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 | |
|---|---|---|---|---|---|---|
501
Dick's Sporting Goods
DKS
$17.7B
| $44.2M | 0.02% |
223,297
+37,431
| +20% | +$7.4M |
|
502
Charter Communications
CHTR
$35.7B
| $44.1M | 0.02% |
107,851
-4,996
| -4% | -$2.04M |
|
503
Microchip Technology
MCHP
$35.6B
| $44M | 0.02% |
625,794
-755
| -0.1% | -$53.1K |
|
504
Pure Storage
PSTG
$25.9B
| $43.8M | 0.02% |
761,503
-12,390
| -2% | -$713K |
|
505
Baker Hughes
BKR
$44.9B
| $43.5M | 0.02% |
1,134,391
-104,784
| -8% | -$4.02M |
|
506
Otis Worldwide
OTIS
$34.1B
| $43.4M | 0.02% |
438,646
-38,315
| -8% | -$3.79M |
|
507
Prudential Financial
PRU
$37.2B
| $43.4M | 0.02% |
403,825
-20,329
| -5% | -$2.18M |
|
508
Collegium Pharmaceutical
COLL
$1.21B
| $43.4M | 0.02% |
1,466,875
-106,481
| -7% | -$3.15M |
|
509
Flex
FLEX
$20.8B
| $43.4M | 0.02% |
868,548
+5,916
| +0.7% | +$295K |
|
510
Vital Farms
VITL
$2.28B
| $43.1M | 0.02% |
1,119,589
-89,975
| -7% | -$3.47M |
|
511
Dynatrace
DT
$15.1B
| $43M | 0.02% |
779,684
+7,181
| +0.9% | +$396K |
|
|
TTAN
512
ServiceTitan, Inc. Class A Common Stock
TTAN
$10.6B
| $42.9M | 0.02% |
399,825
+58,728
| +17% | +$6.29M |
|
513
iShares Russell 1000 Growth ETF
IWF
$117B
| $42.7M | 0.02% |
100,625
-70,372
| -41% | -$29.9M |
|
|
HES
514
DELISTED
Hess
HES
| $42.5M | 0.02% |
306,763
-14,351
| -4% | -$1.99M |
|
515
PVH
PVH
$4.22B
| $42.3M | 0.02% |
616,464
-74,606
| -11% | -$5.12M |
|
516
Kratos Defense & Security Solutions
KTOS
$10.9B
| $42.2M | 0.02% |
909,079
-88,499
| -9% | -$4.11M |
|
517
Jones Lang LaSalle
JLL
$14.8B
| $41.8M | 0.02% |
163,580
-43,488
| -21% | -$11.1M |
|
518
PG&E
PCG
$33.2B
| $41.8M | 0.02% |
2,996,503
+228,467
| +8% | +$3.18M |
|
519
Global X MLP & Energy Infrastructure ETF
MLPX
$2.56B
| $41.8M | 0.02% |
666,500
+16,600
| +3% | +$1.04M |
|
520
Sprouts Farmers Market
SFM
$13.6B
| $41.7M | 0.02% |
253,197
-36,986
| -13% | -$6.09M |
|
521
RBC Bearings
RBC
$12.2B
| $41M | 0.02% |
106,667
+2,945
| +3% | +$1.13M |
|
522
eBay
EBAY
$42.3B
| $40.7M | 0.02% |
546,660
-71,171
| -12% | -$5.3M |
|
523
Sysco
SYY
$39.4B
| $40.6M | 0.02% |
536,410
-64,278
| -11% | -$4.87M |
|
524
Wabtec
WAB
$33B
| $40.6M | 0.02% |
193,854
-6,601
| -3% | -$1.38M |
|
525
US Foods
USFD
$17.5B
| $40.4M | 0.02% |
524,540
-4,889
| -0.9% | -$377K |
|