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 | 10.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
ResMed
RMD
$40.9B
| $46.4M | 0.02% |
179,798
-4,287
| -2% | -$1.11M |
|
477
Agilysys
AGYS
$3.2B
| $46.2M | 0.02% |
402,791
-10,252
| -2% | -$1.18M |
|
478
Electronic Arts
EA
$42B
| $46.1M | 0.02% |
288,723
-24,494
| -8% | -$3.91M |
|
479
Trimble
TRMB
$19.3B
| $46M | 0.02% |
605,927
+6,126
| +1% | +$465K |
|
480
Credicorp
BAP
$20.9B
| $45.8M | 0.02% |
204,835
+106,765
| +109% | +$23.9M |
|
481
Vanguard Total Stock Market ETF
VTI
$530B
| $45.7M | 0.02% |
150,251
-3,550
| -2% | -$1.08M |
|
482
Take-Two Interactive
TTWO
$45.9B
| $45.5M | 0.02% |
187,225
+696
| +0.4% | +$169K |
|
483
Kenvue
KVUE
$35.4B
| $45.4M | 0.02% |
2,169,044
-151,610
| -7% | -$3.17M |
|
|
CHX
484
DELISTED
ChampionX
CHX
| $45.4M | 0.02% |
1,827,252
+546
| +0% | +$13.6K |
|
485
Brinker International
EAT
$6.97B
| $45.1M | 0.02% |
250,312
-45,310
| -15% | -$8.17M |
|
486
Guidewire Software
GWRE
$22B
| $45M | 0.02% |
191,072
-1,771
| -0.9% | -$417K |
|
487
Hartford Financial Services
HIG
$36.7B
| $45M | 0.02% |
354,394
-3,491
| -1% | -$443K |
|
488
Wingstop
WING
$8.51B
| $44.9M | 0.02% |
133,380
+54,155
| +68% | +$18.2M |
|
489
lululemon athletica
LULU
$19.9B
| $44.9M | 0.02% |
188,843
-59,528
| -24% | -$14.1M |
|
490
Huron Consulting
HURN
$2.41B
| $44.7M | 0.02% |
325,301
-6,882
| -2% | -$947K |
|
491
Shopify
SHOP
$190B
| $44.7M | 0.02% |
387,595
+144,279
| +59% | +$16.6M |
|
492
EnerSys
ENS
$3.92B
| $44.7M | 0.02% |
521,029
-145,722
| -22% | -$12.5M |
|
493
RB Global
RBA
$21.5B
| $44.6M | 0.02% |
420,018
-4,191
| -1% | -$445K |
|
494
Corning
GLW
$61.8B
| $44.6M | 0.02% |
847,828
-27,075
| -3% | -$1.42M |
|
495
Manhattan Associates
MANH
$13.3B
| $44.6M | 0.02% |
225,767
-13,414
| -6% | -$2.65M |
|
496
BridgeBio Pharma
BBIO
$10.4B
| $44.5M | 0.02% |
1,030,527
-117,765
| -10% | -$5.09M |
|
497
Select Medical
SEM
$1.64B
| $44.4M | 0.02% |
2,924,803
+447,987
| +18% | +$6.8M |
|
498
Deckers Outdoor
DECK
$17.4B
| $44.3M | 0.02% |
429,932
-157,815
| -27% | -$16.3M |
|
499
Datadog
DDOG
$47.6B
| $44.2M | 0.02% |
329,202
+132,045
| +67% | +$17.7M |
|
|
SGI
500
Somnigroup International Inc.
SGI
$18.1B
| $44.2M | 0.02% |
649,324
+25,247
| +4% | +$1.72M |
|