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 | |
|---|---|---|---|---|---|---|
726
T Rowe Price
TROW
$23.4B
| $25M | 0.01% |
259,543
-10,645
| -4% | -$1.03M |
|
727
Regions Financial
RF
$24B
| $25M | 0.01% |
1,064,732
-74,059
| -7% | -$1.74M |
|
728
Texas Pacific Land
TPL
$21.2B
| $25M | 0.01% |
23,680
-758
| -3% | -$801K |
|
729
PTC
PTC
$24.4B
| $24.9M | 0.01% |
144,771
-81
| -0.1% | -$14K |
|
730
ATS Corp
ATS
$2.61B
| $24.9M | 0.01% |
783,440
+86,600
| +12% | +$2.76M |
|
731
Carlyle Group
CG
$23.4B
| $24.9M | 0.01% |
485,126
-715
| -0.1% | -$36.8K |
|
732
Axos Financial
AX
$5.21B
| $24.9M | 0.01% |
327,788
-20,011
| -6% | -$1.52M |
|
733
Element Solutions
ESI
$6.25B
| $24.9M | 0.01% |
1,100,366
-43,503
| -4% | -$985K |
|
734
Aramark
ARMK
$10B
| $24.9M | 0.01% |
594,302
-15,413
| -3% | -$645K |
|
735
BioMarin Pharmaceuticals
BMRN
$10.5B
| $24.9M | 0.01% |
452,382
-3,103
| -0.7% | -$171K |
|
736
F5
FFIV
$18.7B
| $24.7M | 0.01% |
83,868
-3,984
| -5% | -$1.17M |
|
737
Palomar
PLMR
$3.22B
| $24.7M | 0.01% |
159,909
+8,672
| +6% | +$1.34M |
|
738
WillScot Mobile Mini Holdings
WSC
$4.14B
| $24.7M | 0.01% |
899,998
-17,767
| -2% | -$487K |
|
739
Adtalem Global Education
ATGE
$4.81B
| $24.5M | 0.01% |
192,590
-11,992
| -6% | -$1.53M |
|
740
National Bank Holdings
NBHC
$1.47B
| $24.5M | 0.01% |
651,233
-78,514
| -11% | -$2.95M |
|
741
Lennox International
LII
$19.8B
| $24.5M | 0.01% |
42,723
-3,494
| -8% | -$2M |
|
742
Integer Holdings
ITGR
$3.6B
| $24.4M | 0.01% |
198,733
+11,443
| +6% | +$1.41M |
|
743
Ally Financial
ALLY
$12.6B
| $24.4M | 0.01% |
627,287
-5,718
| -0.9% | -$223K |
|
744
Lamar Advertising Co
LAMR
$12.9B
| $24.3M | 0.01% |
200,277
-2,377
| -1% | -$288K |
|
745
StoneX
SNEX
$4.98B
| $24.3M | 0.01% |
266,197
+21,050
| +9% | +$1.92M |
|
746
Tencent Music
TME
$39.2B
| $24.3M | 0.01% |
1,244,678
-338,163
| -21% | -$6.59M |
|
747
Ovintiv
OVV
$10.8B
| $24.2M | 0.01% |
636,600
-9,839
| -2% | -$374K |
|
748
Labcorp
LH
$22.8B
| $24.2M | 0.01% |
92,263
-2,741
| -3% | -$720K |
|
749
Granite Construction
GVA
$4.76B
| $24.2M | 0.01% |
258,927
+42,090
| +19% | +$3.94M |
|
750
Skywest
SKYW
$4.39B
| $24.2M | 0.01% |
234,806
+1,631
| +0.7% | +$168K |
|