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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Custom Truck One Source
CTOS
$1.29B
| $5.24M | ﹤0.01% |
1,303,415
-59,599
| -4% | -$240K |
|
|
TPC
1402
Tutor Perini Corporation
TPC
$3.37B
| $5.21M | ﹤0.01% |
+427,983
| New | +$5.21M |
|
1403
Commault Systems
CVLT
$7.82B
| $5.19M | ﹤0.01% |
134,039
+2,904
| +2% | +$112K |
|
1404
Sunstone Hotel Investors
SHO
$1.85B
| $5.19M | ﹤0.01% |
636,481
-5,624,182
| -90% | -$45.8M |
|
1405
Minerals Technologies
MTX
$1.99B
| $5.18M | ﹤0.01% |
110,418
-6,004
| -5% | -$282K |
|
1406
Sally Beauty Holdings
SBH
$1.48B
| $5.17M | ﹤0.01% |
412,231
+8,629
| +2% | +$108K |
|
1407
Dine Brands
DIN
$368M
| $5.16M | ﹤0.01% |
122,627
-4,778
| -4% | -$201K |
|
1408
Ichor Holdings
ICHR
$579M
| $5.16M | ﹤0.01% |
194,041
+8,986
| +5% | +$239K |
|
1409
PVH
PVH
$3.9B
| $5.15M | ﹤0.01% |
107,236
-787
| -0.7% | -$37.8K |
|
1410
RadNet
RDNT
$5.69B
| $5.14M | ﹤0.01% |
323,598
+6,611
| +2% | +$105K |
|
1411
OFG Bancorp
OFG
$1.95B
| $5.13M | ﹤0.01% |
383,992
-6,096
| -2% | -$81.5K |
|
1412
TechTarget
TTGT
$427M
| $5.13M | ﹤0.01% |
170,659
-8,563
| -5% | -$257K |
|
1413
Dave & Buster's
PLAY
$817M
| $5.12M | ﹤0.01% |
384,307
+109,935
| +40% | +$1.47M |
|
|
PLC
1414
DELISTED
Principal Exchange-Traded Funds Principal U.S. Large-Cap Multi-Factor ETF
PLC
| $5.12M | ﹤0.01% |
199,921
| – | – |
|
1415
MacroGenics
MGNX
$100M
| $5.1M | ﹤0.01% |
182,606
-37,488
| -17% | -$1.05M |
|
1416
DocuSign
DOCU
$16.1B
| $5.1M | ﹤0.01% |
29,583
+8,760
| +42% | +$1.51M |
|
1417
AAR Corp
AIR
$2.67B
| $5.09M | ﹤0.01% |
246,437
-2,957
| -1% | -$61.1K |
|
1418
Marcus & Millichap
MMI
$1.26B
| $5.08M | ﹤0.01% |
176,000
-19,330
| -10% | -$558K |
|
1419
Exact Sciences
EXAS
$10.2B
| $5.06M | ﹤0.01% |
58,246
+18,685
| +47% | +$1.62M |
|
|
JWN
1420
DELISTED
Nordstrom
JWN
| $5.06M | ﹤0.01% |
326,606
+151,112
| +86% | +$2.34M |
|
1421
Inogen
INGN
$231M
| $5.02M | ﹤0.01% |
141,373
+2,850
| +2% | +$101K |
|
1422
CNX Resources
CNX
$4.25B
| $5.02M | ﹤0.01% |
580,041
+13,641
| +2% | +$118K |
|
1423
Boyd Gaming
BYD
$6.79B
| $5.01M | ﹤0.01% |
239,759
-10,784
| -4% | -$225K |
|
|
GDVD
1424
DELISTED
Principal Active Global Dividend Income ETF
GDVD
| $4.98M | ﹤0.01% |
189,578
+58,065
| +44% | +$1.53M |
|
1425
Veeco
VECO
$1.52B
| $4.98M | ﹤0.01% |
369,174
-1,841
| -0.5% | -$24.8K |
|