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 | |
|---|---|---|---|---|---|---|
1376
Grupo Aeroportuario del Sureste
ASR
$10.4B
| $7.9M | ﹤0.01% |
+24,778
| New | +$7.9M |
|
|
GTY
1377
Getty Realty Corp
GTY
$1.61B
| $7.86M | ﹤0.01% |
284,344
+32,250
| +13% | +$891K |
|
1378
DiamondRock Hospitality
DRH
$1.72B
| $7.84M | ﹤0.01% |
1,023,765
-10,481
| -1% | -$80.3K |
|
1379
Crescent Energy
CRGY
$2.24B
| $7.83M | ﹤0.01% |
910,903
+732
| +0.1% | +$6.3K |
|
1380
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| $7.81M | ﹤0.01% |
158,003
-5,140
| -3% | -$254K |
|
1381
Ingevity
NGVT
$2.15B
| $7.8M | ﹤0.01% |
180,903
-607
| -0.3% | -$26.2K |
|
1382
Lakeland Financial Corp
LKFN
$1.68B
| $7.79M | ﹤0.01% |
126,763
-258
| -0.2% | -$15.9K |
|
1383
Donnelley Financial Solutions
DFIN
$1.54B
| $7.78M | ﹤0.01% |
126,215
-6,329
| -5% | -$390K |
|
1384
Travel + Leisure Co
TNL
$4.11B
| $7.77M | ﹤0.01% |
150,638
-88,588
| -37% | -$4.57M |
|
1385
FB Financial Corp
FBK
$2.87B
| $7.76M | ﹤0.01% |
171,402
-21,243
| -11% | -$962K |
|
1386
MGM Resorts International
MGM
$9.62B
| $7.75M | ﹤0.01% |
225,464
-26,801
| -11% | -$922K |
|
1387
Campbell Soup
CPB
$10.1B
| $7.75M | ﹤0.01% |
252,750
-5,853
| -2% | -$179K |
|
1388
Omnicell
OMCL
$1.53B
| $7.73M | ﹤0.01% |
262,762
+18,118
| +7% | +$533K |
|
1389
Invesco China Technology ETF
CQQQ
$1.5B
| $7.72M | ﹤0.01% |
+174,532
| New | +$7.72M |
|
1390
Robinhood
HOOD
$105B
| $7.71M | ﹤0.01% |
82,334
-179,123
| -69% | -$16.8M |
|
1391
Benchmark Electronics
BHE
$1.44B
| $7.67M | ﹤0.01% |
197,511
+2,076
| +1% | +$80.6K |
|
1392
TripAdvisor
TRIP
$2.08B
| $7.64M | ﹤0.01% |
585,572
+38,137
| +7% | +$498K |
|
1393
Adeia
ADEA
$1.71B
| $7.61M | ﹤0.01% |
538,254
-7,063
| -1% | -$99.9K |
|
1394
Knowles
KN
$1.92B
| $7.6M | ﹤0.01% |
431,242
-5,244
| -1% | -$92.4K |
|
1395
Freshworks
FRSH
$3.77B
| $7.6M | ﹤0.01% |
509,482
-3,393
| -0.7% | -$50.6K |
|
1396
Envista
NVST
$3.59B
| $7.51M | ﹤0.01% |
384,232
-12,316
| -3% | -$241K |
|
1397
Century Communities
CCS
$2.06B
| $7.51M | ﹤0.01% |
133,286
-2,444
| -2% | -$138K |
|
1398
Helmerich & Payne
HP
$2.08B
| $7.47M | ﹤0.01% |
492,761
-2,052
| -0.4% | -$31.1K |
|
1399
Federated Hermes
FHI
$4.2B
| $7.44M | ﹤0.01% |
167,939
-7,506
| -4% | -$333K |
|
1400
Westamerica Bancorp
WABC
$1.26B
| $7.39M | ﹤0.01% |
152,585
+2,365
| +2% | +$115K |
|