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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Vanguard Russell 1000 Growth ETF
VONG
$31.8B
| $5.03M | ﹤0.01% |
64,426
| – | – |
|
1552
Monro
MNRO
$507M
| $5.03M | ﹤0.01% |
171,274
-3,676
| -2% | -$108K |
|
1553
United Natural Foods
UNFI
$1.72B
| $5.02M | ﹤0.01% |
309,529
-6,385
| -2% | -$104K |
|
1554
Cytek Biosciences
CTKB
$476M
| $5.02M | ﹤0.01% |
550,423
-8,123
| -1% | -$74.1K |
|
1555
Nu Skin
NUS
$570M
| $5M | ﹤0.01% |
257,641
-11,572
| -4% | -$225K |
|
1556
N-able
NABL
$1.53B
| $5M | ﹤0.01% |
377,059
-5,124
| -1% | -$67.9K |
|
1557
Monarch Casino & Resort
MCRI
$1.87B
| $4.98M | ﹤0.01% |
72,040
-1,625
| -2% | -$112K |
|
|
ARR
1558
Armour Residential REIT
ARR
$1.72B
| $4.93M | ﹤0.01% |
255,369
+9,157
| +4% | +$177K |
|
1559
Dime Community Bancshares
DCOM
$1.34B
| $4.9M | ﹤0.01% |
182,109
-6,574
| -3% | -$177K |
|
1560
Deluxe
DLX
$858M
| $4.88M | ﹤0.01% |
227,709
-7,536
| -3% | -$162K |
|
|
CHS
1561
DELISTED
Chicos FAS, Inc.
CHS
| $4.87M | ﹤0.01% |
643,121
-23,436
| -4% | -$178K |
|
1562
Fox Class B
FOX
$25.3B
| $4.87M | ﹤0.01% |
176,151
-2,261
| -1% | -$62.5K |
|
1563
Blue Owl Capital
OWL
$12.1B
| $4.87M | ﹤0.01% |
326,718
+288,015
| +744% | +$4.29M |
|
1564
Sonic Automotive
SAH
$2.77B
| $4.86M | ﹤0.01% |
86,432
-5,535
| -6% | -$311K |
|
1565
Fluence Energy
FLNC
$909M
| $4.85M | ﹤0.01% |
+203,403
| New | +$4.85M |
|
|
BDN
1566
Brandywine Realty Trust
BDN
$761M
| $4.84M | ﹤0.01% |
896,733
-31,559
| -3% | -$170K |
|
1567
John B. Sanfilippo & Son
JBSS
$724M
| $4.81M | ﹤0.01% |
46,663
-1,330
| -3% | -$137K |
|
1568
Principal Real Estate Active Opportunities ETF
BYRE
$17.9M
| $4.8M | ﹤0.01% |
199,204
| – | – |
|
1569
Sarepta Therapeutics
SRPT
$1.87B
| $4.78M | ﹤0.01% |
49,539
+27,549
| +125% | +$2.66M |
|
1570
Fresh Del Monte Produce
FDP
$1.7B
| $4.77M | ﹤0.01% |
181,860
-4,656
| -2% | -$122K |
|
1571
Booz Allen Hamilton
BAH
$12.6B
| $4.77M | ﹤0.01% |
37,307
-822
| -2% | -$105K |
|
1572
Cheniere Energy
LNG
$52.1B
| $4.76M | ﹤0.01% |
27,901
-4,958
| -15% | -$846K |
|
1573
Metallus
MTUS
$695M
| $4.71M | ﹤0.01% |
200,884
-8,490
| -4% | -$199K |
|
1574
Thomson Reuters
TRI
$78.2B
| $4.71M | ﹤0.01% |
32,047
-3,006
| -9% | -$442K |
|
1575
Eagle Bancorp
EGBN
$596M
| $4.7M | ﹤0.01% |
155,930
-5,462
| -3% | -$165K |
|