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 | |
|---|---|---|---|---|---|---|
1576
Unitil
UTL
$812M
| $4.7M | ﹤0.01% |
89,348
-1,260
| -1% | -$66.2K |
|
1577
SOPHiA GENETICS
SOPH
$224M
| $4.69M | ﹤0.01% |
995,500
+24,837
| +3% | +$117K |
|
1578
Southside Bancshares
SBSI
$917M
| $4.68M | ﹤0.01% |
149,525
-7,182
| -5% | -$225K |
|
1579
Arlo Technologies
ARLO
$1.77B
| $4.68M | ﹤0.01% |
491,817
-10,429
| -2% | -$99.3K |
|
1580
TechTarget
TTGT
$404M
| $4.68M | ﹤0.01% |
134,293
-1,222
| -0.9% | -$42.6K |
|
1581
Anywhere Real Estate
HOUS
$699M
| $4.67M | ﹤0.01% |
575,592
-18,934
| -3% | -$154K |
|
1582
AMERISAFE
AMSF
$857M
| $4.67M | ﹤0.01% |
99,780
-3,196
| -3% | -$150K |
|
1583
Petco
WOOF
$1B
| $4.62M | ﹤0.01% |
1,463,195
-1,056,969
| -42% | -$3.34M |
|
1584
iShares Russell 2000 Growth ETF
IWO
$12.8B
| $4.6M | ﹤0.01% |
18,250
+2,325
| +15% | +$586K |
|
1585
MarineMax
HZO
$545M
| $4.59M | ﹤0.01% |
117,998
-139
| -0.1% | -$5.41K |
|
|
RWT
1586
Redwood Trust
RWT
$802M
| $4.58M | ﹤0.01% |
617,725
+2,296
| +0.4% | +$17K |
|
1587
Powell Industries
POWL
$3.34B
| $4.58M | ﹤0.01% |
51,774
-607
| -1% | -$53.7K |
|
1588
Clearway Energy Class A
CWEN.A
$3.18B
| $4.57M | ﹤0.01% |
+178,683
| New | +$4.57M |
|
|
CSR
1589
Centerspace
CSR
$972M
| $4.57M | ﹤0.01% |
78,476
-2,119
| -3% | -$123K |
|
1590
iShares Core US Aggregate Bond ETF
AGG
$132B
| $4.56M | ﹤0.01% |
45,925
-171,850
| -79% | -$17.1M |
|
1591
FTAI Aviation
FTAI
$17.2B
| $4.55M | ﹤0.01% |
98,096
+50,834
| +108% | +$2.36M |
|
1592
Varex Imaging
VREX
$455M
| $4.55M | ﹤0.01% |
221,915
-3,615
| -2% | -$74.1K |
|
1593
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $4.55M | ﹤0.01% |
51,050
-9,800
| -16% | -$873K |
|
|
SLCA
1594
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $4.55M | ﹤0.01% |
401,985
-13,686
| -3% | -$155K |
|
1595
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $4.54M | ﹤0.01% |
62,519
-3,500
| -5% | -$254K |
|
1596
ANI Pharmaceuticals
ANIP
$2.14B
| $4.47M | ﹤0.01% |
81,073
-7,492
| -8% | -$413K |
|
1597
Worthington Steel
WS
$1.63B
| $4.46M | ﹤0.01% |
+158,839
| New | +$4.46M |
|
1598
WK Kellogg Co
KLG
$1.99B
| $4.46M | ﹤0.01% |
+339,508
| New | +$4.46M |
|
1599
Compass Minerals
CMP
$752M
| $4.45M | ﹤0.01% |
175,590
-4,760
| -3% | -$121K |
|
1600
AdvanSix
ASIX
$554M
| $4.43M | ﹤0.01% |
147,965
-4,462
| -3% | -$134K |
|