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 | |
|---|---|---|---|---|---|---|
2001
AerCap
AER
$21.9B
| $859K | ﹤0.01% |
+17,077
| New | +$859K |
|
2002
Barnes & Noble Education
BNED
$294M
| $859K | ﹤0.01% |
2,401
-5
| -0.2% | -$1.79K |
|
2003
Impinj
PI
$5.84B
| $858K | ﹤0.01% |
13,497
+4,813
| +55% | +$306K |
|
|
EAR
2004
DELISTED
Eargo, Inc. Common Stock
EAR
| $854K | ﹤0.01% |
8,067
-3,983
| -33% | -$422K |
|
|
CERE
2005
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $849K | ﹤0.01% |
24,234
-92
| -0.4% | -$3.22K |
|
2006
Gray Television
GTN
$634M
| $848K | ﹤0.01% |
38,427
-19,414
| -34% | -$428K |
|
2007
A10 Networks
ATEN
$1.26B
| $847K | ﹤0.01% |
60,689
-15,693
| -21% | -$219K |
|
2008
DraftKings
DKNG
$23B
| $846K | ﹤0.01% |
43,431
-14,950
| -26% | -$291K |
|
|
FRGI
2009
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $845K | ﹤0.01% |
113,025
-985
| -0.9% | -$7.36K |
|
2010
OceanFirst Financial
OCFC
$1.05B
| $843K | ﹤0.01% |
41,918
-21,337
| -34% | -$429K |
|
2011
BlueLinx
BXC
$676M
| $838K | ﹤0.01% |
11,659
-5,944
| -34% | -$427K |
|
2012
Big 5 Sporting Goods
BGFV
$32.8M
| $836K | ﹤0.01% |
48,730
-27,967
| -36% | -$480K |
|
2013
AGNC Investment
AGNC
$10.8B
| $835K | ﹤0.01% |
63,725
+15,613
| +32% | +$205K |
|
2014
Strategy Inc Common Stock Class A
MSTR
$93.5B
| $830K | ﹤0.01% |
17,070
+2,650
| +18% | +$129K |
|
|
MRTX
2015
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $829K | ﹤0.01% |
10,088
-352
| -3% | -$28.9K |
|
2016
Metropolitan Bank Holding Corp
MCB
$834M
| $825K | ﹤0.01% |
8,108
-4,051
| -33% | -$412K |
|
2017
Floor & Decor
FND
$9.45B
| $814K | ﹤0.01% |
10,053
-189,853
| -95% | -$15.4M |
|
2018
First Busey Corp
BUSE
$2.22B
| $810K | ﹤0.01% |
31,950
-16,262
| -34% | -$412K |
|
2019
CAE Inc
CAE
$8.54B
| $810K | ﹤0.01% |
+31,109
| New | +$810K |
|
2020
US Foods
USFD
$17.6B
| $809K | ﹤0.01% |
21,493
+6,570
| +44% | +$247K |
|
2021
Hilton Grand Vacations
HGV
$4.19B
| $808K | ﹤0.01% |
15,539
+987
| +7% | +$51.3K |
|
2022
Antero Resources
AR
$9.92B
| $803K | ﹤0.01% |
26,309
-1,390
| -5% | -$42.4K |
|
2023
iShares US Treasury Bond ETF
GOVT
$28.1B
| $800K | ﹤0.01% |
32,116
+22,042
| +219% | +$549K |
|
2024
MP Materials
MP
$11.1B
| $790K | ﹤0.01% |
13,776
+876
| +7% | +$50.2K |
|
2025
Texas Pacific Land
TPL
$21B
| $788K | ﹤0.01% |
1,749
-141
| -7% | -$63.5K |
|