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 | |
|---|---|---|---|---|---|---|
1726
Sprinklr
CXM
$1.93B
| $2.66M | ﹤0.01% |
220,750
-103,931
| -32% | -$1.25M |
|
1727
Manulife Financial
MFC
$54B
| $2.62M | ﹤0.01% |
117,900
-3,978
| -3% | -$88.3K |
|
1728
Ezcorp Inc
EZPW
$1.03B
| $2.62M | ﹤0.01% |
299,430
-337
| -0.1% | -$2.95K |
|
1729
Haverty Furniture Companies
HVT
$390M
| $2.61M | ﹤0.01% |
73,539
-2,261
| -3% | -$80.3K |
|
1730
Movado Group
MOV
$441M
| $2.61M | ﹤0.01% |
86,516
-1,330
| -2% | -$40.1K |
|
1731
Northfield Bancorp
NFBK
$501M
| $2.59M | ﹤0.01% |
206,250
-8,432
| -4% | -$106K |
|
1732
MacroGenics
MGNX
$104M
| $2.58M | ﹤0.01% |
267,876
-7,674
| -3% | -$73.8K |
|
1733
Scorpio Tankers
STNG
$2.97B
| $2.56M | ﹤0.01% |
42,142
+8,409
| +25% | +$511K |
|
1734
Trip.com Group
TCOM
$48.9B
| $2.55M | ﹤0.01% |
70,911
-34,488
| -33% | -$1.24M |
|
1735
TriNet
TNET
$3.48B
| $2.54M | ﹤0.01% |
21,316
+4,778
| +29% | +$568K |
|
1736
Green Dot
GDOT
$754M
| $2.53M | ﹤0.01% |
255,834
-2,460
| -1% | -$24.4K |
|
1737
Resources Connection
RGP
$170M
| $2.52M | ﹤0.01% |
178,180
-3,236
| -2% | -$45.9K |
|
1738
CAVA Group
CAVA
$7.46B
| $2.52M | ﹤0.01% |
+58,596
| New | +$2.52M |
|
1739
Bank of Montreal
BMO
$90.8B
| $2.51M | ﹤0.01% |
25,200
+8,528
| +51% | +$848K |
|
|
KRTX
1740
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $2.5M | ﹤0.01% |
7,910
-977
| -11% | -$309K |
|
1741
iShares S&P 500 Value ETF
IVE
$41.3B
| $2.5M | ﹤0.01% |
14,368
+29
| +0.2% | +$5.04K |
|
1742
Xperi
XPER
$281M
| $2.5M | ﹤0.01% |
226,461
-7,045
| -3% | -$77.6K |
|
|
TBI
1743
Trueblue
TBI
$176M
| $2.49M | ﹤0.01% |
162,264
-5,070
| -3% | -$77.8K |
|
1744
Central Garden & Pet
CENT
$2.3B
| $2.49M | ﹤0.01% |
62,053
-2,368
| -4% | -$94.9K |
|
|
SPLK
1745
DELISTED
Splunk Inc
SPLK
| $2.46M | ﹤0.01% |
16,140
-2,745
| -15% | -$418K |
|
1746
E.W. Scripps
SSP
$257M
| $2.45M | ﹤0.01% |
306,692
-9,585
| -3% | -$76.6K |
|
1747
Consensus Cloud Solutions
CCSI
$537M
| $2.44M | ﹤0.01% |
92,919
-5,334
| -5% | -$140K |
|
1748
Adaptive Biotechnologies
ADPT
$2.05B
| $2.41M | ﹤0.01% |
492,119
-754,745
| -61% | -$3.7M |
|
|
RVNC
1749
DELISTED
Revance Therapeutics, Inc.
RVNC
| $2.37M | ﹤0.01% |
269,718
-693,311
| -72% | -$6.09M |
|
1750
Amicus Therapeutics
FOLD
$2.47B
| $2.34M | ﹤0.01% |
165,220
+27,534
| +20% | +$391K |
|