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 | |
|---|---|---|---|---|---|---|
1426
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $7.07M | ﹤0.01% |
135,000
-155,000
| -53% | -$8.12M |
|
1427
Atlas Energy Solutions
AESI
$1.34B
| $7.06M | ﹤0.01% |
395,952
+63,036
| +19% | +$1.12M |
|
1428
LivaNova
LIVN
$3.07B
| $7.05M | ﹤0.01% |
179,546
+3,668
| +2% | +$144K |
|
1429
Herc Holdings
HRI
$4.2B
| $7.02M | ﹤0.01% |
52,290
+21,808
| +72% | +$2.93M |
|
|
UNIT
1430
Uniti Group
UNIT
$1.71B
| $7.02M | ﹤0.01% |
1,392,105
+47,793
| +4% | +$241K |
|
1431
Lindsay Corp
LNN
$1.52B
| $6.99M | ﹤0.01% |
55,251
+1,423
| +3% | +$180K |
|
1432
Hilltop Holdings
HTH
$2.18B
| $6.98M | ﹤0.01% |
229,375
+5,685
| +3% | +$173K |
|
|
AMED
1433
DELISTED
Amedisys
AMED
| $6.98M | ﹤0.01% |
75,388
+334
| +0.4% | +$30.9K |
|
1434
Dutch Bros
BROS
$8.2B
| $6.97M | ﹤0.01% |
112,920
-21,643
| -16% | -$1.34M |
|
1435
Choice Hotels
CHH
$5.22B
| $6.93M | ﹤0.01% |
52,210
-178
| -0.3% | -$23.6K |
|
|
TWO
1436
Two Harbors Investment
TWO
$1.05B
| $6.9M | ﹤0.01% |
516,344
+13,678
| +3% | +$183K |
|
1437
Universal Corp
UVV
$1.38B
| $6.89M | ﹤0.01% |
122,919
+3,219
| +3% | +$180K |
|
1438
Astrana Health
ASTH
$1.4B
| $6.88M | ﹤0.01% |
221,896
+4,963
| +2% | +$154K |
|
1439
Andersons Inc
ANDE
$1.38B
| $6.87M | ﹤0.01% |
160,077
+4,135
| +3% | +$178K |
|
1440
Iridium Communications
IRDM
$1.89B
| $6.86M | ﹤0.01% |
251,019
-10,115
| -4% | -$276K |
|
1441
LGI Homes
LGIH
$1.39B
| $6.85M | ﹤0.01% |
103,084
+2,675
| +3% | +$178K |
|
1442
Veeco
VECO
$1.52B
| $6.85M | ﹤0.01% |
341,069
+13,182
| +4% | +$265K |
|
1443
Envista
NVST
$3.49B
| $6.84M | ﹤0.01% |
396,548
+2,008
| +0.5% | +$34.7K |
|
1444
Alpha Metallurgical Resources
AMR
$1.87B
| $6.84M | ﹤0.01% |
54,592
+1,234
| +2% | +$155K |
|
1445
Dentsply Sirona
XRAY
$2.7B
| $6.83M | ﹤0.01% |
457,397
+1,708
| +0.4% | +$25.5K |
|
1446
Virtus Investment Partners
VRTS
$1.34B
| $6.83M | ﹤0.01% |
39,629
+1,290
| +3% | +$222K |
|
1447
A10 Networks
ATEN
$1.29B
| $6.81M | ﹤0.01% |
416,548
+12,282
| +3% | +$201K |
|
|
VRE
1448
Veris Residential
VRE
$1.49B
| $6.8M | ﹤0.01% |
402,124
+10,293
| +3% | +$174K |
|
1449
Veritex Holdings
VBTX
$1.88B
| $6.78M | ﹤0.01% |
271,362
+7,255
| +3% | +$181K |
|
|
JBGS
1450
JBG SMITH
JBGS
$1.45B
| $6.77M | ﹤0.01% |
420,525
+11,005
| +3% | +$177K |
|