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 | |
|---|---|---|---|---|---|---|
1601
PBF Energy
PBF
$3.3B
| $4.34M | ﹤0.01% |
227,352
+2,514
| +1% | +$48K |
|
1602
Oxford Industries
OXM
$629M
| $4.32M | ﹤0.01% |
73,639
+1,789
| +2% | +$105K |
|
1603
Cracker Barrel
CBRL
$1.18B
| $4.3M | ﹤0.01% |
110,895
+3,075
| +3% | +$119K |
|
1604
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $4.3M | ﹤0.01% |
230,176
+34,141
| +17% | +$638K |
|
1605
Protolabs
PRLB
$1.19B
| $4.28M | ﹤0.01% |
122,057
+3,168
| +3% | +$111K |
|
|
SAFE
1606
Safehold
SAFE
$1.17B
| $4.27M | ﹤0.01% |
228,133
+6,083
| +3% | +$114K |
|
|
RC
1607
Ready Capital
RC
$705M
| $4.27M | ﹤0.01% |
838,879
+21,937
| +3% | +$112K |
|
1608
Central Pacific Financial
CPF
$841M
| $4.22M | ﹤0.01% |
155,957
+3,914
| +3% | +$106K |
|
1609
Ferguson
FERG
$47.8B
| $4.18M | ﹤0.01% |
26,104
-1,120
| -4% | -$179K |
|
1610
HealthStream
HSTM
$834M
| $4.18M | ﹤0.01% |
129,830
+3,157
| +2% | +$102K |
|
1611
MaxLinear
MXL
$1.36B
| $4.18M | ﹤0.01% |
384,677
+9,955
| +3% | +$108K |
|
1612
Sonic Automotive
SAH
$2.84B
| $4.15M | ﹤0.01% |
72,902
+1,851
| +3% | +$105K |
|
1613
Gentherm
THRM
$1.1B
| $4.14M | ﹤0.01% |
154,679
+3,485
| +2% | +$93.2K |
|
1614
Marcus & Millichap
MMI
$1.29B
| $4.13M | ﹤0.01% |
119,789
+3,095
| +3% | +$107K |
|
1615
eXp World Holdings
EXPI
$1.76B
| $4.12M | ﹤0.01% |
421,493
+9,619
| +2% | +$94.1K |
|
1616
Southside Bancshares
SBSI
$932M
| $4.11M | ﹤0.01% |
141,885
+3,726
| +3% | +$108K |
|
1617
Sotera Health
SHC
$4.44B
| $4.11M | ﹤0.01% |
352,388
+1,037
| +0.3% | +$12.1K |
|
1618
PC Connection
CNXN
$1.66B
| $4.09M | ﹤0.01% |
65,537
+1,695
| +3% | +$106K |
|
1619
News Corp Class B
NWS
$18.8B
| $4.07M | ﹤0.01% |
134,135
-939
| -0.7% | -$28.5K |
|
1620
PRA Group
PRAA
$671M
| $4.05M | ﹤0.01% |
196,312
+5,144
| +3% | +$106K |
|
1621
Encore Capital Group
ECPG
$1.02B
| $4.04M | ﹤0.01% |
117,967
+3,105
| +3% | +$106K |
|
1622
Myriad Genetics
MYGN
$615M
| $4.02M | ﹤0.01% |
453,251
+11,864
| +3% | +$105K |
|
1623
Scansource
SCSC
$983M
| $4.01M | ﹤0.01% |
117,804
+1,433
| +1% | +$48.7K |
|
|
RWT
1624
Redwood Trust
RWT
$823M
| $4.01M | ﹤0.01% |
659,909
+18,499
| +3% | +$112K |
|
1625
Hanmi Financial
HAFC
$751M
| $3.97M | ﹤0.01% |
175,331
+4,389
| +3% | +$99.5K |
|