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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Canadian Imperial Bank of Commerce
CM
$73.9B
| $3.3M | ﹤0.01% |
68,300
+21,833
| +47% | +$1.06M |
|
1677
Fulgent Genetics
FLGT
$681M
| $3.29M | ﹤0.01% |
113,842
-2,431
| -2% | -$70.3K |
|
1678
Guess, Inc.
GES
$872M
| $3.29M | ﹤0.01% |
142,571
-5,009
| -3% | -$116K |
|
1679
Thryv Holdings
THRY
$571M
| $3.28M | ﹤0.01% |
161,341
-3,112
| -2% | -$63.3K |
|
1680
Heidrick & Struggles
HSII
$1.05B
| $3.27M | ﹤0.01% |
110,892
-1,594
| -1% | -$47.1K |
|
|
XYZ
1681
Block, Inc.
XYZ
$45.2B
| $3.27M | ﹤0.01% |
42,334
-9,404
| -18% | -$727K |
|
1682
Ferguson
FERG
$45.3B
| $3.27M | ﹤0.01% |
16,956
-22,222
| -57% | -$4.29M |
|
1683
Gogo Inc
GOGO
$1.38B
| $3.27M | ﹤0.01% |
322,947
-10,367
| -3% | -$105K |
|
1684
Century Aluminum
CENX
$2.29B
| $3.27M | ﹤0.01% |
269,283
-7,318
| -3% | -$88.8K |
|
1685
Digital Turbine
APPS
$494M
| $3.26M | ﹤0.01% |
475,690
-11,823
| -2% | -$81.1K |
|
1686
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $3.26M | ﹤0.01% |
32,516
-53,662
| -62% | -$5.38M |
|
1687
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $3.25M | ﹤0.01% |
101,281
| – | – |
|
|
AAMI
1688
Acadian Asset Management Inc.
AAMI
$1.73B
| $3.23M | ﹤0.01% |
168,777
-5,582
| -3% | -$107K |
|
1689
Usana Health Sciences
USNA
$564M
| $3.23M | ﹤0.01% |
60,279
-1,567
| -3% | -$84K |
|
1690
RPC Inc
RES
$1.03B
| $3.23M | ﹤0.01% |
443,503
-16,251
| -4% | -$118K |
|
1691
AMC Networks
AMCX
$346M
| $3.19M | ﹤0.01% |
169,626
-2,505
| -1% | -$47.1K |
|
1692
Corsair Gaming
CRSR
$965M
| $3.16M | ﹤0.01% |
224,241
-6,069
| -3% | -$85.6K |
|
1693
Shoe Carnival
SCVL
$651M
| $3.13M | ﹤0.01% |
103,625
-845
| -0.8% | -$25.5K |
|
1694
Clearwater Paper
CLW
$351M
| $3.12M | ﹤0.01% |
86,293
-3,950
| -4% | -$143K |
|
1695
Workday
WDAY
$60.5B
| $3.11M | ﹤0.01% |
11,254
-1,932
| -15% | -$533K |
|
1696
Trustco Bank Corp NY
TRST
$755M
| $3.08M | ﹤0.01% |
99,102
-3,688
| -4% | -$115K |
|
1697
Hanmi Financial
HAFC
$756M
| $3.07M | ﹤0.01% |
158,422
-6,408
| -4% | -$124K |
|
1698
Alpha and Omega Semiconductor
AOSL
$875M
| $3.06M | ﹤0.01% |
117,435
-3,576
| -3% | -$93.2K |
|
1699
Tootsie Roll Industries
TR
$2.91B
| $3.06M | ﹤0.01% |
97,614
-2,660
| -3% | -$83.3K |
|
|
UHT
1700
Universal Health Realty Income Trust
UHT
$583M
| $3.05M | ﹤0.01% |
70,604
-833
| -1% | -$36K |
|