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 | |
|---|---|---|---|---|---|---|
976
CarGurus
CARG
$3.56B
| $16.1M | 0.01% |
481,434
-1,050
| -0.2% | -$35.1K |
|
977
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.53B
| $16.1M | 0.01% |
599,725
+7,443
| +1% | +$200K |
|
978
M/I Homes
MHO
$4.1B
| $16.1M | 0.01% |
143,654
-1,024
| -0.7% | -$115K |
|
979
Remitly
RELY
$3.83B
| $16.1M | 0.01% |
857,931
+169,151
| +25% | +$3.17M |
|
980
Genpact
G
$7.48B
| $16.1M | 0.01% |
364,795
-5,470
| -1% | -$241K |
|
981
Lantheus
LNTH
$3.59B
| $16M | 0.01% |
195,750
-62,745
| -24% | -$5.14M |
|
982
Griffon
GFF
$3.73B
| $16M | 0.01% |
221,160
-12,875
| -6% | -$932K |
|
983
Otter Tail
OTTR
$3.5B
| $16M | 0.01% |
207,555
-24,006
| -10% | -$1.85M |
|
984
Toro Company
TTC
$7.81B
| $16M | 0.01% |
226,332
-5,210
| -2% | -$368K |
|
985
Genworth Financial
GNW
$3.56B
| $16M | 0.01% |
2,054,869
-71,371
| -3% | -$555K |
|
986
Old National Bancorp
ONB
$8.72B
| $15.9M | 0.01% |
746,577
-242,253
| -24% | -$5.17M |
|
987
Cathay General Bancorp
CATY
$3.41B
| $15.8M | 0.01% |
347,577
-6,880
| -2% | -$313K |
|
988
CAVA Group
CAVA
$7.54B
| $15.8M | 0.01% |
187,880
-174,842
| -48% | -$14.7M |
|
989
Textron
TXT
$14.7B
| $15.8M | 0.01% |
196,848
-9,007
| -4% | -$723K |
|
990
Cooper Companies
COO
$13.6B
| $15.8M | 0.01% |
221,524
-5,881
| -3% | -$418K |
|
991
Strategy Inc Common Stock Class A
MSTR
$92.4B
| $15.7M | 0.01% |
38,927
-6,770
| -15% | -$2.74M |
|
992
Rush Enterprises Class A
RUSHA
$4.5B
| $15.6M | 0.01% |
303,620
-6,674
| -2% | -$344K |
|
993
SLM Corp
SLM
$6.05B
| $15.6M | 0.01% |
476,077
-8,117
| -2% | -$266K |
|
994
Powell Industries
POWL
$3.5B
| $15.6M | 0.01% |
74,009
+18,441
| +33% | +$3.88M |
|
995
Tri Pointe Homes
TPH
$3.16B
| $15.6M | 0.01% |
487,383
-13,015
| -3% | -$416K |
|
996
Vanguard Mid-Cap ETF
VO
$88.3B
| $15.5M | 0.01% |
55,512
-39,727
| -42% | -$11.1M |
|
997
Clear Secure
YOU
$3.48B
| $15.5M | 0.01% |
559,208
+39,944
| +8% | +$1.11M |
|
998
Flowserve
FLS
$7.48B
| $15.5M | 0.01% |
296,400
-5,875
| -2% | -$308K |
|
999
Simply Good Foods
SMPL
$2.78B
| $15.5M | 0.01% |
491,006
-22,812
| -4% | -$721K |
|
1000
Voya Financial
VOYA
$7.36B
| $15.5M | 0.01% |
218,332
-3,053
| -1% | -$217K |
|