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 | |
|---|---|---|---|---|---|---|
1401
Iridium Communications
IRDM
$1.96B
| $7.39M | ﹤0.01% |
244,910
-6,109
| -2% | -$184K |
|
|
FLG
1402
Flagstar Financial, Inc.
FLG
$5.29B
| $7.37M | ﹤0.01% |
695,194
-3,955
| -0.6% | -$41.9K |
|
1403
Tandem Diabetes Care
TNDM
$864M
| $7.37M | ﹤0.01% |
395,226
-4,224
| -1% | -$78.7K |
|
1404
Macy's
M
$4.67B
| $7.36M | ﹤0.01% |
631,578
-7,008
| -1% | -$81.7K |
|
1405
Xometry
XMTR
$2.57B
| $7.33M | ﹤0.01% |
216,981
+116,078
| +115% | +$3.92M |
|
1406
International Seaways
INSW
$2.31B
| $7.32M | ﹤0.01% |
200,557
-31,805
| -14% | -$1.16M |
|
|
AMED
1407
DELISTED
Amedisys
AMED
| $7.3M | ﹤0.01% |
74,242
-1,146
| -2% | -$113K |
|
1408
Harmony Biosciences
HRMY
$1.92B
| $7.29M | ﹤0.01% |
230,610
+17,194
| +8% | +$543K |
|
1409
Wolverine World Wide
WWW
$2.48B
| $7.27M | ﹤0.01% |
402,028
+2,290
| +0.6% | +$41.4K |
|
1410
Principal Focused Blue Chip ETF
BCHP
$156M
| $7.26M | ﹤0.01% |
198,099
| – | – |
|
1411
LivaNova
LIVN
$3.12B
| $7.25M | ﹤0.01% |
161,148
-18,398
| -10% | -$828K |
|
1412
Power Integrations
POWI
$2.55B
| $7.23M | ﹤0.01% |
129,315
-3,403
| -3% | -$190K |
|
1413
Tradeweb Markets
TW
$25.5B
| $7.23M | ﹤0.01% |
49,357
-54,579
| -53% | -$7.99M |
|
1414
Penske Automotive Group
PAG
$12.3B
| $7.22M | ﹤0.01% |
42,008
-1,024
| -2% | -$176K |
|
1415
APA Corp
APA
$8.21B
| $7.19M | ﹤0.01% |
393,229
-23,071
| -6% | -$422K |
|
1416
S&T Bancorp
STBA
$1.51B
| $7.19M | ﹤0.01% |
190,024
-16,961
| -8% | -$641K |
|
1417
Dentsply Sirona
XRAY
$2.78B
| $7.18M | ﹤0.01% |
452,224
-5,173
| -1% | -$82.1K |
|
1418
Global Net Lease
GNL
$1.84B
| $7.18M | ﹤0.01% |
950,970
-35,453
| -4% | -$268K |
|
1419
Tennant Co
TNC
$1.53B
| $7.17M | ﹤0.01% |
92,504
-12,186
| -12% | -$944K |
|
1420
The Greenbrier Companies
GBX
$1.46B
| $7.17M | ﹤0.01% |
155,592
-526
| -0.3% | -$24.2K |
|
1421
Universal Corp
UVV
$1.4B
| $7.14M | ﹤0.01% |
122,513
-406
| -0.3% | -$23.6K |
|
1422
Coeur Mining
CDE
$9.88B
| $7.12M | ﹤0.01% |
803,266
+761,831
| +1,839% | +$6.75M |
|
1423
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$586M
| $7.11M | ﹤0.01% |
124,993
-55,944
| -31% | -$3.18M |
|
1424
Flowers Foods
FLO
$3.01B
| $7.11M | ﹤0.01% |
444,822
-5,377
| -1% | -$85.9K |
|
1425
Yeti Holdings
YETI
$2.98B
| $7.07M | ﹤0.01% |
224,321
-50,525
| -18% | -$1.59M |
|