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
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Arcus Biosciences
RCUS
$1.27B
| $6.66M | ﹤0.01% |
328,130
+3,390
| +1% | +$68.9K |
|
1427
Comstock Resources
CRK
$4.56B
| $6.66M | ﹤0.01% |
573,949
-32,925
| -5% | -$382K |
|
1428
Wolverine World Wide
WWW
$2.54B
| $6.63M | ﹤0.01% |
451,652
-23,232
| -5% | -$341K |
|
|
FBRT
1429
Franklin BSP Realty Trust
FBRT
$957M
| $6.63M | ﹤0.01% |
467,928
-30,516
| -6% | -$432K |
|
1430
Compass Minerals
CMP
$769M
| $6.61M | ﹤0.01% |
194,335
-11,431
| -6% | -$389K |
|
1431
United Natural Foods
UNFI
$1.75B
| $6.6M | ﹤0.01% |
337,581
-23,792
| -7% | -$465K |
|
1432
TripAdvisor
TRIP
$2.06B
| $6.57M | ﹤0.01% |
398,594
-16,048
| -4% | -$265K |
|
|
CIR
1433
DELISTED
CIRCOR International, Inc
CIR
| $6.54M | ﹤0.01% |
115,893
-6,903
| -6% | -$390K |
|
1434
MillerKnoll
MLKN
$1.42B
| $6.53M | ﹤0.01% |
441,787
-14,493
| -3% | -$214K |
|
1435
Kaiser Aluminum
KALU
$1.23B
| $6.51M | ﹤0.01% |
90,912
-9,375
| -9% | -$672K |
|
1436
Scholastic
SCHL
$678M
| $6.46M | ﹤0.01% |
166,056
-21,099
| -11% | -$821K |
|
1437
Harmony Biosciences
HRMY
$1.93B
| $6.46M | ﹤0.01% |
183,490
-3,173
| -2% | -$112K |
|
1438
National Beverage
FIZZ
$3.68B
| $6.44M | ﹤0.01% |
133,093
-7,944
| -6% | -$384K |
|
1439
Lazard
LAZ
$5.36B
| $6.43M | ﹤0.01% |
201,049
-128
| -0.1% | -$4.1K |
|
1440
Comerica
CMA
$8.99B
| $6.4M | ﹤0.01% |
151,180
-9,269
| -6% | -$393K |
|
1441
Stewart Information Services
STC
$2.08B
| $6.37M | ﹤0.01% |
154,946
-9,049
| -6% | -$372K |
|
1442
Hain Celestial
HAIN
$180M
| $6.35M | ﹤0.01% |
507,960
-61,386
| -11% | -$768K |
|
1443
Gogo Inc
GOGO
$1.38B
| $6.34M | ﹤0.01% |
372,577
-17,424
| -4% | -$296K |
|
1444
Global Net Lease
GNL
$1.82B
| $6.32M | ﹤0.01% |
614,617
-12,497
| -2% | -$128K |
|
|
VMW
1445
DELISTED
VMware, Inc
VMW
| $6.32M | ﹤0.01% |
43,961
+9,987
| +29% | +$1.44M |
|
1446
Mohawk Industries
MHK
$8.62B
| $6.31M | ﹤0.01% |
61,164
-3,914
| -6% | -$404K |
|
1447
Healthcare Services Group
HCSG
$1.17B
| $6.31M | ﹤0.01% |
422,593
-42,961
| -9% | -$641K |
|
1448
DNOW Inc
DNOW
$1.63B
| $6.31M | ﹤0.01% |
608,838
-77,473
| -11% | -$803K |
|
1449
Uber
UBER
$199B
| $6.28M | ﹤0.01% |
145,475
+34,465
| +31% | +$1.49M |
|
|
UNIT
1450
Uniti Group
UNIT
$1.7B
| $6.27M | ﹤0.01% |
1,356,353
-155,918
| -10% | -$720K |
|