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 | |
|---|---|---|---|---|---|---|
1326
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $8.92M | 0.01% |
116,445
+22,221
| +24% | +$1.7M |
|
1327
St. Joe Company
JOE
$3.01B
| $8.89M | 0.01% |
189,390
+4,324
| +2% | +$203K |
|
1328
Match Group
MTCH
$9.1B
| $8.83M | 0.01% |
282,905
-1,338
| -0.5% | -$41.7K |
|
1329
Generac Holdings
GNRC
$10.9B
| $8.82M | ﹤0.01% |
69,631
-4,060
| -6% | -$514K |
|
1330
O-I Glass
OI
$2B
| $8.8M | ﹤0.01% |
767,260
+17,254
| +2% | +$198K |
|
1331
Perrigo
PRGO
$3.07B
| $8.8M | ﹤0.01% |
313,849
+914
| +0.3% | +$25.6K |
|
1332
Kulicke & Soffa
KLIC
$2.02B
| $8.79M | ﹤0.01% |
266,466
+3,667
| +1% | +$121K |
|
1333
Central Garden & Pet Class A
CENTA
$2.04B
| $8.77M | ﹤0.01% |
267,825
-506
| -0.2% | -$16.6K |
|
1334
Extreme Networks
EXTR
$2.95B
| $8.76M | ﹤0.01% |
661,779
+19,248
| +3% | +$255K |
|
1335
APA Corp
APA
$8.18B
| $8.75M | ﹤0.01% |
416,300
-32,882
| -7% | -$691K |
|
1336
iShares ESG MSCI USA Leaders ETF
SUSL
$908M
| $8.75M | ﹤0.01% |
91,294
-19,736
| -18% | -$1.89M |
|
1337
Premier
PINC
$2.2B
| $8.74M | ﹤0.01% |
453,332
-12,677
| -3% | -$244K |
|
1338
Charles River Laboratories
CRL
$7.54B
| $8.67M | ﹤0.01% |
57,617
-1,578
| -3% | -$238K |
|
1339
Pathward Financial
CASH
$1.73B
| $8.67M | ﹤0.01% |
118,849
-1,882
| -2% | -$137K |
|
1340
Lamb Weston
LW
$7.9B
| $8.61M | ﹤0.01% |
161,526
-4,858
| -3% | -$259K |
|
1341
Terex
TEX
$3.47B
| $8.61M | ﹤0.01% |
227,876
+3,525
| +2% | +$133K |
|
1342
DaVita
DVA
$9.55B
| $8.6M | ﹤0.01% |
56,192
-1,868
| -3% | -$286K |
|
1343
Dana Inc
DAN
$2.77B
| $8.57M | ﹤0.01% |
642,632
+16,798
| +3% | +$224K |
|
1344
Associated Banc-Corp
ASB
$4.36B
| $8.56M | ﹤0.01% |
379,996
+10,448
| +3% | +$235K |
|
1345
Flowers Foods
FLO
$2.91B
| $8.56M | ﹤0.01% |
450,199
+1,841
| +0.4% | +$35K |
|
1346
Omnicell
OMCL
$1.46B
| $8.55M | ﹤0.01% |
244,644
+6,288
| +3% | +$220K |
|
1347
Northwest Natural Holdings
NWN
$1.73B
| $8.54M | ﹤0.01% |
199,834
+5,317
| +3% | +$227K |
|
1348
ePlus
PLUS
$1.97B
| $8.53M | ﹤0.01% |
139,844
+2,392
| +2% | +$146K |
|
1349
Wynn Resorts
WYNN
$12.6B
| $8.51M | ﹤0.01% |
101,858
-3,626
| -3% | -$303K |
|
1350
Pediatrix Medical
MD
$1.45B
| $8.49M | ﹤0.01% |
586,190
+34,266
| +6% | +$497K |
|