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 | |
|---|---|---|---|---|---|---|
426
FedEx
FDX
$53.7B
| $55.6M | 0.03% |
244,401
-11,552
| -5% | -$2.63M |
|
427
Becton Dickinson
BDX
$55.1B
| $55.4M | 0.03% |
321,520
-3,572
| -1% | -$615K |
|
428
Addus HomeCare
ADUS
$2.08B
| $55.4M | 0.03% |
480,516
+4,698
| +1% | +$541K |
|
429
L3Harris
LHX
$51B
| $55M | 0.03% |
219,170
+5,219
| +2% | +$1.31M |
|
430
American International
AIG
$43.9B
| $54.9M | 0.03% |
641,434
-53,875
| -8% | -$4.61M |
|
431
Essent Group
ESNT
$6.29B
| $54.6M | 0.03% |
898,285
-131,930
| -13% | -$8.01M |
|
432
Franklin FTSE Taiwan ETF
FLTW
$562M
| $54.5M | 0.03% |
1,043,528
| – | – |
|
433
Owens Corning
OC
$13B
| $54.1M | 0.03% |
393,026
-742
| -0.2% | -$102K |
|
434
Exelon
EXC
$43.9B
| $54M | 0.03% |
1,243,299
+70,754
| +6% | +$3.07M |
|
435
Brunswick
BC
$4.35B
| $53.7M | 0.03% |
972,121
-24,965
| -3% | -$1.38M |
|
436
Principal Active High Yield ETF
YLD
$368M
| $53.2M | 0.03% |
2,762,539
+154,983
| +6% | +$2.99M |
|
437
Entergy
ETR
$39.2B
| $53.2M | 0.03% |
639,528
+95,995
| +18% | +$7.98M |
|
438
TE Connectivity
TEL
$61.7B
| $53M | 0.03% |
314,512
-10,429
| -3% | -$1.76M |
|
439
Canadian Natural Resources
CNQ
$63.2B
| $52.8M | 0.03% |
1,682,429
+44,760
| +3% | +$1.4M |
|
440
COPT Defense Properties
CDP
$3.46B
| $52.6M | 0.03% |
1,908,585
-36,672
| -2% | -$1.01M |
|
441
Public Service Enterprise Group
PEG
$40.5B
| $52.6M | 0.03% |
624,419
+33,754
| +6% | +$2.84M |
|
442
AeroVironment
AVAV
$11.3B
| $52M | 0.03% |
182,641
+42,806
| +31% | +$12.2M |
|
443
Nexstar Media Group
NXST
$6.31B
| $51.8M | 0.03% |
299,597
+232,255
| +345% | +$40.2M |
|
444
Schlumberger
SLB
$53.4B
| $51.7M | 0.03% |
1,530,082
-618,378
| -29% | -$20.9M |
|
445
Consolidated Edison
ED
$35.4B
| $51.5M | 0.03% |
513,374
+40,024
| +8% | +$4.02M |
|
446
LKQ Corp
LKQ
$8.33B
| $51.4M | 0.03% |
1,388,624
-65,471
| -5% | -$2.42M |
|
447
Kimberly-Clark
KMB
$43.1B
| $51.1M | 0.03% |
396,631
-22,718
| -5% | -$2.93M |
|
448
SPDR Portfolio High Yield Bond ETF
SPHY
$9.11B
| $51.1M | 0.03% |
+2,146,080
| New | +$51.1M |
|
449
Target
TGT
$42.3B
| $51M | 0.03% |
517,269
-26,337
| -5% | -$2.6M |
|
450
Darling Ingredients
DAR
$5.07B
| $50.9M | 0.03% |
1,342,702
-87,259
| -6% | -$3.31M |
|