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 |
Brookfield
BN
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CUTR
1426
DELISTED
Cutera, Inc.
CUTR
| $9.15M | 0.01% |
132,623
-7,615
| -5% | -$525K |
|
1427
TripAdvisor
TRIP
$2.08B
| $9.14M | 0.01% |
337,176
-2,181
| -0.6% | -$59.1K |
|
1428
Dine Brands
DIN
$372M
| $9.09M | 0.01% |
116,556
-774
| -0.7% | -$60.3K |
|
1429
Fulton Financial
FULT
$3.52B
| $9.07M | 0.01% |
545,474
-5,701
| -1% | -$94.8K |
|
1430
Standex International
SXI
$2.52B
| $9.06M | 0.01% |
90,637
-4,509
| -5% | -$451K |
|
1431
Alaska Air
ALK
$7.36B
| $9.04M | 0.01% |
155,740
+2,975
| +2% | +$173K |
|
1432
Archrock
AROC
$4.36B
| $9.03M | 0.01% |
977,880
-48,636
| -5% | -$449K |
|
1433
American Eagle Outfitters
AEO
$3.4B
| $8.98M | 0.01% |
534,537
-2,417
| -0.5% | -$40.6K |
|
1434
Enerpac Tool Group
EPAC
$2.33B
| $8.96M | 0.01% |
409,328
-2,459
| -0.6% | -$53.8K |
|
1435
Vornado Realty Trust
VNO
$8.07B
| $8.96M | 0.01% |
197,698
+3,204
| +2% | +$145K |
|
1436
City Holding Co
CHCO
$1.83B
| $8.91M | 0.01% |
113,227
-7,637
| -6% | -$601K |
|
|
ENFN
1437
DELISTED
Enfusion, Inc.
ENFN
| $8.9M | 0.01% |
699,676
+73,224
| +12% | +$931K |
|
1438
BellRing Brands
BRBR
$4.7B
| $8.9M | 0.01% |
+385,405
| New | +$8.9M |
|
|
KREF
1439
KKR Real Estate Finance Trust
KREF
$638M
| $8.89M | 0.01% |
431,149
-62,261
| -13% | -$1.28M |
|
1440
CoreCivic
CXW
$2.29B
| $8.87M | 0.01% |
794,038
-16,762
| -2% | -$187K |
|
|
AAMI
1441
Acadian Asset Management Inc.
AAMI
$1.73B
| $8.87M | 0.01% |
365,614
-84,059
| -19% | -$2.04M |
|
1442
MillerKnoll
MLKN
$1.44B
| $8.85M | 0.01% |
256,117
-2,773
| -1% | -$95.8K |
|
|
FL
1443
DELISTED
Foot Locker
FL
| $8.84M | 0.01% |
298,080
-12,466
| -4% | -$370K |
|
1444
Spotify
SPOT
$142B
| $8.79M | 0.01% |
58,174
-210,222
| -78% | -$31.7M |
|
1445
Design Therapeutics
DSGN
$339M
| $8.78M | 0.01% |
543,912
+21,458
| +4% | +$347K |
|
1446
Century Aluminum
CENX
$2.29B
| $8.77M | 0.01% |
333,162
-2,669
| -0.8% | -$70.2K |
|
1447
OFG Bancorp
OFG
$1.97B
| $8.74M | 0.01% |
328,124
-4,014
| -1% | -$107K |
|
1448
Enanta Pharmaceuticals
ENTA
$185M
| $8.74M | 0.01% |
122,768
+507
| +0.4% | +$36.1K |
|
1449
Southside Bancshares
SBSI
$927M
| $8.73M | 0.01% |
213,862
-1,258
| -0.6% | -$51.4K |
|
|
CNR
1450
Core Natural Resources, Inc.
CNR
$3.72B
| $8.73M | 0.01% |
231,940
-13,395
| -5% | -$504K |
|