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 | |
|---|---|---|---|---|---|---|
251
Hershey
HSY
$37.6B
| $117M | 0.06% |
705,844
-16,056
| -2% | -$2.66M |
|
252
Lockheed Martin
LMT
$108B
| $117M | 0.06% |
252,672
-13,012
| -5% | -$6.03M |
|
253
National Health Investors
NHI
$3.72B
| $116M | 0.06% |
1,654,983
+26,492
| +2% | +$1.86M |
|
254
Targa Resources
TRGP
$34.9B
| $116M | 0.06% |
665,340
-78,923
| -11% | -$13.7M |
|
255
CME Group
CME
$94.4B
| $114M | 0.06% |
413,144
-6,935
| -2% | -$1.91M |
|
256
Omnicom Group
OMC
$15.4B
| $114M | 0.06% |
1,582,083
+57,746
| +4% | +$4.15M |
|
257
Stride
LRN
$7.01B
| $114M | 0.06% |
783,239
-51,073
| -6% | -$7.42M |
|
258
Bristol-Myers Squibb
BMY
$96B
| $112M | 0.06% |
2,423,253
-52,995
| -2% | -$2.45M |
|
259
Curtiss-Wright
CW
$18.1B
| $111M | 0.06% |
227,661
-19,713
| -8% | -$9.63M |
|
260
Veralto
VLTO
$26.2B
| $111M | 0.06% |
1,097,692
-10,690
| -1% | -$1.08M |
|
261
DoorDash
DASH
$105B
| $111M | 0.06% |
449,387
-1,620
| -0.4% | -$399K |
|
262
Altria Group
MO
$112B
| $111M | 0.06% |
1,886,102
-82,379
| -4% | -$4.83M |
|
263
Royal Caribbean
RCL
$95.7B
| $108M | 0.06% |
344,757
+55,391
| +19% | +$17.3M |
|
264
Invesco S&P 500 Pure Value ETF
RPV
$1.36B
| $107M | 0.06% |
1,146,183
| – | – |
|
265
Cintas
CTAS
$82.4B
| $107M | 0.06% |
481,692
-4,797
| -1% | -$1.07M |
|
266
nVent Electric
NVT
$14.9B
| $107M | 0.06% |
1,463,256
+7,528
| +0.5% | +$551K |
|
267
Chart Industries
GTLS
$8.96B
| $107M | 0.06% |
650,241
-38,360
| -6% | -$6.32M |
|
268
Williams Companies
WMB
$69.9B
| $107M | 0.06% |
1,702,283
+171,669
| +11% | +$10.8M |
|
269
Mercado Libre
MELI
$123B
| $106M | 0.06% |
40,533
-1,037
| -2% | -$2.71M |
|
270
Intel
INTC
$107B
| $106M | 0.06% |
4,719,914
-124,131
| -3% | -$2.78M |
|
271
Performance Food Group
PFGC
$16.5B
| $106M | 0.06% |
1,207,152
-78,732
| -6% | -$6.89M |
|
272
Sterling Infrastructure
STRL
$8.7B
| $105M | 0.06% |
457,127
+139,793
| +44% | +$32.3M |
|
273
BJs Wholesale Club
BJ
$12.8B
| $105M | 0.06% |
971,538
-207,898
| -18% | -$22.4M |
|
274
Chipotle Mexican Grill
CMG
$55.1B
| $105M | 0.06% |
1,862,563
-351,026
| -16% | -$19.7M |
|
275
Natera
NTRA
$23.1B
| $103M | 0.05% |
612,432
+8,955
| +1% | +$1.51M |
|