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 | |
|---|---|---|---|---|---|---|
301
Raymond James Financial
RJF
$33B
| $92.6M | 0.05% |
604,073
-12,448
| -2% | -$1.91M |
|
302
Weyerhaeuser
WY
$18.9B
| $91.9M | 0.05% |
3,578,225
-33,540
| -0.9% | -$862K |
|
303
Service Corp International
SCI
$10.9B
| $91.5M | 0.05% |
1,124,381
+341,952
| +44% | +$27.8M |
|
304
Howmet Aerospace
HWM
$71.8B
| $91.2M | 0.05% |
489,848
+17,631
| +4% | +$3.28M |
|
305
Permian Resources
PR
$9.75B
| $91.2M | 0.05% |
6,693,728
+73,124
| +1% | +$996K |
|
306
SiTime
SITM
$6.1B
| $90.3M | 0.05% |
423,822
+90,174
| +27% | +$19.2M |
|
307
Eagle Materials
EXP
$7.86B
| $90.2M | 0.05% |
446,300
+240,281
| +117% | +$48.6M |
|
308
Ecolab
ECL
$77.6B
| $89.6M | 0.05% |
332,405
-119
| -0% | -$32.1K |
|
309
Johnson Controls International
JCI
$69.5B
| $89.4M | 0.05% |
846,532
-112,674
| -12% | -$11.9M |
|
310
Packaging Corp of America
PKG
$19.8B
| $88.6M | 0.05% |
470,290
+11,429
| +2% | +$2.15M |
|
311
Colgate-Palmolive
CL
$68.8B
| $87.9M | 0.05% |
967,401
+1,417
| +0.1% | +$129K |
|
312
Taylor Morrison
TMHC
$7.1B
| $87.8M | 0.05% |
1,428,977
-120,371
| -8% | -$7.39M |
|
313
Southwest Gas
SWX
$5.66B
| $87.7M | 0.05% |
1,179,257
+136,882
| +13% | +$10.2M |
|
314
Pinnacle Financial Partners
PNFP
$7.55B
| $87.4M | 0.05% |
791,163
-90,184
| -10% | -$9.96M |
|
315
PayPal
PYPL
$65.2B
| $86.6M | 0.05% |
1,164,560
-39,041
| -3% | -$2.9M |
|
316
Stifel
SF
$11.5B
| $86.3M | 0.05% |
831,631
-58,397
| -7% | -$6.06M |
|
317
Jefferies Financial Group
JEF
$13.1B
| $86.1M | 0.05% |
1,573,857
-13,922
| -0.9% | -$761K |
|
318
Crane Co
CR
$10.6B
| $86M | 0.05% |
452,784
+11,841
| +3% | +$2.25M |
|
319
Lazard
LAZ
$5.32B
| $85.3M | 0.05% |
1,778,378
-5,879
| -0.3% | -$282K |
|
320
WESCO International
WCC
$10.7B
| $85M | 0.04% |
458,919
-34,186
| -7% | -$6.33M |
|
321
Hubbell
HUBB
$23.2B
| $84.8M | 0.04% |
207,725
+3,922
| +2% | +$1.6M |
|
322
Zurn Elkay Water Solutions
ZWS
$7.71B
| $84.7M | 0.04% |
2,316,888
-60,005
| -3% | -$2.19M |
|
323
MKS Inc. Common Stock
MKSI
$7.02B
| $84.7M | 0.04% |
852,636
+17,441
| +2% | +$1.73M |
|
324
Fortinet
FTNT
$60.4B
| $84.7M | 0.04% |
801,272
+51,657
| +7% | +$5.46M |
|
325
Snap-on
SNA
$17.1B
| $84.7M | 0.04% |
272,096
-26,773
| -9% | -$8.33M |
|