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 | |
|---|---|---|---|---|---|---|
1101
ONE Gas
OGS
$4.56B
| $13.1M | 0.01% |
182,032
+3,262
| +2% | +$234K |
|
|
TUYA
1102
Tuya Inc
TUYA
$1.6B
| $13M | 0.01% |
5,637,957
-1,749,881
| -24% | -$4.04M |
|
1103
Openlane
KAR
$3.15B
| $13M | 0.01% |
532,379
+394
| +0.1% | +$9.63K |
|
1104
Impinj
PI
$5.34B
| $13M | 0.01% |
116,643
-19,942
| -15% | -$2.21M |
|
1105
Crocs
CROX
$4.42B
| $12.9M | 0.01% |
127,067
-2,156
| -2% | -$218K |
|
|
SAIL
1106
SailPoint, Inc. Common Stock
SAIL
$11.6B
| $12.9M | 0.01% |
562,291
-37,373
| -6% | -$854K |
|
1107
PENN Entertainment
PENN
$2.92B
| $12.8M | 0.01% |
717,920
-24,979
| -3% | -$446K |
|
1108
Canadian National Railway
CNI
$58.6B
| $12.8M | 0.01% |
123,300
+28,900
| +31% | +$3.01M |
|
1109
Apple Hospitality REIT
APLE
$3.01B
| $12.8M | 0.01% |
1,097,308
-14,211
| -1% | -$166K |
|
1110
Knife River
KNF
$4.57B
| $12.8M | 0.01% |
156,619
+1,290
| +0.8% | +$105K |
|
1111
Whirlpool
WHR
$5.31B
| $12.8M | 0.01% |
126,024
-1,280
| -1% | -$130K |
|
1112
CoreCivic
CXW
$2.29B
| $12.8M | 0.01% |
605,281
+58,220
| +11% | +$1.23M |
|
1113
Medical Properties Trust
MPW
$2.77B
| $12.8M | 0.01% |
2,958,698
-20,396
| -0.7% | -$87.9K |
|
1114
Dropbox
DBX
$8.34B
| $12.7M | 0.01% |
445,674
-54,351
| -11% | -$1.55M |
|
1115
Alamo Group
ALG
$2.56B
| $12.7M | 0.01% |
58,335
-338
| -0.6% | -$73.8K |
|
1116
CVB Financial
CVBF
$2.8B
| $12.7M | 0.01% |
642,434
-11,573
| -2% | -$229K |
|
1117
Affiliated Managers Group
AMG
$6.7B
| $12.7M | 0.01% |
64,442
-2,939
| -4% | -$578K |
|
1118
Chefs' Warehouse
CHEF
$2.69B
| $12.7M | 0.01% |
198,490
+5,726
| +3% | +$365K |
|
1119
Assurant
AIZ
$10.8B
| $12.6M | 0.01% |
64,033
-15,256
| -19% | -$3.01M |
|
1120
Healthcare Realty
HR
$6.44B
| $12.6M | 0.01% |
796,357
-19,643
| -2% | -$312K |
|
1121
Matador Resources
MTDR
$6.05B
| $12.6M | 0.01% |
264,029
-327,806
| -55% | -$15.6M |
|
1122
GATX Corp
GATX
$6.11B
| $12.6M | 0.01% |
81,920
-469
| -0.6% | -$72K |
|
1123
Cirrus Logic
CRUS
$5.91B
| $12.6M | 0.01% |
120,495
-1,822
| -1% | -$190K |
|
1124
Pinnacle West Capital
PNW
$10.6B
| $12.5M | 0.01% |
140,139
+2,174
| +2% | +$195K |
|
1125
J.M. Smucker
SJM
$11.8B
| $12.5M | 0.01% |
127,658
-3,496
| -3% | -$343K |
|