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 | |
|---|---|---|---|---|---|---|
|
HPP
676
Hudson Pacific Properties
HPP
$1.15B
| $27.8M | 0.01% |
+10,157,144
| New | +$27.8M |
|
|
JBTM
677
JBT Marel Corporation
JBTM
$7.37B
| $27.8M | 0.01% |
230,892
-200
| -0.1% | -$24.1K |
|
678
ATI
ATI
$10.7B
| $27.6M | 0.01% |
319,799
-7,421
| -2% | -$641K |
|
679
Vanguard Real Estate ETF
VNQ
$34.4B
| $27.5M | 0.01% |
308,678
+59,810
| +24% | +$5.33M |
|
680
Group 1 Automotive
GPI
$6.14B
| $27.4M | 0.01% |
62,854
-6,401
| -9% | -$2.8M |
|
681
Expedia Group
EXPE
$26.9B
| $27.4M | 0.01% |
162,649
-8,175
| -5% | -$1.38M |
|
682
Corpay
CPAY
$22B
| $27.4M | 0.01% |
82,587
-7,606
| -8% | -$2.52M |
|
683
Box
BOX
$4.86B
| $27.4M | 0.01% |
801,520
-56
| -0% | -$1.91K |
|
684
Franklin FTSE India ETF
FLIN
$2.32B
| $27.4M | 0.01% |
687,319
+156,099
| +29% | +$6.22M |
|
685
Exelixis
EXEL
$10.1B
| $27.3M | 0.01% |
620,003
-28,215
| -4% | -$1.24M |
|
686
Stantec
STN
$12.3B
| $27.3M | 0.01% |
251,080
-77,100
| -23% | -$8.37M |
|
|
BCPC
687
Balchem Corporation
BCPC
$5.26B
| $27.3M | 0.01% |
171,177
+1,951
| +1% | +$311K |
|
688
Cincinnati Financial
CINF
$24B
| $27.2M | 0.01% |
182,851
-18,560
| -9% | -$2.76M |
|
689
Kraft Heinz
KHC
$31.6B
| $27.1M | 0.01% |
1,051,081
-24,945
| -2% | -$644K |
|
690
Patterson-UTI
PTEN
$2.12B
| $27M | 0.01% |
4,550,937
-181,883
| -4% | -$1.08M |
|
691
Celsius Holdings
CELH
$14.4B
| $26.9M | 0.01% |
580,928
+30,315
| +6% | +$1.41M |
|
692
Mid-America Apartment Communities
MAA
$17B
| $26.9M | 0.01% |
181,654
-10,574
| -6% | -$1.57M |
|
693
Crown Holdings
CCK
$10.9B
| $26.9M | 0.01% |
260,922
-8,465
| -3% | -$872K |
|
694
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $26.8M | 0.01% |
323,450
+55,312
| +21% | +$4.59M |
|
695
RenaissanceRe
RNR
$11.3B
| $26.8M | 0.01% |
110,275
-3,172
| -3% | -$770K |
|
696
Eversource Energy
ES
$23.3B
| $26.7M | 0.01% |
419,523
-13,481
| -3% | -$858K |
|
697
Antero Resources
AR
$9.94B
| $26.7M | 0.01% |
661,756
-11,092
| -2% | -$447K |
|
698
ESCO Technologies
ESE
$5.31B
| $26.6M | 0.01% |
138,836
+10,150
| +8% | +$1.95M |
|
699
Pultegroup
PHM
$27.9B
| $26.6M | 0.01% |
251,926
-17,723
| -7% | -$1.87M |
|
700
HP
HPQ
$27.1B
| $26.5M | 0.01% |
1,085,067
-52,314
| -5% | -$1.28M |
|