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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Ingevity
NGVT
$2.33B
| $48.3M | 0.03% |
678,037
+25,800
|
|
||
502
Hartford Financial Services
HIG
$35B
| $48M | 0.03% |
355,296
+7,053
|
|
||
503
ArcBest
ARCB
$3.7B
| $48M | 0.03% |
488,115
-5,665
|
|
||
504
Nucor
NUE
$57.7B
| $47.8M | 0.03% |
282,846
+4,205
|
|
||
505
Woodward
WWD
$21.4B
| $47.6M | 0.03% |
133,044
+4,106
|
|
||
506
eBay
EBAY
$48.1B
| $47.5M | 0.03% |
521,706
+4,325
|
|
||
507
DexCom
DXCM
$29.6B
| $47.4M | 0.03% |
755,521
+179,004
|
|
||
508
Vanguard Total Stock Market ETF
VTI
$647B
| $47.2M | 0.03% |
146,996
-105
|
|
||
509
RBC Bearings
RBC
$18.7B
| $47.1M | 0.03% |
86,700
-16,611
|
|
||
510
iShares Global Infrastructure ETF
IGF
$10.6B
| $46.1M | 0.02% |
688,523
+266,650
|
|
||
511
Royal Gold
RGLD
$17.5B
| $46M | 0.02% |
180,921
+6,668
|
|
||
512
Garmin
GRMN
$45.4B
| $45.9M | 0.02% |
198,023
-2,060
|
|
||
513
Renasant Corp
RNST
$3.79B
| $45.6M | 0.02% |
1,261,160
+808,316
|
|
||
514
Burlington
BURL
$19.8B
| $45.5M | 0.02% |
139,930
+6,095
|
|
||
515
MetLife
MET
$54.3B
| $45.5M | 0.02% |
642,825
+20,036
|
|
||
516
Helix Energy Solutions
HLX
$1.44B
| $45.5M | 0.02% |
4,595,933
-138,301
|
|
||
517
US Foods
USFD
$19.1B
| $45.4M | 0.02% |
492,288
+12,817
|
|
||
518
Global X MLP & Energy Infrastructure ETF
MLPX
$3.46B
| $45.2M | 0.02% |
611,025
-55,475
|
|
||
|
SPYM
519
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
| $45M | 0.02% |
587,958
-7,662
|
|
||
|
P
520
Everpure Inc
P
$24.5B
| $44.8M | 0.02% |
758,072
+1,020
|
|
||
521
American International
AIG
$39.3B
| $44.5M | 0.02% |
591,893
-1,604
|
|
||
522
Owens Corning
OC
$9.59B
| $44.4M | 0.02% |
409,896
+56,990
|
|
||
523
MP Materials
MP
$10.3B
| $44.4M | 0.02% |
919,083
+225,009
|
|
||
524
Sprouts Farmers Market
SFM
$8.15B
| $44.2M | 0.02% |
572,988
+179,102
|
|
||
525
MasTec
MTZ
$28.6B
| $44.1M | 0.02% |
137,151
-13,050
|
|