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 | |
|---|---|---|---|---|---|---|
1826
B&G Foods
BGS
$366M
| $1.67M | ﹤0.01% |
395,530
+1,390
| +0.4% | +$5.88K |
|
1827
Alignment Healthcare
ALHC
$3.26B
| $1.67M | ﹤0.01% |
119,481
+25,370
| +27% | +$355K |
|
1828
i3 Verticals
IIIV
$741M
| $1.66M | ﹤0.01% |
60,496
+9,700
| +19% | +$267K |
|
1829
Shoe Carnival
SCVL
$647M
| $1.65M | ﹤0.01% |
88,060
-9,617
| -10% | -$180K |
|
1830
Usana Health Sciences
USNA
$555M
| $1.64M | ﹤0.01% |
53,582
-1,494
| -3% | -$45.6K |
|
1831
Guess, Inc.
GES
$880M
| $1.63M | ﹤0.01% |
134,792
+795
| +0.6% | +$9.61K |
|
1832
Mirum Pharmaceuticals
MIRM
$3.9B
| $1.6M | ﹤0.01% |
+31,420
| New | +$1.6M |
|
1833
Simulations Plus
SLP
$285M
| $1.59M | ﹤0.01% |
91,112
-2,234
| -2% | -$39K |
|
1834
LegalZoom.com
LZ
$1.87B
| $1.59M | ﹤0.01% |
177,975
+167,905
| +1,667% | +$1.5M |
|
1835
Zscaler
ZS
$44B
| $1.57M | ﹤0.01% |
5,008
-1,259
| -20% | -$395K |
|
1836
Shoals Technologies Group
SHLS
$1.11B
| $1.57M | ﹤0.01% |
369,719
+356,332
| +2,662% | +$1.51M |
|
1837
Scotiabank
BNS
$79.3B
| $1.57M | ﹤0.01% |
28,400
-1,300
| -4% | -$71.7K |
|
1838
Veracyte
VCYT
$2.52B
| $1.53M | ﹤0.01% |
56,747
+21,084
| +59% | +$570K |
|
|
PLYM
1839
Plymouth Industrial REIT
PLYM
$980M
| $1.51M | ﹤0.01% |
94,198
+34,242
| +57% | +$550K |
|
1840
McGrath RentCorp
MGRC
$3.02B
| $1.48M | ﹤0.01% |
12,777
+10,822
| +554% | +$1.25M |
|
1841
Surgery Partners
SGRY
$2.81B
| $1.47M | ﹤0.01% |
66,005
+11,739
| +22% | +$261K |
|
1842
AerCap
AER
$21.6B
| $1.43M | ﹤0.01% |
12,220
-1,729
| -12% | -$202K |
|
1843
Atlassian
TEAM
$47.8B
| $1.41M | ﹤0.01% |
6,931
-44,969
| -87% | -$9.13M |
|
1844
Rapid7
RPD
$1.32B
| $1.4M | ﹤0.01% |
60,694
+5,779
| +11% | +$134K |
|
1845
Evolent Health
EVH
$1.16B
| $1.39M | ﹤0.01% |
123,655
+60,901
| +97% | +$686K |
|
1846
SPDR Gold Trust
GLD
$115B
| $1.39M | ﹤0.01% |
+4,552
| New | +$1.39M |
|
1847
argenx
ARGX
$46.9B
| $1.38M | ﹤0.01% |
2,500
| – | – |
|
1848
Amalgamated Financial
AMAL
$866M
| $1.36M | ﹤0.01% |
43,745
+24,216
| +124% | +$756K |
|
|
TLN
1849
Talen Energy Corporation Common Stock
TLN
$17.8B
| $1.36M | ﹤0.01% |
4,680
+1,089
| +30% | +$317K |
|
1850
Vanguard Value ETF
VTV
$143B
| $1.35M | ﹤0.01% |
7,631
+2,968
| +64% | +$525K |
|