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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Clearwater Paper
CLW
$342M
| $2.24M | ﹤0.01% |
78,381
-3,843
| -5% | -$110K |
|
|
SQSP
1752
DELISTED
Squarespace, Inc.
SQSP
| $2.21M | ﹤0.01% |
47,703
+736
| +2% | +$34.2K |
|
1753
Tecnoglass
TGLS
$3.36B
| $2.21M | ﹤0.01% |
+32,208
| New | +$2.21M |
|
1754
Phibro Animal Health
PAHC
$1.67B
| $2.16M | ﹤0.01% |
96,087
-15,005
| -14% | -$338K |
|
1755
TC Energy
TRP
$54B
| $2.15M | ﹤0.01% |
45,200
-2,300
| -5% | -$109K |
|
1756
Clearwater Analytics
CWAN
$5.88B
| $2.14M | ﹤0.01% |
84,793
+65,878
| +348% | +$1.66M |
|
1757
Mueller Water Products
MWA
$3.86B
| $2.14M | ﹤0.01% |
98,457
+77,467
| +369% | +$1.68M |
|
1758
Kadant
KAI
$3.75B
| $2.13M | ﹤0.01% |
6,304
-292
| -4% | -$98.7K |
|
1759
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $2.1M | ﹤0.01% |
111,581
+13,338
| +14% | +$251K |
|
1760
United Fire Group
UFCS
$792M
| $2.1M | ﹤0.01% |
100,270
-4,469
| -4% | -$93.5K |
|
1761
Sun Country Airlines
SNCY
$699M
| $2.07M | ﹤0.01% |
184,794
-3,074
| -2% | -$34.5K |
|
1762
Fulgent Genetics
FLGT
$667M
| $2.05M | ﹤0.01% |
94,311
-6,020
| -6% | -$131K |
|
1763
Gogo Inc
GOGO
$1.36B
| $2.03M | ﹤0.01% |
282,470
-19,875
| -7% | -$143K |
|
1764
Marvell Technology
MRVL
$57.8B
| $2.01M | ﹤0.01% |
27,848
-84,705
| -75% | -$6.11M |
|
1765
Acadia Pharmaceuticals
ACAD
$4.02B
| $1.99M | ﹤0.01% |
129,551
+52,340
| +68% | +$805K |
|
1766
Usana Health Sciences
USNA
$551M
| $1.98M | ﹤0.01% |
52,123
-2,417
| -4% | -$91.7K |
|
1767
Manulife Financial
MFC
$52.4B
| $1.94M | ﹤0.01% |
65,500
-75,900
| -54% | -$2.25M |
|
1768
Hertz
HTZ
$1.82B
| $1.91M | ﹤0.01% |
577,868
-69,926
| -11% | -$231K |
|
1769
Rapid7
RPD
$1.26B
| $1.9M | ﹤0.01% |
47,661
+4,214
| +10% | +$168K |
|
1770
Titan International
TWI
$546M
| $1.88M | ﹤0.01% |
231,355
-20,188
| -8% | -$164K |
|
1771
CBIZ
CBZ
$3.01B
| $1.87M | ﹤0.01% |
27,860
+5,717
| +26% | +$385K |
|
1772
Central Garden & Pet
CENT
$2.28B
| $1.87M | ﹤0.01% |
51,214
+29
| +0.1% | +$1.06K |
|
1773
Liberty Live Group Series A
LLYVA
$8.99B
| $1.87M | ﹤0.01% |
37,677
-214
| -0.6% | -$10.6K |
|
1774
Vale
VALE
$44.8B
| $1.85M | ﹤0.01% |
158,561
+1,494
| +1% | +$17.5K |
|
1775
Janus International
JBI
$1.4B
| $1.85M | ﹤0.01% |
182,876
+163,711
| +854% | +$1.66M |
|