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 | |
|---|---|---|---|---|---|---|
1476
Western Union
WU
$2.73B
| $6.31M | ﹤0.01% |
748,937
-30,833
| -4% | -$260K |
|
1477
CTS Corp
CTS
$1.24B
| $6.31M | ﹤0.01% |
147,972
-10,757
| -7% | -$458K |
|
1478
Innoviva
INVA
$1.22B
| $6.3M | ﹤0.01% |
313,700
+8,224
| +3% | +$165K |
|
|
JBGS
1479
JBG SMITH
JBGS
$1.45B
| $6.27M | ﹤0.01% |
362,283
-58,242
| -14% | -$1.01M |
|
1480
Viasat
VSAT
$4.09B
| $6.2M | ﹤0.01% |
424,478
-2,526
| -0.6% | -$36.9K |
|
|
XHR
1481
Xenia Hotels & Resorts
XHR
$1.4B
| $6.15M | ﹤0.01% |
489,654
-17,440
| -3% | -$219K |
|
1482
Atlas Energy Solutions
AESI
$1.33B
| $6.15M | ﹤0.01% |
460,082
+64,130
| +16% | +$857K |
|
|
ARI
1483
Apollo Commercial Real Estate
ARI
$1.54B
| $6.15M | ﹤0.01% |
634,818
-2,167
| -0.3% | -$21K |
|
|
DEA
1484
Easterly Government Properties
DEA
$1.07B
| $6.13M | ﹤0.01% |
276,207
+78,439
| +40% | +$1.74M |
|
1485
Alpha Metallurgical Resources
AMR
$1.87B
| $6.12M | ﹤0.01% |
54,426
-166
| -0.3% | -$18.7K |
|
1486
Preferred Bank
PFBC
$1.16B
| $6.11M | ﹤0.01% |
70,600
-1,937
| -3% | -$168K |
|
|
EFC
1487
Ellington Financial
EFC
$1.36B
| $6.09M | ﹤0.01% |
468,481
+17,194
| +4% | +$223K |
|
1488
Sabre
SABR
$722M
| $6.07M | ﹤0.01% |
1,921,427
-970
| -0.1% | -$3.07K |
|
1489
Triumph Financial, Inc.
TFIN
$1.41B
| $6.07M | ﹤0.01% |
110,171
+494
| +0.5% | +$27.2K |
|
|
UNIT
1490
Uniti Group
UNIT
$1.72B
| $6.07M | ﹤0.01% |
1,405,146
+13,041
| +0.9% | +$56.3K |
|
1491
Fox Factory Holding Corp
FOXF
$1.21B
| $6.07M | ﹤0.01% |
233,856
+2,826
| +1% | +$73.3K |
|
1492
Crane NXT
CXT
$3.55B
| $6.04M | ﹤0.01% |
112,091
-1,292
| -1% | -$69.6K |
|
1493
Veeco
VECO
$1.55B
| $6.03M | ﹤0.01% |
296,992
-44,077
| -13% | -$896K |
|
1494
Grocery Outlet
GO
$1.75B
| $6.03M | ﹤0.01% |
485,868
+3,690
| +0.8% | +$45.8K |
|
1495
iShares Russell Top 200 Growth ETF
IWY
$15.3B
| $6.03M | ﹤0.01% |
+24,448
| New | +$6.03M |
|
|
NVEE
1496
DELISTED
NV5 Global
NVEE
| $6.02M | ﹤0.01% |
260,781
+1,049
| +0.4% | +$24.2K |
|
|
VRE
1497
Veris Residential
VRE
$1.51B
| $5.99M | ﹤0.01% |
402,094
-30
| -0% | -$447 |
|
1498
Fresh Del Monte Produce
FDP
$1.71B
| $5.98M | ﹤0.01% |
184,497
+17,362
| +10% | +$563K |
|
|
GTM
1499
ZoomInfo Technologies
GTM
$3.59B
| $5.98M | ﹤0.01% |
590,995
-34,109
| -5% | -$345K |
|
1500
Leggett & Platt
LEG
$1.34B
| $5.98M | ﹤0.01% |
669,977
+2,315
| +0.3% | +$20.7K |
|