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 | |
|---|---|---|---|---|---|---|
2026
Peabody Energy
BTU
$2.22B
| $351K | ﹤0.01% |
14,413
-4,033
| -22% | -$98.1K |
|
2027
Riot Platforms
RIOT
$6.03B
| $349K | ﹤0.01% |
22,570
+2,524
| +13% | +$39K |
|
2028
DigitalBridge
DBRG
$2.05B
| $349K | ﹤0.01% |
19,878
-1,902
| -9% | -$33.4K |
|
2029
Upstart Holdings
UPST
$5.92B
| $345K | ﹤0.01% |
8,450
+916
| +12% | +$37.4K |
|
|
BRSL
2030
Brightstar Lottery PLC
BRSL
$3.14B
| $344K | ﹤0.01% |
12,545
+1,186
| +10% | +$32.5K |
|
2031
Beazer Homes USA
BZH
$761M
| $344K | ﹤0.01% |
10,171
+1,055
| +12% | +$35.6K |
|
2032
Franklin FTSE India ETF
FLIN
$2.47B
| $343K | ﹤0.01% |
+9,834
| New | +$343K |
|
2033
Cactus
WHD
$2.85B
| $340K | ﹤0.01% |
7,484
+726
| +11% | +$33K |
|
2034
Enact Holdings
ACT
$5.71B
| $337K | ﹤0.01% |
11,650
+1,392
| +14% | +$40.2K |
|
2035
Orthofix Medical
OFIX
$563M
| $336K | ﹤0.01% |
24,918
-189,428
| -88% | -$2.55M |
|
2036
Protagonist Therapeutics
PTGX
$3.59B
| $331K | ﹤0.01% |
14,429
-542
| -4% | -$12.4K |
|
2037
Bloom Energy
BE
$14.5B
| $330K | ﹤0.01% |
22,294
+2,139
| +11% | +$31.7K |
|
2038
Sapiens International
SPNS
$2.4B
| $329K | ﹤0.01% |
11,383
+2,444
| +27% | +$70.7K |
|
2039
Agios Pharmaceuticals
AGIO
$2.08B
| $326K | ﹤0.01% |
14,659
-1,529
| -9% | -$34.1K |
|
2040
Weis Markets
WMK
$1.73B
| $325K | ﹤0.01% |
5,079
+452
| +10% | +$28.9K |
|
2041
SIGA Technologies
SIGA
$623M
| $324K | ﹤0.01% |
57,781
+10,813
| +23% | +$60.6K |
|
2042
Rithm Capital
RITM
$6.64B
| $324K | ﹤0.01% |
30,294
-7,481
| -20% | -$79.9K |
|
2043
Winmark
WINA
$1.73B
| $323K | ﹤0.01% |
774
+69
| +10% | +$28.8K |
|
2044
First Interstate BancSystem
FIBK
$3.38B
| $320K | ﹤0.01% |
10,411
-1,839
| -15% | -$56.5K |
|
2045
First Foundation Inc
FFWM
$485M
| $319K | ﹤0.01% |
32,971
+6,045
| +22% | +$58.5K |
|
2046
CAE Inc
CAE
$8.44B
| $319K | ﹤0.01% |
+14,700
| New | +$319K |
|
2047
MGE Energy Inc
MGEE
$3.07B
| $318K | ﹤0.01% |
4,393
-221
| -5% | -$16K |
|
|
AZEK
2048
DELISTED
The AZEK Co
AZEK
| $317K | ﹤0.01% |
8,300
-361,297
| -98% | -$13.8M |
|
2049
Hackett Group
HCKT
$567M
| $317K | ﹤0.01% |
13,913
+3,175
| +30% | +$72.3K |
|
2050
1st Source
SRCE
$1.57B
| $315K | ﹤0.01% |
5,726
+589
| +11% | +$32.4K |
|