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 | |
|---|---|---|---|---|---|---|
851
Ollie's Bargain Outlet
OLLI
$7.95B
| $19.7M | 0.01% |
149,324
+1,021
| +0.7% | +$135K |
|
852
Albertsons Companies
ACI
$10.4B
| $19.7M | 0.01% |
914,288
-19,405
| -2% | -$417K |
|
853
Plexus
PLXS
$3.71B
| $19.6M | 0.01% |
144,590
+3,620
| +3% | +$490K |
|
854
Lumentum
LITE
$11.5B
| $19.5M | 0.01% |
205,434
+46,280
| +29% | +$4.4M |
|
855
EXL Service
EXLS
$6.9B
| $19.4M | 0.01% |
443,118
-856
| -0.2% | -$37.5K |
|
856
Semtech
SMTC
$5.36B
| $19.4M | 0.01% |
429,779
+1,821
| +0.4% | +$82.2K |
|
857
Genuine Parts
GPC
$19.4B
| $19.4M | 0.01% |
159,899
-23,801
| -13% | -$2.89M |
|
858
MACOM Technology Solutions
MTSI
$9.81B
| $19.4M | 0.01% |
135,246
-1,732
| -1% | -$248K |
|
859
Fluor
FLR
$6.69B
| $19.4M | 0.01% |
377,947
-21,688
| -5% | -$1.11M |
|
860
Krystal Biotech
KRYS
$3.98B
| $19.4M | 0.01% |
140,883
+14,546
| +12% | +$2M |
|
861
Empire State Realty Trust
ESRT
$1.3B
| $19.3M | 0.01% |
2,389,829
+2,270,878
| +1,909% | +$18.4M |
|
862
SEI Investments
SEIC
$10.7B
| $19.3M | 0.01% |
214,908
-16,131
| -7% | -$1.45M |
|
863
Western Alliance Bancorporation
WAL
$9.8B
| $19.3M | 0.01% |
247,323
-3,481
| -1% | -$271K |
|
864
Autoliv
ALV
$9.63B
| $19.2M | 0.01% |
171,757
-19,214
| -10% | -$2.15M |
|
865
CF Industries
CF
$14.1B
| $19.2M | 0.01% |
208,705
-49,459
| -19% | -$4.55M |
|
866
Franklin Electric
FELE
$4.2B
| $19.1M | 0.01% |
213,056
+3,169
| +2% | +$284K |
|
867
Sprout Social
SPT
$816M
| $19.1M | 0.01% |
913,333
-62,765
| -6% | -$1.31M |
|
868
Inspire Medical Systems
INSP
$2.33B
| $18.9M | 0.01% |
145,702
-2,066
| -1% | -$268K |
|
869
Cadence Bank
CADE
$6.94B
| $18.9M | 0.01% |
590,593
+165,263
| +39% | +$5.29M |
|
870
Insight Enterprises
NSIT
$3.96B
| $18.8M | 0.01% |
136,193
-10,713
| -7% | -$1.48M |
|
871
e.l.f. Beauty
ELF
$7.63B
| $18.7M | 0.01% |
150,493
+19,844
| +15% | +$2.47M |
|
872
KeyCorp
KEY
$21.1B
| $18.7M | 0.01% |
1,073,873
-44,604
| -4% | -$777K |
|
873
Skechers
SKX
$9.5B
| $18.6M | 0.01% |
295,416
-7,796
| -3% | -$492K |
|
874
Doximity
DOCS
$12.9B
| $18.6M | 0.01% |
303,822
-3,275
| -1% | -$201K |
|
875
Watts Water Technologies
WTS
$9.29B
| $18.6M | 0.01% |
75,487
-2,672
| -3% | -$657K |
|