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 | |
|---|---|---|---|---|---|---|
|
OKLO
2026
Oklo
OKLO
$10.3B
| $397K | ﹤0.01% |
+7,096
| New | +$397K |
|
2027
Yext
YEXT
$1.1B
| $397K | ﹤0.01% |
46,693
-12,765
| -21% | -$109K |
|
2028
Elastic
ESTC
$9.21B
| $392K | ﹤0.01% |
4,649
-51,310
| -92% | -$4.33M |
|
2029
Upstart Holdings
UPST
$6.44B
| $387K | ﹤0.01% |
5,990
-112,697
| -95% | -$7.29M |
|
2030
Esperion Therapeutics
ESPR
$540M
| $387K | ﹤0.01% |
393,290
+380,034
| +2,867% | +$374K |
|
|
SHYF
2031
DELISTED
The Shyft Group
SHYF
| $381K | ﹤0.01% |
+30,416
| New | +$381K |
|
2032
CEMIG Preferred Shares
CIG
$5.84B
| $380K | ﹤0.01% |
+193,742
| New | +$380K |
|
2033
Costamare
CMRE
$1.45B
| $378K | ﹤0.01% |
41,527
-25,741
| -38% | -$235K |
|
2034
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $374K | ﹤0.01% |
2,700
-3,600
| -57% | -$499K |
|
2035
Gray Television
GTN
$625M
| $371K | ﹤0.01% |
+81,877
| New | +$371K |
|
2036
Talkspace
TALK
$437M
| $369K | ﹤0.01% |
+132,820
| New | +$369K |
|
|
AZEK
2037
DELISTED
The AZEK Co
AZEK
| $368K | ﹤0.01% |
6,766
-2,176
| -24% | -$118K |
|
2038
Ardmore Shipping
ASC
$490M
| $364K | ﹤0.01% |
37,966
+2,508
| +7% | +$24.1K |
|
2039
AGNC Investment
AGNC
$10.8B
| $364K | ﹤0.01% |
39,559
-2,751
| -7% | -$25.3K |
|
2040
Franklin Covey
FC
$244M
| $362K | ﹤0.01% |
+15,856
| New | +$362K |
|
2041
NuScale Power
SMR
$4.62B
| $357K | ﹤0.01% |
+9,018
| New | +$357K |
|
2042
XP
XP
$9.96B
| $356K | ﹤0.01% |
17,614
-3,846
| -18% | -$77.7K |
|
2043
Allison Transmission
ALSN
$7.53B
| $350K | ﹤0.01% |
3,686
-513
| -12% | -$48.7K |
|
2044
IDT Corp
IDT
$1.64B
| $350K | ﹤0.01% |
5,119
-1,009
| -16% | -$68.9K |
|
|
NPKI
2045
NPK International Inc.
NPKI
$887M
| $349K | ﹤0.01% |
40,984
+7,239
| +21% | +$61.6K |
|
2046
Bloom Energy
BE
$13.4B
| $349K | ﹤0.01% |
14,571
-1,248
| -8% | -$29.9K |
|
2047
Joby Aviation
JOBY
$11.5B
| $346K | ﹤0.01% |
32,837
-1,655
| -5% | -$17.5K |
|
2048
TPG
TPG
$8.64B
| $344K | ﹤0.01% |
6,568
+1,957
| +42% | +$103K |
|
|
SEG
2049
Seaport Entertainment Group Inc.
SEG
$310M
| $344K | ﹤0.01% |
18,457
+120
| +0.7% | +$2.24K |
|
2050
Vitesse Energy
VTS
$986M
| $343K | ﹤0.01% |
15,516
+6,256
| +68% | +$138K |
|