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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Monarch Casino & Resort
MCRI
$1.9B
| $5.15M | ﹤0.01% |
87,813
+1,173
| +1% | +$68.8K |
|
|
EFC
1552
Ellington Financial
EFC
$1.34B
| $5.14M | ﹤0.01% |
350,499
-10,320
| -3% | -$151K |
|
1553
Quanex
NX
$661M
| $5.08M | ﹤0.01% |
223,393
-17,890
| -7% | -$407K |
|
1554
Unisys
UIS
$282M
| $5.08M | ﹤0.01% |
422,117
-31,439
| -7% | -$378K |
|
1555
Artivion
AORT
$1.92B
| $5.07M | ﹤0.01% |
268,439
+4,551
| +2% | +$85.9K |
|
1556
Cross Country Healthcare
CCRN
$411M
| $5.07M | ﹤0.01% |
243,127
+9,750
| +4% | +$203K |
|
1557
Sonic Automotive
SAH
$2.73B
| $5.06M | ﹤0.01% |
138,112
-16,601
| -11% | -$608K |
|
1558
Independent Bank Corp
IBCP
$657M
| $5.02M | ﹤0.01% |
260,218
-50,495
| -16% | -$974K |
|
1559
Perdoceo Education
PRDO
$2.26B
| $5M | ﹤0.01% |
424,733
-38,298
| -8% | -$451K |
|
1560
iShares MSCI Japan ETF
EWJ
$15.7B
| $4.96M | ﹤0.01% |
93,852
+78,642
| +517% | +$4.15M |
|
1561
Bentley Systems
BSY
$16.1B
| $4.95M | ﹤0.01% |
148,714
+10,008
| +7% | +$333K |
|
1562
Mativ Holdings
MATV
$674M
| $4.94M | ﹤0.01% |
196,799
-25,330
| -11% | -$636K |
|
1563
Designer Brands
DBI
$225M
| $4.94M | ﹤0.01% |
378,393
-39,501
| -9% | -$516K |
|
|
LBAI
1564
DELISTED
Lakeland Bancorp Inc
LBAI
| $4.9M | ﹤0.01% |
334,844
-7,636
| -2% | -$112K |
|
1565
CEVA Inc
CEVA
$564M
| $4.88M | ﹤0.01% |
145,454
-6,090
| -4% | -$204K |
|
1566
Principal Real Estate Active Opportunities ETF
BYRE
$17.8M
| $4.87M | ﹤0.01% |
+199,204
| New | +$4.87M |
|
|
ROCC
1567
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $4.82M | ﹤0.01% |
146,551
+7,318
| +5% | +$241K |
|
1568
XPEL
XPEL
$960M
| $4.81M | ﹤0.01% |
104,738
-4,635
| -4% | -$213K |
|
|
INN
1569
Summit Hotel Properties
INN
$623M
| $4.81M | ﹤0.01% |
661,404
-42,014
| -6% | -$305K |
|
1570
MarineMax
HZO
$556M
| $4.81M | ﹤0.01% |
133,047
-30,367
| -19% | -$1.1M |
|
1571
Interface
TILE
$1.66B
| $4.8M | ﹤0.01% |
382,775
-26,587
| -6% | -$333K |
|
|
USI
1572
DELISTED
Principal Ultra-Short Active Income ETF
USI
| $4.8M | ﹤0.01% |
199,681
| – | – |
|
1573
PVH
PVH
$3.9B
| $4.79M | ﹤0.01% |
84,097
-419
| -0.5% | -$23.8K |
|
1574
Vicor
VICR
$2.28B
| $4.72M | ﹤0.01% |
86,158
-1,067
| -1% | -$58.4K |
|
1575
Hanmi Financial
HAFC
$748M
| $4.71M | ﹤0.01% |
210,022
-12,830
| -6% | -$288K |
|