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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Acadia Realty Trust
AKR
$2.59B
| $8.44M | 0.01% |
496,675
-16,017
| -3% | -$272K |
|
1377
Stewart Information Services
STC
$2.04B
| $8.37M | 0.01% |
142,534
-4,950
| -3% | -$291K |
|
1378
NCR Atleos
NATL
$2.85B
| $8.37M | 0.01% |
+344,742
| New | +$8.37M |
|
1379
Zions Bancorporation
ZION
$8.6B
| $8.36M | 0.01% |
190,649
+9,957
| +6% | +$437K |
|
1380
The GEO Group
GEO
$3.26B
| $8.36M | 0.01% |
771,920
-8,066
| -1% | -$87.4K |
|
1381
Openlane
KAR
$3.12B
| $8.34M | 0.01% |
562,977
-26,469
| -4% | -$392K |
|
1382
Northwest Bancshares
NWBI
$1.86B
| $8.27M | 0.01% |
662,620
-23,254
| -3% | -$290K |
|
1383
Tradeweb Markets
TW
$25.3B
| $8.26M | 0.01% |
90,876
+80,064
| +741% | +$7.28M |
|
1384
Navient
NAVI
$1.29B
| $8.22M | 0.01% |
441,372
-30,453
| -6% | -$567K |
|
1385
First Commonwealth Financial
FCF
$1.84B
| $8.22M | 0.01% |
532,229
-20,517
| -4% | -$317K |
|
1386
Pathward Financial
CASH
$1.74B
| $8.18M | 0.01% |
154,485
+80
| +0.1% | +$4.23K |
|
1387
F&G Annuities & Life
FG
$4.62B
| $8.14M | 0.01% |
176,879
-1,614
| -0.9% | -$74.2K |
|
|
PARA
1388
DELISTED
Paramount Global Class B
PARA
| $8.13M | 0.01% |
549,858
-25,734
| -4% | -$381K |
|
1389
Hanesbrands
HBI
$2.25B
| $8.13M | 0.01% |
1,822,472
-52,813
| -3% | -$236K |
|
1390
NETSCOUT
NTCT
$1.85B
| $8.12M | 0.01% |
369,757
-18,438
| -5% | -$405K |
|
1391
Talos Energy
TALO
$1.7B
| $8.07M | 0.01% |
566,936
-5,761
| -1% | -$82K |
|
1392
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $8.06M | 0.01% |
105,570
-281,161
| -73% | -$21.5M |
|
|
NVEE
1393
DELISTED
NV5 Global
NVEE
| $8.06M | 0.01% |
289,992
+484
| +0.2% | +$13.4K |
|
1394
Oxford Industries
OXM
$770M
| $8.03M | 0.01% |
80,280
-1,844
| -2% | -$184K |
|
1395
Helix Energy Solutions
HLX
$932M
| $8.03M | 0.01% |
780,671
-14,654
| -2% | -$151K |
|
1396
Buckle
BKE
$3.06B
| $7.98M | 0.01% |
167,964
-1,126
| -0.7% | -$53.5K |
|
|
GTY
1397
Getty Realty Corp
GTY
$1.6B
| $7.98M | 0.01% |
273,056
+9,332
| +4% | +$273K |
|
|
ARI
1398
Apollo Commercial Real Estate
ARI
$1.53B
| $7.98M | 0.01% |
679,387
-24,294
| -3% | -$285K |
|
1399
Ultra Clean Holdings
UCTT
$1.12B
| $7.98M | 0.01% |
233,607
-7,195
| -3% | -$246K |
|
1400
Clearwater Analytics
CWAN
$5.82B
| $7.97M | 0.01% |
397,941
+293,366
| +281% | +$5.88M |
|