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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Grocery Outlet
GO
$1.74B
| $6.74M | ﹤0.01% |
482,178
+11,080
| +2% | +$155K |
|
1452
Mohawk Industries
MHK
$8.45B
| $6.74M | ﹤0.01% |
59,031
-198
| -0.3% | -$22.6K |
|
1453
Power Integrations
POWI
$2.48B
| $6.7M | ﹤0.01% |
132,718
+440
| +0.3% | +$22.2K |
|
1454
Papa John's
PZZA
$1.65B
| $6.69M | ﹤0.01% |
162,923
+3,895
| +2% | +$160K |
|
1455
Harley-Davidson
HOG
$3.63B
| $6.67M | ﹤0.01% |
264,185
+1,178
| +0.4% | +$29.7K |
|
1456
Pacira BioSciences
PCRX
$1.22B
| $6.64M | ﹤0.01% |
267,276
+9,543
| +4% | +$237K |
|
1457
Trade Desk
TTD
$22.1B
| $6.64M | ﹤0.01% |
121,312
-58,246
| -32% | -$3.19M |
|
1458
Knowles
KN
$1.9B
| $6.63M | ﹤0.01% |
436,486
+9,418
| +2% | +$143K |
|
1459
WisdomTree
WT
$2.11B
| $6.63M | ﹤0.01% |
743,700
+15,355
| +2% | +$137K |
|
1460
WK Kellogg Co
KLG
$1.99B
| $6.6M | ﹤0.01% |
330,984
+7,398
| +2% | +$147K |
|
1461
CTS Corp
CTS
$1.23B
| $6.6M | ﹤0.01% |
158,729
+3,711
| +2% | +$154K |
|
1462
Abacus Life
ABL
$628M
| $6.59M | ﹤0.01% |
879,438
-65,002
| -7% | -$487K |
|
1463
Stellar Bancorp
STEL
$1.61B
| $6.55M | ﹤0.01% |
236,895
+6,303
| +3% | +$174K |
|
1464
Check Point Software Technologies
CHKP
$21B
| $6.55M | ﹤0.01% |
28,723
-353
| -1% | -$80.5K |
|
1465
Sunrun
RUN
$3.71B
| $6.55M | ﹤0.01% |
1,116,909
+29,227
| +3% | +$171K |
|
|
ARR
1466
Armour Residential REIT
ARR
$1.72B
| $6.48M | ﹤0.01% |
379,182
+108,769
| +40% | +$1.86M |
|
1467
Acadia Healthcare
ACHC
$2.01B
| $6.48M | ﹤0.01% |
213,583
-411,358
| -66% | -$12.5M |
|
1468
Olin
OLN
$3.02B
| $6.45M | ﹤0.01% |
266,229
-975
| -0.4% | -$23.6K |
|
1469
Ashland
ASH
$2.41B
| $6.45M | ﹤0.01% |
108,775
-3,210
| -3% | -$190K |
|
1470
Interface
TILE
$1.66B
| $6.42M | ﹤0.01% |
323,731
+8,135
| +3% | +$161K |
|
1471
Principal Focused Blue Chip ETF
BCHP
$156M
| $6.39M | ﹤0.01% |
198,099
| – | – |
|
1472
iShares US Infrastructure ETF
IFRA
$3B
| $6.37M | ﹤0.01% |
141,375
| – | – |
|
1473
National Storage Affiliates Trust
NSA
$2.45B
| $6.36M | ﹤0.01% |
161,381
+367
| +0.2% | +$14.5K |
|
1474
Sonos
SONO
$1.83B
| $6.34M | ﹤0.01% |
594,599
+928
| +0.2% | +$9.9K |
|
1475
GeneDx Holdings
WGS
$3.56B
| $6.34M | ﹤0.01% |
71,584
+55,833
| +354% | +$4.94M |
|