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 | |
|---|---|---|---|---|---|---|
2026
Atmus Filtration Technologies
ATMU
$3.68B
| $246K | ﹤0.01% |
6,694
-487
| -7% | -$17.9K |
|
2027
SiriusXM
SIRI
$7.78B
| $245K | ﹤0.01% |
10,882
-232
| -2% | -$5.23K |
|
2028
Coeur Mining
CDE
$8.78B
| $245K | ﹤0.01% |
41,435
+19,589
| +90% | +$116K |
|
|
HEES
2029
DELISTED
H&E Equipment Services
HEES
| $242K | ﹤0.01% |
+2,548
| New | +$242K |
|
2030
White Mountains Insurance
WTM
$4.73B
| $241K | ﹤0.01% |
125
-3
| -2% | -$5.78K |
|
2031
Noble Corp
NE
$4.56B
| $237K | ﹤0.01% |
9,986
-4,930,763
| -100% | -$117M |
|
2032
Hackett Group
HCKT
$566M
| $235K | ﹤0.01% |
8,051
-10
| -0.1% | -$292 |
|
2033
Credit Acceptance
CACC
$5.76B
| $232K | ﹤0.01% |
450
-142
| -24% | -$73.3K |
|
2034
Arcellx
ACLX
$3.87B
| $229K | ﹤0.01% |
3,495
-184
| -5% | -$12.1K |
|
2035
PubMatic
PUBM
$390M
| $228K | ﹤0.01% |
24,947
-231
| -0.9% | -$2.11K |
|
2036
Vitesse Energy
VTS
$1.01B
| $228K | ﹤0.01% |
9,260
+476
| +5% | +$11.7K |
|
2037
ZipRecruiter
ZIP
$433M
| $222K | ﹤0.01% |
37,672
-237
| -0.6% | -$1.4K |
|
|
WAY
2038
Waystar Holding Corp
WAY
$6.45B
| $221K | ﹤0.01% |
+5,923
| New | +$221K |
|
2039
StoneCo
STNE
$4.36B
| $221K | ﹤0.01% |
21,081
+626
| +3% | +$6.56K |
|
2040
Hecla Mining
HL
$5.98B
| $220K | ﹤0.01% |
39,611
+7,149
| +22% | +$39.7K |
|
2041
Spirit AeroSystems
SPR
$4.92B
| $220K | ﹤0.01% |
6,376
-125
| -2% | -$4.31K |
|
2042
Stagwell
STGW
$1.45B
| $219K | ﹤0.01% |
36,231
+1,296
| +4% | +$7.84K |
|
2043
TPG
TPG
$8.69B
| $219K | ﹤0.01% |
4,611
-236
| -5% | -$11.2K |
|
2044
McGrath RentCorp
MGRC
$2.97B
| $218K | ﹤0.01% |
1,955
-119
| -6% | -$13.3K |
|
2045
Global E Online
GLBE
$5.63B
| $217K | ﹤0.01% |
6,086
-115,490
| -95% | -$4.12M |
|
2046
Oscar Health
OSCR
$4.25B
| $214K | ﹤0.01% |
16,312
-651
| -4% | -$8.54K |
|
2047
ZimVie
ZIMV
$534M
| $212K | ﹤0.01% |
19,663
+609
| +3% | +$6.58K |
|
2048
Pegasystems
PEGA
$9.19B
| $211K | ﹤0.01% |
3,034
-959
| -24% | -$66.7K |
|
2049
SoundHound AI
SOUN
$5.47B
| $210K | ﹤0.01% |
25,844
-425
| -2% | -$3.45K |
|
2050
Eastern Bankshares
EBC
$3.4B
| $210K | ﹤0.01% |
12,793
+2,123
| +20% | +$34.8K |
|