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 | |
|---|---|---|---|---|---|---|
1926
Esquire Financial Holdings
ESQ
$838M
| $800K | ﹤0.01% |
+8,454
| New | +$800K |
|
1927
BrightView Holdings
BV
$1.3B
| $796K | ﹤0.01% |
47,780
-4,187
| -8% | -$69.7K |
|
1928
Hippo Holdings
HIPO
$916M
| $792K | ﹤0.01% |
+28,364
| New | +$792K |
|
1929
V2X
VVX
$1.76B
| $786K | ﹤0.01% |
+16,190
| New | +$786K |
|
1930
GCM Grosvenor
GCMG
$682M
| $777K | ﹤0.01% |
+67,248
| New | +$777K |
|
1931
Portillo's
PTLO
$469M
| $769K | ﹤0.01% |
65,910
-55,609
| -46% | -$649K |
|
1932
Delcath Systems
DCTH
$404M
| $762K | ﹤0.01% |
56,066
-61,554
| -52% | -$837K |
|
1933
monday.com
MNDY
$9.98B
| $750K | ﹤0.01% |
2,386
+115
| +5% | +$36.2K |
|
1934
TransUnion
TRU
$18.2B
| $740K | ﹤0.01% |
8,411
-1,569
| -16% | -$138K |
|
1935
SS&C Technologies
SSNC
$21.7B
| $732K | ﹤0.01% |
8,841
-1,713
| -16% | -$142K |
|
1936
West Fraser Timber
WFG
$6.01B
| $719K | ﹤0.01% |
9,829
-6,434
| -40% | -$471K |
|
1937
NB Bancorp
NBBK
$749M
| $719K | ﹤0.01% |
+40,267
| New | +$719K |
|
1938
Xeris Biopharma Holdings
XERS
$1.25B
| $719K | ﹤0.01% |
153,937
+40,191
| +35% | +$188K |
|
1939
HEICO
HEI
$44.2B
| $717K | ﹤0.01% |
2,187
-815
| -27% | -$267K |
|
1940
Bumble
BMBL
$703M
| $706K | ﹤0.01% |
107,202
-63,620
| -37% | -$419K |
|
1941
MongoDB
MDB
$26.9B
| $706K | ﹤0.01% |
3,364
-1,434
| -30% | -$301K |
|
1942
Priority Technology Holdings
PRTH
$619M
| $704K | ﹤0.01% |
+90,470
| New | +$704K |
|
1943
Old Second Bancorp
OSBC
$975M
| $702K | ﹤0.01% |
39,570
+3,136
| +9% | +$55.6K |
|
1944
Eletrobras Common Shares
EBR
$18.8B
| $689K | ﹤0.01% |
+92,759
| New | +$689K |
|
1945
Repay Holdings
RPAY
$509M
| $682K | ﹤0.01% |
141,393
-24,984
| -15% | -$120K |
|
1946
NETGEAR
NTGR
$817M
| $672K | ﹤0.01% |
+23,133
| New | +$672K |
|
1947
Coursera
COUR
$1.9B
| $666K | ﹤0.01% |
76,065
+65,079
| +592% | +$570K |
|
1948
VanEck Gold Miners ETF
GDX
$20.1B
| $666K | ﹤0.01% |
12,798
-10,556
| -45% | -$550K |
|
1949
Astera Labs
ALAB
$35.7B
| $664K | ﹤0.01% |
7,347
+1,541
| +27% | +$139K |
|
|
SOBO
1950
South Bow Corporation
SOBO
$5.8B
| $659K | ﹤0.01% |
+25,454
| New | +$659K |
|