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
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1701
United Fire Group
UFCS
$792M
| $4.43M | ﹤0.01% |
142,487
-1,030
| -0.7% | -$32K |
|
|
ITOS
1702
DELISTED
iTeos Therapeutics
ITOS
| $4.4M | ﹤0.01% |
+136,746
| New | +$4.4M |
|
1703
uniQure
QURE
$959M
| $4.39M | ﹤0.01% |
243,006
-2,458
| -1% | -$44.4K |
|
1704
Manulife Financial
MFC
$52.4B
| $4.36M | ﹤0.01% |
+204,041
| New | +$4.36M |
|
1705
BJ's Restaurants
BJRI
$691M
| $4.35M | ﹤0.01% |
153,721
-1,338
| -0.9% | -$37.9K |
|
1706
WisdomTree
WT
$2.02B
| $4.35M | ﹤0.01% |
741,006
-4,139
| -0.6% | -$24.3K |
|
1707
Surmodics
SRDX
$459M
| $4.34M | ﹤0.01% |
95,836
-2,155
| -2% | -$97.7K |
|
1708
Heartland Express
HTLD
$656M
| $4.33M | ﹤0.01% |
307,584
-2,585
| -0.8% | -$36.4K |
|
1709
Insulet
PODD
$23.8B
| $4.3M | ﹤0.01% |
16,130
-980
| -6% | -$261K |
|
1710
Gannett
GCI
$601M
| $4.29M | ﹤0.01% |
951,147
-9,639
| -1% | -$43.5K |
|
1711
Ethan Allen Interiors
ETD
$745M
| $4.29M | ﹤0.01% |
164,365
-10,923
| -6% | -$285K |
|
1712
Talos Energy
TALO
$1.72B
| $4.27M | ﹤0.01% |
270,343
-2,064
| -0.8% | -$32.6K |
|
1713
Dillards
DDS
$8.88B
| $4.26M | ﹤0.01% |
15,876
-7,371
| -32% | -$1.98M |
|
|
ENDP
1714
DELISTED
Endo International plc
ENDP
| $4.25M | ﹤0.01% |
1,841,011
-157,458
| -8% | -$364K |
|
1715
Calavo Growers
CVGW
$479M
| $4.25M | ﹤0.01% |
116,610
-1,212
| -1% | -$44.2K |
|
1716
SiriusPoint
SPNT
$2.18B
| $4.25M | ﹤0.01% |
568,126
-14,436
| -2% | -$108K |
|
1717
PC Connection
CNXN
$1.6B
| $4.19M | ﹤0.01% |
79,975
-4,415
| -5% | -$231K |
|
|
AAN
1718
DELISTED
The Aaron's Company, Inc.
AAN
| $4.17M | ﹤0.01% |
207,673
-1,810
| -0.9% | -$36.3K |
|
1719
Forrester Research
FORR
$188M
| $4.15M | ﹤0.01% |
73,628
-565
| -0.8% | -$31.9K |
|
1720
Premier
PINC
$2.21B
| $4.15M | ﹤0.01% |
116,634
-44,715
| -28% | -$1.59M |
|
1721
Cloudflare
NET
$77.7B
| $4.13M | ﹤0.01% |
34,507
-883
| -2% | -$106K |
|
1722
Tootsie Roll Industries
TR
$2.88B
| $4.12M | ﹤0.01% |
128,823
-778
| -0.6% | -$24.9K |
|
1723
Xometry
XMTR
$2.45B
| $4.12M | ﹤0.01% |
112,080
+1,300
| +1% | +$47.8K |
|
|
EGRX
1724
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.12M | ﹤0.01% |
83,195
-4,702
| -5% | -$233K |
|
1725
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $4.1M | ﹤0.01% |
40,000
| – | – |
|