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 | |
|---|---|---|---|---|---|---|
|
AQUA
1476
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $8.39M | 0.01% |
178,587
-10,391
| -5% | -$488K |
|
1477
Aveanna Healthcare
AVAH
$1.74B
| $8.38M | 0.01% |
2,457,839
+132,663
| +6% | +$452K |
|
1478
Infosys
INFY
$70.6B
| $8.37M | 0.01% |
336,241
-6,024
| -2% | -$150K |
|
|
GTY
1479
Getty Realty Corp
GTY
$1.61B
| $8.35M | 0.01% |
291,684
-18,131
| -6% | -$519K |
|
1480
Werner Enterprises
WERN
$1.72B
| $8.34M | 0.01% |
203,327
-5,398
| -3% | -$221K |
|
1481
Mercury Insurance
MCY
$4.36B
| $8.33M | 0.01% |
151,418
-30,293
| -17% | -$1.67M |
|
|
OLK
1482
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $8.28M | 0.01% |
468,605
+1,239
| +0.3% | +$21.9K |
|
1483
CTS Corp
CTS
$1.26B
| $8.26M | 0.01% |
233,698
-12,377
| -5% | -$437K |
|
|
OPI
1484
Office Properties Income Trust
OPI
$20.9M
| $8.23M | 0.01% |
319,732
-2,790
| -0.9% | -$71.8K |
|
1485
E.W. Scripps
SSP
$258M
| $8.22M | 0.01% |
395,532
-12,452
| -3% | -$259K |
|
1486
Belden
BDC
$5.3B
| $8.22M | 0.01% |
148,318
-5,098
| -3% | -$282K |
|
1487
Yelp
YELP
$1.99B
| $8.16M | 0.01% |
239,196
-1,173
| -0.5% | -$40K |
|
|
BRKL
1488
DELISTED
Brookline Bancorp
BRKL
| $8.12M | 0.01% |
513,113
-4,753
| -0.9% | -$75.2K |
|
|
VIVO
1489
DELISTED
Meridian Bioscience Inc
VIVO
| $8.06M | 0.01% |
310,617
-12,641
| -4% | -$328K |
|
1490
DNOW Inc
DNOW
$1.65B
| $8.04M | 0.01% |
729,288
-6,347
| -0.9% | -$70K |
|
|
KAMN
1491
DELISTED
Kaman Corp
KAMN
| $8M | 0.01% |
183,883
-1,424
| -0.8% | -$61.9K |
|
1492
Fulgent Genetics
FLGT
$682M
| $7.99M | 0.01% |
128,000
-3,175
| -2% | -$198K |
|
|
RWT
1493
Redwood Trust
RWT
$804M
| $7.98M | 0.01% |
758,148
-6,465
| -0.8% | -$68.1K |
|
1494
National Bank Holdings
NBHC
$1.47B
| $7.98M | 0.01% |
198,066
-3,880
| -2% | -$156K |
|
1495
Amkor Technology
AMKR
$6.24B
| $7.98M | 0.01% |
367,160
+22,551
| +7% | +$490K |
|
1496
Castle Biosciences
CSTL
$663M
| $7.96M | 0.01% |
177,450
-5,217
| -3% | -$234K |
|
|
TPC
1497
Tutor Perini Corporation
TPC
$3.31B
| $7.93M | 0.01% |
733,923
+3,320
| +0.5% | +$35.9K |
|
1498
Kennametal
KMT
$1.61B
| $7.85M | 0.01% |
274,487
-11,425
| -4% | -$327K |
|
1499
Nabors Industries
NBR
$609M
| $7.81M | ﹤0.01% |
51,135
-463
| -0.9% | -$70.7K |
|
1500
ProPetro Holding
PUMP
$501M
| $7.79M | ﹤0.01% |
559,520
-4,481
| -0.8% | -$62.4K |
|