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 | |
|---|---|---|---|---|---|---|
1776
Ovintiv
OVV
$11B
| $3.34M | ﹤0.01% |
61,796
-83,110
| -57% | -$4.49M |
|
1777
BioMarin Pharmaceuticals
BMRN
$10.5B
| $3.34M | ﹤0.01% |
43,282
+4,517
| +12% | +$348K |
|
|
DBD
1778
DELISTED
Diebold Nixdorf Incorporated
DBD
| $3.32M | ﹤0.01% |
493,855
-3,243
| -0.7% | -$21.8K |
|
1779
Douglas Elliman
DOUG
$230M
| $3.3M | ﹤0.01% |
474,202
-8,593
| -2% | -$59.7K |
|
1780
iShares National Muni Bond ETF
MUB
$39.3B
| $3.3M | ﹤0.01% |
30,050
-29,650
| -50% | -$3.25M |
|
1781
News Corp Class B
NWS
$17.8B
| $3.29M | ﹤0.01% |
146,234
+9,623
| +7% | +$217K |
|
1782
OraSure Technologies
OSUR
$238M
| $3.28M | ﹤0.01% |
483,347
-4,592
| -0.9% | -$31.1K |
|
1783
OneSpan
OSPN
$578M
| $3.27M | ﹤0.01% |
226,723
-1,970
| -0.9% | -$28.4K |
|
1784
ASML
ASML
$312B
| $3.27M | ﹤0.01% |
+4,888
| New | +$3.27M |
|
1785
Vanguard Russell 2000 ETF
VTWO
$12.7B
| $3.26M | ﹤0.01% |
+39,322
| New | +$3.26M |
|
1786
nLIGHT
LASR
$1.44B
| $3.25M | ﹤0.01% |
187,400
| – | – |
|
1787
America's Car Mart
CRMT
$285M
| $3.22M | ﹤0.01% |
39,975
-521
| -1% | -$42K |
|
1788
Ironwood Pharmaceuticals
IRWD
$187M
| $3.22M | ﹤0.01% |
255,572
-104,097
| -29% | -$1.31M |
|
1789
Ambac
AMBC
$415M
| $3.18M | ﹤0.01% |
305,438
-3,114
| -1% | -$32.4K |
|
1790
Dorian LPG
LPG
$1.35B
| $3.17M | ﹤0.01% |
218,654
-10,416
| -5% | -$151K |
|
1791
National Vision
EYE
$1.79B
| $3.17M | ﹤0.01% |
72,661
-24,595
| -25% | -$1.07M |
|
1792
Haverty Furniture Companies
HVT
$380M
| $3.17M | ﹤0.01% |
115,450
-12,058
| -9% | -$331K |
|
1793
Thryv Holdings
THRY
$551M
| $3.15M | ﹤0.01% |
112,171
-828
| -0.7% | -$23.3K |
|
1794
ZimVie
ZIMV
$532M
| $3.15M | ﹤0.01% |
+137,733
| New | +$3.15M |
|
1795
Clearwater Paper
CLW
$342M
| $3.09M | ﹤0.01% |
110,086
-956
| -0.9% | -$26.8K |
|
1796
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $3.08M | ﹤0.01% |
+64,212
| New | +$3.08M |
|
1797
DXP Enterprises
DXPE
$1.79B
| $3.08M | ﹤0.01% |
113,791
-43
| -0% | -$1.17K |
|
1798
LPL Financial
LPLA
$27.4B
| $3.07M | ﹤0.01% |
16,805
-2,482
| -13% | -$453K |
|
1799
Apollo Global Management
APO
$76.4B
| $3.06M | ﹤0.01% |
49,417
+18,055
| +58% | +$1.12M |
|
|
BHVN
1800
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $3.03M | ﹤0.01% |
25,572
-5,622
| -18% | -$667K |
|