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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Dorian LPG
LPG
$1.35B
| $6.84M | ﹤0.01% |
198,742
-12,721
| -6% | -$438K |
|
1452
Teradata
TDC
$2.04B
| $6.8M | ﹤0.01% |
224,227
-98,774
| -31% | -$3M |
|
|
VRE
1453
Veris Residential
VRE
$1.51B
| $6.8M | ﹤0.01% |
380,593
-16,308
| -4% | -$291K |
|
|
TWO
1454
Two Harbors Investment
TWO
$1.05B
| $6.78M | ﹤0.01% |
488,504
-22,044
| -4% | -$306K |
|
1455
US Physical Therapy
USPH
$1.25B
| $6.75M | ﹤0.01% |
79,817
+766
| +1% | +$64.8K |
|
1456
Veritex Holdings
VBTX
$1.88B
| $6.74M | ﹤0.01% |
256,225
-54,580
| -18% | -$1.44M |
|
1457
Ingevity
NGVT
$2.14B
| $6.72M | ﹤0.01% |
172,193
-7,553
| -4% | -$295K |
|
1458
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $6.69M | ﹤0.01% |
220,848
+145,000
| +191% | +$4.39M |
|
1459
Sabre
SABR
$742M
| $6.68M | ﹤0.01% |
1,820,038
-66,322
| -4% | -$243K |
|
1460
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| $6.66M | ﹤0.01% |
139,244
+113,699
| +445% | +$5.44M |
|
1461
Cloudflare
NET
$78.3B
| $6.65M | ﹤0.01% |
82,257
-85,658
| -51% | -$6.93M |
|
1462
Royal Bank of Canada
RY
$205B
| $6.65M | ﹤0.01% |
53,200
-5,900
| -10% | -$737K |
|
1463
Trupanion
TRUP
$1.87B
| $6.62M | ﹤0.01% |
157,776
-21,393
| -12% | -$898K |
|
1464
Wolverine World Wide
WWW
$2.48B
| $6.6M | ﹤0.01% |
379,042
-18,119
| -5% | -$316K |
|
1465
CoreCivic
CXW
$2.29B
| $6.58M | ﹤0.01% |
519,795
-28,864
| -5% | -$365K |
|
|
ALEX
1466
Alexander & Baldwin
ALEX
$1.37B
| $6.57M | ﹤0.01% |
342,337
-15,762
| -4% | -$303K |
|
1467
Fox Class B
FOX
$25.9B
| $6.57M | ﹤0.01% |
169,341
-8,987
| -5% | -$349K |
|
1468
Principal Focused Blue Chip ETF
BCHP
$156M
| $6.55M | ﹤0.01% |
198,099
| – | – |
|
1469
Lindsay Corp
LNN
$1.53B
| $6.54M | ﹤0.01% |
52,504
-3,369
| -6% | -$420K |
|
|
AAT
1470
American Assets Trust
AAT
$1.28B
| $6.53M | ﹤0.01% |
244,329
-20,603
| -8% | -$551K |
|
1471
CSG Systems International
CSGS
$1.89B
| $6.52M | ﹤0.01% |
133,988
-7,504
| -5% | -$365K |
|
1472
Federated Hermes
FHI
$4.2B
| $6.51M | ﹤0.01% |
177,174
-84,133
| -32% | -$3.09M |
|
1473
Harmony Biosciences
HRMY
$1.92B
| $6.5M | ﹤0.01% |
162,469
-19,654
| -11% | -$786K |
|
1474
DNOW Inc
DNOW
$1.65B
| $6.49M | ﹤0.01% |
501,863
-25,076
| -5% | -$324K |
|
1475
Customers Bancorp
CUBI
$2.33B
| $6.46M | ﹤0.01% |
138,981
-36,559
| -21% | -$1.7M |
|