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 | |
|---|---|---|---|---|---|---|
1951
CRA International
CRAI
$1.27B
| $657K | ﹤0.01% |
3,504
-1,800
| -34% | -$337K |
|
1952
Ardagh Metal Packaging
AMBP
$2.12B
| $655K | ﹤0.01% |
153,081
+141,549
| +1,227% | +$606K |
|
1953
SPDR S&P Emerging Markets Dividend ETF
EDIV
$876M
| $652K | ﹤0.01% |
+17,113
| New | +$652K |
|
1954
Gold Fields
GFI
$31.9B
| $643K | ﹤0.01% |
27,166
-22,637
| -45% | -$536K |
|
1955
Universal Insurance Holdings
UVE
$704M
| $643K | ﹤0.01% |
23,170
-1,894
| -8% | -$52.5K |
|
1956
Byline Bancorp
BY
$1.35B
| $642K | ﹤0.01% |
24,034
+1,276
| +6% | +$34.1K |
|
1957
Aurinia Pharmaceuticals
AUPH
$1.62B
| $641K | ﹤0.01% |
75,666
+65,510
| +645% | +$555K |
|
|
FARO
1958
DELISTED
Faro Technologies
FARO
| $637K | ﹤0.01% |
+14,509
| New | +$637K |
|
1959
Build-A-Bear
BBW
$949M
| $636K | ﹤0.01% |
+12,339
| New | +$636K |
|
1960
Imperial Oil
IMO
$44.5B
| $619K | ﹤0.01% |
7,810
-8,986
| -54% | -$712K |
|
1961
Mativ Holdings
MATV
$680M
| $612K | ﹤0.01% |
+89,777
| New | +$612K |
|
1962
Shore Bancshares
SHBI
$568M
| $610K | ﹤0.01% |
+38,776
| New | +$610K |
|
1963
Univest Financial
UVSP
$903M
| $606K | ﹤0.01% |
+20,176
| New | +$606K |
|
1964
First Financial Corporation Common Stock
THFF
$695M
| $604K | ﹤0.01% |
+11,152
| New | +$604K |
|
1965
Blue Owl Capital
OWL
$11.7B
| $601K | ﹤0.01% |
31,306
-3,968
| -11% | -$76.2K |
|
1966
FTAI Aviation
FTAI
$17.1B
| $601K | ﹤0.01% |
5,224
-2,887
| -36% | -$332K |
|
1967
TechnipFMC
FTI
$16.1B
| $598K | ﹤0.01% |
17,363
-3,453
| -17% | -$119K |
|
1968
BCE
BCE
$22.7B
| $598K | ﹤0.01% |
27,000
-16,100
| -37% | -$356K |
|
1969
Royalty Pharma
RPRX
$15.5B
| $587K | ﹤0.01% |
16,304
-2,666
| -14% | -$96.1K |
|
1970
Paysafe
PSFE
$837M
| $587K | ﹤0.01% |
46,502
+7,733
| +20% | +$97.6K |
|
1971
ActivePassive International Equity ETF
APIE
$898M
| $585K | ﹤0.01% |
17,563
-3,012
| -15% | -$100K |
|
1972
Willdan Group
WLDN
$1.43B
| $585K | ﹤0.01% |
9,354
+828
| +10% | +$51.8K |
|
|
BPMC
1973
DELISTED
Blueprint Medicines
BPMC
| $584K | ﹤0.01% |
4,553
-11,525
| -72% | -$1.48M |
|
1974
Expro
XPRO
$1.42B
| $579K | ﹤0.01% |
+67,367
| New | +$579K |
|
1975
Camden National
CAC
$686M
| $570K | ﹤0.01% |
+14,034
| New | +$570K |
|