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 | |
|---|---|---|---|---|---|---|
1001
Universal Display
OLED
$6.56B
| $15.5M | 0.01% |
100,201
-1,923
| -2% | -$297K |
|
1002
First Hawaiian
FHB
$3.2B
| $15.5M | 0.01% |
619,989
-7,706
| -1% | -$192K |
|
1003
Artisan Partners
APAM
$3.32B
| $15.5M | 0.01% |
348,764
-544
| -0.2% | -$24.1K |
|
1004
Liberty Live Group Series C
LLYVK
$9.35B
| $15.4M | 0.01% |
189,494
+66
| +0% | +$5.36K |
|
1005
Unifirst Corp
UNF
$3.27B
| $15.4M | 0.01% |
81,608
+6,874
| +9% | +$1.29M |
|
1006
STAG Industrial
STAG
$6.8B
| $15.4M | 0.01% |
423,175
-5,870
| -1% | -$213K |
|
1007
Lattice Semiconductor
LSCC
$9.02B
| $15.3M | 0.01% |
312,869
-237,935
| -43% | -$11.7M |
|
1008
Acadia Pharmaceuticals
ACAD
$4.07B
| $15.3M | 0.01% |
710,162
-44,586
| -6% | -$962K |
|
1009
Patrick Industries
PATK
$3.78B
| $15.3M | 0.01% |
165,768
-12,892
| -7% | -$1.19M |
|
1010
Cushman & Wakefield
CWK
$3.83B
| $15.2M | 0.01% |
1,376,988
+69,104
| +5% | +$765K |
|
1011
Calix
CALX
$4.15B
| $15.2M | 0.01% |
286,292
-8,247
| -3% | -$439K |
|
1012
Mercury Systems
MRCY
$4.38B
| $15.2M | 0.01% |
282,599
+7,645
| +3% | +$412K |
|
1013
Shift4
FOUR
$5.97B
| $15.2M | 0.01% |
153,567
-5,212
| -3% | -$517K |
|
1014
Alarm.com
ALRM
$2.83B
| $15.2M | 0.01% |
269,040
-2,339
| -0.9% | -$132K |
|
1015
CleanSpark
CLSK
$2.86B
| $15.2M | 0.01% |
1,379,057
-8,886
| -0.6% | -$98K |
|
1016
Antero Midstream
AM
$8.81B
| $15.2M | 0.01% |
801,539
+27,606
| +4% | +$523K |
|
1017
Prosperity Bancshares
PB
$6.42B
| $15.2M | 0.01% |
215,884
-3,172
| -1% | -$223K |
|
1018
Option Care Health
OPCH
$4.76B
| $15.1M | 0.01% |
465,469
-20,402
| -4% | -$663K |
|
1019
Globus Medical
GMED
$8.05B
| $15.1M | 0.01% |
256,071
-5,521
| -2% | -$326K |
|
1020
Schwab US TIPS ETF
SCHP
$14.1B
| $15.1M | 0.01% |
565,702
+117,709
| +26% | +$3.14M |
|
1021
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $15M | 0.01% |
276,997
+65,100
| +31% | +$3.53M |
|
1022
Denali Therapeutics
DNLI
$2.17B
| $15M | 0.01% |
1,072,983
-8,595
| -0.8% | -$120K |
|
1023
Chesapeake Utilities
CPK
$2.96B
| $15M | 0.01% |
124,809
+11,378
| +10% | +$1.37M |
|
1024
Valmont Industries
VMI
$7.64B
| $15M | 0.01% |
45,939
-627
| -1% | -$205K |
|
1025
WNS Holdings
WNS
$3.25B
| $15M | 0.01% |
237,195
+79,536
| +50% | +$5.03M |
|