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 | |
|---|---|---|---|---|---|---|
1926
monday.com
MNDY
$9.4B
| $552K | ﹤0.01% |
2,271
-218
| -9% | -$53K |
|
1927
iShares US Real Estate ETF
IYR
$3.72B
| $546K | ﹤0.01% |
5,702
-39,173
| -87% | -$3.75M |
|
1928
Dole
DOLE
$1.28B
| $529K | ﹤0.01% |
36,633
+1,440
| +4% | +$20.8K |
|
1929
Zillow
Z
$20.3B
| $524K | ﹤0.01% |
7,645
-394
| -5% | -$27K |
|
1930
Liberty Broadband Class C
LBRDK
$8.53B
| $522K | ﹤0.01% |
6,141
-735
| -11% | -$62.5K |
|
|
GRP.U
1931
Granite Real Estate Investment Trust
GRP.U
$3.41B
| $522K | ﹤0.01% |
11,200
-100
| -0.9% | -$4.66K |
|
1932
Rivian
RIVN
$16.6B
| $516K | ﹤0.01% |
41,446
-944
| -2% | -$11.8K |
|
1933
Select Water Solutions
WTTR
$913M
| $510K | ﹤0.01% |
48,603
+1,822
| +4% | +$19.1K |
|
1934
Thermon Group Holdings
THR
$871M
| $501K | ﹤0.01% |
17,990
+639
| +4% | +$17.8K |
|
1935
Vanguard Small-Cap ETF
VB
$66.7B
| $497K | ﹤0.01% |
2,243
-273
| -11% | -$60.5K |
|
1936
Napco Security Technologies
NSSC
$1.4B
| $491K | ﹤0.01% |
21,346
+156
| +0.7% | +$3.59K |
|
1937
Varex Imaging
VREX
$484M
| $491K | ﹤0.01% |
42,319
+1,175
| +3% | +$13.6K |
|
1938
International Money Express
IMXI
$432M
| $483K | ﹤0.01% |
38,295
+284
| +0.7% | +$3.58K |
|
1939
Aurora
AUR
$10.3B
| $475K | ﹤0.01% |
70,652
+2,061
| +3% | +$13.9K |
|
1940
Madrigal Pharmaceuticals
MDGL
$9.61B
| $475K | ﹤0.01% |
1,434
-96
| -6% | -$31.8K |
|
1941
Cross Country Healthcare
CCRN
$446M
| $474K | ﹤0.01% |
31,821
+827
| +3% | +$12.3K |
|
1942
MiMedx Group
MDXG
$1.05B
| $467K | ﹤0.01% |
61,451
+1,225
| +2% | +$9.31K |
|
1943
Kornit Digital
KRNT
$659M
| $453K | ﹤0.01% |
23,758
-35,826
| -60% | -$684K |
|
1944
Revolution Medicines
RVMD
$7.28B
| $452K | ﹤0.01% |
12,792
+259
| +2% | +$9.16K |
|
1945
Orrstown Financial Services
ORRF
$686M
| $450K | ﹤0.01% |
14,997
+462
| +3% | +$13.9K |
|
1946
Liberty Latin America Class C
LILAK
$1.63B
| $444K | ﹤0.01% |
71,532
+2,652
| +4% | +$16.5K |
|
|
AZEK
1947
DELISTED
The AZEK Co
AZEK
| $437K | ﹤0.01% |
8,942
-126,422
| -93% | -$6.18M |
|
1948
Turning Point Brands
TPB
$1.78B
| $434K | ﹤0.01% |
7,309
+62
| +0.9% | +$3.69K |
|
1949
Immersion
IMMR
$228M
| $428K | ﹤0.01% |
56,469
+1,242
| +2% | +$9.41K |
|
1950
Qiagen
QGEN
$10.2B
| $428K | ﹤0.01% |
10,658
-531
| -5% | -$21.3K |
|