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
|
$451M |
| 2 |
Meta Platforms (Facebook)
META
|
$357M |
| 3 |
LPL Financial
LPLA
|
$209M |
| 4 |
Vulcan Materials
VMC
|
$183M |
| 5 |
Healthpeak Properties
DOC
|
$175M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$877M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$629M |
| 3 |
Netflix
NFLX
|
$421M |
| 4 |
Progressive
PGR
|
$384M |
| 5 |
CarMax
KMX
|
$270M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Financials | 16.54% |
| 3 | Real Estate | 12.06% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Industrials | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Brookfield Infrastructure
BIPC
$4.75B
| $141M | 0.07% |
3,384,853
+189,924
| +6% | +$7.9M |
|
227
CrowdStrike
CRWD
$105B
| $141M | 0.07% |
276,343
-6,027
| -2% | -$3.07M |
|
228
Sempra
SRE
$52.9B
| $139M | 0.07% |
1,834,604
+156,886
| +9% | +$11.9M |
|
229
Expeditors International
EXPD
$16.4B
| $139M | 0.07% |
1,215,212
-26,285
| -2% | -$3M |
|
230
Lowe's Companies
LOW
$151B
| $137M | 0.07% |
616,551
-28,544
| -4% | -$6.33M |
|
231
Insmed
INSM
$30.7B
| $136M | 0.07% |
1,348,027
-407,346
| -23% | -$41M |
|
|
NTST
232
NETSTREIT Corp
NTST
$1.72B
| $135M | 0.07% |
8,002,122
+260,314
| +3% | +$4.41M |
|
233
Dycom Industries
DY
$7.19B
| $135M | 0.07% |
551,932
-57,478
| -9% | -$14M |
|
234
Synopsys
SNPS
$111B
| $134M | 0.07% |
261,793
+1,581
| +0.6% | +$811K |
|
235
Casey's General Stores
CASY
$18.8B
| $134M | 0.07% |
261,854
-7,572
| -3% | -$3.86M |
|
236
Alexandria Real Estate Equities
ARE
$14.5B
| $133M | 0.07% |
1,831,404
+149,958
| +9% | +$10.9M |
|
237
Southern Company
SO
$101B
| $131M | 0.07% |
1,425,255
+84,426
| +6% | +$7.75M |
|
238
Equitable Holdings
EQH
$16B
| $130M | 0.07% |
2,311,252
-178,969
| -7% | -$10M |
|
239
Kinder Morgan
KMI
$59.1B
| $129M | 0.07% |
4,384,225
+714,633
| +19% | +$21M |
|
240
Analog Devices
ADI
$122B
| $129M | 0.07% |
541,478
-20,358
| -4% | -$4.85M |
|
241
InvenTrust Properties
IVT
$2.33B
| $128M | 0.07% |
4,672,396
+210,561
| +5% | +$5.77M |
|
242
Williams-Sonoma
WSM
$24.7B
| $125M | 0.07% |
765,925
+140,042
| +22% | +$22.9M |
|
243
Realty Income
O
$54.2B
| $125M | 0.07% |
2,168,875
-1,135
| -0.1% | -$65.4K |
|
244
Monolithic Power Systems
MPWR
$41.5B
| $124M | 0.07% |
169,845
-4,797
| -3% | -$3.51M |
|
245
Medtronic
MDT
$119B
| $123M | 0.07% |
1,413,245
-21,822
| -2% | -$1.9M |
|
246
Blackstone
BX
$133B
| $121M | 0.06% |
810,761
-67,630
| -8% | -$10.1M |
|
247
Fiserv
FI
$73.4B
| $121M | 0.06% |
699,702
-175,625
| -20% | -$30.3M |
|
248
Duke Energy
DUK
$93.8B
| $120M | 0.06% |
1,016,077
+60,355
| +6% | +$7.12M |
|
249
SAP
SAP
$313B
| $118M | 0.06% |
389,184
-5,810
| -1% | -$1.77M |
|
250
Intercontinental Exchange
ICE
$99.8B
| $117M | 0.06% |
639,917
-9,731
| -1% | -$1.79M |
|