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 | |
|---|---|---|---|---|---|---|
|
TWO
1376
Two Harbors Investment
TWO
$1.06B
| $7.63M | 0.01% |
549,996
-33,757
| -6% | -$469K |
|
1377
Triumph Financial, Inc.
TFIN
$1.38B
| $7.58M | 0.01% |
124,884
-11,675
| -9% | -$709K |
|
1378
LeMaitre Vascular
LMAT
$2.14B
| $7.58M | 0.01% |
112,696
-6,191
| -5% | -$417K |
|
1379
Veeco
VECO
$1.55B
| $7.55M | 0.01% |
293,826
-24,438
| -8% | -$628K |
|
1380
Mercury Systems
MRCY
$4.41B
| $7.54M | 0.01% |
217,860
-11,236
| -5% | -$389K |
|
1381
Matthews International
MATW
$769M
| $7.51M | 0.01% |
176,297
-11,651
| -6% | -$497K |
|
1382
Pathward Financial
CASH
$1.74B
| $7.48M | 0.01% |
161,301
-20,176
| -11% | -$935K |
|
1383
Sealed Air
SEE
$4.93B
| $7.44M | 0.01% |
186,093
+2,138
| +1% | +$85.5K |
|
1384
HNI Corp
HNI
$2.09B
| $7.44M | 0.01% |
264,070
+14,152
| +6% | +$399K |
|
1385
American Woodmark
AMWD
$979M
| $7.44M | 0.01% |
97,393
-3,205
| -3% | -$245K |
|
1386
First Commonwealth Financial
FCF
$1.84B
| $7.4M | 0.01% |
585,290
-68,890
| -11% | -$871K |
|
1387
Monro
MNRO
$526M
| $7.4M | 0.01% |
182,042
-11,248
| -6% | -$457K |
|
1388
3D Systems Corporation
DDD
$291M
| $7.39M | 0.01% |
744,455
-46,701
| -6% | -$464K |
|
1389
Astrana Health
ASTH
$1.4B
| $7.36M | 0.01% |
232,869
-10,926
| -4% | -$345K |
|
1390
VF Corp
VFC
$6.03B
| $7.31M | 0.01% |
382,839
-26,011
| -6% | -$497K |
|
1391
Wabash National
WNC
$474M
| $7.28M | 0.01% |
284,051
-4,198
| -1% | -$108K |
|
|
VRE
1392
Veris Residential
VRE
$1.52B
| $7.28M | 0.01% |
453,401
-26,169
| -5% | -$420K |
|
1393
Embecta
EMBC
$895M
| $7.27M | 0.01% |
336,421
-17,192
| -5% | -$371K |
|
1394
Shutterstock
SSTK
$725M
| $7.21M | ﹤0.01% |
148,146
-7,810
| -5% | -$380K |
|
1395
Marten Transport
MRTN
$966M
| $7.2M | ﹤0.01% |
334,898
-26,934
| -7% | -$579K |
|
1396
Royal Bank of Canada
RY
$205B
| $7.19M | ﹤0.01% |
75,233
-6,400
| -8% | -$612K |
|
1397
Cars.com
CARS
$833M
| $7.18M | ﹤0.01% |
362,114
-24,838
| -6% | -$492K |
|
1398
Chefs' Warehouse
CHEF
$2.66B
| $7.17M | ﹤0.01% |
200,479
-19,842
| -9% | -$710K |
|
1399
La-Z-Boy
LZB
$1.43B
| $7.15M | ﹤0.01% |
249,801
-16,120
| -6% | -$462K |
|
1400
First Bancorp
FBNC
$2.28B
| $7.15M | ﹤0.01% |
240,246
-15,454
| -6% | -$460K |
|