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 | |
|---|---|---|---|---|---|---|
1576
Apogee Enterprises
APOG
$896M
| $4.99M | ﹤0.01% |
122,941
+2,190
| +2% | +$88.9K |
|
1577
News Corp Class B
NWS
$17.8B
| $4.94M | ﹤0.01% |
144,079
+9,944
| +7% | +$341K |
|
1578
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $4.94M | ﹤0.01% |
37,400
-3,900
| -9% | -$515K |
|
1579
Insperity
NSP
$1.93B
| $4.94M | ﹤0.01% |
82,120
-389
| -0.5% | -$23.4K |
|
1580
Heritage Financial
HFWA
$842M
| $4.93M | ﹤0.01% |
206,988
+13,168
| +7% | +$314K |
|
1581
Polaris
PII
$3.29B
| $4.93M | ﹤0.01% |
121,221
+649
| +0.5% | +$26.4K |
|
1582
Scansource
SCSC
$948M
| $4.91M | ﹤0.01% |
117,542
-262
| -0.2% | -$11K |
|
1583
STAAR Surgical
STAA
$1.37B
| $4.89M | ﹤0.01% |
291,568
-8,636
| -3% | -$145K |
|
1584
BJ's Restaurants
BJRI
$691M
| $4.89M | ﹤0.01% |
109,648
-3,820
| -3% | -$170K |
|
1585
PBF Energy
PBF
$3.26B
| $4.87M | ﹤0.01% |
224,521
-2,831
| -1% | -$61.3K |
|
1586
Ascendis Pharma
ASND
$12B
| $4.85M | ﹤0.01% |
+28,116
| New | +$4.85M |
|
|
BCYC
1587
Bicycle Therapeutics
BCYC
$485M
| $4.85M | ﹤0.01% |
697,267
+66,007
| +10% | +$459K |
|
1588
Ferguson
FERG
$45B
| $4.82M | ﹤0.01% |
22,149
-3,955
| -15% | -$861K |
|
1589
IonQ
IONQ
$13.1B
| $4.79M | ﹤0.01% |
111,522
+95,299
| +587% | +$4.09M |
|
1590
Capri Holdings
CPRI
$2.54B
| $4.79M | ﹤0.01% |
270,392
-1,008
| -0.4% | -$17.8K |
|
1591
SoFi Technologies
SOFI
$30.6B
| $4.78M | ﹤0.01% |
262,316
+206,945
| +374% | +$3.77M |
|
1592
BrightSpring Health Services
BTSG
$4.97B
| $4.76M | ﹤0.01% |
+201,809
| New | +$4.76M |
|
1593
Gentherm
THRM
$1.07B
| $4.75M | ﹤0.01% |
167,939
+13,260
| +9% | +$375K |
|
1594
Acadia Healthcare
ACHC
$1.94B
| $4.74M | ﹤0.01% |
208,836
-4,747
| -2% | -$108K |
|
1595
Astec Industries
ASTE
$1.06B
| $4.73M | ﹤0.01% |
113,353
-203
| -0.2% | -$8.46K |
|
1596
G-III Apparel Group
GIII
$1.13B
| $4.72M | ﹤0.01% |
210,676
-7,883
| -4% | -$177K |
|
|
AAMI
1597
Acadian Asset Management Inc.
AAMI
$1.67B
| $4.7M | ﹤0.01% |
133,252
-6,432
| -5% | -$227K |
|
1598
Q2 Holdings
QTWO
$5.13B
| $4.69M | ﹤0.01% |
50,110
+15,907
| +47% | +$1.49M |
|
1599
Neogen
NEOG
$1.21B
| $4.69M | ﹤0.01% |
980,731
-142,660
| -13% | -$682K |
|
1600
Kohl's
KSS
$1.8B
| $4.68M | ﹤0.01% |
551,831
-1,391
| -0.3% | -$11.8K |
|