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 | |
|---|---|---|---|---|---|---|
1051
Helix Energy Solutions
HLX
$930M
| $14.3M | 0.01% |
2,289,745
-64,983
| -3% | -$405K |
|
1052
Immunocore
IMCR
$1.84B
| $14.3M | 0.01% |
454,919
-23,945
| -5% | -$751K |
|
1053
Enbridge
ENB
$106B
| $14.3M | 0.01% |
314,982
+274,921
| +686% | +$12.4M |
|
1054
Alaska Air
ALK
$7.33B
| $14.3M | 0.01% |
288,093
-7,687
| -3% | -$380K |
|
1055
Abercrombie & Fitch
ANF
$4.44B
| $14.3M | 0.01% |
172,015
+22,318
| +15% | +$1.85M |
|
1056
Wyndham Hotels & Resorts
WH
$6.75B
| $14.2M | 0.01% |
175,185
-3,949
| -2% | -$321K |
|
1057
Pool Corp
POOL
$12.3B
| $14.2M | 0.01% |
48,763
+2,292
| +5% | +$668K |
|
1058
Cedar Fair
FUN
$2.21B
| $14.2M | 0.01% |
466,543
+1,227
| +0.3% | +$37.3K |
|
1059
Akamai
AKAM
$11.3B
| $14.2M | 0.01% |
177,826
-16,068
| -8% | -$1.28M |
|
1060
Incyte
INCY
$16.8B
| $14.1M | 0.01% |
207,755
-6,192
| -3% | -$422K |
|
1061
KBR
KBR
$6.39B
| $14.1M | 0.01% |
294,272
-12,849
| -4% | -$616K |
|
1062
Align Technology
ALGN
$9.83B
| $14.1M | 0.01% |
74,309
-5,737
| -7% | -$1.09M |
|
1063
Builders FirstSource
BLDR
$16.2B
| $14.1M | 0.01% |
120,552
-17,488
| -13% | -$2.04M |
|
1064
iShares MSCI EAFE ETF
EFA
$67.3B
| $14.1M | 0.01% |
157,275
-254,176
| -62% | -$22.7M |
|
1065
Fox Class A
FOXA
$28.8B
| $14M | 0.01% |
250,557
-67,161
| -21% | -$3.76M |
|
1066
Fortune Brands Innovations
FBIN
$7.29B
| $14M | 0.01% |
272,714
-12,991
| -5% | -$669K |
|
1067
SM Energy
SM
$3.12B
| $14M | 0.01% |
567,523
-86,182
| -13% | -$2.13M |
|
1068
Outfront Media
OUT
$3.13B
| $14M | 0.01% |
859,071
+171,771
| +25% | +$2.8M |
|
1069
AZZ Inc
AZZ
$3.6B
| $14M | 0.01% |
148,382
-20,312
| -12% | -$1.92M |
|
1070
Pricesmart
PSMT
$3.64B
| $14M | 0.01% |
133,108
+1,914
| +1% | +$201K |
|
1071
C.H. Robinson
CHRW
$15.5B
| $14M | 0.01% |
145,676
-3,229
| -2% | -$310K |
|
1072
Skyworks Solutions
SWKS
$11.1B
| $14M | 0.01% |
187,529
-15,967
| -8% | -$1.19M |
|
1073
NorthWestern Energy
NWE
$3.51B
| $13.9M | 0.01% |
270,624
+89,432
| +49% | +$4.59M |
|
1074
Hanover Insurance
THG
$6.52B
| $13.8M | 0.01% |
81,421
-1,465
| -2% | -$249K |
|
1075
Simmons First National
SFNC
$2.99B
| $13.8M | 0.01% |
728,815
+37,487
| +5% | +$711K |
|