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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Principal Focused Blue Chip ETF
BCHP
$156M
| $4.85M | ﹤0.01% |
+198,099
| New | +$4.85M |
|
1552
Fresh Del Monte Produce
FDP
$1.72B
| $4.82M | ﹤0.01% |
186,516
+8,353
| +5% | +$216K |
|
1553
Medifast
MED
$153M
| $4.8M | ﹤0.01% |
64,159
-1,685
| -3% | -$126K |
|
1554
Vir Biotechnology
VIR
$727M
| $4.79M | ﹤0.01% |
511,692
+39,762
| +8% | +$373K |
|
1555
Under Armour
UAA
$2.16B
| $4.77M | ﹤0.01% |
696,383
-13,075
| -2% | -$89.6K |
|
|
BBT
1556
Beacon Financial Corporation
BBT
$2.2B
| $4.76M | ﹤0.01% |
237,648
-14,277
| -6% | -$286K |
|
1557
John B. Sanfilippo & Son
JBSS
$745M
| $4.74M | ﹤0.01% |
47,993
-3,109
| -6% | -$307K |
|
1558
AdvanSix
ASIX
$586M
| $4.74M | ﹤0.01% |
152,427
-7,915
| -5% | -$246K |
|
1559
Vital Farms
VITL
$2.17B
| $4.72M | ﹤0.01% |
407,600
-3,407
| -0.8% | -$39.5K |
|
1560
Under Armour Class C
UA
$2.1B
| $4.71M | ﹤0.01% |
737,487
+25,970
| +4% | +$166K |
|
1561
Preferred Bank
PFBC
$1.17B
| $4.69M | ﹤0.01% |
75,290
-2,906
| -4% | -$181K |
|
1562
American Axle
AXL
$718M
| $4.58M | ﹤0.01% |
631,516
-34,070
| -5% | -$247K |
|
1563
Monarch Casino & Resort
MCRI
$1.91B
| $4.57M | ﹤0.01% |
73,665
-3,936
| -5% | -$244K |
|
|
EFC
1564
Ellington Financial
EFC
$1.35B
| $4.57M | ﹤0.01% |
366,172
+3,538
| +1% | +$44.1K |
|
|
HPP
1565
Hudson Pacific Properties
HPP
$1.12B
| $4.56M | ﹤0.01% |
685,862
-44,210
| -6% | -$294K |
|
|
RPT
1566
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $4.56M | ﹤0.01% |
431,659
-61,259
| -12% | -$647K |
|
1567
Methode Electronics
MEI
$289M
| $4.56M | ﹤0.01% |
199,388
-8,574
| -4% | -$196K |
|
1568
Metallus
MTUS
$710M
| $4.55M | ﹤0.01% |
209,374
-13,138
| -6% | -$285K |
|
1569
Southside Bancshares
SBSI
$927M
| $4.5M | ﹤0.01% |
156,707
-10,486
| -6% | -$301K |
|
1570
Sprinklr
CXM
$1.93B
| $4.49M | ﹤0.01% |
324,681
+123,589
| +61% | +$1.71M |
|
1571
Independent Bank Corp
IBCP
$666M
| $4.49M | ﹤0.01% |
244,615
-3,565
| -1% | -$65.4K |
|
1572
United Natural Foods
UNFI
$1.8B
| $4.47M | ﹤0.01% |
315,914
-21,667
| -6% | -$306K |
|
1573
Deluxe
DLX
$889M
| $4.44M | ﹤0.01% |
235,245
-11,940
| -5% | -$226K |
|
1574
Cerence
CRNC
$426M
| $4.43M | ﹤0.01% |
217,319
-11,602
| -5% | -$236K |
|
1575
Liberty Broadband Class C
LBRDK
$8.72B
| $4.42M | ﹤0.01% |
48,418
-135
| -0.3% | -$12.3K |
|