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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
iRhythm Technologies
IRTC
$5.82B
| $5.28M | ﹤0.01% |
50,449
+47,785
| +1,794% | +$5M |
|
|
FBRT
1552
Franklin BSP Realty Trust
FBRT
$960M
| $5.27M | ﹤0.01% |
413,595
+16,707
| +4% | +$213K |
|
1553
Royal Bank of Canada
RY
$204B
| $5.26M | ﹤0.01% |
46,700
-700
| -1% | -$78.8K |
|
|
DEA
1554
Easterly Government Properties
DEA
$1.05B
| $5.24M | ﹤0.01% |
197,768
+5,146
| +3% | +$136K |
|
|
AAT
1555
American Assets Trust
AAT
$1.28B
| $5.21M | ﹤0.01% |
258,527
+5,229
| +2% | +$105K |
|
1556
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $5.2M | ﹤0.01% |
41,300
+2,800
| +7% | +$353K |
|
1557
Mesa Laboratories
MLAB
$356M
| $5.18M | ﹤0.01% |
43,659
+5,300
| +14% | +$629K |
|
1558
Fresh Del Monte Produce
FDP
$1.72B
| $5.15M | ﹤0.01% |
167,135
+4,384
| +3% | +$135K |
|
1559
Digi International
DGII
$1.29B
| $5.11M | ﹤0.01% |
183,674
+7,128
| +4% | +$198K |
|
1560
Kennedy-Wilson Holdings
KW
$1.21B
| $5.11M | ﹤0.01% |
588,232
+15,379
| +3% | +$133K |
|
1561
Artivion
AORT
$2.05B
| $5.08M | ﹤0.01% |
206,777
+4,749
| +2% | +$117K |
|
1562
Principal Real Estate Active Opportunities ETF
BYRE
$17.7M
| $5.08M | ﹤0.01% |
199,204
| – | – |
|
1563
Park Hotels & Resorts
PK
$2.4B
| $5.08M | ﹤0.01% |
475,417
+2,088
| +0.4% | +$22.3K |
|
1564
Grid Dynamics Holdings
GDYN
$662M
| $5.07M | ﹤0.01% |
324,145
+7,544
| +2% | +$118K |
|
1565
Pilgrim's Pride
PPC
$10.5B
| $5.07M | ﹤0.01% |
93,044
+290
| +0.3% | +$15.8K |
|
1566
Sally Beauty Holdings
SBH
$1.44B
| $5.06M | ﹤0.01% |
560,363
+14,513
| +3% | +$131K |
|
1567
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $5.04M | ﹤0.01% |
52,937
| – | – |
|
1568
American Woodmark
AMWD
$997M
| $5.04M | ﹤0.01% |
85,606
-10
| -0% | -$588 |
|
1569
QuinStreet
QNST
$920M
| $5.03M | ﹤0.01% |
281,756
+7,511
| +3% | +$134K |
|
1570
National Vision
EYE
$1.86B
| $5.01M | ﹤0.01% |
392,205
+10,189
| +3% | +$130K |
|
1571
Unitil
UTL
$827M
| $5.01M | ﹤0.01% |
86,782
+2,505
| +3% | +$145K |
|
|
NVEE
1572
DELISTED
NV5 Global
NVEE
| $5.01M | ﹤0.01% |
259,732
+6,617
| +3% | +$128K |
|
1573
AMERISAFE
AMSF
$871M
| $4.99M | ﹤0.01% |
94,924
+2,288
| +2% | +$120K |
|
1574
Elastic
ESTC
$9.21B
| $4.99M | ﹤0.01% |
55,959
+48,660
| +667% | +$4.34M |
|
1575
Heidrick & Struggles
HSII
$1.04B
| $4.98M | ﹤0.01% |
116,192
+2,923
| +3% | +$125K |
|