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 | |
|---|---|---|---|---|---|---|
1776
Invesco Preferred ETF
PGX
$3.95B
| $2.38M | ﹤0.01% |
214,012
+162,686
| +317% | +$1.81M |
|
1777
MarineMax
HZO
$566M
| $2.36M | ﹤0.01% |
93,703
-5,908
| -6% | -$149K |
|
1778
Warby Parker
WRBY
$3.26B
| $2.33M | ﹤0.01% |
+106,256
| New | +$2.33M |
|
1779
Semler Scientific
SMLR
$419M
| $2.33M | ﹤0.01% |
60,067
+2,682
| +5% | +$104K |
|
1780
Vir Biotechnology
VIR
$721M
| $2.31M | ﹤0.01% |
459,038
-299
| -0.1% | -$1.51K |
|
1781
Kodiak Gas Services
KGS
$2.96B
| $2.31M | ﹤0.01% |
67,309
+40,063
| +147% | +$1.37M |
|
1782
Upwork
UPWK
$2.12B
| $2.3M | ﹤0.01% |
+171,352
| New | +$2.3M |
|
1783
Vanguard Russell 2000 ETF
VTWO
$12.7B
| $2.3M | ﹤0.01% |
26,316
+2,634
| +11% | +$230K |
|
1784
Shutterstock
SSTK
$724M
| $2.29M | ﹤0.01% |
120,587
-31,685
| -21% | -$601K |
|
1785
Jack in the Box
JACK
$377M
| $2.28M | ﹤0.01% |
130,351
+36,192
| +38% | +$632K |
|
1786
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$393M
| $2.22M | ﹤0.01% |
+55,000
| New | +$2.22M |
|
1787
Fortrea Holdings
FTRE
$937M
| $2.22M | ﹤0.01% |
448,787
+2,587
| +0.6% | +$12.8K |
|
1788
iShares MSCI EAFE Value ETF
EFV
$28B
| $2.21M | ﹤0.01% |
34,878
-8,966
| -20% | -$569K |
|
1789
Monro
MNRO
$527M
| $2.21M | ﹤0.01% |
148,404
-729
| -0.5% | -$10.9K |
|
1790
iShares MSCI Japan ETF
EWJ
$15.5B
| $2.18M | ﹤0.01% |
29,031
+5,667
| +24% | +$425K |
|
1791
Amplitude
AMPL
$1.51B
| $2.17M | ﹤0.01% |
175,263
+19,649
| +13% | +$244K |
|
1792
Vital Energy
VTLE
$609M
| $2.17M | ﹤0.01% |
134,940
+559
| +0.4% | +$8.99K |
|
1793
Scorpio Tankers
STNG
$2.99B
| $2.16M | ﹤0.01% |
55,298
+6,527
| +13% | +$255K |
|
1794
iShares MSCI China Multisector Tech ETF
TCHI
$28.6M
| $2.15M | ﹤0.01% |
+108,141
| New | +$2.15M |
|
1795
Intapp
INTA
$3.72B
| $2.15M | ﹤0.01% |
41,644
+37,382
| +877% | +$1.93M |
|
1796
First Citizens BancShares
FCNCA
$25.1B
| $2.13M | ﹤0.01% |
1,090
-335
| -24% | -$655K |
|
1797
Corsair Gaming
CRSR
$944M
| $2.13M | ﹤0.01% |
225,700
+1,362
| +0.6% | +$12.8K |
|
1798
Manulife Financial
MFC
$52.2B
| $2.13M | ﹤0.01% |
66,600
-5,200
| -7% | -$166K |
|
1799
iShares Core MSCI Emerging Markets ETF
IEMG
$104B
| $2.08M | ﹤0.01% |
34,664
-832
| -2% | -$49.9K |
|
1800
Olo Inc
OLO
$1.74B
| $2.07M | ﹤0.01% |
232,120
+32,246
| +16% | +$287K |
|