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 | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Atlanticus Holdings
ATLC
$1.03B
| $474K | ﹤0.01% |
+8,661
| New | +$474K |
|
2002
EverQuote
EVER
$860M
| $467K | ﹤0.01% |
+19,306
| New | +$467K |
|
2003
Semrush
SEMR
$1.15B
| $463K | ﹤0.01% |
51,108
+18,923
| +59% | +$171K |
|
2004
Great Lakes Dredge & Dock
GLDD
$798M
| $461K | ﹤0.01% |
+37,812
| New | +$461K |
|
2005
First Mid Bancshares
FMBH
$963M
| $452K | ﹤0.01% |
+12,060
| New | +$452K |
|
2006
OneSpan
OSPN
$583M
| $448K | ﹤0.01% |
26,817
+6,331
| +31% | +$106K |
|
2007
Rivian
RIVN
$17.2B
| $445K | ﹤0.01% |
32,397
-9,049
| -22% | -$124K |
|
2008
Third Coast Bancshares
TCBX
$554M
| $444K | ﹤0.01% |
+13,602
| New | +$444K |
|
|
CHCT
2009
Community Healthcare Trust
CHCT
$444M
| $439K | ﹤0.01% |
+26,369
| New | +$439K |
|
|
FPI
2010
Farmland Partners
FPI
$473M
| $436K | ﹤0.01% |
+37,875
| New | +$436K |
|
2011
Mission Produce
AVO
$892M
| $433K | ﹤0.01% |
+36,932
| New | +$433K |
|
2012
Qiagen
QGEN
$10.3B
| $428K | ﹤0.01% |
8,911
-1,747
| -16% | -$84K |
|
2013
Douglas Dynamics
PLOW
$771M
| $426K | ﹤0.01% |
+14,452
| New | +$426K |
|
2014
Archer Aviation
ACHR
$5.48B
| $421K | ﹤0.01% |
38,786
+13,255
| +52% | +$144K |
|
2015
Petrobras
PBR
$78.7B
| $421K | ﹤0.01% |
33,628
-25,658
| -43% | -$321K |
|
2016
Pennant Group
PNTG
$840M
| $419K | ﹤0.01% |
14,041
-1
| -0% | -$30 |
|
2017
Rubrik
RBRK
$17.6B
| $412K | ﹤0.01% |
+4,602
| New | +$412K |
|
2018
AST SpaceMobile
ASTS
$11.4B
| $407K | ﹤0.01% |
8,717
-165
| -2% | -$7.71K |
|
2019
IBEX
IBEX
$393M
| $407K | ﹤0.01% |
+13,973
| New | +$407K |
|
2020
Energy Recovery
ERII
$767M
| $406K | ﹤0.01% |
+31,763
| New | +$406K |
|
2021
Vitamin Cottage Natural Grocers
NGVC
$891M
| $406K | ﹤0.01% |
+10,339
| New | +$406K |
|
2022
Schwab US Large- Cap ETF
SCHX
$59.2B
| $404K | ﹤0.01% |
16,534
-658
| -4% | -$16.1K |
|
2023
Southern Copper
SCCO
$83.6B
| $401K | ﹤0.01% |
4,007
-5,875
| -59% | -$588K |
|
|
GRP.U
2024
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $401K | ﹤0.01% |
7,900
-3,300
| -29% | -$167K |
|
2025
SPDR S&P Dividend ETF
SDY
$20.5B
| $399K | ﹤0.01% |
2,936
| – | – |
|