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 | |
|---|---|---|---|---|---|---|
876
Kadant
KAI
$3.82B
| $18.5M | 0.01% |
58,421
-6,472
| -10% | -$2.05M |
|
877
Enova International
ENVA
$2.9B
| $18.5M | 0.01% |
166,139
+12,979
| +8% | +$1.45M |
|
878
Light & Wonder
LNW
$7.39B
| $18.5M | 0.01% |
192,049
-12,621
| -6% | -$1.21M |
|
879
Kontoor Brands
KTB
$4.59B
| $18.5M | 0.01% |
279,778
+12,801
| +5% | +$844K |
|
880
Frontier Communications
FYBR
$9.36B
| $18.4M | 0.01% |
505,490
-5,652
| -1% | -$206K |
|
881
Advanced Drainage Systems
WMS
$11.3B
| $18.4M | 0.01% |
160,080
-2,819
| -2% | -$324K |
|
882
RLI Corp
RLI
$6.09B
| $18.4M | 0.01% |
254,339
+3,296
| +1% | +$238K |
|
883
Evergy
EVRG
$16.5B
| $18.4M | 0.01% |
266,350
-7,609
| -3% | -$524K |
|
884
Cavco Industries
CVCO
$4.39B
| $18.3M | 0.01% |
42,048
-713
| -2% | -$310K |
|
885
Avista
AVA
$2.94B
| $18.3M | 0.01% |
481,295
+28,320
| +6% | +$1.07M |
|
886
Protagonist Therapeutics
PTGX
$3.62B
| $18.2M | 0.01% |
330,134
-16,961
| -5% | -$937K |
|
887
West Pharmaceutical
WST
$18.7B
| $18.2M | 0.01% |
83,324
-6,088
| -7% | -$1.33M |
|
888
Halozyme
HALO
$8.89B
| $18.2M | 0.01% |
349,947
-30,074
| -8% | -$1.56M |
|
889
StepStone Group
STEP
$4.92B
| $18.2M | 0.01% |
327,143
-2,397
| -0.7% | -$133K |
|
890
WSFS Financial
WSFS
$3.16B
| $18.1M | 0.01% |
329,658
+5,392
| +2% | +$297K |
|
891
Brixmor Property Group
BRX
$8.58B
| $18.1M | 0.01% |
693,973
-9,586
| -1% | -$250K |
|
892
Caleres
CAL
$537M
| $18M | 0.01% |
1,470,067
-163,272
| -10% | -$2M |
|
|
UCB
893
United Community Banks, Inc.
UCB
$3.96B
| $17.9M | 0.01% |
602,370
+7,963
| +1% | +$237K |
|
894
Las Vegas Sands
LVS
$37.4B
| $17.9M | 0.01% |
412,306
-171,529
| -29% | -$7.46M |
|
895
ICU Medical
ICUI
$3.33B
| $17.9M | 0.01% |
135,426
-583
| -0.4% | -$77K |
|
896
The Bancorp
TBBK
$3.55B
| $17.8M | 0.01% |
313,268
+173
| +0.1% | +$9.86K |
|
897
Virtu Financial
VIRT
$3.12B
| $17.8M | 0.01% |
398,267
-2,850
| -0.7% | -$128K |
|
898
Host Hotels & Resorts
HST
$12.2B
| $17.8M | 0.01% |
1,160,753
-643,669
| -36% | -$9.89M |
|
899
Grand Canyon Education
LOPE
$5.8B
| $17.8M | 0.01% |
94,111
+27,770
| +42% | +$5.25M |
|
900
Paylocity
PCTY
$9.39B
| $17.8M | 0.01% |
98,154
-96,716
| -50% | -$17.5M |
|