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 | |
|---|---|---|---|---|---|---|
1876
HEICO
HEI
$44.9B
| $802K | ﹤0.01% |
3,002
-34,498
| -92% | -$9.22M |
|
1877
ICF International
ICFI
$1.74B
| $795K | ﹤0.01% |
9,354
+49
| +0.5% | +$4.16K |
|
1878
Innodata
INOD
$1.31B
| $791K | ﹤0.01% |
22,047
+1,661
| +8% | +$59.6K |
|
1879
Barrett Business Services
BBSI
$1.26B
| $791K | ﹤0.01% |
19,222
+204
| +1% | +$8.4K |
|
1880
1st Source
SRCE
$1.59B
| $749K | ﹤0.01% |
12,526
+430
| +4% | +$25.7K |
|
1881
Bumble
BMBL
$672M
| $741K | ﹤0.01% |
170,822
+12,032
| +8% | +$52.2K |
|
1882
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $740K | ﹤0.01% |
6,300
+3,700
| +142% | +$435K |
|
1883
Ardelyx
ARDX
$1.58B
| $732K | ﹤0.01% |
149,174
+1,032
| +0.7% | +$5.07K |
|
1884
CVRx
CVRX
$201M
| $731K | ﹤0.01% |
+59,808
| New | +$731K |
|
|
UMH
1885
UMH Properties
UMH
$1.28B
| $726K | ﹤0.01% |
38,816
+1,362
| +4% | +$25.5K |
|
1886
CAE Inc
CAE
$8.54B
| $723K | ﹤0.01% |
29,400
-500
| -2% | -$12.3K |
|
|
TLN
1887
Talen Energy Corporation Common Stock
TLN
$17.4B
| $717K | ﹤0.01% |
3,591
+1,920
| +115% | +$383K |
|
1888
Butterfly Network
BFLY
$385M
| $708K | ﹤0.01% |
+310,427
| New | +$708K |
|
1889
Blue Owl Capital
OWL
$11.8B
| $707K | ﹤0.01% |
35,274
-8,265
| -19% | -$166K |
|
1890
Live Oak Bancshares
LOB
$1.77B
| $705K | ﹤0.01% |
26,437
+298
| +1% | +$7.95K |
|
1891
Universal Technical Institute
UTI
$1.49B
| $704K | ﹤0.01% |
27,399
+776
| +3% | +$19.9K |
|
1892
Lulu's Fashion Lounge
LVLU
$10.7M
| $694K | ﹤0.01% |
115,598
-8,492
| -7% | -$51K |
|
1893
Berry Corp
BRY
$254M
| $688K | ﹤0.01% |
214,442
+633
| +0.3% | +$2.03K |
|
1894
Madison Square Garden
MSGE
$1.92B
| $678K | ﹤0.01% |
20,713
+702
| +4% | +$23K |
|
1895
BrightView Holdings
BV
$1.37B
| $667K | ﹤0.01% |
51,967
+1,608
| +3% | +$20.6K |
|
1896
Costamare
CMRE
$1.44B
| $662K | ﹤0.01% |
67,268
+1,630
| +2% | +$16K |
|
1897
QCR Holdings
QCRH
$1.34B
| $661K | ﹤0.01% |
9,269
+323
| +4% | +$23K |
|
1898
TechnipFMC
FTI
$16.3B
| $660K | ﹤0.01% |
20,816
-1,002
| -5% | -$31.8K |
|
1899
German American Bancorp
GABC
$1.56B
| $648K | ﹤0.01% |
17,275
+610
| +4% | +$22.9K |
|
1900
Arhaus
ARHS
$1.6B
| $647K | ﹤0.01% |
74,408
+851
| +1% | +$7.4K |
|