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 | |
|---|---|---|---|---|---|---|
1651
Liquidity Services
LQDT
$836M
| $3.51M | ﹤0.01% |
113,042
+4,355
| +4% | +$135K |
|
1652
Core Laboratories
CLB
$592M
| $3.51M | ﹤0.01% |
233,829
+4,733
| +2% | +$70.9K |
|
1653
Avanos Medical
AVNS
$590M
| $3.5M | ﹤0.01% |
244,063
+6,269
| +3% | +$89.8K |
|
1654
Atkore
ATKR
$1.99B
| $3.49M | ﹤0.01% |
58,174
+2,006
| +4% | +$120K |
|
1655
Deluxe
DLX
$876M
| $3.49M | ﹤0.01% |
220,472
+5,782
| +3% | +$91.4K |
|
1656
Dream Finders Homes
DFH
$2.87B
| $3.47M | ﹤0.01% |
153,968
+3,320
| +2% | +$74.9K |
|
|
INVX
1657
Innovex International, Inc.
INVX
$1.16B
| $3.46M | ﹤0.01% |
192,628
+10,170
| +6% | +$183K |
|
1658
XPEL
XPEL
$987M
| $3.45M | ﹤0.01% |
117,535
+2,659
| +2% | +$78.1K |
|
1659
Matthews International
MATW
$767M
| $3.43M | ﹤0.01% |
154,136
+5,813
| +4% | +$129K |
|
1660
Cohu
COHU
$950M
| $3.41M | ﹤0.01% |
232,111
+6,080
| +3% | +$89.4K |
|
1661
Capitol Federal Financial
CFFN
$846M
| $3.41M | ﹤0.01% |
608,535
+16,204
| +3% | +$90.7K |
|
1662
SpartanNash
SPTN
$908M
| $3.4M | ﹤0.01% |
168,064
+4,391
| +3% | +$89K |
|
1663
iShares Russell 2000 ETF
IWM
$67.8B
| $3.4M | ﹤0.01% |
17,021
-9,162
| -35% | -$1.83M |
|
1664
Fortrea Holdings
FTRE
$1.06B
| $3.37M | ﹤0.01% |
446,200
+11,247
| +3% | +$84.9K |
|
1665
Cars.com
CARS
$835M
| $3.35M | ﹤0.01% |
296,907
+7,725
| +3% | +$87.1K |
|
1666
Owens & Minor
OMI
$434M
| $3.33M | ﹤0.01% |
368,459
+9,552
| +3% | +$86.3K |
|
1667
Primoris Services
PRIM
$6.32B
| $3.31M | ﹤0.01% |
57,664
+1,727
| +3% | +$99.1K |
|
1668
CVR Energy
CVI
$3.16B
| $3.31M | ﹤0.01% |
170,584
+3,910
| +2% | +$75.9K |
|
1669
Sturm, Ruger & Co
RGR
$572M
| $3.29M | ﹤0.01% |
83,660
+2,123
| +3% | +$83.4K |
|
|
AHH
1670
Armada Hoffler Properties
AHH
$581M
| $3.27M | ﹤0.01% |
435,978
+11,022
| +3% | +$82.8K |
|
1671
iShares MSCI USA Quality Factor ETF
QUAL
$54.3B
| $3.23M | ﹤0.01% |
18,893
| – | – |
|
1672
John B. Sanfilippo & Son
JBSS
$749M
| $3.2M | ﹤0.01% |
45,136
+1,195
| +3% | +$84.7K |
|
1673
Ultragenyx Pharmaceutical
RARE
$3.07B
| $3.19M | ﹤0.01% |
88,068
-1,887
| -2% | -$68.3K |
|
1674
Eagle Bancorp
EGBN
$602M
| $3.16M | ﹤0.01% |
150,357
+3,941
| +3% | +$82.8K |
|
1675
Victory Capital Holdings
VCTR
$4.77B
| $3.16M | ﹤0.01% |
54,548
+1,718
| +3% | +$99.4K |
|