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 | |
|---|---|---|---|---|---|---|
|
MODV
1651
DELISTED
ModivCare
MODV
| $3.38M | ﹤0.01% |
74,833
-3,745
| -5% | -$169K |
|
1652
RPC Inc
RES
$1.02B
| $3.38M | ﹤0.01% |
472,609
-29,529
| -6% | -$211K |
|
1653
Telus
TU
$24.1B
| $3.38M | ﹤0.01% |
173,435
-5,400
| -3% | -$105K |
|
1654
Ferguson
FERG
$45B
| $3.37M | ﹤0.01% |
21,401
+4,665
| +28% | +$734K |
|
1655
Workday
WDAY
$60.5B
| $3.35M | ﹤0.01% |
14,834
+2,162
| +17% | +$488K |
|
1656
Titan International
TWI
$546M
| $3.34M | ﹤0.01% |
291,319
-16,600
| -5% | -$191K |
|
1657
Guess, Inc.
GES
$868M
| $3.31M | ﹤0.01% |
170,252
-14,053
| -8% | -$273K |
|
1658
Pitney Bowes
PBI
$1.96B
| $3.3M | ﹤0.01% |
933,445
-46,586
| -5% | -$165K |
|
1659
America's Car Mart
CRMT
$285M
| $3.3M | ﹤0.01% |
33,048
-2,061
| -6% | -$206K |
|
|
PLYM
1660
Plymouth Industrial REIT
PLYM
$988M
| $3.3M | ﹤0.01% |
143,175
-5,930
| -4% | -$137K |
|
|
XYZ
1661
Block, Inc.
XYZ
$45B
| $3.29M | ﹤0.01% |
49,492
+37,980
| +330% | +$2.53M |
|
1662
Enhabit
EHAB
$409M
| $3.28M | ﹤0.01% |
285,207
-14,277
| -5% | -$164K |
|
1663
Kelly Services Class A
KELYA
$465M
| $3.28M | ﹤0.01% |
186,134
-28,208
| -13% | -$497K |
|
1664
Dime Community Bancshares
DCOM
$1.34B
| $3.28M | ﹤0.01% |
185,777
-10,211
| -5% | -$180K |
|
1665
Powell Industries
POWL
$3.34B
| $3.27M | ﹤0.01% |
53,945
-1,138
| -2% | -$69K |
|
1666
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$581M
| $3.27M | ﹤0.01% |
80,382
+6,919
| +9% | +$281K |
|
1667
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $3.24M | ﹤0.01% |
+37,475
| New | +$3.24M |
|
1668
iShares Russell 2000 ETF
IWM
$66.4B
| $3.23M | ﹤0.01% |
17,271
+1,011
| +6% | +$189K |
|
|
AGTI
1669
DELISTED
Agiliti, Inc.
AGTI
| $3.23M | ﹤0.01% |
195,969
-8,694
| -4% | -$143K |
|
1670
Heritage Financial
HFWA
$842M
| $3.23M | ﹤0.01% |
199,801
-25,264
| -11% | -$409K |
|
1671
Datadog
DDOG
$48.5B
| $3.21M | ﹤0.01% |
32,637
+4,217
| +15% | +$415K |
|
1672
Procore
PCOR
$10.3B
| $3.19M | ﹤0.01% |
49,061
-387,146
| -89% | -$25.2M |
|
|
PRSU
1673
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $3.19M | ﹤0.01% |
118,505
-6,169
| -5% | -$166K |
|
1674
Community Health Systems
CYH
$409M
| $3.18M | ﹤0.01% |
723,194
-33,975
| -4% | -$149K |
|
1675
Xperi
XPER
$275M
| $3.18M | ﹤0.01% |
241,805
-12,177
| -5% | -$160K |
|