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 | |
|---|---|---|---|---|---|---|
1401
PotlatchDeltic
PCH
$3.2B
| $7.52M | ﹤0.01% |
166,650
+1,624
| +1% | +$73.3K |
|
1402
NETSCOUT
NTCT
$1.8B
| $7.5M | ﹤0.01% |
357,176
+9,526
| +3% | +$200K |
|
1403
MGM Resorts International
MGM
$9.4B
| $7.48M | ﹤0.01% |
252,265
-3,703
| -1% | -$110K |
|
1404
Benchmark Electronics
BHE
$1.41B
| $7.43M | ﹤0.01% |
195,435
+4,991
| +3% | +$190K |
|
1405
Mercury Insurance
MCY
$4.4B
| $7.4M | ﹤0.01% |
132,459
+3,468
| +3% | +$194K |
|
1406
Cloudflare
NET
$77.1B
| $7.39M | ﹤0.01% |
65,613
-10,872
| -14% | -$1.23M |
|
1407
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| $7.38M | ﹤0.01% |
163,143
+1,230
| +0.8% | +$55.7K |
|
1408
Insperity
NSP
$1.99B
| $7.36M | ﹤0.01% |
82,509
-162
| -0.2% | -$14.5K |
|
1409
Hope Bancorp
HOPE
$1.4B
| $7.32M | ﹤0.01% |
699,108
+24,465
| +4% | +$256K |
|
1410
Carter's
CRI
$1.08B
| $7.32M | ﹤0.01% |
178,959
+4,145
| +2% | +$170K |
|
1411
JetBlue
JBLU
$1.84B
| $7.29M | ﹤0.01% |
1,512,443
+64,847
| +4% | +$313K |
|
1412
Customers Bancorp
CUBI
$2.32B
| $7.29M | ﹤0.01% |
145,201
+3,802
| +3% | +$191K |
|
1413
Victoria's Secret
VSCO
$2.12B
| $7.28M | ﹤0.01% |
391,764
+10,345
| +3% | +$192K |
|
1414
Freshworks
FRSH
$3.63B
| $7.24M | ﹤0.01% |
512,875
+495,108
| +2,787% | +$6.99M |
|
1415
Adeia
ADEA
$1.71B
| $7.21M | ﹤0.01% |
545,317
+12,608
| +2% | +$167K |
|
1416
Helen of Troy
HELE
$554M
| $7.2M | ﹤0.01% |
134,689
+3,384
| +3% | +$181K |
|
1417
Ingevity
NGVT
$2.12B
| $7.19M | ﹤0.01% |
181,510
+4,128
| +2% | +$163K |
|
1418
EchoStar
SATS
$21.5B
| $7.17M | ﹤0.01% |
280,126
-305,864
| -52% | -$7.82M |
|
1419
Federated Hermes
FHI
$4.16B
| $7.15M | ﹤0.01% |
175,445
+822
| +0.5% | +$33.5K |
|
1420
MillerKnoll
MLKN
$1.4B
| $7.14M | ﹤0.01% |
373,008
+4,555
| +1% | +$87.2K |
|
1421
Pitney Bowes
PBI
$1.96B
| $7.13M | ﹤0.01% |
788,203
+19,830
| +3% | +$179K |
|
1422
Photronics
PLAB
$1.33B
| $7.12M | ﹤0.01% |
342,886
+8,305
| +2% | +$172K |
|
1423
NCR Voyix
VYX
$1.77B
| $7.1M | ﹤0.01% |
728,597
+16,569
| +2% | +$162K |
|
1424
Nutrien
NTR
$27.7B
| $7.09M | ﹤0.01% |
142,879
+29,190
| +26% | +$1.45M |
|
1425
Harmony Biosciences
HRMY
$1.86B
| $7.08M | ﹤0.01% |
213,416
+4,753
| +2% | +$158K |
|