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 | |
|---|---|---|---|---|---|---|
|
HAYN
1626
DELISTED
Haynes International, Inc.
HAYN
| $3.8M | ﹤0.01% |
74,742
-1,558
| -2% | -$79.2K |
|
1627
Orthofix Medical
OFIX
$563M
| $3.79M | ﹤0.01% |
209,815
-4,617
| -2% | -$83.4K |
|
1628
Ethan Allen Interiors
ETD
$745M
| $3.78M | ﹤0.01% |
133,547
-7,773
| -6% | -$220K |
|
1629
Newell Brands
NWL
$2.54B
| $3.76M | ﹤0.01% |
432,701
-28,264
| -6% | -$246K |
|
|
CHS
1630
DELISTED
Chicos FAS, Inc.
CHS
| $3.76M | ﹤0.01% |
702,554
-53,494
| -7% | -$286K |
|
1631
CrowdStrike
CRWD
$107B
| $3.75M | ﹤0.01% |
25,517
+2,081
| +9% | +$306K |
|
1632
Eagle Bancorp
EGBN
$596M
| $3.7M | ﹤0.01% |
174,781
-25,825
| -13% | -$546K |
|
|
EBIX
1633
DELISTED
Ebix Inc
EBIX
| $3.69M | ﹤0.01% |
146,382
-1,821
| -1% | -$45.9K |
|
1634
Trip.com Group
TCOM
$47.4B
| $3.66M | ﹤0.01% |
104,517
+102
| +0.1% | +$3.57K |
|
1635
TTEC Holdings
TTEC
$179M
| $3.65M | ﹤0.01% |
107,875
-10,350
| -9% | -$350K |
|
1636
Tootsie Roll Industries
TR
$2.88B
| $3.63M | ﹤0.01% |
108,662
-9,573
| -8% | -$320K |
|
1637
Pilgrim's Pride
PPC
$10.3B
| $3.62M | ﹤0.01% |
168,535
-9,887
| -6% | -$212K |
|
1638
ASML
ASML
$312B
| $3.59M | ﹤0.01% |
4,957
| – | – |
|
1639
Sleep Number
SNBR
$211M
| $3.58M | ﹤0.01% |
131,241
-8,915
| -6% | -$243K |
|
|
UHT
1640
Universal Health Realty Income Trust
UHT
$569M
| $3.55M | ﹤0.01% |
74,612
-4,345
| -6% | -$207K |
|
1641
Banc of California
BANC
$2.65B
| $3.53M | ﹤0.01% |
305,118
-26,616
| -8% | -$308K |
|
1642
Insteel Industries
IIIN
$745M
| $3.53M | ﹤0.01% |
113,294
-7,980
| -7% | -$248K |
|
1643
Evolent Health
EVH
$1.07B
| $3.52M | ﹤0.01% |
116,295
-11,911
| -9% | -$361K |
|
|
UBA
1644
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.51M | ﹤0.01% |
164,992
-10,392
| -6% | -$221K |
|
1645
Invesco QQQ Trust
QQQ
$369B
| $3.48M | ﹤0.01% |
9,416
-1,482
| -14% | -$547K |
|
1646
HealthStream
HSTM
$839M
| $3.44M | ﹤0.01% |
140,017
-6,102
| -4% | -$150K |
|
1647
LPL Financial
LPLA
$27.4B
| $3.43M | ﹤0.01% |
15,798
+5,513
| +54% | +$1.2M |
|
1648
Palantir
PLTR
$396B
| $3.43M | ﹤0.01% |
223,884
+27,493
| +14% | +$421K |
|
1649
Clearfield
CLFD
$456M
| $3.42M | ﹤0.01% |
72,189
-9,828
| -12% | -$465K |
|
1650
CEVA Inc
CEVA
$549M
| $3.4M | ﹤0.01% |
133,233
-6,616
| -5% | -$169K |
|