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 | |
|---|---|---|---|---|---|---|
1476
Triumph Financial, Inc.
TFIN
$1.4B
| $6.34M | ﹤0.01% |
109,677
+2,666
| +2% | +$154K |
|
1477
Buckle
BKE
$3.04B
| $6.34M | ﹤0.01% |
165,324
+3,688
| +2% | +$141K |
|
|
GTM
1478
ZoomInfo Technologies
GTM
$3.74B
| $6.25M | ﹤0.01% |
625,104
+1,087
| +0.2% | +$10.9K |
|
1479
ManpowerGroup
MAN
$1.78B
| $6.25M | ﹤0.01% |
107,969
+278
| +0.3% | +$16.1K |
|
1480
Employers Holdings
EIG
$983M
| $6.23M | ﹤0.01% |
123,075
+3,226
| +3% | +$163K |
|
|
ALEX
1481
Alexander & Baldwin
ALEX
$1.34B
| $6.23M | ﹤0.01% |
361,720
+9,482
| +3% | +$163K |
|
1482
Trupanion
TRUP
$1.87B
| $6.22M | ﹤0.01% |
166,997
+3,809
| +2% | +$142K |
|
1483
Penske Automotive Group
PAG
$11.9B
| $6.2M | ﹤0.01% |
43,032
+185
| +0.4% | +$26.6K |
|
1484
Amphastar Pharmaceuticals
AMPH
$1.3B
| $6.16M | ﹤0.01% |
212,647
+4,669
| +2% | +$135K |
|
1485
US Physical Therapy
USPH
$1.22B
| $6.15M | ﹤0.01% |
84,964
+1,873
| +2% | +$136K |
|
1486
Blackbaud
BLKB
$3.38B
| $6.14M | ﹤0.01% |
99,009
-2,321
| -2% | -$144K |
|
1487
Upbound Group
UPBD
$1.45B
| $6.12M | ﹤0.01% |
255,244
+17,237
| +7% | +$413K |
|
1488
DXP Enterprises
DXPE
$1.85B
| $6.11M | ﹤0.01% |
74,229
+2,728
| +4% | +$224K |
|
1489
Goodyear
GT
$2.43B
| $6.1M | ﹤0.01% |
660,560
+6,296
| +1% | +$58.2K |
|
1490
Treehouse Foods
THS
$882M
| $6.1M | ﹤0.01% |
225,073
+1,551
| +0.7% | +$42K |
|
|
ARI
1491
Apollo Commercial Real Estate
ARI
$1.51B
| $6.1M | ﹤0.01% |
636,985
+19,871
| +3% | +$190K |
|
1492
National Healthcare
NHC
$1.78B
| $6.07M | ﹤0.01% |
65,410
+1,671
| +3% | +$155K |
|
1493
Preferred Bank
PFBC
$1.16B
| $6.07M | ﹤0.01% |
72,537
+2,007
| +3% | +$168K |
|
1494
NeoGenomics
NEO
$1.03B
| $6.07M | ﹤0.01% |
639,411
+16,562
| +3% | +$157K |
|
1495
Century Aluminum
CENX
$2.44B
| $6.07M | ﹤0.01% |
326,795
+7,093
| +2% | +$132K |
|
1496
Pebblebrook Hotel Trust
PEB
$1.38B
| $6.04M | ﹤0.01% |
596,062
+15,619
| +3% | +$158K |
|
|
CSR
1497
Centerspace
CSR
$979M
| $6.03M | ﹤0.01% |
93,126
+2,373
| +3% | +$154K |
|
1498
Talos Energy
TALO
$1.68B
| $6.02M | ﹤0.01% |
619,800
+16,463
| +3% | +$160K |
|
1499
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $6M | ﹤0.01% |
70,570
-63,439
| -47% | -$5.4M |
|
|
EFC
1500
Ellington Financial
EFC
$1.34B
| $5.98M | ﹤0.01% |
451,287
+11,975
| +3% | +$159K |
|