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 | |
|---|---|---|---|---|---|---|
1451
Employers Holdings
EIG
$991M
| $6.61M | ﹤0.01% |
140,175
+17,100
| +14% | +$807K |
|
1452
DXP Enterprises
DXPE
$1.87B
| $6.61M | ﹤0.01% |
75,376
+1,147
| +2% | +$101K |
|
1453
ScottsMiracle-Gro
SMG
$3.54B
| $6.58M | ﹤0.01% |
99,711
-2,329
| -2% | -$154K |
|
1454
Energizer
ENR
$2B
| $6.57M | ﹤0.01% |
325,921
-581,905
| -64% | -$11.7M |
|
1455
ASGN Inc
ASGN
$2.3B
| $6.57M | ﹤0.01% |
131,497
+9,652
| +8% | +$482K |
|
1456
Pediatrix Medical
MD
$1.48B
| $6.54M | ﹤0.01% |
455,717
-130,473
| -22% | -$1.87M |
|
1457
MillerKnoll
MLKN
$1.42B
| $6.52M | ﹤0.01% |
335,922
-37,086
| -10% | -$720K |
|
1458
RH
RH
$4.31B
| $6.52M | ﹤0.01% |
34,496
-261
| -0.8% | -$49.3K |
|
1459
Enact Holdings
ACT
$5.77B
| $6.52M | ﹤0.01% |
175,479
+145,798
| +491% | +$5.42M |
|
1460
Avis
CAR
$5.46B
| $6.49M | ﹤0.01% |
38,383
-849
| -2% | -$144K |
|
1461
Pacira BioSciences
PCRX
$1.21B
| $6.48M | ﹤0.01% |
271,164
+3,888
| +1% | +$92.9K |
|
1462
Sonos
SONO
$1.82B
| $6.44M | ﹤0.01% |
595,555
+956
| +0.2% | +$10.3K |
|
|
ALEX
1463
Alexander & Baldwin
ALEX
$1.36B
| $6.43M | ﹤0.01% |
360,542
-1,178
| -0.3% | -$21K |
|
1464
Upbound Group
UPBD
$1.46B
| $6.41M | ﹤0.01% |
255,303
+59
| +0% | +$1.48K |
|
1465
US Physical Therapy
USPH
$1.25B
| $6.4M | ﹤0.01% |
81,884
-3,080
| -4% | -$241K |
|
1466
JetBlue
JBLU
$1.88B
| $6.4M | ﹤0.01% |
1,512,144
-299
| -0% | -$1.27K |
|
1467
Choice Hotels
CHH
$5.27B
| $6.4M | ﹤0.01% |
50,412
-1,798
| -3% | -$228K |
|
1468
Stepan Co
SCL
$1.11B
| $6.38M | ﹤0.01% |
116,883
+11,542
| +11% | +$630K |
|
1469
Certara
CERT
$1.71B
| $6.37M | ﹤0.01% |
544,516
+558
| +0.1% | +$6.53K |
|
1470
Brown-Forman Class B
BF.B
$13B
| $6.36M | ﹤0.01% |
236,393
+11,005
| +5% | +$296K |
|
1471
Stellar Bancorp
STEL
$1.61B
| $6.36M | ﹤0.01% |
227,235
-9,660
| -4% | -$270K |
|
1472
Kaiser Aluminum
KALU
$1.25B
| $6.34M | ﹤0.01% |
79,377
-10,377
| -12% | -$829K |
|
1473
Ziff Davis
ZD
$1.54B
| $6.32M | ﹤0.01% |
208,720
-4,077
| -2% | -$123K |
|
1474
PotlatchDeltic
PCH
$3.28B
| $6.31M | ﹤0.01% |
164,561
-2,089
| -1% | -$80.2K |
|
1475
Valaris
VAL
$3.75B
| $6.31M | ﹤0.01% |
149,883
-2,059
| -1% | -$86.7K |
|