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 | |
|---|---|---|---|---|---|---|
1576
Radian Group
RDN
$4.76B
| $4.67M | ﹤0.01% |
237,414
-23,691
| -9% | -$466K |
|
1577
Mirion Technologies
MIR
$5.24B
| $4.65M | ﹤0.01% |
806,524
+7,844
| +1% | +$45.2K |
|
1578
Calavo Growers
CVGW
$489M
| $4.63M | ﹤0.01% |
111,011
-5,599
| -5% | -$234K |
|
1579
E.W. Scripps
SSP
$257M
| $4.62M | ﹤0.01% |
370,085
-25,447
| -6% | -$317K |
|
1580
American Woodmark
AMWD
$995M
| $4.6M | ﹤0.01% |
102,285
-7,016
| -6% | -$316K |
|
1581
Alnylam Pharmaceuticals
ALNY
$61.1B
| $4.6M | ﹤0.01% |
31,528
+3,063
| +11% | +$447K |
|
|
PLRG
1582
DELISTED
Principal U.S. Large-Cap Adaptive Multi-Factor ETF
PLRG
| $4.59M | ﹤0.01% |
198,571
| – | – |
|
1583
Ichor Holdings
ICHR
$579M
| $4.59M | ﹤0.01% |
176,681
-33,112
| -16% | -$860K |
|
1584
Mercury Insurance
MCY
$4.4B
| $4.58M | ﹤0.01% |
103,298
-48,120
| -32% | -$2.13M |
|
1585
United Fire Group
UFCS
$807M
| $4.56M | ﹤0.01% |
133,254
-9,233
| -6% | -$316K |
|
|
EDR
1586
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $4.56M | ﹤0.01% |
221,576
-13,896
| -6% | -$286K |
|
1587
Cloudflare
NET
$77.1B
| $4.55M | ﹤0.01% |
104,046
+69,539
| +202% | +$3.04M |
|
|
HA
1588
DELISTED
Hawaiian Holdings, Inc.
HA
| $4.53M | ﹤0.01% |
316,506
-21,316
| -6% | -$305K |
|
1589
BWX Technologies
BWXT
$15.4B
| $4.51M | ﹤0.01% |
81,914
+72,796
| +798% | +$4.01M |
|
|
ARR
1590
Armour Residential REIT
ARR
$1.72B
| $4.49M | ﹤0.01% |
127,396
+8,925
| +8% | +$314K |
|
1591
Par Pacific Holdings
PARR
$1.67B
| $4.47M | ﹤0.01% |
286,987
-14,766
| -5% | -$230K |
|
1592
Insteel Industries
IIIN
$749M
| $4.45M | ﹤0.01% |
132,049
-6,438
| -5% | -$217K |
|
1593
Nektar Therapeutics
NKTR
$926M
| $4.44M | ﹤0.01% |
77,950
-5,757
| -7% | -$328K |
|
|
ABTX
1594
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $4.43M | ﹤0.01% |
117,257
-7,857
| -6% | -$297K |
|
1595
Consensus Cloud Solutions
CCSI
$524M
| $4.34M | ﹤0.01% |
99,442
-5,588
| -5% | -$244K |
|
1596
Alkermes
ALKS
$4.45B
| $4.34M | ﹤0.01% |
145,746
-56,759
| -28% | -$1.69M |
|
1597
Genesco
GCO
$358M
| $4.33M | ﹤0.01% |
86,813
-9,258
| -10% | -$462K |
|
1598
B. Riley Financial
RILY
$190M
| $4.33M | ﹤0.01% |
102,361
-52,548
| -34% | -$2.22M |
|
1599
Resources Connection
RGP
$172M
| $4.32M | ﹤0.01% |
212,168
-5,839
| -3% | -$119K |
|
1600
Sleep Number
SNBR
$214M
| $4.31M | ﹤0.01% |
139,232
-13,675
| -9% | -$423K |
|