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 | |
|---|---|---|---|---|---|---|
1676
REX American Resources
REX
$1.02B
| $3.15M | ﹤0.01% |
83,808
+2,082
| +3% | +$78.2K |
|
1677
Corebridge Financial
CRBG
$18.1B
| $3.14M | ﹤0.01% |
99,553
-1,228
| -1% | -$38.8K |
|
1678
United Fire Group
UFCS
$794M
| $3.12M | ﹤0.01% |
105,987
+2,777
| +3% | +$81.8K |
|
1679
Ethan Allen Interiors
ETD
$772M
| $3.12M | ﹤0.01% |
112,715
+2,960
| +3% | +$82K |
|
1680
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $3.12M | ﹤0.01% |
34,445
+4,720
| +16% | +$428K |
|
|
KREF
1681
KKR Real Estate Finance Trust
KREF
$648M
| $3.11M | ﹤0.01% |
287,754
+3,857
| +1% | +$41.7K |
|
1682
Rocket Lab Corporation Common Stock
RKLB
$22.1B
| $3.06M | ﹤0.01% |
171,337
+141,577
| +476% | +$2.53M |
|
1683
Agnico Eagle Mines
AEM
$76.3B
| $3.02M | ﹤0.01% |
27,915
+7,185
| +35% | +$778K |
|
1684
CEVA Inc
CEVA
$543M
| $3.02M | ﹤0.01% |
117,894
+2,629
| +2% | +$67.3K |
|
1685
AdvanSix
ASIX
$569M
| $3.01M | ﹤0.01% |
133,030
+3,479
| +3% | +$78.8K |
|
1686
Alpha and Omega Semiconductor
AOSL
$839M
| $2.99M | ﹤0.01% |
120,105
+4,660
| +4% | +$116K |
|
1687
Avis
CAR
$5.5B
| $2.98M | ﹤0.01% |
39,232
+293
| +0.8% | +$22.2K |
|
1688
Vir Biotechnology
VIR
$732M
| $2.98M | ﹤0.01% |
459,337
+12,024
| +3% | +$77.9K |
|
1689
Ternium
TX
$6.79B
| $2.98M | ﹤0.01% |
95,486
+4,348
| +5% | +$135K |
|
1690
PDF Solutions
PDFS
$788M
| $2.96M | ﹤0.01% |
154,887
+3,525
| +2% | +$67.4K |
|
|
ADAM
1691
Adamas Trust, Inc. Common Stock
ADAM
$669M
| $2.93M | ﹤0.01% |
451,094
+11,831
| +3% | +$76.8K |
|
|
INN
1692
Summit Hotel Properties
INN
$614M
| $2.92M | ﹤0.01% |
539,713
+14,115
| +3% | +$76.4K |
|
1693
GeoPark
GPRK
$326M
| $2.91M | ﹤0.01% |
359,919
+13,999
| +4% | +$113K |
|
1694
ProPetro Holding
PUMP
$496M
| $2.9M | ﹤0.01% |
395,202
+10,434
| +3% | +$76.7K |
|
1695
Trustco Bank Corp NY
TRST
$753M
| $2.89M | ﹤0.01% |
94,687
+2,529
| +3% | +$77.1K |
|
1696
Shenandoah Telecom
SHEN
$738M
| $2.87M | ﹤0.01% |
228,612
+6,024
| +3% | +$75.7K |
|
1697
Booz Allen Hamilton
BAH
$12.6B
| $2.87M | ﹤0.01% |
27,435
-2,349
| -8% | -$246K |
|
1698
IMAX
IMAX
$1.6B
| $2.86M | ﹤0.01% |
108,550
+4,604
| +4% | +$121K |
|
1699
iShares Preferred and Income Securities ETF
PFF
$14.5B
| $2.86M | ﹤0.01% |
93,000
-30,000
| -24% | -$922K |
|
1700
Vital Energy
VTLE
$635M
| $2.85M | ﹤0.01% |
134,381
+3,539
| +3% | +$75.1K |
|