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 | |
|---|---|---|---|---|---|---|
2101
Global E Online
GLBE
$6.16B
| $258K | ﹤0.01% |
6,512
-483
| -7% | -$19.1K |
|
2102
Keros Therapeutics
KROS
$628M
| $258K | ﹤0.01% |
6,489
-23
| -0.4% | -$914 |
|
2103
8x8 Inc
EGHT
$285M
| $254K | ﹤0.01% |
67,209
+16,612
| +33% | +$62.8K |
|
2104
New Fortress Energy
NFE
$398M
| $253K | ﹤0.01% |
6,705
-1,833
| -21% | -$69.2K |
|
2105
Integral Ad Science
IAS
$1.46B
| $252K | ﹤0.01% |
17,543
+3,724
| +27% | +$53.6K |
|
2106
Fastly
FSLY
$1.13B
| $252K | ﹤0.01% |
14,166
+872
| +7% | +$15.5K |
|
|
TGH
2107
DELISTED
Textainer Group Holdings limited
TGH
| $250K | ﹤0.01% |
5,086
-1,108
| -18% | -$54.5K |
|
2108
Denny's
DENN
$259M
| $249K | ﹤0.01% |
22,918
+4,436
| +24% | +$48.3K |
|
2109
IonQ
IONQ
$13.1B
| $248K | ﹤0.01% |
19,978
-2,731
| -12% | -$33.8K |
|
|
EQC
2110
DELISTED
Equity Commonwealth
EQC
| $247K | ﹤0.01% |
12,866
-2,679
| -17% | -$51.4K |
|
2111
MannKind Corp
MNKD
$1.69B
| $247K | ﹤0.01% |
67,746
+141
| +0.2% | +$513 |
|
2112
Genesco
GCO
$356M
| $246K | ﹤0.01% |
+6,978
| New | +$246K |
|
2113
V2X
VVX
$1.76B
| $245K | ﹤0.01% |
5,267
+814
| +18% | +$37.8K |
|
2114
IAC Inc
IAC
$2.88B
| $244K | ﹤0.01% |
5,685
-1,467
| -21% | -$63K |
|
2115
Mirum Pharmaceuticals
MIRM
$3.89B
| $243K | ﹤0.01% |
8,223
-88
| -1% | -$2.6K |
|
2116
PagerDuty
PD
$1.55B
| $242K | ﹤0.01% |
10,466
+1,190
| +13% | +$27.5K |
|
2117
Spirit AeroSystems
SPR
$4.82B
| $242K | ﹤0.01% |
+7,611
| New | +$242K |
|
2118
Impinj
PI
$5.84B
| $242K | ﹤0.01% |
+2,683
| New | +$242K |
|
2119
Cassava Sciences
SAVA
$105M
| $239K | ﹤0.01% |
10,610
+56
| +0.5% | +$1.26K |
|
2120
Viridian Therapeutics
VRDN
$1.62B
| $236K | ﹤0.01% |
10,857
-199
| -2% | -$4.33K |
|
2121
Cass Information Systems
CASS
$569M
| $236K | ﹤0.01% |
+5,233
| New | +$236K |
|
2122
Vanguard Value ETF
VTV
$143B
| $233K | ﹤0.01% |
+1,557
| New | +$233K |
|
2123
GrafTech
EAF
$229M
| $232K | ﹤0.01% |
10,611
+2,229
| +27% | +$48.8K |
|
2124
Pegasystems
PEGA
$9.84B
| $230K | ﹤0.01% |
9,410
-660
| -7% | -$16.1K |
|
2125
RLJ Lodging Trust
RLJ
$1.16B
| $229K | ﹤0.01% |
19,533
-3,523
| -15% | -$41.3K |
|