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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Alpha and Omega Semiconductor
AOSL
$853M
| $4.49M | ﹤0.01% |
145,935
-12,640
| -8% | -$389K |
|
1527
Worthington Enterprises
WOR
$3.17B
| $4.49M | ﹤0.01% |
190,874
-11,342
| -6% | -$267K |
|
1528
American Woodmark
AMWD
$995M
| $4.48M | ﹤0.01% |
102,207
-78
| -0.1% | -$3.42K |
|
1529
Cars.com
CARS
$829M
| $4.48M | ﹤0.01% |
389,875
-14,543
| -4% | -$167K |
|
|
INN
1530
Summit Hotel Properties
INN
$623M
| $4.43M | ﹤0.01% |
658,558
-2,846
| -0.4% | -$19.1K |
|
1531
Principal Real Estate Active Opportunities ETF
BYRE
$17.8M
| $4.41M | ﹤0.01% |
199,204
| – | – |
|
1532
B. Riley Financial
RILY
$190M
| $4.4M | ﹤0.01% |
98,862
-3,499
| -3% | -$156K |
|
|
HIBB
1533
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $4.4M | ﹤0.01% |
88,255
-8,302
| -9% | -$414K |
|
1534
Astec Industries
ASTE
$1.06B
| $4.39M | ﹤0.01% |
140,779
-88
| -0.1% | -$2.75K |
|
1535
Fresh Del Monte Produce
FDP
$1.71B
| $4.39M | ﹤0.01% |
188,879
-17,664
| -9% | -$410K |
|
1536
ProPetro Holding
PUMP
$484M
| $4.35M | ﹤0.01% |
540,139
+12,492
| +2% | +$101K |
|
|
AHH
1537
Armada Hoffler Properties
AHH
$596M
| $4.34M | ﹤0.01% |
417,978
-337
| -0.1% | -$3.5K |
|
1538
Bentley Systems
BSY
$16.1B
| $4.32M | ﹤0.01% |
141,227
-7,487
| -5% | -$229K |
|
|
DISH
1539
DELISTED
DISH Network Corp.
DISH
| $4.32M | ﹤0.01% |
312,144
-3,146
| -1% | -$43.5K |
|
1540
Thryv Holdings
THRY
$550M
| $4.31M | ﹤0.01% |
188,827
+82,018
| +77% | +$1.87M |
|
|
PLRG
1541
DELISTED
Principal U.S. Large-Cap Adaptive Multi-Factor ETF
PLRG
| $4.31M | ﹤0.01% |
198,571
| – | – |
|
1542
Matthews International
MATW
$763M
| $4.31M | ﹤0.01% |
192,185
-10,831
| -5% | -$243K |
|
1543
Perdoceo Education
PRDO
$2.26B
| $4.31M | ﹤0.01% |
418,163
-6,570
| -2% | -$67.7K |
|
1544
Booz Allen Hamilton
BAH
$12.9B
| $4.31M | ﹤0.01% |
46,634
+25,494
| +121% | +$2.35M |
|
1545
Enhabit
EHAB
$399M
| $4.29M | ﹤0.01% |
+305,803
| New | +$4.29M |
|
|
ILPT
1546
Industrial Logistics Properties Trust
ILPT
$424M
| $4.29M | ﹤0.01% |
780,117
-61,285
| -7% | -$337K |
|
1547
Ichor Holdings
ICHR
$579M
| $4.29M | ﹤0.01% |
177,029
+348
| +0.2% | +$8.43K |
|
1548
CrowdStrike
CRWD
$109B
| $4.25M | ﹤0.01% |
25,764
-101,700
| -80% | -$16.8M |
|
1549
Autoliv
ALV
$9.68B
| $4.24M | ﹤0.01% |
63,590
-59,203
| -48% | -$3.94M |
|
1550
Scansource
SCSC
$974M
| $4.22M | ﹤0.01% |
159,938
-7,841
| -5% | -$207K |
|