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 | |
|---|---|---|---|---|---|---|
1276
Horace Mann Educators
HMN
$1.93B
| $9.87M | 0.01% |
229,808
-10,887
| -5% | -$468K |
|
1277
Progyny
PGNY
$1.95B
| $9.86M | 0.01% |
448,189
-23,637
| -5% | -$520K |
|
1278
Arrowhead Research
ARWR
$4.23B
| $9.84M | 0.01% |
623,097
-5,978
| -1% | -$94.5K |
|
1279
ANI Pharmaceuticals
ANIP
$2.14B
| $9.84M | 0.01% |
150,805
-6,993
| -4% | -$456K |
|
1280
Worthington Enterprises
WOR
$3.21B
| $9.77M | 0.01% |
153,517
-1,411
| -0.9% | -$89.8K |
|
1281
Valley National Bancorp
VLY
$6.11B
| $9.77M | 0.01% |
1,093,581
-7,311
| -0.7% | -$65.3K |
|
1282
Hayward Holdings
HAYW
$3.4B
| $9.74M | 0.01% |
706,159
+157
| +0% | +$2.17K |
|
1283
Sonoco
SON
$4.67B
| $9.74M | 0.01% |
223,674
-2,505
| -1% | -$109K |
|
1284
CONMED
CNMD
$1.66B
| $9.72M | 0.01% |
186,692
-447,985
| -71% | -$23.3M |
|
1285
Independent Bank Corp
IBCP
$664M
| $9.68M | 0.01% |
298,672
-27,473
| -8% | -$890K |
|
1286
Phinia Inc
PHIN
$2.29B
| $9.66M | 0.01% |
217,170
-12,684
| -6% | -$564K |
|
1287
Lennar Class B
LEN.B
$34.1B
| $9.66M | 0.01% |
91,748
+7,471
| +9% | +$786K |
|
1288
Dayforce
DAY
$10.9B
| $9.65M | 0.01% |
174,147
-98,908
| -36% | -$5.48M |
|
1289
STMicroelectronics
STM
$23.2B
| $9.64M | 0.01% |
+317,107
| New | +$9.64M |
|
1290
Supernus Pharmaceuticals
SUPN
$2.57B
| $9.63M | 0.01% |
305,631
-691
| -0.2% | -$21.8K |
|
1291
Innovative Industrial Properties
IIPR
$1.6B
| $9.59M | 0.01% |
173,650
+18,295
| +12% | +$1.01M |
|
1292
Sylvamo
SLVM
$1.76B
| $9.58M | 0.01% |
191,145
+5,525
| +3% | +$277K |
|
1293
On Holding
ONON
$14.1B
| $9.53M | 0.01% |
183,096
+141,458
| +340% | +$7.36M |
|
1294
Generac Holdings
GNRC
$11B
| $9.5M | 0.01% |
66,353
-3,278
| -5% | -$469K |
|
1295
Minerals Technologies
MTX
$2.01B
| $9.48M | 0.01% |
172,096
+1,088
| +0.6% | +$59.9K |
|
1296
QuidelOrtho
QDEL
$1.96B
| $9.48M | 0.01% |
328,788
+1,792
| +0.5% | +$51.6K |
|
1297
Independence Realty Trust
IRT
$4.08B
| $9.47M | 0.01% |
535,363
-211,889
| -28% | -$3.75M |
|
1298
LeMaitre Vascular
LMAT
$2.1B
| $9.38M | 0.01% |
112,890
+1,025
| +0.9% | +$85.1K |
|
1299
Standex International
SXI
$2.48B
| $9.37M | 0.01% |
59,867
-4,330
| -7% | -$678K |
|
1300
iShares US Technology ETF
IYW
$24B
| $9.35M | ﹤0.01% |
+53,961
| New | +$9.35M |
|