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 | |
|---|---|---|---|---|---|---|
1251
ePlus
PLUS
$1.96B
| $10.3M | 0.01% |
142,651
+2,807
| +2% | +$202K |
|
1252
UFP Technologies
UFPT
$1.53B
| $10.3M | 0.01% |
42,022
+1,748
| +4% | +$427K |
|
1253
Moderna
MRNA
$9.87B
| $10.3M | 0.01% |
371,612
-9
| -0% | -$248 |
|
1254
Brink's
BCO
$4.87B
| $10.2M | 0.01% |
114,461
-12,280
| -10% | -$1.1M |
|
1255
Exponent
EXPO
$3.55B
| $10.2M | 0.01% |
136,502
+3,004
| +2% | +$224K |
|
1256
Arbor Realty Trust
ABR
$2.25B
| $10.2M | 0.01% |
952,712
+13,801
| +1% | +$148K |
|
1257
Green Brick Partners
GRBK
$3.22B
| $10.2M | 0.01% |
162,117
-8,018
| -5% | -$504K |
|
1258
Molson Coors Class B
TAP
$9.53B
| $10.2M | 0.01% |
211,806
-26,372
| -11% | -$1.27M |
|
1259
Bio-Rad Laboratories Class A
BIO
$7.62B
| $10.2M | 0.01% |
42,207
-2,136
| -5% | -$515K |
|
1260
Cogent Communications
CCOI
$1.77B
| $10.2M | 0.01% |
210,688
-289
| -0.1% | -$13.9K |
|
|
PPBI
1261
DELISTED
Pacific Premier Bancorp
PPBI
| $10.1M | 0.01% |
481,141
+934
| +0.2% | +$19.7K |
|
|
FL
1262
DELISTED
Foot Locker
FL
| $10.1M | 0.01% |
412,396
+1,223
| +0.3% | +$30K |
|
1263
Cohen & Steers
CNS
$3.63B
| $10.1M | 0.01% |
134,087
+227
| +0.2% | +$17.1K |
|
1264
Avnet
AVT
$4.47B
| $10.1M | 0.01% |
190,226
-8,798
| -4% | -$467K |
|
1265
A.O. Smith
AOS
$10.2B
| $10.1M | 0.01% |
153,617
-24,926
| -14% | -$1.63M |
|
1266
HUB Group
HUBG
$2.24B
| $10.1M | 0.01% |
300,750
-1,717
| -0.6% | -$57.4K |
|
1267
EPR Properties
EPR
$4.39B
| $10M | 0.01% |
172,416
-1,866
| -1% | -$109K |
|
1268
Silgan Holdings
SLGN
$4.71B
| $10M | 0.01% |
184,681
-2,146
| -1% | -$116K |
|
1269
Sensata Technologies
ST
$4.61B
| $9.99M | 0.01% |
331,651
-12,645
| -4% | -$381K |
|
1270
DoubleVerify
DV
$2.17B
| $9.97M | 0.01% |
665,868
-1,247,978
| -65% | -$18.7M |
|
1271
Gibraltar Industries
ROCK
$1.81B
| $9.95M | 0.01% |
168,684
+992
| +0.6% | +$58.5K |
|
1272
BILL Holdings
BILL
$5.19B
| $9.93M | 0.01% |
214,707
-186,863
| -47% | -$8.64M |
|
1273
Henry Schein
HSIC
$8.37B
| $9.92M | 0.01% |
135,763
-4,664
| -3% | -$341K |
|
1274
Franklin Resources
BEN
$12.8B
| $9.92M | 0.01% |
415,801
-48,437
| -10% | -$1.16M |
|
|
TGI
1275
DELISTED
Triumph Group
TGI
| $9.88M | 0.01% |
383,675
-1,523
| -0.4% | -$39.2K |
|