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 | |
|---|---|---|---|---|---|---|
1976
Open Lending Corp
LPRO
$253M
| $447K | ﹤0.01% |
52,488
+12,021
| +30% | +$102K |
|
1977
Alight
ALIT
$1.89B
| $446K | ﹤0.01% |
52,245
-6,564
| -11% | -$56K |
|
1978
Ramaco Resources Class A
METC
$1.72B
| $445K | ﹤0.01% |
26,797
+5,897
| +28% | +$98K |
|
1979
Transcat
TRNS
$705M
| $444K | ﹤0.01% |
4,065
+981
| +32% | +$107K |
|
1980
Procept Biorobotics
PRCT
$2.09B
| $444K | ﹤0.01% |
10,588
+568
| +6% | +$23.8K |
|
1981
SentinelOne
S
$5.98B
| $443K | ﹤0.01% |
16,146
-3,152
| -16% | -$86.5K |
|
|
ESGR
1982
DELISTED
Enstar Group
ESGR
| $443K | ﹤0.01% |
1,505
-252
| -14% | -$74.2K |
|
1983
CI&T Inc
CINT
$676M
| $435K | ﹤0.01% |
82,700
| – | – |
|
1984
Ryan Specialty Holdings
RYAN
$6.53B
| $435K | ﹤0.01% |
10,103
-52,529
| -84% | -$2.26M |
|
1985
PubMatic
PUBM
$370M
| $431K | ﹤0.01% |
26,418
+4,810
| +22% | +$78.5K |
|
1986
OceanFirst Financial
OCFC
$1.03B
| $431K | ﹤0.01% |
24,809
+3,475
| +16% | +$60.3K |
|
1987
Shift4
FOUR
$5.87B
| $427K | ﹤0.01% |
5,741
-985
| -15% | -$73.2K |
|
|
ILPT
1988
Industrial Logistics Properties Trust
ILPT
$415M
| $422K | ﹤0.01% |
89,737
+24,070
| +37% | +$113K |
|
|
FBMS
1989
DELISTED
The First Bancshares, Inc.
FBMS
| $421K | ﹤0.01% |
14,370
+2,167
| +18% | +$63.6K |
|
1990
Evolent Health
EVH
$1.07B
| $420K | ﹤0.01% |
12,716
+1,202
| +10% | +$39.7K |
|
1991
Marqeta
MQ
$2.64B
| $418K | ﹤0.01% |
59,885
-9,765
| -14% | -$68.2K |
|
1992
Box
BOX
$4.74B
| $417K | ﹤0.01% |
16,300
+1,552
| +11% | +$39.7K |
|
1993
Hovnanian Enterprises
HOV
$869M
| $414K | ﹤0.01% |
2,658
+425
| +19% | +$66.1K |
|
1994
AtriCure
ATRC
$1.75B
| $412K | ﹤0.01% |
11,541
-298
| -3% | -$10.6K |
|
|
SILK
1995
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $411K | ﹤0.01% |
33,511
+6,316
| +23% | +$77.5K |
|
1996
BlackLine
BL
$3.32B
| $410K | ﹤0.01% |
6,571
+680
| +12% | +$42.5K |
|
1997
TriCo Bancshares
TCBK
$1.48B
| $410K | ﹤0.01% |
9,545
+764
| +9% | +$32.8K |
|
1998
Roivant Sciences
ROIV
$9.4B
| $407K | ﹤0.01% |
36,277
-5,428
| -13% | -$61K |
|
1999
Southern Copper
SCCO
$82.9B
| $406K | ﹤0.01% |
4,948
-1,009
| -17% | -$82.7K |
|
2000
CommScope
COMM
$3.59B
| $403K | ﹤0.01% |
142,964
+34,080
| +31% | +$96.1K |
|