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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
HubSpot
HUBS
$25.9B
| $8.38M | 0.01% |
27,883
-131,315
| -82% | -$39.5M |
|
1352
Griffon
GFF
$3.65B
| $8.36M | 0.01% |
298,310
-36,082
| -11% | -$1.01M |
|
1353
CoreCivic
CXW
$2.26B
| $8.34M | 0.01% |
750,435
-43,603
| -5% | -$484K |
|
1354
Ultra Clean Holdings
UCTT
$1.15B
| $8.33M | 0.01% |
279,896
-24,507
| -8% | -$730K |
|
1355
City Holding Co
CHCO
$1.83B
| $8.33M | 0.01% |
104,275
-8,952
| -8% | -$715K |
|
1356
Cohu
COHU
$972M
| $8.33M | 0.01% |
300,104
-29,384
| -9% | -$815K |
|
1357
Dayforce
DAY
$10.9B
| $8.32M | 0.01% |
176,798
+5,907
| +3% | +$278K |
|
1358
Carpenter Technology
CRS
$12B
| $8.31M | 0.01% |
297,719
-20,680
| -6% | -$577K |
|
1359
Photronics
PLAB
$1.33B
| $8.3M | 0.01% |
426,155
+18,969
| +5% | +$369K |
|
|
OLK
1360
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $8.3M | 0.01% |
546,093
+77,488
| +17% | +$1.18M |
|
1361
Hain Celestial
HAIN
$186M
| $8.28M | 0.01% |
348,611
-5,611
| -2% | -$133K |
|
1362
Extreme Networks
EXTR
$2.96B
| $8.27M | 0.01% |
927,193
-28,890
| -3% | -$258K |
|
1363
International Bancshares
IBOC
$4.4B
| $8.27M | 0.01% |
206,292
+30,458
| +17% | +$1.22M |
|
1364
Pathward Financial
CASH
$1.73B
| $8.22M | 0.01% |
212,657
-13,948
| -6% | -$539K |
|
1365
Hilltop Holdings
HTH
$2.19B
| $8.2M | 0.01% |
307,497
-209,093
| -40% | -$5.57M |
|
1366
ODP
ODP
$634M
| $8.17M | 0.01% |
270,155
-32,783
| -11% | -$991K |
|
1367
Bath & Body Works
BBWI
$5.59B
| $8.16M | 0.01% |
303,138
-14,899
| -5% | -$401K |
|
1368
Protolabs
PRLB
$1.19B
| $8.14M | 0.01% |
170,031
-11,964
| -7% | -$572K |
|
1369
Mohawk Industries
MHK
$8.53B
| $8.11M | 0.01% |
65,357
-3,196
| -5% | -$397K |
|
|
AXNX
1370
DELISTED
Axonics, Inc. Common Stock
AXNX
| $8.07M | 0.01% |
142,404
+41,908
| +42% | +$2.37M |
|
1371
Navient
NAVI
$1.29B
| $8.02M | 0.01% |
573,083
-232,165
| -29% | -$3.25M |
|
|
PXUS
1372
DELISTED
Principal International Adaptive Multi-Factor ETF
PXUS
| $7.9M | 0.01% |
390,001
| – | – |
|
1373
Koppers
KOP
$559M
| $7.9M | 0.01% |
348,757
-20,256
| -5% | -$459K |
|
1374
ProAssurance
PRA
$1.22B
| $7.89M | 0.01% |
333,852
-22,780
| -6% | -$538K |
|
1375
Kaiser Aluminum
KALU
$1.24B
| $7.89M | 0.01% |
99,711
-12,953
| -11% | -$1.02M |
|