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 | |
|---|---|---|---|---|---|---|
1976
ActivePassive US Equity ETF
APUE
$2.02B
| $346K | ﹤0.01% |
+10,175
| New | +$346K |
|
1977
Vimeo
VMEO
$691M
| $341K | ﹤0.01% |
64,792
+2,687
| +4% | +$14.1K |
|
1978
U-Haul Holding Co Series N
UHAL.B
$9.67B
| $338K | ﹤0.01% |
5,707
-1,203
| -17% | -$71.2K |
|
1979
Tenable Holdings
TENB
$3.65B
| $333K | ﹤0.01% |
9,526
-516
| -5% | -$18.1K |
|
|
BELFB
1980
Bel Fuse Class B
BELFB
$1.75B
| $330K | ﹤0.01% |
4,411
+189
| +4% | +$14.1K |
|
1981
Real Brokerage
REAX
$1.11B
| $329K | ﹤0.01% |
80,978
+544
| +0.7% | +$2.21K |
|
1982
Ramaco Resources Class A
METC
$1.59B
| $316K | ﹤0.01% |
38,397
+380
| +1% | +$3.13K |
|
1983
Ionis Pharmaceuticals
IONS
$9.73B
| $315K | ﹤0.01% |
10,447
-3,169
| -23% | -$95.6K |
|
1984
IDT Corp
IDT
$1.62B
| $314K | ﹤0.01% |
6,128
+31
| +0.5% | +$1.59K |
|
1985
OneSpan
OSPN
$577M
| $312K | ﹤0.01% |
20,486
-2
| -0% | -$31 |
|
1986
Bloom Energy
BE
$11.9B
| $311K | ﹤0.01% |
15,819
-830
| -5% | -$16.3K |
|
1987
Workiva
WK
$4.32B
| $310K | ﹤0.01% |
4,084
-231
| -5% | -$17.5K |
|
1988
iShares MBS ETF
MBB
$40.9B
| $310K | ﹤0.01% |
3,308
+15
| +0.5% | +$1.41K |
|
|
CTO
1989
CTO Realty Growth
CTO
$561M
| $309K | ﹤0.01% |
15,998
+859
| +6% | +$16.6K |
|
1990
SiteOne Landscape Supply
SITE
$6.36B
| $308K | ﹤0.01% |
2,536
-346
| -12% | -$42K |
|
1991
Semrush
SEMR
$1.15B
| $300K | ﹤0.01% |
32,185
+226
| +0.7% | +$2.11K |
|
1992
Carriage Services
CSV
$668M
| $300K | ﹤0.01% |
7,746
+46
| +0.6% | +$1.78K |
|
1993
PTC Therapeutics
PTCT
$4.37B
| $298K | ﹤0.01% |
5,840
-115
| -2% | -$5.86K |
|
1994
XP
XP
$9.4B
| $295K | ﹤0.01% |
21,460
-948
| -4% | -$13K |
|
1995
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
| $294K | ﹤0.01% |
11,672
| – | – |
|
1996
Rithm Capital
RITM
$6.55B
| $294K | ﹤0.01% |
25,699
-1,623
| -6% | -$18.6K |
|
1997
SharkNinja
SN
$16.9B
| $293K | ﹤0.01% |
3,515
-338
| -9% | -$28.2K |
|
1998
Axogen
AXGN
$711M
| $293K | ﹤0.01% |
15,830
-170
| -1% | -$3.15K |
|
1999
Graham Corp
GHM
$527M
| $288K | ﹤0.01% |
9,991
+50
| +0.5% | +$1.44K |
|
2000
UiPath
PATH
$5.82B
| $288K | ﹤0.01% |
27,921
-8,156
| -23% | -$84K |
|