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 | |
|---|---|---|---|---|---|---|
1701
Liquidity Services
LQDT
$845M
| $3.26M | ﹤0.01% |
138,236
+25,194
| +22% | +$594K |
|
1702
Vestis
VSTS
$537M
| $3.26M | ﹤0.01% |
568,532
-242
| -0% | -$1.39K |
|
1703
Bloomin' Brands
BLMN
$586M
| $3.24M | ﹤0.01% |
376,077
-604
| -0.2% | -$5.2K |
|
1704
World Acceptance Corp
WRLD
$904M
| $3.21M | ﹤0.01% |
19,445
+3,283
| +20% | +$542K |
|
1705
Mister Car Wash
MCW
$1.77B
| $3.21M | ﹤0.01% |
533,791
+67,251
| +14% | +$404K |
|
1706
Angi Inc
ANGI
$769M
| $3.2M | ﹤0.01% |
+209,459
| New | +$3.2M |
|
1707
Immunome
IMNM
$783M
| $3.19M | ﹤0.01% |
+342,791
| New | +$3.19M |
|
1708
Avanos Medical
AVNS
$558M
| $3.18M | ﹤0.01% |
259,540
+15,477
| +6% | +$189K |
|
1709
Embecta
EMBC
$876M
| $3.17M | ﹤0.01% |
326,699
+37,094
| +13% | +$359K |
|
1710
AdvanSix
ASIX
$554M
| $3.16M | ﹤0.01% |
132,862
-168
| -0.1% | -$3.99K |
|
1711
Trustco Bank Corp NY
TRST
$744M
| $3.15M | ﹤0.01% |
94,285
-402
| -0.4% | -$13.4K |
|
1712
Ethan Allen Interiors
ETD
$745M
| $3.13M | ﹤0.01% |
112,235
-480
| -0.4% | -$13.4K |
|
1713
Shenandoah Telecom
SHEN
$728M
| $3.13M | ﹤0.01% |
228,801
+189
| +0.1% | +$2.58K |
|
1714
Canadian Imperial Bank of Commerce
CM
$73.3B
| $3.12M | ﹤0.01% |
44,000
-1,900
| -4% | -$135K |
|
1715
iShares MSCI USA Quality Factor ETF
QUAL
$54.6B
| $3.11M | ﹤0.01% |
16,992
-1,901
| -10% | -$348K |
|
1716
Alpha and Omega Semiconductor
AOSL
$858M
| $3.1M | ﹤0.01% |
120,976
+871
| +0.7% | +$22.4K |
|
1717
Driven Brands
DRVN
$3B
| $3.09M | ﹤0.01% |
175,849
+9,590
| +6% | +$168K |
|
|
WSR
1718
Whitestone REIT
WSR
$656M
| $3.08M | ﹤0.01% |
247,104
-9,377
| -4% | -$117K |
|
|
PRSU
1719
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $3.07M | ﹤0.01% |
106,465
+283
| +0.3% | +$8.16K |
|
1720
Xerox
XRX
$456M
| $3.06M | ﹤0.01% |
580,020
+3,669
| +0.6% | +$19.3K |
|
1721
Phibro Animal Health
PAHC
$1.67B
| $3.05M | ﹤0.01% |
119,568
+18,212
| +18% | +$465K |
|
1722
iShares Silver Trust
SLV
$20.2B
| $3.04M | ﹤0.01% |
+92,560
| New | +$3.04M |
|
|
ADAM
1723
Adamas Trust, Inc. Common Stock
ADAM
$653M
| $3M | ﹤0.01% |
447,376
-3,718
| -0.8% | -$24.9K |
|
1724
Agnico Eagle Mines
AEM
$76.8B
| $2.99M | ﹤0.01% |
25,119
-2,796
| -10% | -$332K |
|
1725
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $2.96M | ﹤0.01% |
96,611
+3,611
| +4% | +$111K |
|