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 | |
|---|---|---|---|---|---|---|
451
General Motors
GM
$55.5B
| $50.9M | 0.03% |
1,035,126
-73,520
| -7% | -$3.62M |
|
452
Air Lease Corp
AL
$7.12B
| $50.9M | 0.03% |
870,210
-1,879
| -0.2% | -$110K |
|
|
MRP
453
Millrose Properties, Inc.
MRP
$5.68B
| $50.9M | 0.03% |
1,783,588
-10,965
| -0.6% | -$313K |
|
454
MetLife
MET
$52.9B
| $50.6M | 0.03% |
629,149
-48,447
| -7% | -$3.9M |
|
455
Yum! Brands
YUM
$40.1B
| $50.5M | 0.03% |
340,777
-12,326
| -3% | -$1.83M |
|
456
Magnolia Oil & Gas
MGY
$4.38B
| $50.4M | 0.03% |
2,239,899
-188,053
| -8% | -$4.23M |
|
457
Cognizant
CTSH
$35.1B
| $50.3M | 0.03% |
644,293
-32,288
| -5% | -$2.52M |
|
458
Keurig Dr Pepper
KDP
$38.9B
| $50.3M | 0.03% |
1,520,595
+97,545
| +7% | +$3.22M |
|
459
HF Sinclair
DINO
$9.56B
| $49.8M | 0.03% |
1,212,967
-76,543
| -6% | -$3.14M |
|
460
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
| $49.1M | 0.03% |
675,230
+205,254
| +44% | +$14.9M |
|
461
Amkor Technology
AMKR
$6.09B
| $48.9M | 0.03% |
2,330,680
+341,173
| +17% | +$7.16M |
|
462
Cardinal Health
CAH
$35.7B
| $48.8M | 0.03% |
290,509
-25,308
| -8% | -$4.25M |
|
463
Canadian Pacific Kansas City
CP
$70.3B
| $48.5M | 0.03% |
611,344
-41,600
| -6% | -$3.3M |
|
464
Webster Financial
WBS
$10.3B
| $48.5M | 0.03% |
887,519
-58,435
| -6% | -$3.19M |
|
465
LCI Industries
LCII
$2.57B
| $48.3M | 0.03% |
530,090
-52,776
| -9% | -$4.81M |
|
466
Cameco
CCJ
$33B
| $48.3M | 0.03% |
651,053
+262,199
| +67% | +$19.5M |
|
467
Valero Energy
VLO
$48.7B
| $48.3M | 0.03% |
359,452
-13,600
| -4% | -$1.83M |
|
468
XPO
XPO
$15.4B
| $48.3M | 0.03% |
382,391
-65,502
| -15% | -$8.27M |
|
469
Invesco QQQ Trust
QQQ
$368B
| $48.2M | 0.03% |
87,384
+41,265
| +89% | +$22.8M |
|
470
Four Corners Property Trust
FCPT
$2.73B
| $47.4M | 0.03% |
1,762,788
-80,839
| -4% | -$2.18M |
|
|
SWTX
471
DELISTED
SpringWorks Therapeutics
SWTX
| $47.1M | 0.02% |
1,003,400
-60,709
| -6% | -$2.85M |
|
472
Mr. Cooper
COOP
$13.6B
| $47.1M | 0.02% |
315,497
-56,054
| -15% | -$8.36M |
|
473
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $46.8M | 0.02% |
1,073,400
-2,667,200
| -71% | -$116M |
|
474
Boston Properties
BXP
$12.2B
| $46.7M | 0.02% |
692,534
-65,388
| -9% | -$4.41M |
|
475
Ford
F
$46.7B
| $46.6M | 0.02% |
4,292,958
-18,543
| -0.4% | -$201K |
|