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
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Funko
FNKO
$187M
| $984K | ﹤0.01% |
57,018
-73,298
| -56% | -$1.26M |
|
1977
Acadia Pharmaceuticals
ACAD
$4.26B
| $977K | ﹤0.01% |
40,349
+884
| +2% | +$21.4K |
|
|
LSXMK
1978
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $977K | ﹤0.01% |
27,573
+3,398
| +14% | +$120K |
|
1979
Kearny Financial
KRNY
$415M
| $972K | ﹤0.01% |
75,458
-38,126
| -34% | -$491K |
|
|
APTS
1980
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $971K | ﹤0.01% |
38,946
-19,762
| -34% | -$493K |
|
1981
Arvinas
ARVN
$584M
| $960K | ﹤0.01% |
14,260
+394
| +3% | +$26.5K |
|
|
KRTX
1982
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $946K | ﹤0.01% |
7,462
+169
| +2% | +$21.4K |
|
1983
Columbia Financial
CLBK
$1.62B
| $940K | ﹤0.01% |
43,715
-22,039
| -34% | -$474K |
|
1984
iShares MSCI Japan ETF
EWJ
$15.6B
| $937K | ﹤0.01% |
15,210
-31,274
| -67% | -$1.93M |
|
1985
Zynex
ZYXI
$43.6M
| $934K | ﹤0.01% |
149,991
+4,893
| +3% | +$30.5K |
|
|
ZNGA
1986
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $930K | ﹤0.01% |
100,618
+11,309
| +13% | +$105K |
|
1987
Coca-Cola Europacific Partners
CCEP
$41.3B
| $926K | ﹤0.01% |
19,040
-11,048
| -37% | -$537K |
|
1988
Varonis Systems
VRNS
$6.41B
| $924K | ﹤0.01% |
19,445
+1,235
| +7% | +$58.7K |
|
1989
Virtu Financial
VIRT
$3.26B
| $918K | ﹤0.01% |
24,667
+4,610
| +23% | +$172K |
|
1990
Workiva
WK
$4.48B
| $918K | ﹤0.01% |
7,776
+493
| +7% | +$58.2K |
|
|
PLAN
1991
DELISTED
Anaplan, Inc.
PLAN
| $913K | ﹤0.01% |
14,036
-1,284
| -8% | -$83.5K |
|
1992
Novanta
NOVT
$4.14B
| $912K | ﹤0.01% |
6,408
+406
| +7% | +$57.8K |
|
1993
Stride
LRN
$7.17B
| $908K | ﹤0.01% |
24,995
-12,769
| -34% | -$464K |
|
1994
TETRA Technologies
TTI
$638M
| $908K | ﹤0.01% |
220,987
-22,006
| -9% | -$90.4K |
|
1995
Super Micro Computer
SMCI
$24.8B
| $900K | ﹤0.01% |
236,450
-118,960
| -33% | -$453K |
|
1996
Primoris Services
PRIM
$6.11B
| $897K | ﹤0.01% |
37,654
-19,062
| -34% | -$454K |
|
1997
Waste Connections
WCN
$45.7B
| $883K | ﹤0.01% |
6,319
| – | – |
|
1998
MannKind Corp
MNKD
$1.71B
| $882K | ﹤0.01% |
239,927
-98,199
| -29% | -$361K |
|
1999
Ryman Hospitality Properties
RHP
$6.24B
| $866K | ﹤0.01% |
9,330
+536
| +6% | +$49.8K |
|
|
SHYF
2000
DELISTED
The Shyft Group
SHYF
| $861K | ﹤0.01% |
23,842
-8,520
| -26% | -$308K |
|