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 | |
|---|---|---|---|---|---|---|
2126
Joby Aviation
JOBY
$11.5B
| $229K | ﹤0.01% |
34,389
-2,883
| -8% | -$19.2K |
|
2127
TPG
TPG
$8.72B
| $228K | ﹤0.01% |
+5,291
| New | +$228K |
|
2128
White Mountains Insurance
WTM
$4.55B
| $227K | ﹤0.01% |
151
-53
| -26% | -$79.8K |
|
2129
Hillman Solutions
HLMN
$1.97B
| $227K | ﹤0.01% |
24,652
-4,083
| -14% | -$37.6K |
|
|
SAVE
2130
DELISTED
Spirit Airlines, Inc.
SAVE
| $227K | ﹤0.01% |
13,828
-2,420
| -15% | -$39.7K |
|
2131
Cohen & Steers
CNS
$3.67B
| $226K | ﹤0.01% |
+2,989
| New | +$226K |
|
2132
Target Hospitality
TH
$873M
| $226K | ﹤0.01% |
23,246
+5,561
| +31% | +$54.1K |
|
2133
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
| $226K | ﹤0.01% |
3,258
| – | – |
|
2134
Zentalis Pharmaceuticals
ZNTL
$118M
| $225K | ﹤0.01% |
14,881
+241
| +2% | +$3.65K |
|
2135
RCI Hospitality Holdings
RICK
$307M
| $224K | ﹤0.01% |
+3,386
| New | +$224K |
|
2136
Turning Point Brands
TPB
$1.78B
| $224K | ﹤0.01% |
+8,515
| New | +$224K |
|
2137
Teladoc Health
TDOC
$1.38B
| $224K | ﹤0.01% |
10,391
-2,383
| -19% | -$51.4K |
|
2138
Arcturus Therapeutics
ARCT
$484M
| $223K | ﹤0.01% |
+7,062
| New | +$223K |
|
2139
ACV Auctions
ACVA
$1.89B
| $222K | ﹤0.01% |
14,686
+1,395
| +10% | +$21.1K |
|
2140
SiriusXM
SIRI
$8.17B
| $222K | ﹤0.01% |
4,066
-3,142
| -44% | -$172K |
|
2141
Primoris Services
PRIM
$6.11B
| $222K | ﹤0.01% |
6,676
-1,116
| -14% | -$37.1K |
|
2142
United Parks & Resorts
PRKS
$2.9B
| $221K | ﹤0.01% |
+4,183
| New | +$221K |
|
2143
Editas Medicine
EDIT
$248M
| $221K | ﹤0.01% |
21,804
-2,393
| -10% | -$24.2K |
|
2144
RAPT Therapeutics
RAPT
$220M
| $221K | ﹤0.01% |
+1,111
| New | +$221K |
|
|
NAPA
2145
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $220K | ﹤0.01% |
22,381
+3,876
| +21% | +$38.2K |
|
2146
Futu Holdings
FUTU
$26.2B
| $218K | ﹤0.01% |
3,982
-14,550
| -79% | -$795K |
|
2147
AvidXchange
AVDX
$2.06B
| $217K | ﹤0.01% |
17,502
+1,444
| +9% | +$17.9K |
|
2148
Peloton Interactive
PTON
$3.24B
| $216K | ﹤0.01% |
35,495
-55,614
| -61% | -$339K |
|
2149
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $216K | ﹤0.01% |
8,520
-12,186
| -59% | -$309K |
|
|
HCP
2150
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $216K | ﹤0.01% |
9,139
-1,639
| -15% | -$38.7K |
|