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 | |
|---|---|---|---|---|---|---|
926
Masimo
MASI
$7.92B
| $17.2M | 0.01% |
102,467
-194
| -0.2% | -$32.6K |
|
927
Jacobs Solutions
J
$17.3B
| $17.2M | 0.01% |
131,081
-54,022
| -29% | -$7.1M |
|
928
Allegion
ALLE
$14.6B
| $17.2M | 0.01% |
119,541
-14,038
| -11% | -$2.02M |
|
929
Principal Financial Group
PFG
$17.8B
| $17.2M | 0.01% |
216,292
-13,311
| -6% | -$1.06M |
|
930
Tanger
SKT
$3.86B
| $17.2M | 0.01% |
561,334
-54,858
| -9% | -$1.68M |
|
931
GXO Logistics
GXO
$5.76B
| $17.1M | 0.01% |
351,899
+77,067
| +28% | +$3.75M |
|
|
JNPR
932
DELISTED
Juniper Networks
JNPR
| $17.1M | 0.01% |
428,959
-9,307
| -2% | -$372K |
|
933
Commerce Bancshares
CBSH
$8B
| $17.1M | 0.01% |
275,388
-5,592
| -2% | -$348K |
|
934
BlackLine
BL
$3.32B
| $17.1M | 0.01% |
302,191
-11,336
| -4% | -$642K |
|
935
Reddit
RDDT
$48.5B
| $17.1M | 0.01% |
+113,369
| New | +$17.1M |
|
936
Community Bank
CBU
$3.13B
| $17M | 0.01% |
299,745
+37,500
| +14% | +$2.13M |
|
|
BNT
937
Brookfield Wealth Solutions Ltd.
BNT
$19.1B
| $17M | 0.01% |
275,828
-6,017
| -2% | -$372K |
|
938
Cactus
WHD
$2.84B
| $17M | 0.01% |
387,876
+22,399
| +6% | +$979K |
|
939
Baxter International
BAX
$12.3B
| $16.9M | 0.01% |
559,553
-15,434
| -3% | -$467K |
|
940
Signet Jewelers
SIG
$3.75B
| $16.9M | 0.01% |
212,619
-3,836
| -2% | -$305K |
|
941
Medpace
MEDP
$13.4B
| $16.8M | 0.01% |
53,646
-4,290
| -7% | -$1.35M |
|
942
Rocket Companies
RKT
$44B
| $16.8M | 0.01% |
+1,186,568
| New | +$16.8M |
|
943
MDU Resources
MDU
$3.36B
| $16.8M | 0.01% |
1,007,633
-4,354
| -0.4% | -$72.6K |
|
944
American Airlines Group
AAL
$8.46B
| $16.8M | 0.01% |
1,495,745
-19,117
| -1% | -$214K |
|
945
FirstCash
FCFS
$6.46B
| $16.7M | 0.01% |
123,768
-8,468
| -6% | -$1.14M |
|
946
Best Buy
BBY
$16.1B
| $16.7M | 0.01% |
248,843
+7,170
| +3% | +$481K |
|
947
H&R Block
HRB
$6.73B
| $16.7M | 0.01% |
303,909
-4,750
| -2% | -$261K |
|
948
Murphy USA
MUSA
$7.26B
| $16.7M | 0.01% |
40,946
-1,294
| -3% | -$526K |
|
949
First Bancorp
FBP
$3.52B
| $16.6M | 0.01% |
795,914
-157,841
| -17% | -$3.29M |
|
950
Oshkosh
OSK
$8.75B
| $16.6M | 0.01% |
145,945
-3,771
| -3% | -$428K |
|