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 | |
|---|---|---|---|---|---|---|
826
Molina Healthcare
MOH
$9.71B
| $20.5M | 0.01% |
68,881
+1,331
| +2% | +$397K |
|
827
International Flavors & Fragrances
IFF
$16.5B
| $20.5M | 0.01% |
278,943
-8,988
| -3% | -$661K |
|
828
Dow Inc
DOW
$16.9B
| $20.4M | 0.01% |
770,830
-28,910
| -4% | -$766K |
|
829
Primerica
PRI
$8.74B
| $20.4M | 0.01% |
74,511
-2,269
| -3% | -$621K |
|
|
CNR
830
Core Natural Resources, Inc.
CNR
$3.74B
| $20.4M | 0.01% |
292,222
+21,224
| +8% | +$1.48M |
|
831
NNN REIT
NNN
$8.06B
| $20.3M | 0.01% |
471,153
-103,766
| -18% | -$4.48M |
|
832
Robert Half
RHI
$3.56B
| $20.3M | 0.01% |
495,114
-3,503
| -0.7% | -$144K |
|
833
Macerich
MAC
$4.53B
| $20.3M | 0.01% |
1,252,826
+15,182
| +1% | +$246K |
|
834
OGE Energy
OGE
$8.85B
| $20.3M | 0.01% |
456,477
-5,835
| -1% | -$259K |
|
835
Southwest Airlines
LUV
$16.3B
| $20.1M | 0.01% |
619,475
-48,256
| -7% | -$1.57M |
|
836
Verra Mobility
VRRM
$3.87B
| $20.1M | 0.01% |
790,958
-1,842,695
| -70% | -$46.8M |
|
837
Gen Digital
GEN
$18B
| $20.1M | 0.01% |
682,516
-15,750
| -2% | -$463K |
|
838
Zimmer Biomet
ZBH
$20.3B
| $20.1M | 0.01% |
219,996
-6,617
| -3% | -$604K |
|
839
Biogen
BIIB
$20.9B
| $20.1M | 0.01% |
159,761
-5,075
| -3% | -$637K |
|
840
Enpro
NPO
$4.61B
| $20M | 0.01% |
104,348
-216
| -0.2% | -$41.4K |
|
841
Lithia Motors
LAD
$8.64B
| $19.9M | 0.01% |
59,032
-2,251
| -4% | -$760K |
|
842
Mueller Industries
MLI
$10.8B
| $19.9M | 0.01% |
250,789
-60,181
| -19% | -$4.78M |
|
843
Cinemark Holdings
CNK
$3.12B
| $19.9M | 0.01% |
659,344
-22,091
| -3% | -$667K |
|
844
Sea Limited
SE
$114B
| $19.9M | 0.01% |
124,305
-37,981
| -23% | -$6.07M |
|
845
Steel Dynamics
STLD
$19.5B
| $19.9M | 0.01% |
155,091
-32,795
| -17% | -$4.2M |
|
846
MP Materials
MP
$11.1B
| $19.8M | 0.01% |
596,511
-293,779
| -33% | -$9.77M |
|
847
NMI Holdings
NMIH
$3.07B
| $19.8M | 0.01% |
470,372
+7,731
| +2% | +$326K |
|
848
UDR
UDR
$12.7B
| $19.8M | 0.01% |
485,568
-9,565
| -2% | -$391K |
|
849
Old Republic International
ORI
$9.92B
| $19.8M | 0.01% |
515,640
-21,055
| -4% | -$809K |
|
850
Fortive
FTV
$16.2B
| $19.7M | 0.01% |
378,715
-9,185
| -2% | -$479K |
|