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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Movado Group
MOV
$426M
| $1.92M | ﹤0.01% |
77,089
-3,881
| -5% | -$96.5K |
|
1777
Rapid7
RPD
$1.26B
| $1.88M | ﹤0.01% |
43,447
+4,683
| +12% | +$202K |
|
1778
Titan International
TWI
$546M
| $1.86M | ﹤0.01% |
251,543
-12,001
| -5% | -$88.9K |
|
1779
Phibro Animal Health
PAHC
$1.67B
| $1.86M | ﹤0.01% |
111,092
-3,777
| -3% | -$63.3K |
|
|
PETQ
1780
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $1.85M | ﹤0.01% |
83,898
+46,299
| +123% | +$1.02M |
|
|
BWIN
1781
Baldwin Insurance Group
BWIN
$2.17B
| $1.85M | ﹤0.01% |
52,058
+7,218
| +16% | +$256K |
|
1782
VSE Corp
VSEC
$3.45B
| $1.84M | ﹤0.01% |
20,831
-85
| -0.4% | -$7.5K |
|
1783
AerCap
AER
$21.7B
| $1.83M | ﹤0.01% |
19,648
-972
| -5% | -$90.6K |
|
1784
Mercer International
MERC
$204M
| $1.82M | ﹤0.01% |
213,139
-9,607
| -4% | -$82K |
|
1785
TC Energy
TRP
$54B
| $1.8M | ﹤0.01% |
47,500
-2,700
| -5% | -$102K |
|
1786
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $1.79M | ﹤0.01% |
98,243
+14,804
| +18% | +$270K |
|
1787
SPDR Gold MiniShares Trust
GLDM
$19.9B
| $1.78M | ﹤0.01% |
38,680
+6,949
| +22% | +$320K |
|
1788
Vale
VALE
$44.8B
| $1.75M | ﹤0.01% |
157,067
-13,025
| -8% | -$145K |
|
1789
Berry Corp
BRY
$251M
| $1.75M | ﹤0.01% |
271,572
-89,455
| -25% | -$578K |
|
1790
Teva Pharmaceuticals
TEVA
$22.4B
| $1.75M | ﹤0.01% |
107,416
-8,031
| -7% | -$131K |
|
1791
Primoris Services
PRIM
$6.35B
| $1.74M | ﹤0.01% |
34,910
+5,578
| +19% | +$278K |
|
1792
iShares North American Natural Resources ETF
IGE
$622M
| $1.73M | ﹤0.01% |
39,325
| – | – |
|
1793
Compass Minerals
CMP
$752M
| $1.73M | ﹤0.01% |
167,253
-9,347
| -5% | -$96.6K |
|
1794
InMode
INMD
$949M
| $1.72M | ﹤0.01% |
94,530
+8,763
| +10% | +$160K |
|
1795
AMC Networks
AMCX
$328M
| $1.71M | ﹤0.01% |
176,917
-2,529
| -1% | -$24.4K |
|
|
BBU
1796
Brookfield Business Partners
BBU
$2.41B
| $1.7M | ﹤0.01% |
90,242
+1,808
| +2% | +$34.1K |
|
1797
ACM Research
ACMR
$1.8B
| $1.66M | ﹤0.01% |
72,181
+8,947
| +14% | +$206K |
|
1798
Haverty Furniture Companies
HVT
$380M
| $1.66M | ﹤0.01% |
65,770
-3,652
| -5% | -$92.4K |
|
1799
Roblox
RBLX
$92.1B
| $1.66M | ﹤0.01% |
44,541
-2,809
| -6% | -$105K |
|
|
CNSL
1800
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $1.65M | ﹤0.01% |
373,982
-12,511
| -3% | -$55K |
|