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 | |
|---|---|---|---|---|---|---|
1326
VF Corp
VFC
$6.05B
| $8.83M | ﹤0.01% |
751,659
-269,346
| -26% | -$3.16M |
|
1327
Kemper
KMPR
$3.36B
| $8.81M | ﹤0.01% |
136,437
-1,789
| -1% | -$115K |
|
1328
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $8.8M | ﹤0.01% |
113,755
-2,690
| -2% | -$208K |
|
1329
City Holding Co
CHCO
$1.83B
| $8.79M | ﹤0.01% |
71,825
-8,820
| -11% | -$1.08M |
|
1330
NETSCOUT
NTCT
$1.85B
| $8.77M | ﹤0.01% |
353,582
-3,594
| -1% | -$89.2K |
|
1331
J&J Snack Foods
JJSF
$2.09B
| $8.76M | ﹤0.01% |
77,212
-611
| -0.8% | -$69.3K |
|
1332
ArcBest
ARCB
$1.67B
| $8.75M | ﹤0.01% |
113,612
-2,692
| -2% | -$207K |
|
1333
DNOW Inc
DNOW
$1.65B
| $8.74M | ﹤0.01% |
589,655
+63,554
| +12% | +$943K |
|
1334
Lamb Weston
LW
$7.96B
| $8.74M | ﹤0.01% |
168,500
+6,974
| +4% | +$362K |
|
1335
HCI Group
HCI
$2.36B
| $8.74M | ﹤0.01% |
57,398
-4,266
| -7% | -$649K |
|
1336
KB Home
KBH
$4.59B
| $8.71M | ﹤0.01% |
164,443
-43,779
| -21% | -$2.32M |
|
1337
Lindsay Corp
LNN
$1.53B
| $8.71M | ﹤0.01% |
60,374
+5,123
| +9% | +$739K |
|
1338
Arlo Technologies
ARLO
$1.81B
| $8.7M | ﹤0.01% |
512,692
+11,875
| +2% | +$201K |
|
1339
Charles River Laboratories
CRL
$7.86B
| $8.61M | ﹤0.01% |
56,765
-852
| -1% | -$129K |
|
1340
MSC Industrial Direct
MSM
$5.14B
| $8.59M | ﹤0.01% |
101,051
-1,824
| -2% | -$155K |
|
1341
Customers Bancorp
CUBI
$2.33B
| $8.56M | ﹤0.01% |
145,681
+480
| +0.3% | +$28.2K |
|
1342
EchoStar
SATS
$22.2B
| $8.53M | ﹤0.01% |
307,934
+27,808
| +10% | +$770K |
|
1343
Chemours
CC
$2.51B
| $8.5M | ﹤0.01% |
742,604
+485
| +0.1% | +$5.55K |
|
|
PARA
1344
DELISTED
Paramount Global Class B
PARA
| $8.46M | ﹤0.01% |
655,948
-14,342
| -2% | -$185K |
|
1345
AES
AES
$9.15B
| $8.41M | ﹤0.01% |
799,804
-24,276
| -3% | -$255K |
|
1346
First Commonwealth Financial
FCF
$1.85B
| $8.41M | ﹤0.01% |
518,361
-57,861
| -10% | -$939K |
|
1347
Werner Enterprises
WERN
$1.72B
| $8.37M | ﹤0.01% |
306,098
-1,969
| -0.6% | -$53.9K |
|
1348
La-Z-Boy
LZB
$1.44B
| $8.36M | ﹤0.01% |
224,931
-4,574
| -2% | -$170K |
|
1349
Texas Capital Bancshares
TCBI
$4B
| $8.36M | ﹤0.01% |
105,297
-1,383
| -1% | -$110K |
|
1350
Cleveland-Cliffs
CLF
$5.83B
| $8.35M | ﹤0.01% |
1,099,203
-17,607
| -2% | -$134K |
|