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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GTY
1451
Getty Realty Corp
GTY
$1.61B
| $7.73M | 0.01% |
270,680
+13,383
| +5% | +$382K |
|
1452
LGI Homes
LGIH
$1.45B
| $7.73M | 0.01% |
162,836
+9,090
| +6% | +$431K |
|
1453
News Corp Class A
NWSA
$16.6B
| $7.72M | 0.01% |
585,453
+4,813
| +0.8% | +$63.5K |
|
1454
Cars.com
CARS
$847M
| $7.72M | 0.01% |
279,558
-36,991
| -12% | -$1.02M |
|
1455
LendingTree
TREE
$978M
| $7.71M | 0.01% |
33,500
-333
| -1% | -$76.6K |
|
|
GENY
1456
DELISTED
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
| $7.7M | 0.01% |
200,001
| – | – |
|
1457
Stride
LRN
$7.03B
| $7.7M | 0.01% |
434,843
-2,042
| -0.5% | -$36.1K |
|
1458
Mattel
MAT
$5.8B
| $7.67M | 0.01% |
488,733
+8,441
| +2% | +$133K |
|
1459
E.W. Scripps
SSP
$257M
| $7.65M | 0.01% |
463,656
+34,342
| +8% | +$567K |
|
|
SRCL
1460
DELISTED
Stericycle Inc
SRCL
| $7.64M | 0.01% |
130,193
+1,816
| +1% | +$107K |
|
|
DISCA
1461
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $7.62M | 0.01% |
238,205
+2,361
| +1% | +$75.6K |
|
|
CIR
1462
DELISTED
CIRCOR International, Inc
CIR
| $7.61M | 0.01% |
160,171
+5,706
| +4% | +$271K |
|
|
ARR
1463
Armour Residential REIT
ARR
$1.72B
| $7.6M | 0.01% |
67,708
+2,418
| +4% | +$271K |
|
|
UHT
1464
Universal Health Realty Income Trust
UHT
$583M
| $7.6M | 0.01% |
102,103
+3,653
| +4% | +$272K |
|
1465
Genesco
GCO
$365M
| $7.57M | 0.01% |
160,802
+5,645
| +4% | +$266K |
|
1466
Heartland Express
HTLD
$671M
| $7.57M | 0.01% |
383,674
-1,085
| -0.3% | -$21.4K |
|
1467
Brighthouse Financial
BHF
$2.79B
| $7.53M | 0.01% |
170,103
+25,392
| +18% | +$1.12M |
|
1468
Sociedad Química y Minera de Chile
SQM
$12.2B
| $7.5M | 0.01% |
+164,022
| New | +$7.5M |
|
1469
Alamo Group
ALG
$2.56B
| $7.48M | 0.01% |
81,684
+3,191
| +4% | +$292K |
|
1470
Ambac
AMBC
$414M
| $7.47M | 0.01% |
366,025
+12,861
| +4% | +$263K |
|
1471
Quanta Services
PWR
$58.1B
| $7.45M | 0.01% |
223,127
-1,600
| -0.7% | -$53.4K |
|
|
ECHO
1472
DELISTED
Echo Global Logistics, Inc.
ECHO
| $7.33M | 0.01% |
236,960
+29,194
| +14% | +$904K |
|
|
TYPE
1473
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $7.33M | 0.01% |
362,918
+11,731
| +3% | +$237K |
|
1474
Adtran
ADTN
$849M
| $7.33M | 0.01% |
415,059
+12,605
| +3% | +$222K |
|
1475
Onto Innovation
ONTO
$5.3B
| $7.31M | 0.01% |
194,892
+8,767
| +5% | +$329K |
|