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
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Vanguard Small-Cap ETF
VB
$67.2B
| $491K | ﹤0.01% |
+2,312
| New | +$491K |
|
2127
CGI
GIB
$21.6B
| $489K | ﹤0.01% |
+6,138
| New | +$489K |
|
2128
Dolby
DLB
$6.96B
| $488K | ﹤0.01% |
6,237
+1,916
| +44% | +$150K |
|
2129
IDT Corp
IDT
$1.64B
| $487K | ﹤0.01% |
14,280
-7,177
| -33% | -$245K |
|
2130
Rivian
RIVN
$17.2B
| $484K | ﹤0.01% |
9,633
-2,917
| -23% | -$147K |
|
2131
QuantumScape
QS
$4.44B
| $480K | ﹤0.01% |
24,032
+413
| +2% | +$8.25K |
|
2132
Diamond Hill
DHIL
$388M
| $479K | ﹤0.01% |
2,560
-1,688
| -40% | -$316K |
|
2133
Red Rock Resorts
RRR
$3.7B
| $473K | ﹤0.01% |
9,747
-384
| -4% | -$18.6K |
|
|
HMHC
2134
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $469K | ﹤0.01% |
22,338
+1,315
| +6% | +$27.6K |
|
2135
Air Lease Corp
AL
$7.12B
| $465K | ﹤0.01% |
10,413
+3,182
| +44% | +$142K |
|
2136
Transmedics
TMDX
$3.55B
| $462K | ﹤0.01% |
17,150
-7,169
| -29% | -$193K |
|
2137
Select Water Solutions
WTTR
$881M
| $462K | ﹤0.01% |
53,895
+11,698
| +28% | +$100K |
|
|
VRAY
2138
DELISTED
ViewRay, Inc.
VRAY
| $461K | ﹤0.01% |
117,587
-33,629
| -22% | -$132K |
|
|
ONEM
2139
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $461K | ﹤0.01% |
41,532
-85
| -0.2% | -$943 |
|
2140
AXIS Capital
AXS
$7.62B
| $455K | ﹤0.01% |
7,519
+2,364
| +46% | +$143K |
|
2141
Midland States Bancorp
MSBI
$391M
| $454K | ﹤0.01% |
15,731
-7,877
| -33% | -$227K |
|
2142
Verra Mobility
VRRM
$3.97B
| $450K | ﹤0.01% |
27,637
+3,164
| +13% | +$51.5K |
|
2143
Ameresco
AMRC
$1.37B
| $446K | ﹤0.01% |
5,612
+355
| +7% | +$28.2K |
|
2144
Vertiv
VRT
$47.4B
| $445K | ﹤0.01% |
31,769
-3,076
| -9% | -$43.1K |
|
2145
Erie Indemnity
ERIE
$17.5B
| $444K | ﹤0.01% |
2,520
+58
| +2% | +$10.2K |
|
|
NKLA
2146
DELISTED
Nikola Corporation Common Stock
NKLA
| $444K | ﹤0.01% |
1,383
+89
| +7% | +$28.6K |
|
2147
Ingles Markets
IMKTA
$1.34B
| $439K | ﹤0.01% |
4,932
-2,450
| -33% | -$218K |
|
2148
ChargePoint
CHPT
$239M
| $438K | ﹤0.01% |
1,102
+349
| +46% | +$139K |
|
2149
Appian
APPN
$2.26B
| $434K | ﹤0.01% |
7,144
+454
| +7% | +$27.6K |
|
2150
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $434K | ﹤0.01% |
+7,812
| New | +$434K |
|