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 | |
|---|---|---|---|---|---|---|
1851
RxSight
RXST
$372M
| $1.02M | ﹤0.01% |
40,486
+561
| +1% | +$14.2K |
|
1852
Kodiak Gas Services
KGS
$3.09B
| $1.02M | ﹤0.01% |
27,246
+3,233
| +13% | +$121K |
|
1853
MannKind Corp
MNKD
$1.73B
| $1.01M | ﹤0.01% |
200,445
+15,870
| +9% | +$79.8K |
|
1854
Constellium
CSTM
$1.99B
| $1M | ﹤0.01% |
99,435
+7,276
| +8% | +$73.4K |
|
1855
Rush Street Interactive
RSI
$2B
| $991K | ﹤0.01% |
92,473
+6,422
| +7% | +$68.8K |
|
1856
BCE
BCE
$23B
| $989K | ﹤0.01% |
43,100
+21,000
| +95% | +$482K |
|
|
PLYM
1857
Plymouth Industrial REIT
PLYM
$990M
| $977K | ﹤0.01% |
59,956
+474
| +0.8% | +$7.73K |
|
1858
Principal Investment Grade Corporate Active ETF
IG
$122M
| $971K | ﹤0.01% |
47,103
| – | – |
|
1859
Okta
OKTA
$15.9B
| $965K | ﹤0.01% |
9,172
-1,905
| -17% | -$200K |
|
1860
Empire State Realty Trust
ESRT
$1.35B
| $930K | ﹤0.01% |
118,951
+11,460
| +11% | +$89.6K |
|
1861
Repay Holdings
RPAY
$497M
| $927K | ﹤0.01% |
166,377
+13,722
| +9% | +$76.4K |
|
1862
Telus
TU
$25.2B
| $921K | ﹤0.01% |
64,200
+7,900
| +14% | +$113K |
|
1863
CRA International
CRAI
$1.28B
| $919K | ﹤0.01% |
5,304
+416
| +9% | +$72.1K |
|
|
ITCI
1864
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $914K | ﹤0.01% |
6,925
-544,038
| -99% | -$71.8M |
|
1865
VanEck High Yield Muni ETF
HYD
$3.33B
| $906K | ﹤0.01% |
+17,704
| New | +$906K |
|
1866
Southern Copper
SCCO
$83.4B
| $905K | ﹤0.01% |
9,882
-257
| -3% | -$23.5K |
|
1867
FTAI Aviation
FTAI
$15.9B
| $901K | ﹤0.01% |
8,111
-32,966
| -80% | -$3.66M |
|
1868
SS&C Technologies
SSNC
$21.6B
| $882K | ﹤0.01% |
10,554
-464
| -4% | -$38.8K |
|
1869
Petrobras
PBR
$78.2B
| $850K | ﹤0.01% |
59,286
+15,800
| +36% | +$227K |
|
1870
MongoDB
MDB
$26.3B
| $842K | ﹤0.01% |
4,798
-1,201
| -20% | -$211K |
|
1871
Alkami Technology
ALKT
$2.62B
| $837K | ﹤0.01% |
31,892
+850
| +3% | +$22.3K |
|
1872
TransUnion
TRU
$17.5B
| $828K | ﹤0.01% |
9,980
-110,908
| -92% | -$9.2M |
|
1873
Amneal Pharmaceuticals
AMRX
$3.01B
| $819K | ﹤0.01% |
97,710
+875
| +0.9% | +$7.33K |
|
1874
Sezzle
SEZL
$2.87B
| $815K | ﹤0.01% |
23,346
+1,818
| +8% | +$63.4K |
|
1875
Vanguard Value ETF
VTV
$143B
| $806K | ﹤0.01% |
4,663
+1,445
| +45% | +$250K |
|