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 | |
|---|---|---|---|---|---|---|
801
Phillips Edison & Co
PECO
$4.47B
| $21.8M | 0.01% |
621,916
-1,504
| -0.2% | -$52.7K |
|
802
Descartes Systems
DSGX
$9.1B
| $21.8M | 0.01% |
214,673
-500
| -0.2% | -$50.7K |
|
803
Archrock
AROC
$4.35B
| $21.8M | 0.01% |
876,342
-61,531
| -7% | -$1.53M |
|
804
iShares MSCI India ETF
INDA
$9.38B
| $21.7M | 0.01% |
389,675
| – | – |
|
805
Morningstar
MORN
$10.6B
| $21.7M | 0.01% |
69,046
-7,281
| -10% | -$2.29M |
|
806
Nova
NVMI
$8.25B
| $21.7M | 0.01% |
78,744
-65
| -0.1% | -$17.9K |
|
807
Tetra Tech
TTEK
$9.37B
| $21.5M | 0.01% |
598,353
-23,324
| -4% | -$839K |
|
808
CyberArk
CYBR
$23.6B
| $21.4M | 0.01% |
52,513
-2,623
| -5% | -$1.07M |
|
809
Factset
FDS
$13.7B
| $21.3M | 0.01% |
47,708
-2,129
| -4% | -$952K |
|
810
Rollins
ROL
$27.3B
| $21.3M | 0.01% |
378,178
-14,365
| -4% | -$810K |
|
811
Matsons
MATX
$3.28B
| $21.1M | 0.01% |
189,834
+3,598
| +2% | +$401K |
|
812
American Financial Group
AFG
$11.4B
| $21.1M | 0.01% |
167,189
-4,046
| -2% | -$511K |
|
813
Prestige Consumer Healthcare
PBH
$3.2B
| $21M | 0.01% |
263,378
-1,439
| -0.5% | -$115K |
|
814
Arcosa
ACA
$4.72B
| $21M | 0.01% |
242,068
-810
| -0.3% | -$70.2K |
|
815
Loews
L
$19.9B
| $21M | 0.01% |
228,971
-9,931
| -4% | -$910K |
|
816
Cellebrite
CLBT
$4.18B
| $21M | 0.01% |
1,310,857
+258,392
| +25% | +$4.13M |
|
817
Tyson Foods
TSN
$19.7B
| $20.9M | 0.01% |
372,860
-9,673
| -3% | -$541K |
|
818
Akero Therapeutics
AKRO
$3.46B
| $20.8M | 0.01% |
390,174
+133,149
| +52% | +$7.1M |
|
819
Avantor
AVTR
$8.6B
| $20.8M | 0.01% |
1,544,209
-22,173
| -1% | -$298K |
|
820
Korn Ferry
KFY
$3.81B
| $20.8M | 0.01% |
283,328
-1,279
| -0.4% | -$93.8K |
|
821
Acuity Brands
AYI
$10.1B
| $20.7M | 0.01% |
69,406
-1,147
| -2% | -$342K |
|
822
Pentair
PNR
$17.9B
| $20.6M | 0.01% |
201,134
-34,536
| -15% | -$3.55M |
|
823
Estee Lauder
EL
$31.5B
| $20.6M | 0.01% |
255,359
-4,623
| -2% | -$374K |
|
824
New York Times
NYT
$9.37B
| $20.6M | 0.01% |
367,858
-7,400
| -2% | -$414K |
|
825
SouthState Bank Corporation
SSB
$10.3B
| $20.5M | 0.01% |
223,292
-4,263
| -2% | -$392K |
|