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 |
O'Reilly Automotive
ORLY
|
$2.09B |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$451M |
| 3 |
Meta Platforms (Facebook)
META
|
$357M |
| 4 |
Fastenal
FAST
|
$273M |
| 5 |
LPL Financial
LPLA
|
$209M |
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 | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Palantir
PLTR
$372B
| $325M | 0.17% | 2,386,415 -312,394 | -12% | -$42.6M |
|
127
Moody's
MCO
$91.4B
| $324M | 0.17% | 645,769 -17,075 | -3% | -$8.57M |
|
128
Ryman Hospitality Properties
RHP
$6.22B
| $323M | 0.17% | 3,274,691 -187,421 | -5% | -$18.5M |
|
129
Sherwin-Williams
SHW
$91.2B
| $321M | 0.17% | 936,179 -28,107 | -3% | -$9.65M |
|
130
Intuitive Surgical
ISRG
$170B
| $310M | 0.16% | 571,085 -14,851 | -3% | -$8.07M |
|
131
Citigroup
C
$178B
| $310M | 0.16% | 3,638,582 -66,210 | -2% | -$5.64M |
|
132
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$922M
| $308M | 0.16% | 5,785,181 -2,681,529 | -32% | -$143M |
|
133
IBM
IBM
$227B
| $306M | 0.16% | 1,038,838 -37,172 | -3% | -$11M |
|
134
CCC Intelligent Solutions
CCCS
$6.45B
| $299M | 0.16% | 31,803,942 +4,500,447 | +16% | +$42.3M |
|
135
Cummins
CMI
$54.9B
| $295M | 0.16% | 901,194 -53,429 | -6% | -$17.5M |
|
136
Wells Fargo
WFC
$263B
| $288M | 0.15% | 3,592,727 -1,333,696 | -27% | -$107M |
|
137
Waters Corp
WAT
$18B
| $287M | 0.15% | 822,838 +84,782 | +11% | +$29.6M |
|
138
PACCAR
PCAR
$52.5B
| $285M | 0.15% | 2,999,623 -131,482 | -4% | -$12.5M |
|
139
Starbucks
SBUX
$100B
| $279M | 0.15% | 3,042,923 +225,027 | +8% | +$20.6M |
|
140
Novartis
NVS
$245B
| $277M | 0.15% | 2,291,880 -101,139 | -4% | -$12.2M |
|
141
Steris
STE
$24.1B
| $277M | 0.15% | 1,151,484 +21,905 | +2% | +$5.26M |
|
142
Amphenol
APH
$133B
| $271M | 0.14% | 2,740,892 -142,267 | -5% | -$14M |
|
143
Intuit
INTU
$186B
| $267M | 0.14% | 339,103 -28,154 | -8% | -$22.2M |
|
144
TJX Companies
TJX
$152B
| $266M | 0.14% | 2,155,118 +7,441 | +0.3% | +$919K |
|
145
Iron Mountain
IRM
$27.3B
| $265M | 0.14% | 2,584,856 +1,680,672 | +186% | +$172M |
|
146
Ross Stores
ROST
$48.1B
| $261M | 0.14% | 2,046,721 +29,083 | +1% | +$3.71M |
|
147
Vail Resorts
MTN
$6.09B
| $260M | 0.14% | 1,654,630 +549 | +0% | +$86.3K |
|
148
D.R. Horton
DHI
$50.5B
| $260M | 0.14% | 2,016,679 +320,271 | +19% | +$41.3M |
|
149
EOG Resources
EOG
$68.2B
| $257M | 0.14% | 2,144,945 -96,278 | -4% | -$11.5M |
|
150
Toast
TOST
$26.3B
| $255M | 0.13% | 5,756,902 +282,459 | +5% | +$12.5M |
|