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 | |
|---|---|---|---|---|---|---|
276
Elevance Health
ELV
$70.6B
| $103M | 0.05% |
264,494
-2,280
| -0.9% | -$887K |
|
277
Emerson Electric
EMR
$74.6B
| $102M | 0.05% |
766,485
+58,270
| +8% | +$7.77M |
|
278
Waste Management
WM
$88.6B
| $102M | 0.05% |
445,002
-15,938
| -3% | -$3.65M |
|
279
Mondelez International
MDLZ
$79.9B
| $102M | 0.05% |
1,508,535
-28,887
| -2% | -$1.95M |
|
280
Quest Diagnostics
DGX
$20.5B
| $101M | 0.05% |
561,571
-6,785
| -1% | -$1.22M |
|
281
Cullen/Frost Bankers
CFR
$8.24B
| $99.5M | 0.05% |
773,890
-37,745
| -5% | -$4.85M |
|
282
TD Synnex
SNX
$12.3B
| $99.2M | 0.05% |
730,779
-8,116
| -1% | -$1.1M |
|
283
Fidelity National Information Services
FIS
$35.9B
| $98.8M | 0.05% |
1,213,750
-50,342
| -4% | -$4.1M |
|
284
Ingredion
INGR
$8.24B
| $98.4M | 0.05% |
725,566
-16,622
| -2% | -$2.25M |
|
285
Nike
NKE
$109B
| $97.5M | 0.05% |
1,372,589
-113,474
| -8% | -$8.06M |
|
286
Coinbase
COIN
$76.8B
| $97.4M | 0.05% |
278,011
+264,987
| +2,035% | +$92.9M |
|
287
Cigna
CI
$81.5B
| $97.3M | 0.05% |
294,439
-24,312
| -8% | -$8.04M |
|
288
Leidos
LDOS
$23B
| $97M | 0.05% |
614,910
+9,528
| +2% | +$1.5M |
|
289
Lincoln National
LNC
$7.98B
| $96.7M | 0.05% |
2,793,448
-222,966
| -7% | -$7.71M |
|
290
Broadridge
BR
$29.4B
| $96.6M | 0.05% |
397,602
-7,228
| -2% | -$1.76M |
|
291
Regal Rexnord
RRX
$9.66B
| $95.8M | 0.05% |
661,152
-469
| -0.1% | -$68K |
|
292
3M
MMM
$82.7B
| $95.7M | 0.05% |
628,755
-28,426
| -4% | -$4.33M |
|
293
Autodesk
ADSK
$69.5B
| $95.2M | 0.05% |
307,379
+1,194
| +0.4% | +$370K |
|
294
Essential Properties Realty Trust
EPRT
$6.1B
| $94.5M | 0.05% |
2,961,544
-73,652
| -2% | -$2.35M |
|
295
CVS Health
CVS
$93.6B
| $94.4M | 0.05% |
1,368,126
-84,574
| -6% | -$5.83M |
|
296
Popular Inc
BPOP
$8.47B
| $94.3M | 0.05% |
855,811
-67,631
| -7% | -$7.45M |
|
297
Aon
AON
$79.9B
| $93.2M | 0.05% |
261,332
-4,130
| -2% | -$1.47M |
|
298
Axon Enterprise
AXON
$57.2B
| $93.2M | 0.05% |
112,516
-7,774
| -6% | -$6.44M |
|
299
Comfort Systems
FIX
$24.9B
| $93M | 0.05% |
173,384
+8,300
| +5% | +$4.45M |
|
300
Vistra
VST
$63.7B
| $92.8M | 0.05% |
478,585
+85,179
| +22% | +$16.5M |
|