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 | |
|---|---|---|---|---|---|---|
576
Delta Air Lines
DAL
$39.5B
| $35.3M | 0.02% |
717,000
-11,643
| -2% | -$573K |
|
577
Ulta Beauty
ULTA
$22.9B
| $35.2M | 0.02% |
75,244
+15,993
| +27% | +$7.48M |
|
578
iShares MSCI World ETF
URTH
$5.66B
| $35.1M | 0.02% |
207,424
+12,787
| +7% | +$2.17M |
|
579
Celestica
CLS
$27.8B
| $35.1M | 0.02% |
225,060
-14,400
| -6% | -$2.25M |
|
580
DTE Energy
DTE
$28.1B
| $35M | 0.02% |
264,247
+3,144
| +1% | +$416K |
|
581
Armstrong World Industries
AWI
$8.39B
| $34.8M | 0.02% |
214,356
-2,256
| -1% | -$366K |
|
582
GoDaddy
GDDY
$20.5B
| $34.7M | 0.02% |
192,911
-2,533
| -1% | -$456K |
|
583
State Street
STT
$31.9B
| $34.5M | 0.02% |
324,606
-14,800
| -4% | -$1.57M |
|
584
Shake Shack
SHAK
$3.97B
| $34.4M | 0.02% |
244,403
+44,694
| +22% | +$6.28M |
|
585
Humana
HUM
$35.4B
| $34.3M | 0.02% |
140,265
+247
| +0.2% | +$60.4K |
|
586
Occidental Petroleum
OXY
$45B
| $34.3M | 0.02% |
815,501
+13,898
| +2% | +$584K |
|
587
Illumina
ILMN
$15.1B
| $34.2M | 0.02% |
358,928
-5,544
| -2% | -$529K |
|
588
Aecom
ACM
$16.5B
| $33.9M | 0.02% |
299,982
-5,291
| -2% | -$597K |
|
589
Carnival Corp
CCL
$43B
| $33.8M | 0.02% |
1,201,311
-32,652
| -3% | -$918K |
|
590
Nucor
NUE
$32.6B
| $33.8M | 0.02% |
260,758
-18,760
| -7% | -$2.43M |
|
591
Planet Fitness
PLNT
$8.63B
| $33.6M | 0.02% |
307,777
+112,600
| +58% | +$12.3M |
|
592
DigitalOcean
DOCN
$3.13B
| $33.4M | 0.02% |
1,170,904
-46,281
| -4% | -$1.32M |
|
593
CenterPoint Energy
CNP
$24.6B
| $33.4M | 0.02% |
909,940
+45,765
| +5% | +$1.68M |
|
594
InterDigital
IDCC
$7.84B
| $33.4M | 0.02% |
148,941
+194
| +0.1% | +$43.5K |
|
595
Burlington
BURL
$17.9B
| $33.4M | 0.02% |
143,372
-2,373
| -2% | -$552K |
|
596
Trex
TREX
$6.49B
| $33.3M | 0.02% |
611,796
-17,221
| -3% | -$936K |
|
597
World Kinect Corp
WKC
$1.45B
| $33.1M | 0.02% |
1,168,248
-49,360
| -4% | -$1.4M |
|
598
Woodward
WWD
$14.3B
| $33.1M | 0.02% |
134,904
-1,668
| -1% | -$409K |
|
599
Rambus
RMBS
$7.98B
| $33M | 0.02% |
516,023
+9,310
| +2% | +$596K |
|
|
RAL
600
Ralliant Corporation
RAL
$4.73B
| $33M | 0.02% |
+680,174
| New | +$33M |
|