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 | |
|---|---|---|---|---|---|---|
951
Goosehead Insurance
GSHD
$2.05B
| $16.6M | 0.01% |
157,030
+35,376
| +29% | +$3.73M |
|
952
Churchill Downs
CHDN
$6.93B
| $16.6M | 0.01% |
164,001
-83,093
| -34% | -$8.39M |
|
953
Saia
SAIA
$8.41B
| $16.5M | 0.01% |
60,387
-1,103
| -2% | -$302K |
|
954
Highwoods Properties
HIW
$3.49B
| $16.5M | 0.01% |
531,615
-2,540
| -0.5% | -$79K |
|
955
Alnylam Pharmaceuticals
ALNY
$61.4B
| $16.5M | 0.01% |
50,534
+15,833
| +46% | +$5.16M |
|
956
The GEO Group
GEO
$3.26B
| $16.5M | 0.01% |
687,315
+10,257
| +2% | +$246K |
|
957
Renasant Corp
RNST
$3.63B
| $16.4M | 0.01% |
457,108
-2,016
| -0.4% | -$72.4K |
|
958
Intercorp Financial Services
IFS
$4.68B
| $16.4M | 0.01% |
429,817
+33,461
| +8% | +$1.28M |
|
959
Clorox
CLX
$15.2B
| $16.4M | 0.01% |
136,364
-6,376
| -4% | -$766K |
|
960
Champion Homes, Inc.
SKY
$4.31B
| $16.4M | 0.01% |
261,510
-1,301
| -0.5% | -$81.5K |
|
961
Freshpet
FRPT
$2.6B
| $16.4M | 0.01% |
240,693
-503
| -0.2% | -$34.2K |
|
962
ESAB
ESAB
$6.86B
| $16.3M | 0.01% |
135,589
-2,463
| -2% | -$297K |
|
963
Lindblad Expeditions
LIND
$752M
| $16.3M | 0.01% |
1,399,323
-120,318
| -8% | -$1.4M |
|
964
Synovus
SNV
$7.19B
| $16.3M | 0.01% |
315,186
-9,594
| -3% | -$496K |
|
965
WD-40
WDFC
$2.88B
| $16.3M | 0.01% |
71,491
-9,906
| -12% | -$2.26M |
|
966
Independent Bank
INDB
$3.5B
| $16.3M | 0.01% |
258,728
+47,128
| +22% | +$2.96M |
|
967
Fulton Financial
FULT
$3.52B
| $16.3M | 0.01% |
901,465
-181,158
| -17% | -$3.27M |
|
968
Masco
MAS
$15.7B
| $16.2M | 0.01% |
252,458
+13,483
| +6% | +$868K |
|
969
Resideo Technologies
REZI
$5.46B
| $16.2M | 0.01% |
736,343
-58,600
| -7% | -$1.29M |
|
970
Knight Transportation
KNX
$6.97B
| $16.2M | 0.01% |
367,239
-458,603
| -56% | -$20.3M |
|
971
LyondellBasell Industries
LYB
$17.8B
| $16.2M | 0.01% |
280,342
-36,060
| -11% | -$2.09M |
|
972
IDEX
IEX
$12.4B
| $16.2M | 0.01% |
92,384
+3,161
| +4% | +$555K |
|
973
Boise Cascade
BCC
$3.32B
| $16.2M | 0.01% |
186,621
-27,453
| -13% | -$2.38M |
|
974
H.B. Fuller
FUL
$3.44B
| $16.2M | 0.01% |
268,894
-23,035
| -8% | -$1.39M |
|
975
Blackstone Mortgage Trust
BXMT
$3.39B
| $16.1M | 0.01% |
838,438
-16,179
| -2% | -$311K |
|