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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CLLS
1401
Cellectis
CLLS
$307M
| $9.95M | 0.01% |
1,225,553
-15,769
| -1% | -$128K |
|
1402
Werner Enterprises
WERN
$1.71B
| $9.95M | 0.01% |
208,725
-6,428
| -3% | -$306K |
|
1403
Alamo Group
ALG
$2.55B
| $9.94M | 0.01% |
67,554
-1,977
| -3% | -$291K |
|
|
GTY
1404
Getty Realty Corp
GTY
$1.6B
| $9.94M | 0.01% |
309,815
-38,037
| -11% | -$1.22M |
|
1405
The Greenbrier Companies
GBX
$1.45B
| $9.94M | 0.01% |
216,552
-4,125
| -2% | -$189K |
|
1406
CNX Resources
CNX
$4.2B
| $9.92M | 0.01% |
721,720
-32,910
| -4% | -$453K |
|
|
KRA
1407
DELISTED
Kraton Corporation
KRA
| $9.91M | 0.01% |
214,040
-5,214
| -2% | -$242K |
|
1408
City Holding Co
CHCO
$1.83B
| $9.89M | 0.01% |
120,864
-6,624
| -5% | -$542K |
|
1409
Capitol Federal Financial
CFFN
$844M
| $9.88M | 0.01% |
871,692
-20,018
| -2% | -$227K |
|
1410
Universal Corp
UVV
$1.4B
| $9.87M | 0.01% |
179,695
+12,004
| +7% | +$659K |
|
|
PXUS
1411
DELISTED
Principal International Adaptive Multi-Factor ETF
PXUS
| $9.84M | 0.01% |
390,001
| – | – |
|
|
DISH
1412
DELISTED
DISH Network Corp.
DISH
| $9.82M | 0.01% |
302,801
-10,341
| -3% | -$335K |
|
1413
Urban Edge Properties
UE
$2.66B
| $9.81M | 0.01% |
516,292
-51,709
| -9% | -$983K |
|
1414
Adtalem Global Education
ATGE
$4.94B
| $9.8M | 0.01% |
331,371
-5,752
| -2% | -$170K |
|
|
VRE
1415
Veris Residential
VRE
$1.51B
| $9.79M | 0.01% |
532,516
-12,973
| -2% | -$238K |
|
|
SVC
1416
Service Properties Trust
SVC
$472M
| $9.78M | 0.01% |
1,112,787
-24,718
| -2% | -$217K |
|
1417
AeroVironment
AVAV
$12.8B
| $9.77M | 0.01% |
157,436
-4,424
| -3% | -$274K |
|
|
BIG
1418
DELISTED
Big Lots, Inc.
BIG
| $9.77M | 0.01% |
216,759
-117,655
| -35% | -$5.3M |
|
1419
Haemonetics
HAE
$2.59B
| $9.74M | 0.01% |
183,597
+2,807
| +2% | +$149K |
|
1420
DXC Technology
DXC
$2.57B
| $9.73M | 0.01% |
302,193
-9,027
| -3% | -$291K |
|
1421
SPDR S&P Global Natural Resources ETF
GNR
$3.33B
| $9.72M | 0.01% |
180,053
-106,445
| -37% | -$5.74M |
|
1422
Invesco
IVZ
$10B
| $9.65M | 0.01% |
419,344
-16,657
| -4% | -$383K |
|
1423
Mercury Insurance
MCY
$4.34B
| $9.64M | 0.01% |
181,711
-18,958
| -9% | -$1.01M |
|
1424
Sea Limited
SE
$117B
| $9.64M | 0.01% |
43,084
-32,521
| -43% | -$7.28M |
|
1425
LendingTree
TREE
$985M
| $9.6M | 0.01% |
78,286
+37,151
| +90% | +$4.55M |
|