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 | |
|---|---|---|---|---|---|---|
1826
Carvana
CVNA
$50B
| $1.24M | ﹤0.01% |
5,938
-819
| -12% | -$171K |
|
1827
DHT Holdings
DHT
$1.98B
| $1.24M | ﹤0.01% |
118,131
+10,225
| +9% | +$107K |
|
1828
Fidelis Insurance
FIHL
$1.83B
| $1.24M | ﹤0.01% |
76,356
+6,207
| +9% | +$101K |
|
1829
Teva Pharmaceuticals
TEVA
$21.6B
| $1.24M | ﹤0.01% |
80,435
-12,036
| -13% | -$185K |
|
1830
Pinterest
PINS
$25.3B
| $1.22M | ﹤0.01% |
39,393
-11,153
| -22% | -$346K |
|
1831
Imperial Oil
IMO
$44.4B
| $1.21M | ﹤0.01% |
16,796
+1,200
| +8% | +$86.7K |
|
1832
Olo Inc
OLO
$1.74B
| $1.21M | ﹤0.01% |
199,874
+102,063
| +104% | +$616K |
|
1833
Seadrill
SDRL
$2.04B
| $1.19M | ﹤0.01% |
47,666
+863
| +2% | +$21.6K |
|
1834
Aris Water Solutions
ARIS
$777M
| $1.19M | ﹤0.01% |
37,173
+3,538
| +11% | +$113K |
|
1835
AvePoint
AVPT
$3.45B
| $1.13M | ﹤0.01% |
78,396
+4,348
| +6% | +$62.8K |
|
1836
AngioDynamics
ANGO
$437M
| $1.13M | ﹤0.01% |
120,008
+24,047
| +25% | +$226K |
|
1837
WesBanco
WSBC
$3.11B
| $1.12M | ﹤0.01% |
+36,285
| New | +$1.12M |
|
1838
Surmodics
SRDX
$471M
| $1.12M | ﹤0.01% |
36,699
+638
| +2% | +$19.5K |
|
1839
ActivePassive Intermediate Municipal Bond ETF
APMU
$187M
| $1.1M | ﹤0.01% |
44,641
+122
| +0.3% | +$3.01K |
|
1840
Gold Fields
GFI
$31B
| $1.1M | ﹤0.01% |
49,803
+12,972
| +35% | +$287K |
|
|
DESP
1841
DELISTED
Despegar.com
DESP
| $1.09M | ﹤0.01% |
58,106
+5,944
| +11% | +$112K |
|
1842
VanEck Gold Miners ETF
GDX
$20.1B
| $1.07M | ﹤0.01% |
23,354
-19,585
| -46% | -$900K |
|
1843
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
| $1.06M | ﹤0.01% |
6,133
| – | – |
|
1844
Veracyte
VCYT
$2.52B
| $1.06M | ﹤0.01% |
35,663
+3,103
| +10% | +$92K |
|
1845
iShares Floating Rate Bond ETF
FLOT
$9.12B
| $1.06M | ﹤0.01% |
20,708
-12,142
| -37% | -$620K |
|
1846
GigaCloud Technology
GCT
$1.01B
| $1.05M | ﹤0.01% |
74,234
+1,028
| +1% | +$14.6K |
|
1847
Limbach Holdings
LMB
$1.25B
| $1.03M | ﹤0.01% |
13,873
+963
| +7% | +$71.7K |
|
1848
Enterprise Financial Services Corp
EFSC
$2.25B
| $1.03M | ﹤0.01% |
19,214
+1,962
| +11% | +$105K |
|
1849
Enact Holdings
ACT
$5.66B
| $1.03M | ﹤0.01% |
29,681
+2,950
| +11% | +$103K |
|
1850
Brookdale Senior Living
BKD
$1.81B
| $1.03M | ﹤0.01% |
164,351
+14,326
| +10% | +$89.7K |
|