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 | |
|---|---|---|---|---|---|---|
2151
Schwab US Large- Cap ETF
SCHX
$59.2B
| $434K | ﹤0.01% |
+24,156
| New | +$434K |
|
2152
Amneal Pharmaceuticals
AMRX
$3.02B
| $432K | ﹤0.01% |
103,567
-34,474
| -25% | -$144K |
|
2153
Pacific Biosciences
PACB
$381M
| $431K | ﹤0.01% |
47,379
-857
| -2% | -$7.8K |
|
|
SCPL
2154
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $430K | ﹤0.01% |
33,308
-16,796
| -34% | -$217K |
|
|
AYX
2155
DELISTED
Alteryx, Inc.
AYX
| $429K | ﹤0.01% |
5,998
-568
| -9% | -$40.6K |
|
2156
VanEck Short Muni ETF
SMB
$286M
| $426K | ﹤0.01% |
+24,903
| New | +$426K |
|
2157
Armstrong World Industries
AWI
$8.58B
| $425K | ﹤0.01% |
4,727
+506
| +12% | +$45.5K |
|
|
SJR
2158
DELISTED
Shaw Communications Inc.
SJR
| $421K | ﹤0.01% |
+13,538
| New | +$421K |
|
2159
Origin Bancorp
OBK
$1.21B
| $419K | ﹤0.01% |
9,902
-5,075
| -34% | -$215K |
|
2160
Artisan Partners
APAM
$3.26B
| $418K | ﹤0.01% |
10,630
+675
| +7% | +$26.5K |
|
2161
Clearfield
CLFD
$455M
| $418K | ﹤0.01% |
6,410
-3,144
| -33% | -$205K |
|
2162
Freshpet
FRPT
$2.7B
| $414K | ﹤0.01% |
4,030
-394
| -9% | -$40.5K |
|
2163
Outfront Media
OUT
$3.05B
| $414K | ﹤0.01% |
14,792
-535
| -3% | -$15K |
|
2164
Riot Platforms
RIOT
$4.91B
| $413K | ﹤0.01% |
19,522
+4,391
| +29% | +$92.9K |
|
|
LSXMA
2165
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $413K | ﹤0.01% |
12,294
-2,631
| -18% | -$88.4K |
|
2166
Aviat Networks
AVNW
$285M
| $409K | ﹤0.01% |
13,283
-6,655
| -33% | -$205K |
|
|
OCDX
2167
DELISTED
Ortho Clinical Diagnostics Holdings plc Ordinary Shares
OCDX
| $408K | ﹤0.01% |
21,871
+1,390
| +7% | +$25.9K |
|
2168
Regional Management Corp
RM
$422M
| $407K | ﹤0.01% |
8,374
-4,194
| -33% | -$204K |
|
2169
Allison Transmission
ALSN
$7.53B
| $406K | ﹤0.01% |
10,342
-72
| -0.7% | -$2.83K |
|
|
ATRS
2170
DELISTED
Antares Pharma, Inc.
ATRS
| $406K | ﹤0.01% |
99,106
-32,454
| -25% | -$133K |
|
2171
Cambium Networks
CMBM
$18.4M
| $404K | ﹤0.01% |
17,110
-8,595
| -33% | -$203K |
|
|
CLR
2172
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $398K | ﹤0.01% |
6,488
+1,759
| +37% | +$108K |
|
2173
Camden National
CAC
$686M
| $395K | ﹤0.01% |
8,406
-4,194
| -33% | -$197K |
|
2174
AppFolio
APPF
$10.2B
| $392K | ﹤0.01% |
3,462
+222
| +7% | +$25.1K |
|
|
ISEE
2175
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $392K | ﹤0.01% |
23,338
-1,008
| -4% | -$16.9K |
|