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 | |
|---|---|---|---|---|---|---|
1901
Laureate Education
LAUR
$4.11B
| $926K | ﹤0.01% |
39,610
+29,543
| +293% | +$691K |
|
1902
Cimpress
CMPR
$1.55B
| $922K | ﹤0.01% |
+19,624
| New | +$922K |
|
1903
GigaCloud Technology
GCT
$1.05B
| $919K | ﹤0.01% |
46,462
-27,772
| -37% | -$549K |
|
1904
Byrna Technologies
BYRN
$449M
| $916K | ﹤0.01% |
+29,647
| New | +$916K |
|
1905
Aris Water Solutions
ARIS
$782M
| $892K | ﹤0.01% |
37,698
+525
| +1% | +$12.4K |
|
1906
Amneal Pharmaceuticals
AMRX
$3.04B
| $882K | ﹤0.01% |
109,061
+11,351
| +12% | +$91.8K |
|
1907
Affirm
AFRM
$28.5B
| $881K | ﹤0.01% |
12,736
+49
| +0.4% | +$3.39K |
|
1908
CompoSecure
CMPO
$1.95B
| $867K | ﹤0.01% |
61,519
+50,154
| +441% | +$707K |
|
1909
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$141M
| $865K | ﹤0.01% |
+16,063
| New | +$865K |
|
1910
Nutanix
NTNX
$20.1B
| $857K | ﹤0.01% |
11,207
-9,940
| -47% | -$760K |
|
1911
Zoom
ZM
$25.5B
| $857K | ﹤0.01% |
10,985
-164,933
| -94% | -$12.9M |
|
1912
United States Lime & Minerals
USLM
$3.49B
| $853K | ﹤0.01% |
8,549
+2,100
| +33% | +$210K |
|
1913
Berry Corp
BRY
$251M
| $846K | ﹤0.01% |
305,455
+91,013
| +42% | +$252K |
|
1914
Wayfair
W
$11.2B
| $844K | ﹤0.01% |
+16,500
| New | +$844K |
|
|
LINE
1915
Lineage, Inc. Common Stock
LINE
$9.42B
| $841K | ﹤0.01% |
19,329
+8,463
| +78% | +$368K |
|
1916
ODDITY Tech
ODD
$3.55B
| $827K | ﹤0.01% |
+10,962
| New | +$827K |
|
1917
Corporacion America
CAAP
$3.15B
| $827K | ﹤0.01% |
+40,807
| New | +$827K |
|
1918
Utilities Select Sector SPDR Fund
XLU
$20.6B
| $826K | ﹤0.01% |
+10,118
| New | +$826K |
|
1919
Rhythm Pharmaceuticals
RYTM
$6.63B
| $826K | ﹤0.01% |
13,067
-24,089
| -65% | -$1.52M |
|
1920
CAE Inc
CAE
$8.47B
| $822K | ﹤0.01% |
28,100
-1,300
| -4% | -$38K |
|
1921
German American Bancorp
GABC
$1.55B
| $815K | ﹤0.01% |
21,162
+3,887
| +23% | +$150K |
|
1922
TAT Technologies
TATT
$465M
| $811K | ﹤0.01% |
+26,540
| New | +$811K |
|
1923
P10
PX
$1.35B
| $809K | ﹤0.01% |
+79,119
| New | +$809K |
|
1924
Golar LNG
GLNG
$4.28B
| $808K | ﹤0.01% |
19,619
+13,058
| +199% | +$538K |
|
1925
Genius Sports
GENI
$3.05B
| $803K | ﹤0.01% |
+77,178
| New | +$803K |
|