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 | |
|---|---|---|---|---|---|---|
1726
Liberty Live Group Series A
LLYVA
$8.99B
| $2.96M | ﹤0.01% |
37,207
-37
| -0.1% | -$2.94K |
|
1727
Core Laboratories
CLB
$577M
| $2.95M | ﹤0.01% |
256,032
+22,203
| +9% | +$256K |
|
1728
Sturm, Ruger & Co
RGR
$587M
| $2.95M | ﹤0.01% |
82,068
-1,592
| -2% | -$57.2K |
|
1729
Under Armour
UAA
$2.14B
| $2.92M | ﹤0.01% |
428,139
-7,168
| -2% | -$49K |
|
1730
PRA Group
PRAA
$653M
| $2.9M | ﹤0.01% |
196,603
+291
| +0.1% | +$4.29K |
|
1731
Golden Entertainment
GDEN
$634M
| $2.89M | ﹤0.01% |
98,264
-4,080
| -4% | -$120K |
|
1732
ProPetro Holding
PUMP
$505M
| $2.88M | ﹤0.01% |
482,287
+87,085
| +22% | +$520K |
|
1733
John B. Sanfilippo & Son
JBSS
$724M
| $2.87M | ﹤0.01% |
45,339
+203
| +0.4% | +$12.8K |
|
1734
Viridian Therapeutics
VRDN
$1.62B
| $2.85M | ﹤0.01% |
203,836
-5,000
| -2% | -$69.9K |
|
1735
Eastern Bankshares
EBC
$3.37B
| $2.85M | ﹤0.01% |
186,466
+173,673
| +1,358% | +$2.65M |
|
1736
Metallus
MTUS
$695M
| $2.83M | ﹤0.01% |
183,345
-24,649
| -12% | -$380K |
|
1737
Infosys
INFY
$70.4B
| $2.82M | ﹤0.01% |
152,443
| – | – |
|
1738
Mesa Laboratories
MLAB
$327M
| $2.81M | ﹤0.01% |
29,778
-13,881
| -32% | -$1.31M |
|
1739
Oxford Industries
OXM
$604M
| $2.79M | ﹤0.01% |
69,341
-4,298
| -6% | -$173K |
|
1740
Madrigal Pharmaceuticals
MDGL
$9.59B
| $2.79M | ﹤0.01% |
9,206
+7,772
| +542% | +$2.35M |
|
|
UHT
1741
Universal Health Realty Income Trust
UHT
$569M
| $2.79M | ﹤0.01% |
69,682
+909
| +1% | +$36.3K |
|
1742
Bentley Systems
BSY
$16B
| $2.78M | ﹤0.01% |
51,541
+15,427
| +43% | +$833K |
|
1743
iShares S&P 500 Value ETF
IVE
$40.8B
| $2.78M | ﹤0.01% |
14,215
+1
| +0% | +$195 |
|
1744
Tootsie Roll Industries
TR
$2.88B
| $2.78M | ﹤0.01% |
83,002
-289
| -0.3% | -$9.67K |
|
1745
Xencor
XNCR
$596M
| $2.77M | ﹤0.01% |
352,839
+4,113
| +1% | +$32.3K |
|
1746
Planet Labs
PL
$2.72B
| $2.76M | ﹤0.01% |
452,687
+285,325
| +170% | +$1.74M |
|
1747
Arcus Biosciences
RCUS
$1.25B
| $2.74M | ﹤0.01% |
336,225
+1,244
| +0.4% | +$10.1K |
|
1748
Viking Holdings
VIK
$27.9B
| $2.71M | ﹤0.01% |
+50,805
| New | +$2.71M |
|
1749
MGP Ingredients
MGPI
$588M
| $2.7M | ﹤0.01% |
90,253
+20,120
| +29% | +$603K |
|
1750
Toronto Dominion Bank
TD
$130B
| $2.69M | ﹤0.01% |
36,600
-1,600
| -4% | -$117K |
|