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
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Nice
NICE
$8.84B
| $1.84M | ﹤0.01% |
8,892
-487,461
| -98% | -$101M |
|
1777
Mercer International
MERC
$214M
| $1.83M | ﹤0.01% |
226,763
-13,188
| -5% | -$106K |
|
1778
Atlassian
TEAM
$46.3B
| $1.82M | ﹤0.01% |
10,849
+1,603
| +17% | +$269K |
|
1779
Sea Limited
SE
$113B
| $1.78M | ﹤0.01% |
30,609
-12,205
| -29% | -$708K |
|
1780
Restaurant Brands International
QSR
$20.4B
| $1.72M | ﹤0.01% |
22,181
+2,327
| +12% | +$181K |
|
1781
Herc Holdings
HRI
$4.54B
| $1.7M | ﹤0.01% |
12,408
-25,456
| -67% | -$3.48M |
|
1782
Coherus Oncology, Inc. Common Stock
CHRS
$157M
| $1.68M | ﹤0.01% |
394,240
-8,212
| -2% | -$35.1K |
|
1783
Coca-Cola Europacific Partners
CCEP
$40.6B
| $1.68M | ﹤0.01% |
26,059
+5,435
| +26% | +$350K |
|
1784
Open Text
OTEX
$8.85B
| $1.66M | ﹤0.01% |
39,767
-1,200
| -3% | -$50K |
|
1785
Bank of Montreal
BMO
$90.7B
| $1.63M | ﹤0.01% |
18,072
-1,279
| -7% | -$116K |
|
|
CNSL
1786
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $1.62M | ﹤0.01% |
424,240
-21,734
| -5% | -$83.2K |
|
1787
WNS Holdings
WNS
$3.24B
| $1.61M | ﹤0.01% |
21,873
-621,525
| -97% | -$45.8M |
|
1788
Houlihan Lokey
HLI
$14.1B
| $1.6M | ﹤0.01% |
16,242
-5,803
| -26% | -$570K |
|
1789
Phibro Animal Health
PAHC
$1.68B
| $1.59M | ﹤0.01% |
116,129
-11,285
| -9% | -$155K |
|
1790
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $1.55M | ﹤0.01% |
33,622
-11,513
| -26% | -$532K |
|
1791
Erie Indemnity
ERIE
$17.4B
| $1.53M | ﹤0.01% |
7,309
-2,350
| -24% | -$494K |
|
1792
Zscaler
ZS
$44.6B
| $1.53M | ﹤0.01% |
10,427
+1,431
| +16% | +$209K |
|
1793
Acadia Pharmaceuticals
ACAD
$4.11B
| $1.51M | ﹤0.01% |
63,182
-3,551
| -5% | -$85K |
|
1794
MacroGenics
MGNX
$110M
| $1.46M | ﹤0.01% |
273,215
-45
| -0% | -$241 |
|
1795
Amicus Therapeutics
FOLD
$2.43B
| $1.44M | ﹤0.01% |
114,637
-231
| -0.2% | -$2.9K |
|
1796
Fluence Energy
FLNC
$928M
| $1.44M | ﹤0.01% |
53,907
+33,153
| +160% | +$883K |
|
1797
Corebridge Financial
CRBG
$18B
| $1.43M | ﹤0.01% |
81,093
+2,013
| +3% | +$35.6K |
|
1798
FTAI Aviation
FTAI
$17.4B
| $1.38M | ﹤0.01% |
43,550
+30,603
| +236% | +$969K |
|
1799
Sun Life Financial
SLF
$32.8B
| $1.37M | ﹤0.01% |
26,247
-1,460
| -5% | -$76.2K |
|
1800
Invesco Preferred ETF
PGX
$3.96B
| $1.37M | ﹤0.01% |
120,244
-53,346
| -31% | -$607K |
|