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
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Integral Ad Science
IAS
$1.42B
| $670K | ﹤0.01% |
37,284
-15,802
| -30% | -$284K |
|
1902
Champion Homes, Inc.
SKY
$4.21B
| $670K | ﹤0.01% |
10,235
-923
| -8% | -$60.4K |
|
1903
Kadant
KAI
$3.72B
| $663K | ﹤0.01% |
2,985
+252
| +9% | +$56K |
|
1904
Enbridge
ENB
$105B
| $663K | ﹤0.01% |
17,839
-1,923
| -10% | -$71.4K |
|
1905
SiteOne Landscape Supply
SITE
$6.36B
| $662K | ﹤0.01% |
3,955
-651
| -14% | -$109K |
|
1906
Remitly
RELY
$4.18B
| $658K | ﹤0.01% |
34,977
-11,029
| -24% | -$208K |
|
1907
APi Group
APG
$14.5B
| $651K | ﹤0.01% |
35,846
+486
| +1% | +$8.83K |
|
1908
Americold
COLD
$3.84B
| $650K | ﹤0.01% |
20,115
-6,754
| -25% | -$218K |
|
|
SAGE
1909
DELISTED
Sage Therapeutics
SAGE
| $646K | ﹤0.01% |
13,747
-684
| -5% | -$32.2K |
|
1910
Rivian
RIVN
$16.9B
| $640K | ﹤0.01% |
38,442
-13,472
| -26% | -$224K |
|
1911
PJT Partners
PJT
$4.35B
| $640K | ﹤0.01% |
+9,187
| New | +$640K |
|
1912
Ryman Hospitality Properties
RHP
$6.23B
| $634K | ﹤0.01% |
6,825
+688
| +11% | +$63.9K |
|
|
BBU
1913
Brookfield Business Partners
BBU
$2.37B
| $631K | ﹤0.01% |
36,635
+12,609
| +52% | +$217K |
|
|
DOOR
1914
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $618K | ﹤0.01% |
6,032
+3,580
| +146% | +$367K |
|
1915
Rogers Communications
RCI
$19.2B
| $615K | ﹤0.01% |
13,465
+200
| +2% | +$9.14K |
|
1916
Constellium
CSTM
$1.92B
| $614K | ﹤0.01% |
35,721
-1,372
| -4% | -$23.6K |
|
|
AXNX
1917
DELISTED
Axonics, Inc. Common Stock
AXNX
| $610K | ﹤0.01% |
12,077
-184
| -2% | -$9.29K |
|
|
CSW
1918
CSW Industrials, Inc.
CSW
$4.25B
| $605K | ﹤0.01% |
3,638
+2,028
| +126% | +$337K |
|
1919
Mueller Water Products
MWA
$3.85B
| $599K | ﹤0.01% |
36,896
+19,733
| +115% | +$320K |
|
1920
Elastic
ESTC
$9.69B
| $596K | ﹤0.01% |
9,290
+1,142
| +14% | +$73.2K |
|
1921
Casella Waste Systems
CWST
$5.89B
| $595K | ﹤0.01% |
6,575
+1,073
| +20% | +$97.1K |
|
1922
Tenable Holdings
TENB
$3.73B
| $587K | ﹤0.01% |
13,487
+1,160
| +9% | +$50.5K |
|
1923
Workiva
WK
$4.32B
| $587K | ﹤0.01% |
5,777
+540
| +10% | +$54.9K |
|
1924
Zillow
Z
$21.1B
| $578K | ﹤0.01% |
11,506
-6,053
| -34% | -$304K |
|
1925
Tecnoglass
TGLS
$3.31B
| $577K | ﹤0.01% |
11,163
-28,506
| -72% | -$1.47M |
|