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 | |
|---|---|---|---|---|---|---|
401
Alliant Energy
LNT
$16.6B
| $60.7M | 0.03% |
1,003,262
-130,042
| -11% | -$7.86M |
|
402
Truist Financial
TFC
$60B
| $60.7M | 0.03% |
1,411,058
-55,413
| -4% | -$2.38M |
|
403
First Industrial Realty Trust
FR
$6.92B
| $60.7M | 0.03% |
1,260,184
-93,043
| -7% | -$4.48M |
|
404
United Rentals
URI
$62.7B
| $60.4M | 0.03% |
80,132
+5,601
| +8% | +$4.22M |
|
405
Aflac
AFL
$57.2B
| $59.7M | 0.03% |
566,226
-41,460
| -7% | -$4.37M |
|
406
Parsons
PSN
$8.08B
| $59.5M | 0.03% |
828,419
-22,603
| -3% | -$1.62M |
|
407
Paychex
PAYX
$48.7B
| $59.2M | 0.03% |
406,797
-23,316
| -5% | -$3.39M |
|
408
Jack Henry & Associates
JKHY
$11.8B
| $58.8M | 0.03% |
326,598
-37,997
| -10% | -$6.85M |
|
409
Cloudflare
NET
$74.7B
| $58.8M | 0.03% |
300,021
+234,408
| +357% | +$45.9M |
|
410
NXP Semiconductors
NXPI
$57.2B
| $58.7M | 0.03% |
268,494
-9,270
| -3% | -$2.03M |
|
411
GE HealthCare
GEHC
$34.6B
| $58.5M | 0.03% |
790,057
-159,998
| -17% | -$11.9M |
|
412
Littelfuse
LFUS
$6.51B
| $58.5M | 0.03% |
257,941
+3,694
| +1% | +$838K |
|
413
Progress Software
PRGS
$1.88B
| $58.3M | 0.03% |
913,866
-44,005
| -5% | -$2.81M |
|
414
Idacorp
IDA
$6.77B
| $58.2M | 0.03% |
504,508
-32,957
| -6% | -$3.8M |
|
415
Atmos Energy
ATO
$26.7B
| $58M | 0.03% |
376,534
+161,422
| +75% | +$24.9M |
|
416
Twilio
TWLO
$16.7B
| $57.8M | 0.03% |
464,398
+39,805
| +9% | +$4.95M |
|
|
CON
417
Concentra Group Holdings Parent, Inc.
CON
$2.96B
| $57.7M | 0.03% |
2,804,933
+364,008
| +15% | +$7.49M |
|
418
JFrog
FROG
$5.84B
| $57.4M | 0.03% |
1,308,916
-80,637
| -6% | -$3.54M |
|
419
Nordson
NDSN
$12.6B
| $57.2M | 0.03% |
266,931
-17,478
| -6% | -$3.75M |
|
420
W.W. Grainger
GWW
$47.5B
| $57.1M | 0.03% |
54,879
-1,600
| -3% | -$1.66M |
|
421
Dominion Energy
D
$49.7B
| $57.1M | 0.03% |
1,009,656
+70,331
| +7% | +$3.98M |
|
422
Icon
ICLR
$13.6B
| $56.8M | 0.03% |
390,538
+88,390
| +29% | +$12.9M |
|
423
Timken Company
TKR
$5.42B
| $56.2M | 0.03% |
775,233
-12,158
| -2% | -$882K |
|
424
Kroger
KR
$44.8B
| $55.9M | 0.03% |
779,360
-127,710
| -14% | -$9.16M |
|
425
Tractor Supply
TSCO
$32.1B
| $55.7M | 0.03% |
1,054,993
-28,841
| -3% | -$1.52M |
|