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 | |
|---|---|---|---|---|---|---|
1026
Arrow Electronics
ARW
$6.61B
| $15M | 0.01% |
117,612
-2,453
| -2% | -$313K |
|
1027
MGIC Investment
MTG
$6.64B
| $15M | 0.01% |
538,196
-33,697
| -6% | -$938K |
|
1028
Viking Therapeutics
VKTX
$2.93B
| $15M | 0.01% |
565,066
-33,069
| -6% | -$876K |
|
1029
Ryder
R
$7.69B
| $14.9M | 0.01% |
93,694
-3,116
| -3% | -$495K |
|
1030
Snowflake
SNOW
$76.5B
| $14.9M | 0.01% |
66,454
-20,770
| -24% | -$4.65M |
|
1031
Dave Inc
DAVE
$3.03B
| $14.8M | 0.01% |
+55,237
| New | +$14.8M |
|
1032
Jazz Pharmaceuticals
JAZZ
$7.8B
| $14.8M | 0.01% |
139,653
+612
| +0.4% | +$64.9K |
|
1033
iShares Core S&P Small-Cap ETF
IJR
$86.7B
| $14.8M | 0.01% |
135,564
+1,521
| +1% | +$166K |
|
1034
Coca-Cola Consolidated
COKE
$10.9B
| $14.8M | 0.01% |
132,695
-2,995
| -2% | -$334K |
|
1035
Academy Sports + Outdoors
ASO
$3.23B
| $14.8M | 0.01% |
329,855
-15,863
| -5% | -$711K |
|
1036
Repligen
RGEN
$6.76B
| $14.8M | 0.01% |
118,609
-68,106
| -36% | -$8.47M |
|
1037
Simpson Manufacturing
SSD
$8.09B
| $14.7M | 0.01% |
94,898
-2,265
| -2% | -$352K |
|
1038
Axalta
AXTA
$6.88B
| $14.7M | 0.01% |
495,548
-6,539
| -1% | -$194K |
|
1039
Federal Realty Investment Trust
FRT
$8.74B
| $14.7M | 0.01% |
154,581
-853
| -0.5% | -$81K |
|
1040
Starwood Property Trust
STWD
$7.59B
| $14.7M | 0.01% |
731,013
-6,034
| -0.8% | -$121K |
|
1041
TEGNA Inc
TGNA
$3.38B
| $14.6M | 0.01% |
873,700
-61,011
| -7% | -$1.02M |
|
1042
Brady Corp
BRC
$3.74B
| $14.5M | 0.01% |
214,065
-3,225
| -1% | -$219K |
|
1043
Bath & Body Works
BBWI
$5.69B
| $14.5M | 0.01% |
482,972
-91,622
| -16% | -$2.74M |
|
1044
Mattel
MAT
$5.78B
| $14.4M | 0.01% |
732,074
-43,129
| -6% | -$851K |
|
1045
Kirby Corp
KEX
$4.89B
| $14.4M | 0.01% |
127,227
-4,862
| -4% | -$551K |
|
1046
Qualys
QLYS
$4.84B
| $14.4M | 0.01% |
100,951
-9,076
| -8% | -$1.3M |
|
1047
CorVel
CRVL
$4.52B
| $14.4M | 0.01% |
140,284
-3,370
| -2% | -$346K |
|
1048
Axcelis
ACLS
$2.73B
| $14.3M | 0.01% |
205,677
+11,639
| +6% | +$811K |
|
1049
First American
FAF
$6.94B
| $14.3M | 0.01% |
233,127
-3,749
| -2% | -$230K |
|
1050
Hawkins
HWKN
$3.66B
| $14.3M | 0.01% |
100,604
-1,181
| -1% | -$168K |
|