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 | |
|---|---|---|---|---|---|---|
1576
Arlo Technologies
ARLO
$1.89B
| $4.94M | ﹤0.01% |
500,817
+11,547
| +2% | +$114K |
|
1577
Polaris
PII
$3.33B
| $4.94M | ﹤0.01% |
120,572
+423
| +0.4% | +$17.3K |
|
1578
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $4.93M | ﹤0.01% |
59,722
-842
| -1% | -$69.5K |
|
1579
Skyward Specialty Insurance
SKWD
$2.03B
| $4.91M | ﹤0.01% |
92,798
+13,635
| +17% | +$722K |
|
1580
Clearway Energy Class A
CWEN.A
$3.2B
| $4.9M | ﹤0.01% |
172,021
+4,184
| +2% | +$119K |
|
1581
National Beverage
FIZZ
$3.75B
| $4.85M | ﹤0.01% |
116,874
+2,684
| +2% | +$111K |
|
|
BRKL
1582
DELISTED
Brookline Bancorp
BRKL
| $4.84M | ﹤0.01% |
443,698
+11,629
| +3% | +$127K |
|
1583
Ultra Clean Holdings
UCTT
$1.11B
| $4.82M | ﹤0.01% |
224,935
+5,114
| +2% | +$109K |
|
|
NXRT
1584
NexPoint Residential Trust
NXRT
$879M
| $4.76M | ﹤0.01% |
120,512
+3,207
| +3% | +$127K |
|
1585
Dorian LPG
LPG
$1.33B
| $4.76M | ﹤0.01% |
213,052
+5,025
| +2% | +$112K |
|
1586
Boston Beer
SAM
$2.47B
| $4.76M | ﹤0.01% |
19,912
+79
| +0.4% | +$18.9K |
|
1587
Summit Therapeutics
SMMT
$19.3B
| $4.75M | ﹤0.01% |
246,429
+41,279
| +20% | +$796K |
|
1588
Heritage Financial
HFWA
$842M
| $4.72M | ﹤0.01% |
193,820
+4,101
| +2% | +$99.8K |
|
1589
Navient
NAVI
$1.37B
| $4.66M | ﹤0.01% |
369,303
-5,576
| -1% | -$70.4K |
|
1590
Topgolf Callaway Brands
MODG
$1.7B
| $4.65M | ﹤0.01% |
704,970
+18,490
| +3% | +$122K |
|
1591
Vanguard Russell 1000 Growth ETF
VONG
$31.1B
| $4.64M | ﹤0.01% |
49,966
+222
| +0.4% | +$20.6K |
|
1592
Coty
COTY
$3.81B
| $4.62M | ﹤0.01% |
844,292
+5,272
| +0.6% | +$28.8K |
|
|
PENG
1593
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.3B
| $4.61M | ﹤0.01% |
265,312
+6,953
| +3% | +$121K |
|
1594
SolarEdge
SEDG
$2.04B
| $4.61M | ﹤0.01% |
284,729
+6,897
| +2% | +$112K |
|
1595
SOPHiA GENETICS
SOPH
$219M
| $4.6M | ﹤0.01% |
1,385,013
-43,331
| -3% | -$144K |
|
1596
F&G Annuities & Life
FG
$4.65B
| $4.58M | ﹤0.01% |
126,955
+1,373
| +1% | +$49.5K |
|
1597
Kohl's
KSS
$1.86B
| $4.53M | ﹤0.01% |
553,222
+13,627
| +3% | +$111K |
|
1598
Invesco KBW Bank ETF
KBWB
$4.87B
| $4.51M | ﹤0.01% |
+71,816
| New | +$4.51M |
|
1599
Viasat
VSAT
$3.98B
| $4.45M | ﹤0.01% |
427,004
+13,882
| +3% | +$145K |
|
1600
Worthington Steel
WS
$1.68B
| $4.41M | ﹤0.01% |
174,248
+4,481
| +3% | +$114K |
|