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
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Wheaton Precious Metals
WPM
$48B
| $6.66M | ﹤0.01% |
+139,940
| New | +$6.66M |
|
1552
Fox Class B
FOX
$25.7B
| $6.66M | ﹤0.01% |
183,546
-2,761
| -1% | -$100K |
|
1553
Bristow Group
VTOL
$1.09B
| $6.66M | ﹤0.01% |
179,532
-352,700
| -66% | -$13.1M |
|
|
HA
1554
DELISTED
Hawaiian Holdings, Inc.
HA
| $6.66M | ﹤0.01% |
337,822
-2,935
| -0.9% | -$57.8K |
|
1555
Tompkins Financial
TMP
$1B
| $6.64M | ﹤0.01% |
84,888
-3,836
| -4% | -$300K |
|
1556
Ralph Lauren
RL
$19B
| $6.63M | ﹤0.01% |
58,418
-2,601
| -4% | -$295K |
|
1557
LeMaitre Vascular
LMAT
$2.13B
| $6.61M | ﹤0.01% |
142,237
-8,873
| -6% | -$412K |
|
1558
Teladoc Health
TDOC
$1.35B
| $6.6M | ﹤0.01% |
91,525
-20,657
| -18% | -$1.49M |
|
1559
Adtran
ADTN
$831M
| $6.59M | ﹤0.01% |
357,310
-16,833
| -4% | -$311K |
|
1560
Agnico Eagle Mines
AEM
$76.7B
| $6.58M | ﹤0.01% |
+107,417
| New | +$6.58M |
|
1561
MarineMax
HZO
$562M
| $6.58M | ﹤0.01% |
163,414
-9,644
| -6% | -$388K |
|
1562
Sonic Automotive
SAH
$2.85B
| $6.58M | ﹤0.01% |
154,713
-10,106
| -6% | -$430K |
|
|
CHCT
1563
Community Healthcare Trust
CHCT
$444M
| $6.55M | ﹤0.01% |
155,193
-1,328
| -0.8% | -$56.1K |
|
1564
Usana Health Sciences
USNA
$555M
| $6.53M | ﹤0.01% |
82,156
-5,164
| -6% | -$410K |
|
|
AHH
1565
Armada Hoffler Properties
AHH
$588M
| $6.5M | ﹤0.01% |
444,874
+35,134
| +9% | +$513K |
|
1566
Benchmark Electronics
BHE
$1.44B
| $6.48M | ﹤0.01% |
258,680
-15,320
| -6% | -$384K |
|
1567
PVH
PVH
$3.99B
| $6.48M | ﹤0.01% |
84,516
-651
| -0.8% | -$49.9K |
|
1568
Astec Industries
ASTE
$1.08B
| $6.46M | ﹤0.01% |
150,165
-1,308
| -0.9% | -$56.2K |
|
1569
Mirion Technologies
MIR
$5.12B
| $6.45M | ﹤0.01% |
798,680
-53,673
| -6% | -$433K |
|
|
EFC
1570
Ellington Financial
EFC
$1.36B
| $6.41M | ﹤0.01% |
360,819
-2,830
| -0.8% | -$50.2K |
|
1571
Enviri
NVRI
$969M
| $6.4M | ﹤0.01% |
522,461
-4,543
| -0.9% | -$55.6K |
|
1572
Varex Imaging
VREX
$476M
| $6.37M | ﹤0.01% |
299,029
-17,524
| -6% | -$373K |
|
1573
AMERISAFE
AMSF
$858M
| $6.35M | ﹤0.01% |
127,872
-1,201
| -0.9% | -$59.7K |
|
1574
Bumble
BMBL
$676M
| $6.34M | ﹤0.01% |
+218,794
| New | +$6.34M |
|
1575
Coherus Oncology, Inc. Common Stock
CHRS
$151M
| $6.34M | ﹤0.01% |
490,946
-28,666
| -6% | -$370K |
|