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 | |
|---|---|---|---|---|---|---|
1751
DXP Enterprises
DXPE
$1.87B
| $2.33M | ﹤0.01% |
69,176
-5,154
| -7% | -$174K |
|
|
ARCH
1752
DELISTED
Arch Resources, Inc.
ARCH
| $2.31M | ﹤0.01% |
13,940
+2,675
| +24% | +$444K |
|
1753
America's Car Mart
CRMT
$287M
| $2.29M | ﹤0.01% |
30,265
-1,991
| -6% | -$151K |
|
1754
Vanguard Russell 2000 ETF
VTWO
$12.9B
| $2.27M | ﹤0.01% |
28,015
-1,050
| -4% | -$85.2K |
|
1755
Oil States International
OIS
$347M
| $2.26M | ﹤0.01% |
333,063
-11,737
| -3% | -$79.7K |
|
|
PLYM
1756
Plymouth Industrial REIT
PLYM
$990M
| $2.23M | ﹤0.01% |
92,655
-47,218
| -34% | -$1.14M |
|
1757
United Fire Group
UFCS
$801M
| $2.23M | ﹤0.01% |
110,638
-3,746
| -3% | -$75.4K |
|
1758
Roblox
RBLX
$93.2B
| $2.2M | ﹤0.01% |
48,191
-8,628
| -15% | -$394K |
|
1759
National Presto Industries
NPK
$803M
| $2.19M | ﹤0.01% |
27,317
-972
| -3% | -$78K |
|
|
SPWR
1760
DELISTED
SunPower Corporation Common Stock
SPWR
| $2.16M | ﹤0.01% |
446,753
-12,217
| -3% | -$59K |
|
1761
TTEC Holdings
TTEC
$179M
| $2.14M | ﹤0.01% |
98,697
-2,964
| -3% | -$64.2K |
|
1762
ATN International
ATNI
$241M
| $2.13M | ﹤0.01% |
54,704
-2,666
| -5% | -$104K |
|
1763
Mercer International
MERC
$207M
| $2.12M | ﹤0.01% |
223,307
-7,661
| -3% | -$72.6K |
|
1764
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.16B
| $2.1M | ﹤0.01% |
44,045
+12,661
| +40% | +$604K |
|
|
RPT.PRD
1765
DELISTED
RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest
RPT.PRD
| $2.08M | ﹤0.01% |
36,328
-8,200
| -18% | -$468K |
|
1766
Inspire Medical Systems
INSP
$2.41B
| $2.07M | ﹤0.01% |
10,177
-73,406
| -88% | -$14.9M |
|
1767
TC Energy
TRP
$54.2B
| $2.07M | ﹤0.01% |
52,700
-2,231
| -4% | -$87.6K |
|
1768
Atlassian
TEAM
$46.5B
| $2.07M | ﹤0.01% |
8,689
-951
| -10% | -$226K |
|
1769
Texas Pacific Land
TPL
$21.5B
| $2.06M | ﹤0.01% |
3,939
-336
| -8% | -$176K |
|
1770
Designer Brands
DBI
$224M
| $2.02M | ﹤0.01% |
228,441
-37,408
| -14% | -$331K |
|
1771
Liquidity Services
LQDT
$849M
| $2.01M | ﹤0.01% |
116,798
-3,519
| -3% | -$60.6K |
|
1772
Corebridge Financial
CRBG
$18.1B
| $2M | ﹤0.01% |
92,524
+2,828
| +3% | +$61.3K |
|
1773
Marcus Corp
MCS
$502M
| $1.87M | ﹤0.01% |
128,308
-4,865
| -4% | -$70.9K |
|
1774
Coinbase
COIN
$82.4B
| $1.86M | ﹤0.01% |
10,686
-6,797
| -39% | -$1.18M |
|
1775
Coupang
CPNG
$59.5B
| $1.84M | ﹤0.01% |
113,423
-22,021
| -16% | -$357K |
|