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 | |
|---|---|---|---|---|---|---|
1376
Ziff Davis
ZD
$1.5B
| $8M | ﹤0.01% |
212,797
+5,456
| +3% | +$205K |
|
1377
The Greenbrier Companies
GBX
$1.42B
| $8M | ﹤0.01% |
156,118
+4,089
| +3% | +$209K |
|
1378
MSC Industrial Direct
MSM
$5.09B
| $7.99M | ﹤0.01% |
102,875
+211
| +0.2% | +$16.4K |
|
1379
DiamondRock Hospitality
DRH
$1.71B
| $7.98M | ﹤0.01% |
1,034,246
+23,653
| +2% | +$183K |
|
1380
Texas Capital Bancshares
TCBI
$3.98B
| $7.97M | ﹤0.01% |
106,680
+549
| +0.5% | +$41K |
|
1381
Global Net Lease
GNL
$1.81B
| $7.93M | ﹤0.01% |
986,423
+25,741
| +3% | +$207K |
|
1382
Dynavax Technologies
DVAX
$1.1B
| $7.92M | ﹤0.01% |
610,880
+14,290
| +2% | +$185K |
|
1383
Avient
AVNT
$3.31B
| $7.87M | ﹤0.01% |
211,712
+1,977
| +0.9% | +$73.5K |
|
|
GTY
1384
Getty Realty Corp
GTY
$1.6B
| $7.86M | ﹤0.01% |
252,094
+6,658
| +3% | +$208K |
|
1385
Azenta
AZTA
$1.36B
| $7.85M | ﹤0.01% |
226,491
+5,408
| +2% | +$187K |
|
1386
Brighthouse Financial
BHF
$2.8B
| $7.83M | ﹤0.01% |
134,980
-1,187
| -0.9% | -$68.8K |
|
1387
ASML
ASML
$320B
| $7.82M | ﹤0.01% |
11,802
+1,777
| +18% | +$1.18M |
|
1388
Cable One
CABO
$968M
| $7.79M | ﹤0.01% |
29,302
+730
| +3% | +$194K |
|
1389
Worthington Enterprises
WOR
$3.17B
| $7.76M | ﹤0.01% |
154,928
+2,930
| +2% | +$147K |
|
1390
TripAdvisor
TRIP
$2.06B
| $7.76M | ﹤0.01% |
547,435
+13,131
| +2% | +$186K |
|
1391
International Seaways
INSW
$2.33B
| $7.71M | ﹤0.01% |
232,362
+7,818
| +3% | +$260K |
|
1392
Westlake Corp
WLK
$11.3B
| $7.7M | ﹤0.01% |
76,996
+315
| +0.4% | +$31.5K |
|
1393
ASGN Inc
ASGN
$2.26B
| $7.68M | ﹤0.01% |
121,845
+1,133
| +0.9% | +$71.4K |
|
1394
S&T Bancorp
STBA
$1.5B
| $7.67M | ﹤0.01% |
206,985
+5,290
| +3% | +$196K |
|
1395
Tandem Diabetes Care
TNDM
$829M
| $7.65M | ﹤0.01% |
399,450
+11,103
| +3% | +$213K |
|
1396
Brown-Forman Class B
BF.B
$13B
| $7.65M | ﹤0.01% |
225,388
-151
| -0.1% | -$5.13K |
|
1397
Northwest Bancshares
NWBI
$1.83B
| $7.63M | ﹤0.01% |
635,009
+17,172
| +3% | +$206K |
|
|
ELME
1398
Elme Communities
ELME
$1.51B
| $7.63M | ﹤0.01% |
438,383
+11,581
| +3% | +$202K |
|
1399
Westamerica Bancorp
WABC
$1.24B
| $7.61M | ﹤0.01% |
150,220
+5,356
| +4% | +$271K |
|
1400
Lakeland Financial Corp
LKFN
$1.66B
| $7.55M | ﹤0.01% |
127,021
+3,329
| +3% | +$198K |
|