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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Cars.com
CARS
$841M
| $6.42M | ﹤0.01% |
338,217
-5,588
| -2% | -$106K |
|
1477
Harmony Biosciences
HRMY
$1.87B
| $6.4M | ﹤0.01% |
198,044
-1,706
| -0.9% | -$55.1K |
|
1478
Arcus Biosciences
RCUS
$1.24B
| $6.36M | ﹤0.01% |
332,814
+3,372
| +1% | +$64.4K |
|
1479
Atlanta Braves Holdings Series B
BATRK
$2.64B
| $6.35M | ﹤0.01% |
160,536
+5,571
| +4% | +$221K |
|
1480
Cloudflare
NET
$77.9B
| $6.33M | ﹤0.01% |
76,017
-4,071
| -5% | -$339K |
|
1481
Vertex
VERX
$3.82B
| $6.3M | ﹤0.01% |
233,813
+145,246
| +164% | +$3.91M |
|
1482
Vital Farms
VITL
$2.16B
| $6.28M | ﹤0.01% |
400,116
-7,484
| -2% | -$117K |
|
1483
DNOW Inc
DNOW
$1.64B
| $6.27M | ﹤0.01% |
554,247
-21,597
| -4% | -$244K |
|
1484
Independent Bank Corp
IBCP
$661M
| $6.25M | ﹤0.01% |
240,169
-4,446
| -2% | -$116K |
|
1485
Braze
BRZE
$3.44B
| $6.22M | ﹤0.01% |
116,989
+23,322
| +25% | +$1.24M |
|
1486
Perdoceo Education
PRDO
$2.26B
| $6.21M | ﹤0.01% |
353,754
-9,222
| -3% | -$162K |
|
1487
CGI
GIB
$20.9B
| $6.21M | ﹤0.01% |
57,651
-4,071
| -7% | -$438K |
|
1488
Infosys
INFY
$70.6B
| $6.21M | ﹤0.01% |
+337,597
| New | +$6.21M |
|
1489
XPEL
XPEL
$960M
| $6.2M | ﹤0.01% |
115,208
-1,987
| -2% | -$107K |
|
1490
eXp World Holdings
EXPI
$1.76B
| $6.2M | ﹤0.01% |
399,318
-10,475
| -3% | -$163K |
|
1491
Sotera Health
SHC
$4.59B
| $6.19M | ﹤0.01% |
367,070
-885
| -0.2% | -$14.9K |
|
|
HPP
1492
Hudson Pacific Properties
HPP
$1.13B
| $6.17M | ﹤0.01% |
662,648
-23,214
| -3% | -$216K |
|
1493
Mohawk Industries
MHK
$8.48B
| $6.17M | ﹤0.01% |
59,577
-1,599
| -3% | -$165K |
|
1494
HubSpot
HUBS
$26B
| $6.13M | ﹤0.01% |
10,567
-39,848
| -79% | -$23.1M |
|
1495
StoneCo
STNE
$4.88B
| $6.13M | ﹤0.01% |
340,228
-295,183
| -46% | -$5.32M |
|
1496
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $6.12M | ﹤0.01% |
117,421
-74,483
| -39% | -$3.88M |
|
1497
iShares Russell Mid-Cap ETF
IWR
$44.9B
| $6.11M | ﹤0.01% |
78,644
+33,901
| +76% | +$2.64M |
|
1498
Under Armour
UAA
$2.05B
| $6.09M | ﹤0.01% |
693,295
-3,088
| -0.4% | -$27.1K |
|
1499
Embecta
EMBC
$887M
| $6.08M | ﹤0.01% |
321,395
-4,027
| -1% | -$76.2K |
|
1500
Middlesex Water
MSEX
$959M
| $6.07M | ﹤0.01% |
92,565
-2,363
| -2% | -$155K |
|