
76,800
-19,900
| -21% | -$2.19M |
|
1333
Adaptive Biotechnologies
ADPT
$2.05B
| $8.42M | 0.01% |
1,255,123
+7,992
| +0.6% | +$53.6K |
|
|
ARI
1334
Apollo Commercial Real Estate
ARI
$1.53B
| $8.39M | 0.01% |
741,015
-45,817
| -6% | -$519K |
|
1335
Assurant
AIZ
$10.8B
| $8.39M | 0.01% |
66,711
-3,560
| -5% | -$448K |
|
1336
Knife River
KNF
$4.57B
| $8.39M | 0.01% |
+192,779
| New | +$8.39M |
|
1337
Park National Corp
PRK
$2.75B
| $8.37M | 0.01% |
81,830
-5,598
| -6% | -$573K |
|
1338
Digi International
DGII
$1.35B
| $8.31M | 0.01% |
210,979
-12,687
| -6% | -$500K |
|
|
JBGS
1339
JBG SMITH
JBGS
$1.44B
| $8.31M | 0.01% |
552,334
-44,661
| -7% | -$672K |
|
1340
Ralph Lauren
RL
$19.2B
| $8.3M | 0.01% |
67,290
+779
| +1% | +$96.1K |
|
1341
TTM Technologies
TTMI
$4.99B
| $8.28M | 0.01% |
595,872
-34,887
| -6% | -$485K |
|
1342
Cushman & Wakefield
CWK
$3.84B
| $8.27M | 0.01% |
1,011,010
-16,439
| -2% | -$134K |
|
1343
Andersons Inc
ANDE
$1.4B
| $8.26M | 0.01% |
179,079
-9,187
| -5% | -$424K |
|
1344
Owens & Minor
OMI
$423M
| $8.24M | 0.01% |
433,004
-27,282
| -6% | -$519K |
|
|
NVEE
1345
DELISTED
NV5 Global
NVEE
| $8.24M | 0.01% |
297,652
-10,068
| -3% | -$279K |
|
|
ELME
1346
Elme Communities
ELME
$1.51B
| $8.19M | 0.01% |
498,332
-29,994
| -6% | -$493K |
|
1347
Virtus Investment Partners
VRTS
$1.36B
| $8.19M | 0.01% |
41,479
+391
| +1% | +$77.2K |
|
|
SVC
1348
Service Properties Trust
SVC
$486M
| $8.18M | 0.01% |
940,868
-58,963
| -6% | -$512K |
|
1349
Graham Holdings Company
GHC
$5.13B
| $8.18M | 0.01% |
14,305
-922
| -6% | -$527K |
|
|
DEA
1350
Easterly Government Properties
DEA
$1.06B
| $8.17M | 0.01% |
225,394
+5,918
| +3% | +$215K |
|