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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Interparfums
IPAR
$3.49B
| $7.46M | 0.01% |
139,408
+7,934
| +6% | +$424K |
|
|
ARR
1452
Armour Residential REIT
ARR
$1.72B
| $7.45M | 0.01% |
65,290
-16,884
| -21% | -$1.93M |
|
|
NXGN
1453
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $7.43M | 0.01% |
381,142
+18,777
| +5% | +$366K |
|
1454
Encore Capital Group
ECPG
$1.02B
| $7.41M | 0.01% |
202,398
+2,605
| +1% | +$95.3K |
|
|
GENY
1455
DELISTED
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
| $7.4M | 0.01% |
200,001
| – | – |
|
1456
Flowserve
FLS
$7.41B
| $7.4M | 0.01% |
183,061
-341
| -0.2% | -$13.8K |
|
1457
H&R Block
HRB
$6.98B
| $7.39M | 0.01% |
324,199
-2,514
| -0.8% | -$57.3K |
|
|
APTI
1458
DELISTED
Apptio, Inc. Class A Common Stock
APTI
| $7.36M | 0.01% |
203,263
-101,934
| -33% | -$3.69M |
|
1459
Artivion
AORT
$2B
| $7.33M | 0.01% |
263,303
-456
| -0.2% | -$12.7K |
|
|
MTSC
1460
DELISTED
MTS Systems Corp
MTSC
| $7.31M | 0.01% |
138,898
+2,618
| +2% | +$138K |
|
|
FBR
1461
DELISTED
Fibria Celulose Sa
FBR
| $7.31M | 0.01% |
393,097
+67,911
| +21% | +$1.26M |
|
|
BEL
1462
DELISTED
Belmond Ltd.
BEL
| $7.29M | 0.01% |
654,131
+10,561
| +2% | +$118K |
|
1463
Southern Copper
SCCO
$85.3B
| $7.29M | 0.01% |
163,320
+28,386
| +21% | +$1.27M |
|
1464
RE/MAX Holdings
RMAX
$199M
| $7.27M | 0.01% |
138,661
-4,529
| -3% | -$238K |
|
1465
Pathward Financial
CASH
$1.74B
| $7.27M | 0.01% |
223,956
+15,033
| +7% | +$488K |
|
|
GTY
1466
Getty Realty Corp
GTY
$1.61B
| $7.25M | 0.01% |
257,297
+4,668
| +2% | +$131K |
|
|
IPHS
1467
DELISTED
Innophos Holdings, Inc.
IPHS
| $7.25M | 0.01% |
152,235
-2,264
| -1% | -$108K |
|
|
FSP
1468
Franklin Street Properties
FSP
$175M
| $7.24M | 0.01% |
846,092
+13,296
| +2% | +$114K |
|
|
B
1469
Barrick Mining Corporation
B
$50.2B
| $7.24M | 0.01% |
551,357
+18,601
| +3% | +$244K |
|
1470
LendingTree
TREE
$978M
| $7.23M | 0.01% |
33,833
-9,435
| -22% | -$2.02M |
|
|
GBNK
1471
DELISTED
Guaranty Bancorp
GBNK
| $7.22M | 0.01% |
242,288
+3,133
| +1% | +$93.4K |
|
1472
SpartanNash
SPTN
$898M
| $7.21M | 0.01% |
282,414
+5,173
| +2% | +$132K |
|
1473
Virtus Investment Partners
VRTS
$1.36B
| $7.19M | 0.01% |
56,224
+1,261
| +2% | +$161K |
|
|
FARO
1474
DELISTED
Faro Technologies
FARO
| $7.18M | 0.01% |
132,097
+3,343
| +3% | +$182K |
|
1475
Mercury Insurance
MCY
$4.38B
| $7.15M | 0.01% |
157,012
+2,419
| +2% | +$110K |
|