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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$173M |
| 2 |
FRC
First Republic Bank
FRC
|
+$124M |
| 3 |
Equinix
EQIX
|
+$94.5M |
| 4 |
Brookfield
BN
|
+$89.3M |
| 5 |
Hilton Worldwide
HLT
|
+$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Brinker International
EAT
$6.88B
| $7.35M | 0.01% |
203,678
+3,638
| +2% | +$131K |
|
1402
Boston Beer
SAM
$2.39B
| $7.33M | 0.01% |
38,762
+1,456
| +4% | +$275K |
|
|
JCP
1403
DELISTED
J.C. Penney Company, Inc.
JCP
| $7.32M | 0.01% |
2,424,369
+64,206
| +3% | +$194K |
|
1404
Werner Enterprises
WERN
$1.66B
| $7.3M | 0.01% |
200,107
+12,853
| +7% | +$469K |
|
|
EGOV
1405
DELISTED
NIC Inc
EGOV
| $7.26M | 0.01% |
545,760
+15,642
| +3% | +$208K |
|
1406
National Bank Holdings
NBHC
$1.47B
| $7.25M | 0.01% |
217,918
+7,914
| +4% | +$263K |
|
|
INVX
1407
Innovex International, Inc.
INVX
$1.15B
| $7.23M | 0.01% |
161,437
-163
| -0.1% | -$7.3K |
|
1408
Tompkins Financial
TMP
$998M
| $7.18M | 0.01% |
94,717
+2,245
| +2% | +$170K |
|
|
BEL
1409
DELISTED
Belmond Ltd.
BEL
| $7.18M | 0.01% |
643,570
+15,609
| +2% | +$174K |
|
|
VSTO
1410
DELISTED
Vista Outdoor Inc.
VSTO
| $7.17M | 0.01% |
439,378
+9,293
| +2% | +$152K |
|
|
TYPE
1411
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $7.15M | 0.01% |
318,558
+6,262
| +2% | +$141K |
|
|
NE
1412
DELISTED
Noble Corporation
NE
| $7.11M | 0.01% |
1,916,943
+58,402
| +3% | +$217K |
|
1413
World Kinect Corp
WKC
$1.41B
| $7.11M | 0.01% |
289,617
-4,001
| -1% | -$98.2K |
|
|
RTEC
1414
DELISTED
Rudolph Technologies Inc
RTEC
| $7.11M | 0.01% |
256,552
+6,845
| +3% | +$190K |
|
1415
Customers Bancorp
CUBI
$2.35B
| $7.11M | 0.01% |
243,728
+12,127
| +5% | +$354K |
|
1416
Mercury Insurance
MCY
$4.31B
| $7.09M | 0.01% |
154,593
-442
| -0.3% | -$20.3K |
|
|
GENY
1417
DELISTED
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
| $7.07M | 0.01% |
200,001
| – | – |
|
1418
Bunge Global
BG
$16.5B
| $7.05M | 0.01% |
95,294
+9,447
| +11% | +$699K |
|
|
BGG
1419
DELISTED
Briggs & Stratton Corp.
BGG
| $7.04M | 0.01% |
328,914
+8,177
| +3% | +$175K |
|
1420
Marten Transport
MRTN
$949M
| $7.04M | 0.01% |
463,191
+14,205
| +3% | +$216K |
|
|
MTSC
1421
DELISTED
MTS Systems Corp
MTSC
| $7.04M | 0.01% |
136,280
+3,256
| +2% | +$168K |
|
|
LABL
1422
DELISTED
Multi-Color Corp
LABL
| $7.04M | 0.01% |
106,538
+2,524
| +2% | +$167K |
|
|
DEA
1423
Easterly Government Properties
DEA
$1.06B
| $7.03M | 0.01% |
137,869
+6,545
| +5% | +$334K |
|
1424
Sturm, Ruger & Co
RGR
$587M
| $7.01M | 0.01% |
133,582
+1,761
| +1% | +$92.5K |
|
|
FSP
1425
Franklin Street Properties
FSP
$172M
| $7M | 0.01% |
832,796
+19,493
| +2% | +$164K |
|