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 | |
|---|---|---|---|---|---|---|
701
Royal Gold
RGLD
$12.3B
| $26.5M | 0.01% |
149,226
-2,097
| -1% | -$373K |
|
|
CSW
702
CSW Industrials, Inc.
CSW
$4.24B
| $26.4M | 0.01% |
92,095
+891
| +1% | +$256K |
|
703
Clean Harbors
CLH
$12.6B
| $26.4M | 0.01% |
114,222
-2,381
| -2% | -$550K |
|
704
Ciena
CIEN
$18.4B
| $26.2M | 0.01% |
322,259
-4,758
| -1% | -$387K |
|
705
First Solar
FSLR
$21.9B
| $26.2M | 0.01% |
158,116
+37,559
| +31% | +$6.22M |
|
706
Alkermes
ALKS
$4.45B
| $26.2M | 0.01% |
914,795
-14,070
| -2% | -$403K |
|
707
Gates Industrial
GTES
$6.52B
| $26.1M | 0.01% |
1,132,440
+3,573
| +0.3% | +$82.3K |
|
708
HealthEquity
HQY
$7.88B
| $26.1M | 0.01% |
248,754
-18,087
| -7% | -$1.89M |
|
709
Annaly Capital Management
NLY
$14.2B
| $26M | 0.01% |
1,380,960
+51,157
| +4% | +$963K |
|
710
Core & Main
CNM
$9.21B
| $26M | 0.01% |
430,521
-9,581
| -2% | -$578K |
|
711
Sanmina
SANM
$6.53B
| $25.9M | 0.01% |
265,078
-26,653
| -9% | -$2.61M |
|
712
FMC
FMC
$4.61B
| $25.9M | 0.01% |
620,459
-7,081
| -1% | -$296K |
|
713
Teleflex
TFX
$5.76B
| $25.8M | 0.01% |
217,949
-12,573
| -5% | -$1.49M |
|
714
PJT Partners
PJT
$4.37B
| $25.8M | 0.01% |
156,317
+12,738
| +9% | +$2.1M |
|
715
Toll Brothers
TOL
$13.8B
| $25.7M | 0.01% |
225,446
-4,324
| -2% | -$493K |
|
|
CNH
716
CNH Industrial
CNH
$14.1B
| $25.7M | 0.01% |
1,983,207
-28,165
| -1% | -$365K |
|
717
Kinsale Capital Group
KNSL
$9.92B
| $25.7M | 0.01% |
53,038
-4,303
| -8% | -$2.08M |
|
718
Urban Outfitters
URBN
$6.33B
| $25.6M | 0.01% |
352,298
-1,197
| -0.3% | -$86.8K |
|
719
Insulet
PODD
$23.8B
| $25.5M | 0.01% |
81,173
-3,265
| -4% | -$1.03M |
|
720
ACI Worldwide
ACIW
$5.17B
| $25.4M | 0.01% |
553,270
-4,770
| -0.9% | -$219K |
|
721
Moog
MOG.A
$6.24B
| $25.4M | 0.01% |
140,344
-13,827
| -9% | -$2.5M |
|
722
Halliburton
HAL
$19.3B
| $25.4M | 0.01% |
1,243,877
-1,536,180
| -55% | -$31.3M |
|
723
Vanguard Long-Term Bond ETF
BLV
$5.7B
| $25.3M | 0.01% |
363,108
+139
| +0% | +$9.67K |
|
724
Transmedics
TMDX
$3.67B
| $25.2M | 0.01% |
188,044
-10,383
| -5% | -$1.39M |
|
725
Cal-Maine
CALM
$5.31B
| $25.1M | 0.01% |
251,775
+25,604
| +11% | +$2.55M |
|