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 | |
|---|---|---|---|---|---|---|
326
Liberty Media Series A
FWONA
$22.6B
| $84.2M | 0.04% |
887,016
+5,862
| +0.7% | +$557K |
|
327
AstraZeneca
AZN
$253B
| $84.1M | 0.04% |
1,204,045
+5,595
| +0.5% | +$391K |
|
328
Mueller Water Products
MWA
$4.19B
| $84M | 0.04% |
3,496,056
-155,284
| -4% | -$3.73M |
|
329
Rockwell Automation
ROK
$38.2B
| $83.1M | 0.04% |
250,143
+17,580
| +8% | +$5.84M |
|
330
SPX Corp
SPXC
$9.28B
| $83.1M | 0.04% |
495,381
-27,864
| -5% | -$4.67M |
|
331
RPM International
RPM
$16.2B
| $82.5M | 0.04% |
750,667
+97
| +0% | +$10.7K |
|
332
American Water Works
AWK
$28B
| $82.3M | 0.04% |
591,330
-30,690
| -5% | -$4.27M |
|
333
General Dynamics
GD
$86.8B
| $82.1M | 0.04% |
281,488
-4,303
| -2% | -$1.26M |
|
334
ServisFirst Bancshares
SFBS
$4.78B
| $82M | 0.04% |
1,057,557
+679
| +0.1% | +$52.6K |
|
335
UMB Financial
UMBF
$9.45B
| $81.7M | 0.04% |
776,882
-62,891
| -7% | -$6.61M |
|
336
Advanced Energy
AEIS
$5.8B
| $81.1M | 0.04% |
612,398
+135,102
| +28% | +$17.9M |
|
337
Northrop Grumman
NOC
$83.2B
| $80.2M | 0.04% |
160,313
-2,525
| -2% | -$1.26M |
|
338
United Parcel Service
UPS
$72.1B
| $80M | 0.04% |
792,817
-24,123
| -3% | -$2.43M |
|
339
Illinois Tool Works
ITW
$77.6B
| $79.4M | 0.04% |
321,028
-23,071
| -7% | -$5.7M |
|
340
Monster Beverage
MNST
$61B
| $79M | 0.04% |
1,260,771
-28,621
| -2% | -$1.79M |
|
341
US Bancorp
USB
$75.9B
| $78.1M | 0.04% |
1,725,633
-14,750
| -0.8% | -$667K |
|
342
Cencora
COR
$56.7B
| $77.9M | 0.04% |
259,780
-57,520
| -18% | -$17.2M |
|
343
Lincoln Electric
LECO
$13.5B
| $77M | 0.04% |
371,612
-18,471
| -5% | -$3.83M |
|
344
Church & Dwight Co
CHD
$23.3B
| $76.6M | 0.04% |
796,809
-171,723
| -18% | -$16.5M |
|
345
AGCO
AGCO
$8.28B
| $76.5M | 0.04% |
741,511
-533
| -0.1% | -$55K |
|
346
Assured Guaranty
AGO
$3.91B
| $75.7M | 0.04% |
869,318
-22,386
| -3% | -$1.95M |
|
347
AutoZone
AZO
$70.6B
| $75.6M | 0.04% |
20,352
-1,070
| -5% | -$3.97M |
|
348
NiSource
NI
$19B
| $75.4M | 0.04% |
1,869,609
-343,943
| -16% | -$13.9M |
|
349
Quanta Services
PWR
$55.5B
| $75.4M | 0.04% |
199,365
+3,538
| +2% | +$1.34M |
|
350
Emcor
EME
$28B
| $74.6M | 0.04% |
139,397
+29,130
| +26% | +$15.6M |
|