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 | |
|---|---|---|---|---|---|---|
1551
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $4.63M | ﹤0.01% |
66,919
+1,000
| +2% | +$69.2K |
|
1552
ProAssurance
PRA
$1.22B
| $4.63M | ﹤0.01% |
306,919
-18,884
| -6% | -$285K |
|
1553
Telephone and Data Systems
TDS
$4.45B
| $4.62M | ﹤0.01% |
561,242
-41,313
| -7% | -$340K |
|
1554
Regenxbio
RGNX
$483M
| $4.61M | ﹤0.01% |
230,373
-11,653
| -5% | -$233K |
|
1555
Vicor
VICR
$2.25B
| $4.59M | ﹤0.01% |
85,081
-3,358
| -4% | -$181K |
|
1556
Design Therapeutics
DSGN
$349M
| $4.59M | ﹤0.01% |
728,221
+8,284
| +1% | +$52.2K |
|
1557
Fresh Del Monte Produce
FDP
$1.7B
| $4.58M | ﹤0.01% |
178,163
-7,049
| -4% | -$181K |
|
1558
TechTarget
TTGT
$404M
| $4.58M | ﹤0.01% |
147,132
-14,088
| -9% | -$439K |
|
1559
Mercury Insurance
MCY
$4.31B
| $4.57M | ﹤0.01% |
151,132
-9,485
| -6% | -$287K |
|
|
TGI
1560
DELISTED
Triumph Group
TGI
| $4.57M | ﹤0.01% |
369,668
-23,085
| -6% | -$286K |
|
1561
SPDR S&P 500 ESG ETF
EFIV
$1.15B
| $4.55M | ﹤0.01% |
105,793
+22,660
| +27% | +$976K |
|
1562
Marcus & Millichap
MMI
$1.26B
| $4.55M | ﹤0.01% |
144,458
-11,944
| -8% | -$376K |
|
|
BDN
1563
Brandywine Realty Trust
BDN
$761M
| $4.55M | ﹤0.01% |
977,517
-72,701
| -7% | -$338K |
|
1564
Pure Storage
PSTG
$26.5B
| $4.54M | ﹤0.01% |
123,426
+93,013
| +306% | +$3.42M |
|
1565
iShares Core MSCI EAFE ETF
IEFA
$152B
| $4.53M | ﹤0.01% |
67,129
| – | – |
|
1566
ProPetro Holding
PUMP
$505M
| $4.53M | ﹤0.01% |
549,896
-29,890
| -5% | -$246K |
|
1567
BioLife Solutions
BLFS
$1.27B
| $4.52M | ﹤0.01% |
204,643
-8,427
| -4% | -$186K |
|
1568
Principal Real Estate Active Opportunities ETF
BYRE
$17.7M
| $4.52M | ﹤0.01% |
199,204
| – | – |
|
|
INVX
1569
Innovex International, Inc.
INVX
$1.15B
| $4.52M | ﹤0.01% |
194,228
-10,638
| -5% | -$248K |
|
|
AHH
1570
Armada Hoffler Properties
AHH
$576M
| $4.52M | ﹤0.01% |
386,791
-22,885
| -6% | -$267K |
|
1571
Sonic Automotive
SAH
$2.77B
| $4.5M | ﹤0.01% |
94,414
-6,683
| -7% | -$319K |
|
1572
SpartanNash
SPTN
$900M
| $4.5M | ﹤0.01% |
199,701
-18,121
| -8% | -$408K |
|
|
HZNP
1573
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $4.49M | ﹤0.01% |
43,666
+2,132
| +5% | +$219K |
|
1574
MarineMax
HZO
$545M
| $4.47M | ﹤0.01% |
130,931
-5,889
| -4% | -$201K |
|
1575
Enviri
NVRI
$959M
| $4.47M | ﹤0.01% |
452,839
-26,755
| -6% | -$264K |
|