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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TWO
1451
Two Harbors Investment
TWO
$1.06B
| $6.74M | ﹤0.01% |
510,548
-25,316
| -5% | -$334K |
|
|
B
1452
Barrick Mining Corporation
B
$49.7B
| $6.72M | ﹤0.01% |
403,247
-65,447
| -14% | -$1.09M |
|
1453
American Woodmark
AMWD
$984M
| $6.72M | ﹤0.01% |
85,553
-4,090
| -5% | -$321K |
|
1454
Mohawk Industries
MHK
$8.63B
| $6.72M | ﹤0.01% |
59,123
-1,267
| -2% | -$144K |
|
1455
Gulfport Energy Corp
GPOR
$3.01B
| $6.7M | ﹤0.01% |
44,352
-168,611
| -79% | -$25.5M |
|
1456
Horace Mann Educators
HMN
$1.91B
| $6.59M | ﹤0.01% |
202,082
-9,978
| -5% | -$325K |
|
1457
Sprinklr
CXM
$1.91B
| $6.58M | ﹤0.01% |
684,113
-5,942
| -0.9% | -$57.2K |
|
1458
Sweetgreen
SG
$1.02B
| $6.58M | ﹤0.01% |
218,281
+205,519
| +1,610% | +$6.19M |
|
1459
Veritex Holdings
VBTX
$1.88B
| $6.55M | ﹤0.01% |
310,805
-5,245
| -2% | -$111K |
|
1460
Xerox
XRX
$467M
| $6.55M | ﹤0.01% |
563,834
-23,727
| -4% | -$276K |
|
1461
iShares MSCI World ETF
URTH
$5.72B
| $6.55M | ﹤0.01% |
44,390
-107,347
| -71% | -$15.8M |
|
1462
Adeia
ADEA
$1.69B
| $6.51M | ﹤0.01% |
581,989
-14,045
| -2% | -$157K |
|
1463
Structure Therapeutics
GPCR
$1.19B
| $6.49M | ﹤0.01% |
+165,244
| New | +$6.49M |
|
1464
First Bancorp
FBNC
$2.28B
| $6.48M | ﹤0.01% |
202,972
-10,305
| -5% | -$329K |
|
|
GTY
1465
Getty Realty Corp
GTY
$1.6B
| $6.46M | ﹤0.01% |
242,286
-12,450
| -5% | -$332K |
|
1466
NETSCOUT
NTCT
$1.82B
| $6.44M | ﹤0.01% |
352,063
-16,399
| -4% | -$300K |
|
1467
Embraer
ERJ
$11B
| $6.44M | ﹤0.01% |
249,562
+36,803
| +17% | +$950K |
|
1468
Hope Bancorp
HOPE
$1.42B
| $6.39M | ﹤0.01% |
594,508
-28,599
| -5% | -$307K |
|
1469
Dave & Buster's
PLAY
$784M
| $6.38M | ﹤0.01% |
160,355
-7,438
| -4% | -$296K |
|
1470
Ichor Holdings
ICHR
$583M
| $6.38M | ﹤0.01% |
165,410
+12,705
| +8% | +$490K |
|
1471
Principal Focused Blue Chip ETF
BCHP
$156M
| $6.37M | ﹤0.01% |
198,099
| – | – |
|
1472
Confluent
CFLT
$6.81B
| $6.36M | ﹤0.01% |
215,464
+20,504
| +11% | +$605K |
|
1473
BancFirst
BANF
$4.49B
| $6.33M | ﹤0.01% |
72,226
-3,925
| -5% | -$344K |
|
1474
Avis
CAR
$5.45B
| $6.33M | ﹤0.01% |
60,582
-9,182
| -13% | -$960K |
|
|
ARI
1475
Apollo Commercial Real Estate
ARI
$1.54B
| $6.33M | ﹤0.01% |
646,309
-33,663
| -5% | -$330K |
|