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 | |
|---|---|---|---|---|---|---|
351
Life Time Group Holdings
LTH
$6.38B
| $74M | 0.04% |
2,440,184
-170,444
| -7% | -$5.17M |
|
352
Allegro MicroSystems
ALGM
$5.66B
| $73.8M | 0.04% |
2,157,337
-258,765
| -11% | -$8.85M |
|
353
Varonis Systems
VRNS
$6.28B
| $73.6M | 0.04% |
1,450,231
-154,478
| -10% | -$7.84M |
|
354
Newmont
NEM
$83.7B
| $73.5M | 0.04% |
1,261,092
-76,267
| -6% | -$4.44M |
|
355
Acushnet Holdings
GOLF
$4.49B
| $73.4M | 0.04% |
1,007,895
-96,804
| -9% | -$7.05M |
|
356
Bank of New York Mellon
BK
$73.1B
| $73.4M | 0.04% |
805,387
-66,299
| -8% | -$6.04M |
|
357
Modine Manufacturing
MOD
$7.1B
| $73.2M | 0.04% |
742,998
-84,929
| -10% | -$8.37M |
|
358
Interactive Brokers
IBKR
$26.8B
| $73.1M | 0.04% |
1,319,929
-114,771
| -8% | -$6.36M |
|
359
Travelers Companies
TRV
$62B
| $73.1M | 0.04% |
273,280
-12,209
| -4% | -$3.27M |
|
360
Atour Lifestyle Holdings
ATAT
$5.39B
| $72.4M | 0.04% |
2,227,261
-182,691
| -8% | -$5.94M |
|
361
NRG Energy
NRG
$28.6B
| $71M | 0.04% |
442,182
-49,064
| -10% | -$7.88M |
|
362
Commercial Metals
CMC
$6.63B
| $70.6M | 0.04% |
1,442,540
-143,890
| -9% | -$7.04M |
|
363
Apollo Global Management
APO
$75.3B
| $70.1M | 0.04% |
493,966
-56,255
| -10% | -$7.98M |
|
364
CSX Corp
CSX
$60.6B
| $70.1M | 0.04% |
2,147,402
-210,178
| -9% | -$6.86M |
|
365
Graphic Packaging
GPK
$6.38B
| $70M | 0.04% |
3,322,272
-273,878
| -8% | -$5.77M |
|
366
Public Storage
PSA
$52.2B
| $70M | 0.04% |
238,463
+38
| +0% | +$11.2K |
|
367
Amdocs
DOX
$9.46B
| $69.8M | 0.04% |
765,463
-10,640
| -1% | -$971K |
|
368
Old Dominion Freight Line
ODFL
$31.7B
| $69.7M | 0.04% |
429,487
+1,300
| +0.3% | +$211K |
|
369
RadNet
RDNT
$5.49B
| $69.5M | 0.04% |
1,221,537
-109,040
| -8% | -$6.21M |
|
370
Ameris Bancorp
ABCB
$5.08B
| $69.5M | 0.04% |
1,074,334
-103,421
| -9% | -$6.69M |
|
371
Avery Dennison
AVY
$13.1B
| $69.5M | 0.04% |
395,957
-17,720
| -4% | -$3.11M |
|
372
DexCom
DXCM
$31.6B
| $69.5M | 0.04% |
795,876
-9,041
| -1% | -$789K |
|
373
Freeport-McMoran
FCX
$66.5B
| $69.1M | 0.04% |
1,593,601
-84,806
| -5% | -$3.68M |
|
374
Mine Safety
MSA
$6.67B
| $68.7M | 0.04% |
410,054
-15,123
| -4% | -$2.53M |
|
375
Marriott International Class A Common Stock
MAR
$71.9B
| $68.3M | 0.04% |
249,961
-5,078
| -2% | -$1.39M |
|