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 | |
|---|---|---|---|---|---|---|
601
Interpublic Group of Companies
IPG
$9.51B
| $32.8M | 0.02% |
1,341,338
-33,621
| -2% | -$823K |
|
602
Penumbra
PEN
$10.6B
| $32.7M | 0.02% |
127,458
+38,582
| +43% | +$9.9M |
|
603
Portland General Electric
POR
$4.63B
| $32.7M | 0.02% |
803,907
-674,242
| -46% | -$27.4M |
|
604
Sportradar
SRAD
$9.25B
| $32.6M | 0.02% |
+1,162,015
| New | +$32.6M |
|
605
AAR Corp
AIR
$2.66B
| $32.6M | 0.02% |
473,804
-10,147
| -2% | -$698K |
|
606
VeriSign
VRSN
$26.5B
| $32.4M | 0.02% |
112,296
-15,506
| -12% | -$4.48M |
|
607
Seagate
STX
$41.1B
| $32.4M | 0.02% |
224,503
-3,568
| -2% | -$515K |
|
608
Dollar Tree
DLTR
$20.2B
| $32.4M | 0.02% |
327,012
+99,309
| +44% | +$9.84M |
|
609
Applied Industrial Technologies
AIT
$9.95B
| $32.4M | 0.02% |
139,243
-5,171
| -4% | -$1.2M |
|
610
Nextracker
NXT
$10B
| $32.3M | 0.02% |
594,283
-324,573
| -35% | -$17.6M |
|
611
Teledyne Technologies
TDY
$25.6B
| $32.1M | 0.02% |
62,748
-1,397
| -2% | -$716K |
|
612
United Therapeutics
UTHR
$17.9B
| $32M | 0.02% |
111,350
-511
| -0.5% | -$147K |
|
613
Fifth Third Bancorp
FITB
$30.1B
| $31.9M | 0.02% |
775,317
-43,247
| -5% | -$1.78M |
|
614
Centene
CNC
$15.4B
| $31.9M | 0.02% |
586,953
+23,470
| +4% | +$1.27M |
|
615
Paycom
PAYC
$12.4B
| $31.7M | 0.02% |
136,860
+73,986
| +118% | +$17.1M |
|
616
DuPont de Nemours
DD
$31.9B
| $31.6M | 0.02% |
460,063
-43,686
| -9% | -$3M |
|
617
Newmark Group
NMRK
$3.33B
| $31.5M | 0.02% |
2,590,327
-367,875
| -12% | -$4.47M |
|
618
iShares Core US Aggregate Bond ETF
AGG
$132B
| $31.5M | 0.02% |
317,144
+155,205
| +96% | +$15.4M |
|
619
Jackson Financial
JXN
$6.75B
| $31.5M | 0.02% |
354,244
-75,545
| -18% | -$6.71M |
|
620
Coherent
COHR
$16.1B
| $31.4M | 0.02% |
352,351
-2,671
| -0.8% | -$238K |
|
621
Hewlett Packard
HPE
$32.2B
| $31.3M | 0.02% |
1,531,586
-128,637
| -8% | -$2.63M |
|
|
MRX
622
Marex Group
MRX
$2.52B
| $31.1M | 0.02% |
789,197
+335,218
| +74% | +$13.2M |
|
623
Teekay Tankers
TNK
$1.79B
| $31.1M | 0.02% |
746,504
-51,264
| -6% | -$2.14M |
|
624
DT Midstream
DTM
$10.9B
| $31.1M | 0.02% |
283,144
+18,537
| +7% | +$2.04M |
|
625
CMS Energy
CMS
$21.3B
| $31M | 0.02% |
448,155
+38,663
| +9% | +$2.68M |
|