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 | |
|---|---|---|---|---|---|---|
1626
Columbia Sportswear
COLM
$3.01B
| $4.23M | ﹤0.01% |
69,321
-4,489
| -6% | -$274K |
|
1627
iShares US Infrastructure ETF
IFRA
$2.97B
| $4.23M | ﹤0.01% |
86,075
-55,300
| -39% | -$2.72M |
|
|
SAFE
1628
Safehold
SAFE
$1.15B
| $4.22M | ﹤0.01% |
271,124
+42,991
| +19% | +$669K |
|
1629
Unitil
UTL
$812M
| $4.2M | ﹤0.01% |
80,568
-6,214
| -7% | -$324K |
|
1630
Hertz
HTZ
$1.82B
| $4.19M | ﹤0.01% |
613,398
+2,360
| +0.4% | +$16.1K |
|
1631
Wendy's
WEN
$1.87B
| $4.19M | ﹤0.01% |
366,515
-29,526
| -7% | -$337K |
|
1632
SunCoke Energy
SXC
$656M
| $4.17M | ﹤0.01% |
485,803
+65,797
| +16% | +$565K |
|
1633
Establishment Labs
ESTA
$1.1B
| $4.17M | ﹤0.01% |
+97,553
| New | +$4.17M |
|
1634
Grid Dynamics Holdings
GDYN
$635M
| $4.16M | ﹤0.01% |
360,250
+36,105
| +11% | +$417K |
|
1635
Southside Bancshares
SBSI
$917M
| $4.15M | ﹤0.01% |
140,848
-1,037
| -0.7% | -$30.5K |
|
1636
Thomson Reuters
TRI
$76.8B
| $4.14M | ﹤0.01% |
20,647
| – | – |
|
1637
AMERISAFE
AMSF
$857M
| $4.13M | ﹤0.01% |
94,418
-506
| -0.5% | -$22.1K |
|
1638
Dave & Buster's
PLAY
$769M
| $4.12M | ﹤0.01% |
137,128
-16,726
| -11% | -$503K |
|
1639
Pilgrim's Pride
PPC
$10.3B
| $4.11M | ﹤0.01% |
91,443
-1,601
| -2% | -$72K |
|
1640
IPG Photonics
IPGP
$3.44B
| $4.1M | ﹤0.01% |
59,738
-1,080
| -2% | -$74.1K |
|
1641
Coastal Financial
CCB
$1.69B
| $4.08M | ﹤0.01% |
42,121
+27,818
| +194% | +$2.69M |
|
1642
Abacus Life
ABL
$605M
| $4.06M | ﹤0.01% |
789,060
-90,378
| -10% | -$465K |
|
1643
Bristow Group
VTOL
$1.08B
| $4.05M | ﹤0.01% |
122,954
+362
| +0.3% | +$11.9K |
|
1644
Cable One
CABO
$893M
| $4.03M | ﹤0.01% |
29,710
+408
| +1% | +$55.4K |
|
1645
Winnebago Industries
WGO
$953M
| $4.03M | ﹤0.01% |
138,941
-28,379
| -17% | -$823K |
|
1646
Dream Finders Homes
DFH
$2.7B
| $4.02M | ﹤0.01% |
160,070
+6,102
| +4% | +$153K |
|
1647
Kennedy-Wilson Holdings
KW
$1.23B
| $4.01M | ﹤0.01% |
589,850
+1,618
| +0.3% | +$11K |
|
|
PRMB
1648
Primo Brands Corporation
PRMB
$9.12B
| $3.98M | ﹤0.01% |
134,503
+55,279
| +70% | +$1.64M |
|
1649
iShares Russell 2000 ETF
IWM
$66.4B
| $3.98M | ﹤0.01% |
18,452
+1,431
| +8% | +$309K |
|
1650
BioLife Solutions
BLFS
$1.27B
| $3.97M | ﹤0.01% |
184,099
-75,389
| -29% | -$1.62M |
|