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 | |
|---|---|---|---|---|---|---|
|
CURB
1226
Curbline Properties Corp.
CURB
$2.41B
| $10.7M | 0.01% |
469,707
-90,349
| -16% | -$2.06M |
|
1227
Thor Industries
THO
$5.83B
| $10.7M | 0.01% |
120,540
-1,834
| -1% | -$163K |
|
|
LCAP
1228
Principal Capital Appreciation Select ETF
LCAP
$32.6M
| $10.7M | 0.01% |
398,247
| – | – |
|
1229
Perdoceo Education
PRDO
$2.26B
| $10.7M | 0.01% |
326,457
-974
| -0.3% | -$31.8K |
|
1230
First Financial Bankshares
FFIN
$5.13B
| $10.7M | 0.01% |
296,109
-3,888
| -1% | -$140K |
|
1231
Novanta
NOVT
$4.24B
| $10.7M | 0.01% |
82,623
-8,955
| -10% | -$1.15M |
|
1232
Vericel Corp
VCEL
$1.69B
| $10.6M | 0.01% |
249,755
-20,399
| -8% | -$868K |
|
1233
Adaptive Biotechnologies
ADPT
$2.05B
| $10.6M | 0.01% |
911,627
+626,492
| +220% | +$7.3M |
|
1234
Strategic Education
STRA
$2.02B
| $10.6M | 0.01% |
124,670
-3,014
| -2% | -$257K |
|
1235
NOV
NOV
$4.94B
| $10.6M | 0.01% |
851,865
-24,588
| -3% | -$306K |
|
1236
Papa John's
PZZA
$1.64B
| $10.6M | 0.01% |
216,141
+53,218
| +33% | +$2.6M |
|
1237
Teradata
TDC
$2.04B
| $10.5M | 0.01% |
471,650
-5,045
| -1% | -$113K |
|
1238
Albany International
AIN
$1.78B
| $10.5M | 0.01% |
149,829
-6,260
| -4% | -$439K |
|
1239
Belden
BDC
$5.29B
| $10.5M | 0.01% |
90,724
-17,891
| -16% | -$2.07M |
|
1240
Bio-Techne
TECH
$8.28B
| $10.5M | 0.01% |
203,860
-37,778
| -16% | -$1.94M |
|
1241
Roblox
RBLX
$92.2B
| $10.5M | 0.01% |
99,489
-137,142
| -58% | -$14.4M |
|
1242
Kennametal
KMT
$1.6B
| $10.4M | 0.01% |
454,652
+69,358
| +18% | +$1.59M |
|
1243
Pitney Bowes
PBI
$1.97B
| $10.4M | 0.01% |
956,255
+168,052
| +21% | +$1.83M |
|
1244
NCR Atleos
NATL
$2.88B
| $10.4M | 0.01% |
364,392
+2,468
| +0.7% | +$70.4K |
|
1245
Dolby
DLB
$6.91B
| $10.3M | 0.01% |
139,225
-1,581
| -1% | -$117K |
|
1246
New Jersey Resources
NJR
$4.76B
| $10.3M | 0.01% |
230,308
-2,119
| -0.9% | -$95K |
|
1247
Bruker
BRKR
$4.87B
| $10.3M | 0.01% |
250,505
-5,484
| -2% | -$226K |
|
1248
Steven Madden
SHOO
$2.31B
| $10.3M | 0.01% |
429,763
+37,826
| +10% | +$907K |
|
1249
Hexcel
HXL
$4.98B
| $10.3M | 0.01% |
182,309
-4,371
| -2% | -$247K |
|
1250
CSG Systems International
CSGS
$1.89B
| $10.3M | 0.01% |
157,508
+19,549
| +14% | +$1.28M |
|