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 | |
|---|---|---|---|---|---|---|
651
Super Micro Computer
SMCI
$26.1B
| $29.3M | 0.02% |
597,883
-17,585
| -3% | -$862K |
|
652
Glaukos
GKOS
$5.02B
| $29.3M | 0.02% |
283,390
-43,646
| -13% | -$4.51M |
|
653
Alamos Gold
AGI
$13.9B
| $29.2M | 0.02% |
1,101,670
-31,430
| -3% | -$834K |
|
654
Dover
DOV
$24.1B
| $29.1M | 0.02% |
158,803
-16,590
| -9% | -$3.04M |
|
655
CareTrust REIT
CTRE
$7.54B
| $29.1M | 0.02% |
950,350
-115,743
| -11% | -$3.54M |
|
656
First Merchants
FRME
$2.32B
| $29M | 0.02% |
758,138
-12,919
| -2% | -$495K |
|
657
PPL Corp
PPL
$26.5B
| $29M | 0.02% |
854,322
-14,624
| -2% | -$496K |
|
658
Constellation Brands
STZ
$25.2B
| $28.7M | 0.02% |
176,321
+4,050
| +2% | +$659K |
|
659
Jabil
JBL
$23.2B
| $28.7M | 0.02% |
131,490
-12,915
| -9% | -$2.82M |
|
660
TG Therapeutics
TGTX
$5.05B
| $28.7M | 0.02% |
796,674
-44,337
| -5% | -$1.6M |
|
|
ECG
661
Everus Construction Group, Inc.
ECG
$3.96B
| $28.7M | 0.02% |
451,230
+103,674
| +30% | +$6.59M |
|
662
IQVIA
IQV
$31.3B
| $28.6M | 0.02% |
181,320
-12,147
| -6% | -$1.91M |
|
663
Texas Roadhouse
TXRH
$11B
| $28.3M | 0.02% |
151,046
-3,636
| -2% | -$681K |
|
664
Northern Trust
NTRS
$24.2B
| $28.3M | 0.01% |
222,815
-8,884
| -4% | -$1.13M |
|
665
NetApp
NTAP
$24.7B
| $28.2M | 0.01% |
265,023
-17,192
| -6% | -$1.83M |
|
666
ADMA Biologics
ADMA
$3.76B
| $28.2M | 0.01% |
1,546,435
+258,314
| +20% | +$4.7M |
|
667
Warner Bros
WBD
$31B
| $28.1M | 0.01% |
2,454,190
-92,626
| -4% | -$1.06M |
|
668
SPS Commerce
SPSC
$4.18B
| $28.1M | 0.01% |
206,652
+6,943
| +3% | +$945K |
|
669
Dollar General
DG
$23.4B
| $28.1M | 0.01% |
245,697
-2,072
| -0.8% | -$237K |
|
670
APi Group
APG
$14.6B
| $28.1M | 0.01% |
825,252
+808,389
| +4,794% | +$27.5M |
|
671
Encompass Health
EHC
$12.6B
| $28M | 0.01% |
228,497
-3,176
| -1% | -$389K |
|
672
ITT
ITT
$13.6B
| $28M | 0.01% |
178,527
-8,838
| -5% | -$1.39M |
|
673
Five Below
FIVE
$8.05B
| $27.9M | 0.01% |
212,771
+85,262
| +67% | +$11.2M |
|
674
Huntington Bancshares
HBAN
$25.8B
| $27.9M | 0.01% |
1,663,085
+10,286
| +0.6% | +$172K |
|
675
International Paper
IP
$24.5B
| $27.8M | 0.01% |
594,609
-37,624
| -6% | -$1.76M |
|