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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
eXp World Holdings
EXPI
$1.79B
| $5.64M | ﹤0.01% |
400,286
+15,024
| +4% | +$212K |
|
1527
Arrowhead Research
ARWR
$4.11B
| $5.64M | ﹤0.01% |
290,994
-133,772
| -31% | -$2.59M |
|
1528
A10 Networks
ATEN
$1.29B
| $5.62M | ﹤0.01% |
389,088
+41,141
| +12% | +$594K |
|
1529
Employers Holdings
EIG
$997M
| $5.62M | ﹤0.01% |
117,081
-7,921
| -6% | -$380K |
|
1530
Enovis
ENOV
$1.81B
| $5.6M | ﹤0.01% |
130,179
-492,199
| -79% | -$21.2M |
|
1531
Concentrix
CNXC
$3.41B
| $5.59M | ﹤0.01% |
109,029
-47,014
| -30% | -$2.41M |
|
1532
Scansource
SCSC
$995M
| $5.58M | ﹤0.01% |
116,189
-21,277
| -15% | -$1.02M |
|
1533
Alibaba
BABA
$371B
| $5.58M | ﹤0.01% |
52,563
+3,046
| +6% | +$323K |
|
1534
Worthington Steel
WS
$1.7B
| $5.57M | ﹤0.01% |
163,757
+11,976
| +8% | +$407K |
|
1535
Nutrien
NTR
$27.8B
| $5.55M | ﹤0.01% |
115,430
-75,328
| -39% | -$3.62M |
|
1536
MGP Ingredients
MGPI
$605M
| $5.55M | ﹤0.01% |
66,661
-10,824
| -14% | -$901K |
|
1537
Innoviva
INVA
$1.22B
| $5.54M | ﹤0.01% |
286,777
-20,058
| -7% | -$387K |
|
|
ARI
1538
Apollo Commercial Real Estate
ARI
$1.53B
| $5.52M | ﹤0.01% |
601,074
-45,235
| -7% | -$416K |
|
1539
Avanos Medical
AVNS
$575M
| $5.52M | ﹤0.01% |
229,862
-16,382
| -7% | -$394K |
|
1540
Azenta
AZTA
$1.43B
| $5.51M | ﹤0.01% |
113,744
-67,809
| -37% | -$3.28M |
|
1541
Procept Biorobotics
PRCT
$2.15B
| $5.5M | ﹤0.01% |
68,617
+51,030
| +290% | +$4.09M |
|
1542
Middlesex Water
MSEX
$972M
| $5.49M | ﹤0.01% |
84,096
-3,918
| -4% | -$256K |
|
1543
Hilton Grand Vacations
HGV
$4.08B
| $5.48M | ﹤0.01% |
150,793
-82,005
| -35% | -$2.98M |
|
1544
Owens & Minor
OMI
$422M
| $5.47M | ﹤0.01% |
348,755
-13,443
| -4% | -$211K |
|
1545
Carter's
CRI
$1.1B
| $5.44M | ﹤0.01% |
83,652
-37,899
| -31% | -$2.46M |
|
1546
Preferred Bank
PFBC
$1.17B
| $5.43M | ﹤0.01% |
67,646
-2,628
| -4% | -$211K |
|
1547
Vanguard Russell 1000 Growth ETF
VONG
$31.8B
| $5.42M | ﹤0.01% |
56,126
| – | – |
|
1548
F&G Annuities & Life
FG
$4.65B
| $5.38M | ﹤0.01% |
120,336
+22,550
| +23% | +$1.01M |
|
1549
ANI Pharmaceuticals
ANIP
$2.14B
| $5.37M | ﹤0.01% |
89,961
+5,829
| +7% | +$348K |
|
1550
Principal Real Estate Active Opportunities ETF
BYRE
$17.8M
| $5.36M | ﹤0.01% |
199,204
| – | – |
|