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
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Blackstone
BX
$139B
| $4.95M | ﹤0.01% |
53,278
-42,517
| -44% | -$3.95M |
|
1527
Vital Farms
VITL
$2.1B
| $4.93M | ﹤0.01% |
411,007
-29,162
| -7% | -$350K |
|
|
AVTA
1528
DELISTED
Avantax, Inc. Common Stock
AVTA
| $4.92M | ﹤0.01% |
219,899
-21,334
| -9% | -$477K |
|
1529
Zions Bancorporation
ZION
$8.56B
| $4.88M | ﹤0.01% |
181,827
-7,277
| -4% | -$195K |
|
1530
Cheniere Energy
LNG
$52.1B
| $4.85M | ﹤0.01% |
31,862
+4,371
| +16% | +$666K |
|
1531
Dorian LPG
LPG
$1.35B
| $4.84M | ﹤0.01% |
188,733
-3,749
| -2% | -$96.2K |
|
1532
iShares Short Treasury Bond ETF
SHV
$20.7B
| $4.83M | ﹤0.01% |
43,700
+7,993
| +22% | +$883K |
|
1533
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $4.83M | ﹤0.01% |
94,975
+16,200
| +21% | +$823K |
|
1534
Nabors Industries
NBR
$619M
| $4.8M | ﹤0.01% |
51,624
-2,630
| -5% | -$245K |
|
1535
Metallus
MTUS
$695M
| $4.8M | ﹤0.01% |
222,512
-30,703
| -12% | -$662K |
|
1536
Advance Auto Parts
AAP
$3.55B
| $4.8M | ﹤0.01% |
68,249
-4,459
| -6% | -$313K |
|
|
SPWR
1537
DELISTED
SunPower Corporation Common Stock
SPWR
| $4.78M | ﹤0.01% |
488,080
+149,843
| +44% | +$1.47M |
|
1538
Perdoceo Education
PRDO
$2.16B
| $4.78M | ﹤0.01% |
389,446
-23,557
| -6% | -$289K |
|
1539
Unitil
UTL
$812M
| $4.78M | ﹤0.01% |
94,203
-4,629
| -5% | -$235K |
|
1540
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $4.78M | ﹤0.01% |
48,925
+9,250
| +23% | +$903K |
|
1541
Under Armour Class C
UA
$2.09B
| $4.77M | ﹤0.01% |
711,517
-38,977
| -5% | -$262K |
|
1542
Digital Turbine
APPS
$480M
| $4.77M | ﹤0.01% |
513,893
-31,434
| -6% | -$292K |
|
1543
Vital Energy
VTLE
$647M
| $4.77M | ﹤0.01% |
105,547
+4,034
| +4% | +$182K |
|
1544
Globant
GLOB
$2.52B
| $4.76M | ﹤0.01% |
26,506
+12,388
| +88% | +$2.23M |
|
|
CHCT
1545
Community Healthcare Trust
CHCT
$440M
| $4.76M | ﹤0.01% |
144,185
+2,045
| +1% | +$67.5K |
|
1546
Mativ Holdings
MATV
$666M
| $4.72M | ﹤0.01% |
311,941
-20,138
| -6% | -$304K |
|
1547
Thomson Reuters
TRI
$76.8B
| $4.67M | ﹤0.01% |
34,553
-1,173
| -3% | -$159K |
|
1548
Vanguard Mid-Cap ETF
VO
$87.4B
| $4.66M | ﹤0.01% |
21,187
-10,035
| -32% | -$2.21M |
|
1549
G-III Apparel Group
GIII
$1.13B
| $4.66M | ﹤0.01% |
241,963
-23,599
| -9% | -$455K |
|
1550
Apellis Pharmaceuticals
APLS
$3.29B
| $4.64M | ﹤0.01% |
50,956
+25,416
| +100% | +$2.32M |
|