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 | |
|---|---|---|---|---|---|---|
1976
International Money Express
IMXI
$429M
| $569K | ﹤0.01% |
56,387
+18,092
| +47% | +$183K |
|
1977
Tiptree Inc
TIPT
$845M
| $563K | ﹤0.01% |
+23,857
| New | +$563K |
|
1978
Samsara
IOT
$23.6B
| $548K | ﹤0.01% |
+13,765
| New | +$548K |
|
1979
Thermon Group Holdings
THR
$839M
| $544K | ﹤0.01% |
19,360
+1,370
| +8% | +$38.5K |
|
1980
MannKind Corp
MNKD
$1.71B
| $536K | ﹤0.01% |
143,444
-57,001
| -28% | -$213K |
|
|
QXO
1981
QXO Inc
QXO
$14.8B
| $535K | ﹤0.01% |
+24,847
| New | +$535K |
|
1982
Integral Ad Science
IAS
$1.46B
| $534K | ﹤0.01% |
+64,233
| New | +$534K |
|
1983
Heritage Insurance Holdings
HRTG
$736M
| $533K | ﹤0.01% |
+21,377
| New | +$533K |
|
1984
Vanguard Small-Cap ETF
VB
$67.3B
| $532K | ﹤0.01% |
2,243
| – | – |
|
1985
Dole
DOLE
$1.29B
| $528K | ﹤0.01% |
37,710
+1,077
| +3% | +$15.1K |
|
1986
SPDR SSGA Multi-Asset Real Return ETF
RLY
$566M
| $527K | ﹤0.01% |
+18,118
| New | +$527K |
|
1987
PROS Holdings
PRO
$755M
| $526K | ﹤0.01% |
+33,615
| New | +$526K |
|
1988
Intrepid Potash
IPI
$390M
| $520K | ﹤0.01% |
+14,549
| New | +$520K |
|
1989
SGHC Ltd
SGHC
$6.4B
| $518K | ﹤0.01% |
47,231
+35,267
| +295% | +$387K |
|
1990
Casella Waste Systems
CWST
$5.92B
| $516K | ﹤0.01% |
4,474
-514
| -10% | -$59.3K |
|
|
CBL
1991
CBL Properties
CBL
$1B
| $513K | ﹤0.01% |
20,221
+10,697
| +112% | +$272K |
|
1992
ActivePassive US Equity ETF
APUE
$2.04B
| $507K | ﹤0.01% |
13,495
+3,320
| +33% | +$125K |
|
1993
Liberty Broadband Class C
LBRDK
$8.69B
| $504K | ﹤0.01% |
5,119
-1,022
| -17% | -$101K |
|
1994
Graham Corp
GHM
$525M
| $503K | ﹤0.01% |
10,162
+171
| +2% | +$8.47K |
|
1995
Barrett Business Services
BBSI
$1.22B
| $500K | ﹤0.01% |
11,988
-7,234
| -38% | -$302K |
|
1996
Roku
ROKU
$14.6B
| $494K | ﹤0.01% |
5,620
-28,474
| -84% | -$2.5M |
|
1997
Columbus McKinnon
CMCO
$428M
| $488K | ﹤0.01% |
+31,981
| New | +$488K |
|
1998
Lulu's Fashion Lounge
LVLU
$11.3M
| $484K | ﹤0.01% |
107,618
-7,980
| -7% | -$35.9K |
|
1999
Excelerate Energy
EE
$736M
| $480K | ﹤0.01% |
16,379
+6,699
| +69% | +$196K |
|
2000
Zillow
Z
$21.8B
| $480K | ﹤0.01% |
6,849
-796
| -10% | -$55.8K |
|