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 | |
|---|---|---|---|---|---|---|
376
MYR Group
MYRG
$2.79B
| $68.2M | 0.04% |
375,961
-16,335
| -4% | -$2.96M |
|
377
BellRing Brands
BRBR
$4.97B
| $68M | 0.04% |
1,173,165
+286,298
| +32% | +$16.6M |
|
378
Hamilton Lane
HLNE
$6.41B
| $67.7M | 0.04% |
476,237
-59,986
| -11% | -$8.53M |
|
379
American Electric Power
AEP
$57.8B
| $67.6M | 0.04% |
651,885
+38,997
| +6% | +$4.05M |
|
380
ABM Industries
ABM
$3B
| $66.9M | 0.04% |
1,416,144
+1,068,648
| +308% | +$50.5M |
|
381
Terreno Realty
TRNO
$6.1B
| $65.7M | 0.03% |
1,171,238
-481,081
| -29% | -$27M |
|
|
EXE
382
Expand Energy Corporation Common Stock
EXE
$22.7B
| $65.4M | 0.03% |
558,986
+138,478
| +33% | +$16.2M |
|
383
Janus Henderson
JHG
$6.91B
| $65.3M | 0.03% |
1,682,330
-139,921
| -8% | -$5.43M |
|
384
Regeneron Pharmaceuticals
REGN
$60.8B
| $64.7M | 0.03% |
123,249
-6,376
| -5% | -$3.35M |
|
385
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $64.6M | 0.03% |
812,580
+563,381
| +226% | +$44.8M |
|
386
First Horizon
FHN
$11.3B
| $64.5M | 0.03% |
3,043,839
-149,543
| -5% | -$3.17M |
|
387
Privia Health
PRVA
$2.86B
| $64.5M | 0.03% |
2,804,638
-150,977
| -5% | -$3.47M |
|
388
Credo Technology Group
CRDO
$24.4B
| $64.3M | 0.03% |
693,979
-97,261
| -12% | -$9.01M |
|
389
Oneok
OKE
$45.7B
| $64M | 0.03% |
783,996
+43,443
| +6% | +$3.55M |
|
390
CNO Financial Group
CNO
$3.85B
| $63.8M | 0.03% |
1,654,493
-24,393
| -1% | -$941K |
|
391
Allstate
ALL
$53.1B
| $63.6M | 0.03% |
315,765
-10,210
| -3% | -$2.06M |
|
392
Norfolk Southern
NSC
$62.3B
| $63.5M | 0.03% |
248,137
-3,849
| -2% | -$985K |
|
393
Edwards Lifesciences
EW
$47.5B
| $63.3M | 0.03% |
809,587
-9,499
| -1% | -$743K |
|
394
Crown Castle
CCI
$41.9B
| $62.6M | 0.03% |
609,334
+14,945
| +3% | +$1.54M |
|
395
Phillips 66
PSX
$53.2B
| $62.5M | 0.03% |
523,636
-7,745
| -1% | -$924K |
|
396
ICICI Bank
IBN
$113B
| $61.9M | 0.03% |
1,840,713
-83,362
| -4% | -$2.8M |
|
397
Federal Agricultural Mortgage
AGM
$2.25B
| $61.7M | 0.03% |
317,706
-12,828
| -4% | -$2.49M |
|
398
Fabrinet
FN
$13.2B
| $61.4M | 0.03% |
208,425
-4,524
| -2% | -$1.33M |
|
399
Camden Property Trust
CPT
$11.9B
| $61.4M | 0.03% |
544,887
-54,327
| -9% | -$6.12M |
|
400
FNB Corp
FNB
$5.92B
| $60.8M | 0.03% |
4,172,947
-277,930
| -6% | -$4.05M |
|