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 |
Brookfield
BN
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Alpha and Omega Semiconductor
AOSL
$858M
| $4.16M | ﹤0.01% |
126,728
-16,080
| -11% | -$527K |
|
1602
B. Riley Financial
RILY
$176M
| $4.14M | ﹤0.01% |
90,001
-7,064
| -7% | -$325K |
|
|
RWT
1603
Redwood Trust
RWT
$801M
| $4.13M | ﹤0.01% |
647,887
-37,264
| -5% | -$237K |
|
1604
Corsair Gaming
CRSR
$929M
| $4.12M | ﹤0.01% |
232,121
-10,767
| -4% | -$191K |
|
1605
Alnylam Pharmaceuticals
ALNY
$61.5B
| $4.11M | ﹤0.01% |
21,662
+678
| +3% | +$129K |
|
1606
Artivion
AORT
$1.94B
| $4.11M | ﹤0.01% |
238,942
-17,889
| -7% | -$308K |
|
1607
Usana Health Sciences
USNA
$551M
| $4.1M | ﹤0.01% |
65,045
-3,504
| -5% | -$221K |
|
1608
Standard Motor Products
SMP
$874M
| $4.1M | ﹤0.01% |
109,252
-6,133
| -5% | -$230K |
|
1609
iShares North American Natural Resources ETF
IGE
$622M
| $4.09M | ﹤0.01% |
105,325
-8,600
| -8% | -$334K |
|
1610
Tompkins Financial
TMP
$998M
| $4.09M | ﹤0.01% |
73,397
-5,633
| -7% | -$314K |
|
1611
Myers Industries
MYE
$602M
| $4.08M | ﹤0.01% |
209,734
-11,081
| -5% | -$215K |
|
1612
Cytek Biosciences
CTKB
$476M
| $4.07M | ﹤0.01% |
476,090
+433,065
| +1,007% | +$3.7M |
|
|
LBAI
1613
DELISTED
Lakeland Bancorp Inc
LBAI
| $4.02M | ﹤0.01% |
300,439
-148
| -0% | -$1.98K |
|
|
KREF
1614
KKR Real Estate Finance Trust
KREF
$644M
| $4.01M | ﹤0.01% |
329,833
-20,511
| -6% | -$250K |
|
1615
Simulations Plus
SLP
$280M
| $3.98M | ﹤0.01% |
91,903
-7,779
| -8% | -$337K |
|
1616
Trupanion
TRUP
$1.86B
| $3.98M | ﹤0.01% |
202,254
-10,255
| -5% | -$202K |
|
|
INN
1617
Summit Hotel Properties
INN
$613M
| $3.98M | ﹤0.01% |
610,956
-34,753
| -5% | -$226K |
|
1618
SunCoke Energy
SXC
$656M
| $3.93M | ﹤0.01% |
499,441
-28,138
| -5% | -$221K |
|
1619
James River Group
JRVR
$246M
| $3.91M | ﹤0.01% |
214,136
-12,419
| -5% | -$227K |
|
|
KAMN
1620
DELISTED
Kaman Corp
KAMN
| $3.89M | ﹤0.01% |
160,042
-9,084
| -5% | -$221K |
|
1621
Liberty Broadband Class C
LBRDK
$8.67B
| $3.89M | ﹤0.01% |
48,553
-239,305
| -83% | -$19.2M |
|
1622
Canadian Natural Resources
CNQ
$64.9B
| $3.87M | ﹤0.01% |
137,414
-186,134
| -58% | -$5.24M |
|
1623
Ambac
AMBC
$415M
| $3.86M | ﹤0.01% |
271,403
-665
| -0.2% | -$9.47K |
|
|
AAMI
1624
Acadian Asset Management Inc.
AAMI
$1.67B
| $3.86M | ﹤0.01% |
184,312
-11,140
| -6% | -$233K |
|
1625
Bristow Group
VTOL
$1.08B
| $3.85M | ﹤0.01% |
133,843
-8,401
| -6% | -$241K |
|