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 | |
|---|---|---|---|---|---|---|
1151
Acadia Realty Trust
AKR
$2.54B
| $12.1M | 0.01% |
649,424
-21,533
| -3% | -$400K |
|
1152
Saic
SAIC
$4.75B
| $12M | 0.01% |
106,943
-5,533
| -5% | -$623K |
|
1153
Maximus
MMS
$5.08B
| $12M | 0.01% |
171,427
+12,056
| +8% | +$846K |
|
1154
IAC Inc
IAC
$2.88B
| $12M | 0.01% |
321,463
-107,365
| -25% | -$4.01M |
|
1155
Home BancShares
HOMB
$5.82B
| $12M | 0.01% |
421,623
-7,026
| -2% | -$200K |
|
|
TXNM
1156
TXNM Energy, Inc.
TXNM
$5.99B
| $12M | 0.01% |
212,571
+3,502
| +2% | +$197K |
|
1157
Carvana
CVNA
$50.4B
| $12M | 0.01% |
35,504
+29,566
| +498% | +$9.96M |
|
1158
OFG Bancorp
OFG
$1.96B
| $11.9M | 0.01% |
279,106
+19,282
| +7% | +$825K |
|
1159
Warrior Met Coal
HCC
$3.08B
| $11.9M | 0.01% |
260,577
-61,968
| -19% | -$2.84M |
|
1160
LiveRamp
RAMP
$1.74B
| $11.9M | 0.01% |
359,896
-20,164
| -5% | -$666K |
|
1161
Extreme Networks
EXTR
$2.96B
| $11.9M | 0.01% |
660,566
-1,213
| -0.2% | -$21.8K |
|
1162
United Bankshares
UBSI
$5.36B
| $11.8M | 0.01% |
325,115
-5,108
| -2% | -$186K |
|
1163
EPAM Systems
EPAM
$8.53B
| $11.8M | 0.01% |
66,652
-2,489
| -4% | -$440K |
|
1164
National Vision
EYE
$1.79B
| $11.8M | 0.01% |
511,984
+119,779
| +31% | +$2.76M |
|
1165
NewMarket
NEU
$7.86B
| $11.8M | 0.01% |
17,048
-448
| -3% | -$310K |
|
1166
Interparfums
IPAR
$3.47B
| $11.7M | 0.01% |
89,270
-310
| -0.3% | -$40.7K |
|
1167
Solventum
SOLV
$12.3B
| $11.7M | 0.01% |
154,302
-16,106
| -9% | -$1.22M |
|
1168
Glacier Bancorp
GBCI
$5.76B
| $11.7M | 0.01% |
271,362
+8,465
| +3% | +$365K |
|
1169
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $11.6M | 0.01% |
421,602
-704
| -0.2% | -$19.4K |
|
1170
WaFd
WAFD
$2.47B
| $11.6M | 0.01% |
397,476
-64,117
| -14% | -$1.88M |
|
1171
Urban Edge Properties
UE
$2.67B
| $11.6M | 0.01% |
623,613
-94,442
| -13% | -$1.76M |
|
1172
Ligand Pharmaceuticals
LGND
$3.24B
| $11.6M | 0.01% |
101,812
-1,062
| -1% | -$121K |
|
1173
Innospec
IOSP
$2.06B
| $11.5M | 0.01% |
137,216
+4,723
| +4% | +$397K |
|
1174
MarketAxess Holdings
MKTX
$7.04B
| $11.5M | 0.01% |
51,597
+7,784
| +18% | +$1.74M |
|
1175
First Financial Bancorp
FFBC
$2.48B
| $11.5M | 0.01% |
474,668
-50,541
| -10% | -$1.23M |
|