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 | |
|---|---|---|---|---|---|---|
626
Synchrony
SYF
$28.3B
| $31M | 0.02% |
465,160
-42,236
| -8% | -$2.82M |
|
627
Darden Restaurants
DRI
$24.7B
| $31M | 0.02% |
142,190
-20,150
| -12% | -$4.39M |
|
628
W.P. Carey
WPC
$14.8B
| $31M | 0.02% |
496,415
-6,919
| -1% | -$432K |
|
629
Caesars Entertainment
CZR
$5.28B
| $30.9M | 0.02% |
1,087,552
-120,002
| -10% | -$3.41M |
|
630
Ameren
AEE
$26.8B
| $30.8M | 0.02% |
320,760
-8,625
| -3% | -$828K |
|
631
Hims & Hers Health
HIMS
$10.8B
| $30.8M | 0.02% |
617,898
-173,268
| -22% | -$8.64M |
|
632
AXIS Capital
AXS
$7.58B
| $30.8M | 0.02% |
296,371
-33,568
| -10% | -$3.49M |
|
633
Neurocrine Biosciences
NBIX
$14.3B
| $30.6M | 0.02% |
243,730
-4,690
| -2% | -$589K |
|
634
Grab
GRAB
$21.6B
| $30.5M | 0.02% |
6,071,865
-125,800
| -2% | -$633K |
|
635
Kellanova
K
$27.6B
| $30.4M | 0.02% |
382,809
+11,756
| +3% | +$935K |
|
636
Merit Medical Systems
MMSI
$5.43B
| $30.4M | 0.02% |
325,414
+5,454
| +2% | +$510K |
|
637
Archer Daniels Midland
ADM
$29.9B
| $30.4M | 0.02% |
576,173
-34,488
| -6% | -$1.82M |
|
|
SNDK
638
Sandisk Corporation Common Stock
SNDK
$10.3B
| $30.2M | 0.02% |
666,446
+94,588
| +17% | +$4.29M |
|
639
PPG Industries
PPG
$24.7B
| $30.1M | 0.02% |
264,998
-37,964
| -13% | -$4.32M |
|
640
BGC Group
BGC
$4.76B
| $29.9M | 0.02% |
2,926,901
-352,475
| -11% | -$3.61M |
|
641
BWX Technologies
BWXT
$14.8B
| $29.9M | 0.02% |
207,313
-3,429
| -2% | -$494K |
|
642
Celanese
CE
$4.89B
| $29.9M | 0.02% |
539,645
-3,397
| -0.6% | -$188K |
|
643
Etsy
ETSY
$5.55B
| $29.7M | 0.02% |
592,247
+32,498
| +6% | +$1.63M |
|
644
CDW
CDW
$22.1B
| $29.7M | 0.02% |
166,310
-528
| -0.3% | -$94.3K |
|
645
OR Royalties Inc.
OR
$6.51B
| $29.6M | 0.02% |
1,155,810
+44,500
| +4% | +$1.14M |
|
646
United Airlines
UAL
$34.2B
| $29.6M | 0.02% |
371,694
-14,231
| -4% | -$1.13M |
|
647
Clearwater Analytics
CWAN
$5.93B
| $29.5M | 0.02% |
1,345,332
-30,480
| -2% | -$668K |
|
648
Diamondback Energy
FANG
$39.5B
| $29.5M | 0.02% |
214,575
-21,470
| -9% | -$2.95M |
|
649
Unum
UNM
$12.5B
| $29.4M | 0.02% |
364,252
-15,313
| -4% | -$1.24M |
|
650
TopBuild
BLD
$11.8B
| $29.3M | 0.02% |
90,524
-7,449
| -8% | -$2.41M |
|