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 | |
|---|---|---|---|---|---|---|
1426
Rayonier
RYN
$4.1B
| $7.07M | ﹤0.01% |
318,591
-5,394
| -2% | -$120K |
|
1427
JD.com
JD
$48.5B
| $7.05M | ﹤0.01% |
216,065
-478,134
| -69% | -$15.6M |
|
1428
Terex
TEX
$3.5B
| $7.03M | ﹤0.01% |
150,466
-77,410
| -34% | -$3.61M |
|
1429
Veritex Holdings
VBTX
$1.88B
| $7.02M | ﹤0.01% |
269,014
-2,348
| -0.9% | -$61.3K |
|
1430
Hillenbrand
HI
$1.81B
| $7.01M | ﹤0.01% |
349,348
-1,625
| -0.5% | -$32.6K |
|
1431
Brighthouse Financial
BHF
$2.79B
| $7M | ﹤0.01% |
130,160
-4,820
| -4% | -$259K |
|
1432
United Natural Foods
UNFI
$1.8B
| $6.99M | ﹤0.01% |
300,060
+1,761
| +0.6% | +$41K |
|
1433
Azenta
AZTA
$1.42B
| $6.98M | ﹤0.01% |
226,653
+162
| +0.1% | +$4.99K |
|
1434
Interface
TILE
$1.65B
| $6.93M | ﹤0.01% |
330,984
+7,253
| +2% | +$152K |
|
1435
National Healthcare
NHC
$1.78B
| $6.93M | ﹤0.01% |
64,735
-675
| -1% | -$72.2K |
|
1436
Murphy Oil
MUR
$3.67B
| $6.93M | ﹤0.01% |
307,836
-10,043
| -3% | -$226K |
|
1437
Dutch Bros
BROS
$8.4B
| $6.89M | ﹤0.01% |
100,824
-12,096
| -11% | -$827K |
|
1438
MasterBrand
MBC
$1.68B
| $6.87M | ﹤0.01% |
628,334
-79,483
| -11% | -$869K |
|
1439
Hilltop Holdings
HTH
$2.19B
| $6.86M | ﹤0.01% |
225,872
-3,503
| -2% | -$106K |
|
1440
Digi International
DGII
$1.34B
| $6.83M | ﹤0.01% |
195,995
+12,321
| +7% | +$430K |
|
1441
Buckle
BKE
$3.12B
| $6.82M | ﹤0.01% |
150,439
-14,885
| -9% | -$675K |
|
|
ARR
1442
Armour Residential REIT
ARR
$1.73B
| $6.81M | ﹤0.01% |
405,395
+26,213
| +7% | +$441K |
|
1443
Par Pacific Holdings
PARR
$1.71B
| $6.79M | ﹤0.01% |
255,915
-22,621
| -8% | -$600K |
|
1444
Avient
AVNT
$3.42B
| $6.79M | ﹤0.01% |
210,013
-1,699
| -0.8% | -$54.9K |
|
1445
Goodyear
GT
$2.42B
| $6.78M | ﹤0.01% |
653,754
-6,806
| -1% | -$70.6K |
|
1446
Cracker Barrel
CBRL
$1.16B
| $6.74M | ﹤0.01% |
110,402
-493
| -0.4% | -$30.1K |
|
1447
DaVita
DVA
$9.57B
| $6.74M | ﹤0.01% |
47,330
-8,862
| -16% | -$1.26M |
|
1448
Hope Bancorp
HOPE
$1.42B
| $6.74M | ﹤0.01% |
627,942
-71,166
| -10% | -$764K |
|
1449
Photronics
PLAB
$1.33B
| $6.64M | ﹤0.01% |
352,451
+9,565
| +3% | +$180K |
|
1450
WisdomTree
WT
$2.06B
| $6.62M | ﹤0.01% |
575,213
-168,487
| -23% | -$1.94M |
|