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 | |
|---|---|---|---|---|---|---|
1751
Nu Holdings
NU
$71.2B
| $2.23M | ﹤0.01% |
217,563
-49,870
| -19% | -$511K |
|
1752
Revolve Group
RVLV
$1.7B
| $2.2M | ﹤0.01% |
102,440
+5,390
| +6% | +$116K |
|
1753
Phibro Animal Health
PAHC
$1.6B
| $2.16M | ﹤0.01% |
101,356
+2,573
| +3% | +$55K |
|
1754
Monro
MNRO
$530M
| $2.16M | ﹤0.01% |
149,133
+3,911
| +3% | +$56.6K |
|
1755
ODP
ODP
$668M
| $2.15M | ﹤0.01% |
149,923
+3,735
| +3% | +$53.5K |
|
1756
Shoe Carnival
SCVL
$673M
| $2.15M | ﹤0.01% |
97,677
+2,496
| +3% | +$54.9K |
|
1757
MarineMax
HZO
$568M
| $2.14M | ﹤0.01% |
99,611
+3,107
| +3% | +$66.8K |
|
1758
Construction Partners
ROAD
$6.87B
| $2.13M | ﹤0.01% |
29,651
+490
| +2% | +$35.2K |
|
1759
Adaptive Biotechnologies
ADPT
$1.96B
| $2.12M | ﹤0.01% |
285,135
+141,691
| +99% | +$1.05M |
|
1760
Zeta Global
ZETA
$4.5B
| $2.1M | ﹤0.01% |
155,138
+5,350
| +4% | +$72.5K |
|
1761
Cytek Biosciences
CTKB
$511M
| $2.09M | ﹤0.01% |
520,743
+13,818
| +3% | +$55.4K |
|
1762
Semler Scientific
SMLR
$416M
| $2.08M | ﹤0.01% |
57,385
-55,102
| -49% | -$1.99M |
|
1763
Argan
AGX
$2.89B
| $2.07M | ﹤0.01% |
15,756
+190
| +1% | +$24.9K |
|
1764
MGP Ingredients
MGPI
$622M
| $2.06M | ﹤0.01% |
70,133
+1,499
| +2% | +$44K |
|
1765
TC Energy
TRP
$53.9B
| $2.05M | ﹤0.01% |
43,500
-800
| -2% | -$37.8K |
|
1766
World Acceptance Corp
WRLD
$942M
| $2.05M | ﹤0.01% |
16,162
+386
| +2% | +$48.8K |
|
1767
TechTarget
TTGT
$403M
| $2.01M | ﹤0.01% |
135,517
+7,105
| +6% | +$105K |
|
1768
Titan International
TWI
$562M
| $2.01M | ﹤0.01% |
239,093
+6,274
| +3% | +$52.6K |
|
1769
Forward Air
FWRD
$916M
| $2.01M | ﹤0.01% |
99,821
+2,673
| +3% | +$53.7K |
|
1770
Vale
VALE
$44.4B
| $1.99M | ﹤0.01% |
199,736
+50,963
| +34% | +$509K |
|
1771
Heartland Express
HTLD
$666M
| $1.99M | ﹤0.01% |
215,713
+5,447
| +3% | +$50.2K |
|
1772
Corsair Gaming
CRSR
$937M
| $1.99M | ﹤0.01% |
224,338
+5,596
| +3% | +$49.6K |
|
1773
Rhythm Pharmaceuticals
RYTM
$6.78B
| $1.97M | ﹤0.01% |
37,156
+272
| +0.7% | +$14.4K |
|
1774
Wheaton Precious Metals
WPM
$47.3B
| $1.96M | ﹤0.01% |
25,244
+6,486
| +35% | +$503K |
|
1775
Central Garden & Pet
CENT
$2.37B
| $1.95M | ﹤0.01% |
53,117
-238
| -0.4% | -$8.73K |
|