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 | |
|---|---|---|---|---|---|---|
1526
Scansource
SCSC
$948M
| $5.4M | ﹤0.01% |
136,304
-2,741
| -2% | -$109K |
|
1527
American Axle
AXL
$718M
| $5.37M | ﹤0.01% |
609,864
-21,652
| -3% | -$191K |
|
1528
Scholastic
SCHL
$660M
| $5.36M | ﹤0.01% |
142,246
-8,175
| -5% | -$308K |
|
1529
PRA Group
PRAA
$653M
| $5.36M | ﹤0.01% |
204,520
-7,032
| -3% | -$184K |
|
1530
PDF Solutions
PDFS
$763M
| $5.34M | ﹤0.01% |
166,270
-2,071
| -1% | -$66.6K |
|
1531
OneMain Financial
OMF
$7.22B
| $5.31M | ﹤0.01% |
107,985
+99,172
| +1,125% | +$4.88M |
|
1532
Employers Holdings
EIG
$982M
| $5.28M | ﹤0.01% |
134,050
-6,615
| -5% | -$261K |
|
1533
Vicor
VICR
$2.25B
| $5.27M | ﹤0.01% |
117,321
-57,859
| -33% | -$2.6M |
|
1534
Comstock Resources
CRK
$4.69B
| $5.26M | ﹤0.01% |
594,021
+13,753
| +2% | +$122K |
|
1535
Quanex
NX
$697M
| $5.26M | ﹤0.01% |
171,929
-6,309
| -4% | -$193K |
|
|
HIBB
1536
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $5.24M | ﹤0.01% |
72,695
-3,268
| -4% | -$235K |
|
1537
Digi International
DGII
$1.27B
| $5.23M | ﹤0.01% |
200,986
-1,820
| -0.9% | -$47.3K |
|
1538
Preferred Bank
PFBC
$1.17B
| $5.22M | ﹤0.01% |
71,392
-3,898
| -5% | -$285K |
|
1539
SunCoke Energy
SXC
$658M
| $5.2M | ﹤0.01% |
484,355
-3,270
| -0.7% | -$35.1K |
|
|
EFC
1540
Ellington Financial
EFC
$1.35B
| $5.19M | ﹤0.01% |
408,727
+42,555
| +12% | +$541K |
|
1541
CVR Energy
CVI
$3.21B
| $5.19M | ﹤0.01% |
171,180
+1,374
| +0.8% | +$41.6K |
|
1542
Innoviva
INVA
$1.25B
| $5.18M | ﹤0.01% |
322,870
-7,607
| -2% | -$122K |
|
1543
Mercury Insurance
MCY
$4.31B
| $5.17M | ﹤0.01% |
138,565
-4,865
| -3% | -$182K |
|
1544
Ichor Holdings
ICHR
$567M
| $5.15M | ﹤0.01% |
153,023
-4,819
| -3% | -$162K |
|
1545
A10 Networks
ATEN
$1.26B
| $5.14M | ﹤0.01% |
390,375
-2,488
| -0.6% | -$32.8K |
|
1546
Hain Celestial
HAIN
$191M
| $5.12M | ﹤0.01% |
467,616
-14,253
| -3% | -$156K |
|
|
PENG
1547
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.37B
| $5.11M | ﹤0.01% |
270,169
+838
| +0.3% | +$15.9K |
|
1548
Vir Biotechnology
VIR
$713M
| $5.11M | ﹤0.01% |
507,627
-4,065
| -0.8% | -$40.9K |
|
1549
Hertz
HTZ
$1.93B
| $5.06M | ﹤0.01% |
487,032
-6,737
| -1% | -$70K |
|
|
BRKL
1550
DELISTED
Brookline Bancorp
BRKL
| $5.05M | ﹤0.01% |
462,945
-15,463
| -3% | -$169K |
|