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 | |
|---|---|---|---|---|---|---|
551
Carlisle Companies
CSL
$16.8B
| $37.8M | 0.02% |
101,325
-4,403
| -4% | -$1.64M |
|
552
Ingersoll Rand
IR
$31.9B
| $37.4M | 0.02% |
449,619
-7,354
| -2% | -$612K |
|
553
Chord Energy
CHRD
$5.9B
| $37.4M | 0.02% |
385,714
-16,188
| -4% | -$1.57M |
|
554
General Mills
GIS
$26.9B
| $37.3M | 0.02% |
720,123
-56,686
| -7% | -$2.94M |
|
555
Marathon Digital Holdings
MARA
$5.9B
| $37.2M | 0.02% |
2,370,507
+676,619
| +40% | +$10.6M |
|
556
Birkenstock
BIRK
$8.99B
| $37.1M | 0.02% |
755,259
+8,543
| +1% | +$420K |
|
557
Axsome Therapeutics
AXSM
$6.27B
| $37.1M | 0.02% |
355,511
+59,840
| +20% | +$6.25M |
|
558
Tenet Healthcare
THC
$17B
| $37.1M | 0.02% |
210,559
-8,246
| -4% | -$1.45M |
|
559
DocuSign
DOCU
$16B
| $37M | 0.02% |
474,840
-53,683
| -10% | -$4.18M |
|
560
Castle Biosciences
CSTL
$698M
| $36.7M | 0.02% |
1,798,974
+331,101
| +23% | +$6.76M |
|
561
Chewy
CHWY
$17.4B
| $36.7M | 0.02% |
860,390
+246,110
| +40% | +$10.5M |
|
562
Donaldson
DCI
$9.35B
| $36.6M | 0.02% |
527,886
-70,153
| -12% | -$4.87M |
|
563
Duolingo
DUOL
$12.5B
| $36.6M | 0.02% |
89,276
+1,453
| +2% | +$596K |
|
564
Willis Towers Watson
WTW
$32.1B
| $36.5M | 0.02% |
119,183
-7,340
| -6% | -$2.25M |
|
565
Federal Signal
FSS
$7.59B
| $36.5M | 0.02% |
342,987
+12,006
| +4% | +$1.28M |
|
566
Watsco
WSO
$16.3B
| $36.4M | 0.02% |
82,517
-3,447
| -4% | -$1.52M |
|
567
BorgWarner
BWA
$9.45B
| $36.3M | 0.02% |
1,083,516
-1,633
| -0.2% | -$54.7K |
|
568
Cboe Global Markets
CBOE
$24.5B
| $36.3M | 0.02% |
155,467
+16
| +0% | +$3.73K |
|
569
OneMain Financial
OMF
$7.27B
| $35.7M | 0.02% |
625,487
-52,841
| -8% | -$3.01M |
|
570
Itron
ITRI
$5.49B
| $35.7M | 0.02% |
270,836
+164
| +0.1% | +$21.6K |
|
571
Xylem
XYL
$34.1B
| $35.5M | 0.02% |
274,602
-4,232
| -2% | -$547K |
|
572
American States Water
AWR
$2.83B
| $35.4M | 0.02% |
462,378
-9,796
| -2% | -$751K |
|
573
M&T Bank
MTB
$31.1B
| $35.4M | 0.02% |
182,652
-12,014
| -6% | -$2.33M |
|
574
Equifax
EFX
$31.2B
| $35.4M | 0.02% |
136,550
-4,555
| -3% | -$1.18M |
|
575
Western Digital
WDC
$32.8B
| $35.3M | 0.02% |
551,409
+159,749
| +41% | +$10.2M |
|