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 | |
|---|---|---|---|---|---|---|
1376
Texas Capital Bancshares
TCBI
$4B
| $9.93M | 0.01% |
173,269
-1,315
| -0.8% | -$75.4K |
|
1377
Green Dot
GDOT
$754M
| $9.91M | 0.01% |
360,711
-3,361
| -0.9% | -$92.4K |
|
1378
Strategic Education
STRA
$2.02B
| $9.91M | 0.01% |
149,290
-1,417
| -0.9% | -$94.1K |
|
|
ECOL
1379
DELISTED
US Ecology, Inc.
ECOL
| $9.88M | 0.01% |
206,397
-3,491
| -2% | -$167K |
|
1380
Unisys
UIS
$291M
| $9.8M | 0.01% |
453,556
-3,536
| -0.8% | -$76.4K |
|
1381
Calix
CALX
$4.13B
| $9.79M | 0.01% |
228,241
+136,666
| +149% | +$5.86M |
|
1382
Adtalem Global Education
ATGE
$4.98B
| $9.76M | 0.01% |
328,545
-2,826
| -0.9% | -$84K |
|
1383
Cohu
COHU
$992M
| $9.75M | 0.01% |
329,488
-2,480
| -0.7% | -$73.4K |
|
1384
Franklin Resources
BEN
$12.9B
| $9.75M | 0.01% |
349,177
+4,685
| +1% | +$131K |
|
1385
Grocery Outlet
GO
$1.75B
| $9.74M | 0.01% |
297,124
+6,070
| +2% | +$199K |
|
1386
Cracker Barrel
CBRL
$1.16B
| $9.74M | 0.01% |
82,010
-349
| -0.4% | -$41.4K |
|
|
SVC
1387
Service Properties Trust
SVC
$486M
| $9.73M | 0.01% |
1,102,155
-10,632
| -1% | -$93.9K |
|
|
DISH
1388
DELISTED
DISH Network Corp.
DISH
| $9.73M | 0.01% |
307,433
+4,632
| +2% | +$147K |
|
1389
Invesco
IVZ
$10.1B
| $9.73M | 0.01% |
421,832
+2,488
| +0.6% | +$57.4K |
|
1390
Dana Inc
DAN
$2.79B
| $9.73M | 0.01% |
553,561
-32,784
| -6% | -$576K |
|
|
CSR
1391
Centerspace
CSR
$992M
| $9.72M | 0.01% |
99,094
+3,931
| +4% | +$386K |
|
1392
DXC Technology
DXC
$2.6B
| $9.68M | 0.01% |
296,794
-5,399
| -2% | -$176K |
|
1393
Alamo Group
ALG
$2.56B
| $9.65M | 0.01% |
67,073
-481
| -0.7% | -$69.2K |
|
1394
Protolabs
PRLB
$1.2B
| $9.63M | 0.01% |
181,995
-1,580
| -0.9% | -$83.6K |
|
1395
Nu Skin
NUS
$579M
| $9.62M | 0.01% |
200,895
-14,024
| -7% | -$671K |
|
1396
Innoviva
INVA
$1.22B
| $9.62M | 0.01% |
496,983
-36,861
| -7% | -$713K |
|
1397
FirstCash
FCFS
$6.57B
| $9.59M | 0.01% |
136,386
-2,004
| -1% | -$141K |
|
1398
Skywest
SKYW
$4.41B
| $9.59M | 0.01% |
332,327
-19,306
| -5% | -$557K |
|
1399
ProAssurance
PRA
$1.22B
| $9.59M | 0.01% |
356,632
-2,802
| -0.8% | -$75.3K |
|
1400
Amphastar Pharmaceuticals
AMPH
$1.33B
| $9.58M | 0.01% |
266,904
-14,036
| -5% | -$504K |
|