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 | |
|---|---|---|---|---|---|---|
|
PETQ
2076
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $285K | ﹤0.01% |
14,422
+3,183
| +28% | +$62.9K |
|
|
LSXMK
2077
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $279K | ﹤0.01% |
9,685
-2,400
| -20% | -$69.1K |
|
2078
Kura Oncology
KURA
$739M
| $279K | ﹤0.01% |
19,369
-2,095
| -10% | -$30.1K |
|
2079
Akero Therapeutics
AKRO
$3.41B
| $278K | ﹤0.01% |
11,908
+183
| +2% | +$4.27K |
|
2080
Eastern Bankshares
EBC
$3.37B
| $277K | ﹤0.01% |
19,539
-3,389
| -15% | -$48.1K |
|
2081
Surgery Partners
SGRY
$2.76B
| $277K | ﹤0.01% |
8,664
+1,324
| +18% | +$42.4K |
|
2082
Ambarella
AMBA
$3.55B
| $277K | ﹤0.01% |
4,519
-66
| -1% | -$4.05K |
|
|
DCPH
2083
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $277K | ﹤0.01% |
17,168
-1,098
| -6% | -$17.7K |
|
2084
Kinetik
KNTK
$2.58B
| $276K | ﹤0.01% |
8,277
+1,415
| +21% | +$47.3K |
|
2085
C3.ai
AI
$2.15B
| $275K | ﹤0.01% |
+9,584
| New | +$275K |
|
2086
Clarivate
CLVT
$2.88B
| $275K | ﹤0.01% |
29,699
-7,284
| -20% | -$67.5K |
|
2087
Rhythm Pharmaceuticals
RYTM
$6.69B
| $274K | ﹤0.01% |
+5,953
| New | +$274K |
|
2088
Acco Brands
ACCO
$357M
| $274K | ﹤0.01% |
45,006
+6,906
| +18% | +$42K |
|
|
MORF
2089
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $274K | ﹤0.01% |
9,473
+261
| +3% | +$7.54K |
|
2090
Air Lease Corp
AL
$7.11B
| $274K | ﹤0.01% |
6,523
-1,605
| -20% | -$67.3K |
|
2091
Geron
GERN
$836M
| $274K | ﹤0.01% |
129,639
+534
| +0.4% | +$1.13K |
|
2092
AXIS Capital
AXS
$7.55B
| $271K | ﹤0.01% |
4,886
-1,223
| -20% | -$67.7K |
|
2093
Montauk Renewables
MNTK
$290M
| $267K | ﹤0.01% |
29,973
+6,645
| +28% | +$59.2K |
|
2094
Nextracker
NXT
$10B
| $267K | ﹤0.01% |
5,700
+516
| +10% | +$24.2K |
|
2095
Covenant Logistics
CVLG
$572M
| $266K | ﹤0.01% |
11,540
+2,080
| +22% | +$47.9K |
|
2096
Smith & Wesson
SWBI
$386M
| $264K | ﹤0.01% |
19,451
+2,662
| +16% | +$36.1K |
|
2097
Day One Biopharmaceuticals
DAWN
$745M
| $261K | ﹤0.01% |
17,869
+88
| +0.5% | +$1.29K |
|
|
AMK
2098
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $260K | ﹤0.01% |
+8,666
| New | +$260K |
|
2099
i3 Verticals
IIIV
$721M
| $259K | ﹤0.01% |
12,234
+2,771
| +29% | +$58.7K |
|
2100
Mirion Technologies
MIR
$4.89B
| $259K | ﹤0.01% |
25,257
-4,363
| -15% | -$44.7K |
|