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 | |
|---|---|---|---|---|---|---|
|
INVX
1451
Innovex International, Inc.
INVX
$1.15B
| $8.72M | 0.01% |
233,420
-2,029
| -0.9% | -$75.8K |
|
1452
DaVita
DVA
$9.53B
| $8.71M | 0.01% |
76,959
-5,740
| -7% | -$649K |
|
1453
Marcus & Millichap
MMI
$1.3B
| $8.7M | 0.01% |
165,127
-1,337
| -0.8% | -$70.4K |
|
1454
Alphatec Holdings
ATEC
$2.3B
| $8.68M | 0.01% |
754,377
+173,103
| +30% | +$1.99M |
|
1455
Marqeta
MQ
$2.68B
| $8.67M | 0.01% |
+785,726
| New | +$8.67M |
|
1456
AMC Networks
AMCX
$346M
| $8.66M | 0.01% |
213,199
-12,249
| -5% | -$498K |
|
1457
Denali Therapeutics
DNLI
$2.17B
| $8.65M | 0.01% |
269,004
-61,271
| -19% | -$1.97M |
|
1458
Ollie's Bargain Outlet
OLLI
$8.05B
| $8.6M | 0.01% |
200,096
-5,875
| -3% | -$252K |
|
1459
Apogee Enterprises
APOG
$941M
| $8.58M | 0.01% |
180,781
-12,968
| -7% | -$615K |
|
1460
Safety Insurance
SAFT
$1.12B
| $8.54M | 0.01% |
94,040
-829
| -0.9% | -$75.3K |
|
1461
M/I Homes
MHO
$4.14B
| $8.52M | 0.01% |
192,074
-1,662
| -0.9% | -$73.7K |
|
1462
Mohawk Industries
MHK
$8.67B
| $8.51M | 0.01% |
68,553
-852
| -1% | -$106K |
|
1463
PENN Entertainment
PENN
$2.92B
| $8.51M | 0.01% |
200,600
+2,731
| +1% | +$116K |
|
1464
Scholastic
SCHL
$685M
| $8.51M | 0.01% |
211,180
-8,345
| -4% | -$336K |
|
1465
La-Z-Boy
LZB
$1.44B
| $8.49M | 0.01% |
321,942
-21,811
| -6% | -$575K |
|
|
NXGN
1466
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $8.49M | 0.01% |
405,905
-29,392
| -7% | -$615K |
|
1467
Minerals Technologies
MTX
$2.04B
| $8.49M | 0.01% |
128,283
-13,070
| -9% | -$865K |
|
1468
SpartanNash
SPTN
$898M
| $8.46M | 0.01% |
256,336
-10,935
| -4% | -$361K |
|
1469
AZZ Inc
AZZ
$3.6B
| $8.44M | 0.01% |
175,040
-8,355
| -5% | -$403K |
|
1470
e.l.f. Beauty
ELF
$7.82B
| $8.41M | 0.01% |
325,652
-1,558
| -0.5% | -$40.2K |
|
1471
LiveRamp
RAMP
$1.77B
| $8.41M | 0.01% |
224,938
-7,614
| -3% | -$285K |
|
1472
G-III Apparel Group
GIII
$1.15B
| $8.41M | 0.01% |
310,851
-13,889
| -4% | -$376K |
|
1473
Suncor Energy
SU
$50.9B
| $8.41M | 0.01% |
+258,059
| New | +$8.41M |
|
1474
Regenxbio
RGNX
$478M
| $8.4M | 0.01% |
253,100
-2,430
| -1% | -$80.6K |
|
1475
StoneX
SNEX
$5.14B
| $8.4M | 0.01% |
254,558
+1,939
| +0.8% | +$64K |
|