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 | |
|---|---|---|---|---|---|---|
1501
Primoris Services
PRIM
$6.62B
| $5.95M | ﹤0.01% |
76,379
+18,715
| +32% | +$1.46M |
|
1502
Mohawk Industries
MHK
$8.66B
| $5.93M | ﹤0.01% |
56,567
-2,464
| -4% | -$258K |
|
1503
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
| $5.92M | ﹤0.01% |
+285,250
| New | +$5.92M |
|
1504
SolarEdge
SEDG
$1.74B
| $5.89M | ﹤0.01% |
288,717
+3,988
| +1% | +$81.4K |
|
1505
Monarch Casino & Resort
MCRI
$1.9B
| $5.89M | ﹤0.01% |
68,106
-755
| -1% | -$65.3K |
|
1506
Pebblebrook Hotel Trust
PEB
$1.39B
| $5.88M | ﹤0.01% |
588,412
-7,650
| -1% | -$76.4K |
|
1507
Andersons Inc
ANDE
$1.39B
| $5.88M | ﹤0.01% |
159,929
-148
| -0.1% | -$5.44K |
|
1508
PROG Holdings
PRG
$1.43B
| $5.87M | ﹤0.01% |
200,075
-6,884
| -3% | -$202K |
|
|
WAY
1509
Waystar Holding Corp
WAY
$6.68B
| $5.86M | ﹤0.01% |
143,450
+137,527
| +2,322% | +$5.62M |
|
1510
Safety Insurance
SAFT
$1.12B
| $5.86M | ﹤0.01% |
73,840
-38
| -0.1% | -$3.02K |
|
1511
Harley-Davidson
HOG
$3.73B
| $5.85M | ﹤0.01% |
248,011
-16,174
| -6% | -$382K |
|
1512
Virtus Investment Partners
VRTS
$1.36B
| $5.84M | ﹤0.01% |
32,218
-7,411
| -19% | -$1.34M |
|
1513
iShares Russell 2000 Value ETF
IWN
$12B
| $5.81M | ﹤0.01% |
36,797
-90,362
| -71% | -$14.3M |
|
1514
ProAssurance
PRA
$1.22B
| $5.8M | ﹤0.01% |
254,263
-490
| -0.2% | -$11.2K |
|
1515
Royal Bank of Canada
RY
$204B
| $5.79M | ﹤0.01% |
44,000
-2,700
| -6% | -$355K |
|
|
EMA
1516
Emera Incorporated
EMA
$13.9B
| $5.74M | ﹤0.01% |
+125,647
| New | +$5.74M |
|
1517
Westlake Corp
WLK
$11.4B
| $5.74M | ﹤0.01% |
75,606
-1,390
| -2% | -$106K |
|
1518
Sonic Automotive
SAH
$2.82B
| $5.74M | ﹤0.01% |
71,811
-1,091
| -1% | -$87.2K |
|
1519
Synaptics
SYNA
$2.76B
| $5.73M | ﹤0.01% |
88,469
-2,435
| -3% | -$158K |
|
1520
Rogers Corp
ROG
$1.51B
| $5.73M | ﹤0.01% |
83,699
-984
| -1% | -$67.4K |
|
1521
Sprinklr
CXM
$1.92B
| $5.72M | ﹤0.01% |
676,321
+4,205
| +0.6% | +$35.6K |
|
1522
Enphase Energy
ENPH
$4.93B
| $5.72M | ﹤0.01% |
144,219
-7,366
| -5% | -$292K |
|
1523
Rocket Lab Corporation Common Stock
RKLB
$23.6B
| $5.71M | ﹤0.01% |
159,573
-11,764
| -7% | -$421K |
|
1524
Vicor
VICR
$2.28B
| $5.69M | ﹤0.01% |
125,465
+10,574
| +9% | +$480K |
|
1525
CGI
GIB
$20.9B
| $5.69M | ﹤0.01% |
54,251
-900
| -2% | -$94.3K |
|