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 | |
|---|---|---|---|---|---|---|
1951
Lyft
LYFT
$7.87B
| $534K | ﹤0.01% |
35,607
-4,010
| -10% | -$60.1K |
|
1952
International Money Express
IMXI
$430M
| $529K | ﹤0.01% |
23,941
+5,657
| +31% | +$125K |
|
1953
Arvinas
ARVN
$575M
| $528K | ﹤0.01% |
12,821
+129
| +1% | +$5.31K |
|
|
ALTR
1954
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $527K | ﹤0.01% |
6,268
+653
| +12% | +$55K |
|
1955
LendingTree
TREE
$977M
| $527K | ﹤0.01% |
17,367
+4,144
| +31% | +$126K |
|
1956
BILL Holdings
BILL
$5.38B
| $527K | ﹤0.01% |
6,453
-1,609
| -20% | -$131K |
|
1957
IDEAYA Biosciences
IDYA
$2.17B
| $520K | ﹤0.01% |
14,627
+212
| +1% | +$7.54K |
|
1958
Gray Television
GTN
$579M
| $499K | ﹤0.01% |
55,663
+10,469
| +23% | +$93.8K |
|
1959
PTC Therapeutics
PTCT
$4.63B
| $482K | ﹤0.01% |
17,474
-150
| -0.9% | -$4.13K |
|
1960
Sinclair Inc
SBGI
$933M
| $481K | ﹤0.01% |
36,926
+8,436
| +30% | +$110K |
|
1961
Beam Therapeutics
BEAM
$2.01B
| $480K | ﹤0.01% |
17,629
+284
| +2% | +$7.73K |
|
1962
Expro
XPRO
$1.42B
| $479K | ﹤0.01% |
30,071
-15,172
| -34% | -$242K |
|
1963
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $478K | ﹤0.01% |
2,654
+1,067
| +67% | +$192K |
|
1964
Celldex Therapeutics
CLDX
$1.66B
| $474K | ﹤0.01% |
11,959
-889
| -7% | -$35.3K |
|
1965
Credit Acceptance
CACC
$5.8B
| $464K | ﹤0.01% |
871
-121
| -12% | -$64.5K |
|
1966
Grab
GRAB
$21.6B
| $460K | ﹤0.01% |
136,639
-8,423
| -6% | -$28.4K |
|
1967
VanEck Short Muni ETF
SMB
$287M
| $459K | ﹤0.01% |
26,851
| – | – |
|
1968
Barrett Business Services
BBSI
$1.18B
| $459K | ﹤0.01% |
15,844
+3,500
| +28% | +$101K |
|
1969
Thermon Group Holdings
THR
$826M
| $458K | ﹤0.01% |
14,074
+2,006
| +17% | +$65.3K |
|
1970
CRA International
CRAI
$1.27B
| $457K | ﹤0.01% |
4,624
+1,128
| +32% | +$112K |
|
1971
Sonder
SOND
$21.6M
| $453K | ﹤0.01% |
133,694
-76,564
| -36% | -$260K |
|
1972
Peoples Bancorp
PEBO
$1.09B
| $452K | ﹤0.01% |
13,391
+1,759
| +15% | +$59.4K |
|
1973
Schwab US Large- Cap ETF
SCHX
$59.8B
| $449K | ﹤0.01% |
23,892
-264
| -1% | -$4.96K |
|
1974
Western Alliance Bancorporation
WAL
$9.8B
| $447K | ﹤0.01% |
6,799
-1,693
| -20% | -$111K |
|
1975
Confluent
CFLT
$6.9B
| $447K | ﹤0.01% |
19,107
-171,670
| -90% | -$4.02M |
|