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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$462M |
| 2 |
Americold
COLD
|
+$236M |
| 3 |
Canadian Natural Resources
CNQ
|
+$168M |
| 4 |
Realty Income
O
|
+$147M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$135M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
+$271M |
| 2 |
Moody's
MCO
|
+$168M |
| 3 |
CubeSmart
CUBE
|
+$165M |
| 4 |
Franco-Nevada
FNV
|
+$149M |
| 5 |
TransUnion
TRU
|
+$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SWTX
1926
DELISTED
SpringWorks Therapeutics
SWTX
| $588K | ﹤0.01% |
16,120
+1,231
| +8% | +$44.9K |
|
|
EVBG
1927
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $588K | ﹤0.01% |
24,176
+5,658
| +31% | +$138K |
|
1928
Revolve Group
RVLV
$1.67B
| $586K | ﹤0.01% |
35,335
-3,009
| -8% | -$49.9K |
|
1929
SoFi Technologies
SOFI
$30.6B
| $586K | ﹤0.01% |
58,845
-666,794
| -92% | -$6.63M |
|
1930
iShares MBS ETF
MBB
$41.5B
| $585K | ﹤0.01% |
6,219
+17
| +0.3% | +$1.6K |
|
1931
Workiva
WK
$4.24B
| $582K | ﹤0.01% |
5,735
+624
| +12% | +$63.4K |
|
1932
TG Therapeutics
TGTX
$5.05B
| $582K | ﹤0.01% |
34,052
+412
| +1% | +$7.04K |
|
1933
Twist Bioscience
TWST
$1.46B
| $581K | ﹤0.01% |
15,774
-1,689
| -10% | -$62.3K |
|
1934
Marathon Digital Holdings
MARA
$5.88B
| $578K | ﹤0.01% |
24,607
+6,836
| +38% | +$161K |
|
1935
WesBanco
WSBC
$3.07B
| $574K | ﹤0.01% |
18,304
+1,647
| +10% | +$51.7K |
|
1936
XP
XP
$9.83B
| $574K | ﹤0.01% |
22,020
-10,689
| -33% | -$279K |
|
1937
GitLab
GTLB
$8.17B
| $573K | ﹤0.01% |
9,102
-1,754
| -16% | -$110K |
|
1938
U-Haul Holding Co Series N
UHAL.B
$9.83B
| $573K | ﹤0.01% |
8,128
-1,245
| -13% | -$87.7K |
|
1939
Crinetics Pharmaceuticals
CRNX
$3.3B
| $565K | ﹤0.01% |
15,885
-1,416
| -8% | -$50.4K |
|
1940
Titan Machinery
TITN
$464M
| $564K | ﹤0.01% |
19,531
-518,899
| -96% | -$15M |
|
1941
Procore
PCOR
$10.3B
| $563K | ﹤0.01% |
8,130
-12,675
| -61% | -$877K |
|
1942
Zillow
Z
$20.8B
| $563K | ﹤0.01% |
9,724
-2,413
| -20% | -$140K |
|
1943
Casella Waste Systems
CWST
$5.81B
| $558K | ﹤0.01% |
6,533
+632
| +11% | +$54K |
|
|
BBUC
1944
Brookfield Business Corp
BBUC
$2.36B
| $557K | ﹤0.01% |
23,928
+250
| +1% | +$5.82K |
|
1945
Liberty Latin America Class C
LILAK
$1.54B
| $556K | ﹤0.01% |
75,752
+11,663
| +18% | +$85.6K |
|
1946
SiteOne Landscape Supply
SITE
$6.39B
| $553K | ﹤0.01% |
3,401
-789
| -19% | -$128K |
|
1947
Imperial Oil
IMO
$46.6B
| $547K | ﹤0.01% |
9,560
-3,383
| -26% | -$194K |
|
|
ATSG
1948
DELISTED
Air Transport Services Group, Inc.
ATSG
| $544K | ﹤0.01% |
30,865
+5,129
| +20% | +$90.3K |
|
1949
Robinhood
HOOD
$104B
| $540K | ﹤0.01% |
42,397
-9,762
| -19% | -$124K |
|
1950
Rocket Pharmaceuticals
RCKT
$343M
| $538K | ﹤0.01% |
17,963
+661
| +4% | +$19.8K |
|