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 | |
|---|---|---|---|---|---|---|
1826
National Presto Industries
NPK
$781M
| $2.58M | ﹤0.01% |
33,504
-293
| -0.9% | -$22.5K |
|
1827
Marcus Corp
MCS
$498M
| $2.56M | ﹤0.01% |
144,507
-944
| -0.6% | -$16.7K |
|
1828
DocuSign
DOCU
$16B
| $2.55M | ﹤0.01% |
23,850
-1,801
| -7% | -$193K |
|
|
LYLT
1829
DELISTED
Loyalty Ventures Inc. Common Stock
LYLT
| $2.54M | ﹤0.01% |
153,500
-12,068
| -7% | -$199K |
|
1830
Brown-Forman Class A
BF.A
$13.3B
| $2.5M | ﹤0.01% |
39,894
+35,801
| +875% | +$2.25M |
|
1831
Universal Insurance Holdings
UVE
$704M
| $2.5M | ﹤0.01% |
185,341
-2,061
| -1% | -$27.8K |
|
1832
Western Alliance Bancorporation
WAL
$9.75B
| $2.49M | ﹤0.01% |
30,065
+8,582
| +40% | +$711K |
|
1833
Invesco QQQ Trust
QQQ
$369B
| $2.49M | ﹤0.01% |
6,865
+3,114
| +83% | +$1.13M |
|
1834
ANI Pharmaceuticals
ANIP
$2.06B
| $2.47M | ﹤0.01% |
87,927
+10,097
| +13% | +$284K |
|
1835
Cactus
WHD
$2.8B
| $2.43M | ﹤0.01% |
42,771
-13,753
| -24% | -$780K |
|
1836
Okta
OKTA
$16.3B
| $2.42M | ﹤0.01% |
16,045
-661
| -4% | -$99.8K |
|
1837
Casella Waste Systems
CWST
$5.92B
| $2.38M | ﹤0.01% |
27,120
-7,563
| -22% | -$663K |
|
1838
MacroGenics
MGNX
$111M
| $2.37M | ﹤0.01% |
269,274
+9,995
| +4% | +$88K |
|
1839
Olympic Steel
ZEUS
$373M
| $2.37M | ﹤0.01% |
61,501
-570
| -0.9% | -$21.9K |
|
1840
SelectQuote
SLQT
$351M
| $2.36M | ﹤0.01% |
846,497
-5,883
| -0.7% | -$16.4K |
|
1841
Zoom
ZM
$25.6B
| $2.36M | ﹤0.01% |
20,112
-947
| -4% | -$111K |
|
|
HTO
1842
H2O America Common Stock
HTO
$1.76B
| $2.31M | ﹤0.01% |
33,152
-105
| -0.3% | -$7.31K |
|
1843
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $2.3M | ﹤0.01% |
22,900
-1,200
| -5% | -$121K |
|
|
1844
HEICO
HEI
$44.2B
| $2.27M | ﹤0.01% |
14,786
-233
| -2% | -$35.8K |
|
1845
CommScope
COMM
$3.59B
| $2.26M | ﹤0.01% |
287,340
-125,033
| -30% | -$985K |
|
1846
Motorcar Parts of America
MPAA
$284M
| $2.26M | ﹤0.01% |
126,904
-1,087
| -0.8% | -$19.4K |
|
1847
Camping World
CWH
$1.11B
| $2.26M | ﹤0.01% |
80,853
-56,509
| -41% | -$1.58M |
|
1848
Trip.com Group
TCOM
$47.3B
| $2.25M | ﹤0.01% |
97,162
-101,357
| -51% | -$2.34M |
|
1849
STAG Industrial
STAG
$6.84B
| $2.22M | ﹤0.01% |
53,609
-9,464
| -15% | -$391K |
|
1850
iShares S&P 500 Value ETF
IVE
$41B
| $2.16M | ﹤0.01% |
+13,894
| New | +$2.16M |
|