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 | |
|---|---|---|---|---|---|---|
1951
Hyster-Yale Materials Handling
HY
$646M
| $424K | ﹤0.01% |
10,219
+127
| +1% | +$5.28K |
|
1952
Mercantile Bank Corp
MBWM
$791M
| $420K | ﹤0.01% |
9,675
+340
| +4% | +$14.8K |
|
1953
Forestar Group
FOR
$1.4B
| $415K | ﹤0.01% |
19,626
-319,326
| -94% | -$6.75M |
|
1954
AGNC Investment
AGNC
$10.4B
| $405K | ﹤0.01% |
42,310
+563
| +1% | +$5.39K |
|
1955
APi Group
APG
$14.4B
| $402K | ﹤0.01% |
16,863
-711
| -4% | -$17K |
|
1956
Evolus
EOLS
$477M
| $402K | ﹤0.01% |
33,409
+39
| +0.1% | +$469 |
|
|
PTVE
1957
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $402K | ﹤0.01% |
22,312
+698
| +3% | +$12.6K |
|
1958
Allison Transmission
ALSN
$7.36B
| $402K | ﹤0.01% |
4,199
-241
| -5% | -$23.1K |
|
1959
SPDR S&P Dividend ETF
SDY
$20.4B
| $398K | ﹤0.01% |
2,936
| – | – |
|
|
SEG
1960
Seaport Entertainment Group Inc.
SEG
$312M
| $394K | ﹤0.01% |
18,337
-50
| -0.3% | -$1.07K |
|
1961
Gorman-Rupp
GRC
$1.11B
| $392K | ﹤0.01% |
11,170
+53
| +0.5% | +$1.86K |
|
1962
GitLab
GTLB
$7.75B
| $390K | ﹤0.01% |
8,298
-1,956
| -19% | -$91.9K |
|
1963
Miller Industries
MLR
$465M
| $390K | ﹤0.01% |
9,194
+307
| +3% | +$13K |
|
1964
Schwab US Dividend Equity ETF
SCHD
$71.7B
| $384K | ﹤0.01% |
+13,723
| New | +$384K |
|
1965
Bright Horizons
BFAM
$6.62B
| $381K | ﹤0.01% |
3,002
-315
| -9% | -$40K |
|
1966
Schwab US Large- Cap ETF
SCHX
$58.8B
| $380K | ﹤0.01% |
17,192
-6,686
| -28% | -$148K |
|
1967
Transcat
TRNS
$747M
| $376K | ﹤0.01% |
5,054
+52
| +1% | +$3.87K |
|
1968
Yext
YEXT
$1.12B
| $366K | ﹤0.01% |
59,458
+20
| +0% | +$123 |
|
1969
IonQ
IONQ
$12.2B
| $358K | ﹤0.01% |
16,223
-974
| -6% | -$21.5K |
|
1970
Pennant Group
PNTG
$853M
| $353K | ﹤0.01% |
14,042
+42
| +0.3% | +$1.06K |
|
1971
Futu Holdings
FUTU
$27B
| $349K | ﹤0.01% |
3,407
-320
| -9% | -$32.8K |
|
1972
CareDx
CDNA
$678M
| $348K | ﹤0.01% |
19,624
+640
| +3% | +$11.4K |
|
1973
Willdan Group
WLDN
$1.52B
| $347K | ﹤0.01% |
8,526
+319
| +4% | +$13K |
|
1974
Ardmore Shipping
ASC
$477M
| $347K | ﹤0.01% |
35,458
+1,060
| +3% | +$10.4K |
|
1975
Astera Labs
ALAB
$29.4B
| $346K | ﹤0.01% |
5,806
-4,671
| -45% | -$279K |
|