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 | |
|---|---|---|---|---|---|---|
1676
Boston Beer
SAM
$2.4B
| $3.57M | ﹤0.01% |
18,700
-1,212
| -6% | -$231K |
|
1677
HealthStream
HSTM
$866M
| $3.56M | ﹤0.01% |
128,834
-996
| -0.8% | -$27.6K |
|
1678
United Fire Group
UFCS
$818M
| $3.55M | ﹤0.01% |
123,738
+17,751
| +17% | +$509K |
|
1679
Nutrien
NTR
$27.8B
| $3.54M | ﹤0.01% |
60,925
-81,954
| -57% | -$4.77M |
|
1680
F&G Annuities & Life
FG
$4.64B
| $3.53M | ﹤0.01% |
110,488
-16,467
| -13% | -$527K |
|
1681
REX American Resources
REX
$1.02B
| $3.53M | ﹤0.01% |
72,528
-11,280
| -13% | -$549K |
|
1682
Ezcorp Inc
EZPW
$1.03B
| $3.53M | ﹤0.01% |
254,488
-850
| -0.3% | -$11.8K |
|
1683
Deluxe
DLX
$889M
| $3.53M | ﹤0.01% |
221,812
+1,340
| +0.6% | +$21.3K |
|
1684
Unity
U
$18.3B
| $3.5M | ﹤0.01% |
144,467
-152,508
| -51% | -$3.69M |
|
1685
Standard Motor Products
SMP
$902M
| $3.49M | ﹤0.01% |
113,680
+2,139
| +2% | +$65.7K |
|
1686
IES Holdings
IESC
$7.48B
| $3.47M | ﹤0.01% |
11,726
+3,279
| +39% | +$971K |
|
1687
Enviri
NVRI
$988M
| $3.46M | ﹤0.01% |
398,824
-175
| -0% | -$1.52K |
|
1688
Argan
AGX
$3.21B
| $3.43M | ﹤0.01% |
15,555
-201
| -1% | -$44.3K |
|
|
AHH
1689
Armada Hoffler Properties
AHH
$596M
| $3.41M | ﹤0.01% |
495,845
+59,867
| +14% | +$411K |
|
1690
Cars.com
CARS
$848M
| $3.4M | ﹤0.01% |
286,894
-10,013
| -3% | -$119K |
|
1691
Corebridge Financial
CRBG
$18.2B
| $3.4M | ﹤0.01% |
95,639
-3,914
| -4% | -$139K |
|
1692
N-able
NABL
$1.58B
| $3.39M | ﹤0.01% |
418,034
+27,342
| +7% | +$221K |
|
1693
OppFi
OPFI
$296M
| $3.33M | ﹤0.01% |
+237,955
| New | +$3.33M |
|
1694
Ichor Holdings
ICHR
$588M
| $3.32M | ﹤0.01% |
169,170
+482
| +0.3% | +$9.47K |
|
1695
PDF Solutions
PDFS
$788M
| $3.32M | ﹤0.01% |
155,381
+494
| +0.3% | +$10.6K |
|
1696
Owens & Minor
OMI
$422M
| $3.31M | ﹤0.01% |
364,258
-4,201
| -1% | -$38.2K |
|
|
TEM
1697
Tempus AI, Inc. Class A Common Stock
TEM
$15.5B
| $3.3M | ﹤0.01% |
+51,958
| New | +$3.3M |
|
|
INN
1698
Summit Hotel Properties
INN
$626M
| $3.3M | ﹤0.01% |
647,978
+108,265
| +20% | +$551K |
|
|
INVX
1699
Innovex International, Inc.
INVX
$1.16B
| $3.3M | ﹤0.01% |
211,139
+18,511
| +10% | +$289K |
|
1700
Sun Country Airlines
SNCY
$728M
| $3.29M | ﹤0.01% |
279,701
+83,557
| +43% | +$982K |
|