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 | |
|---|---|---|---|---|---|---|
2051
Core Scientific
CORZ
$4.16B
| $333K | ﹤0.01% |
19,520
+5,782
| +42% | +$98.7K |
|
2052
Axogen
AXGN
$735M
| $327K | ﹤0.01% |
30,128
+14,298
| +90% | +$155K |
|
2053
Acco Brands
ACCO
$364M
| $326K | ﹤0.01% |
+91,067
| New | +$326K |
|
2054
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$53M
| $323K | ﹤0.01% |
4,390
+414
| +10% | +$30.5K |
|
2055
iShares National Muni Bond ETF
MUB
$38.9B
| $317K | ﹤0.01% |
+3,033
| New | +$317K |
|
2056
Vimeo
VMEO
$734M
| $316K | ﹤0.01% |
78,276
+13,484
| +21% | +$54.5K |
|
2057
Ionis Pharmaceuticals
IONS
$9.76B
| $314K | ﹤0.01% |
7,951
-2,496
| -24% | -$98.6K |
|
2058
Varex Imaging
VREX
$484M
| $312K | ﹤0.01% |
36,040
-6,279
| -15% | -$54.4K |
|
2059
iShares MBS ETF
MBB
$41.3B
| $311K | ﹤0.01% |
3,311
+3
| +0.1% | +$282 |
|
2060
Cenovus Energy
CVE
$28.7B
| $308K | ﹤0.01% |
22,689
-17,697
| -44% | -$240K |
|
2061
Herc Holdings
HRI
$4.6B
| $306K | ﹤0.01% |
2,325
-49,965
| -96% | -$6.58M |
|
2062
Sapiens International
SPNS
$2.4B
| $304K | ﹤0.01% |
10,406
+12
| +0.1% | +$351 |
|
2063
Mitek Systems
MITK
$448M
| $304K | ﹤0.01% |
+30,707
| New | +$304K |
|
2064
SharkNinja
SN
$16.5B
| $304K | ﹤0.01% |
3,071
-444
| -13% | -$44K |
|
2065
Bright Horizons
BFAM
$6.64B
| $302K | ﹤0.01% |
2,446
-556
| -19% | -$68.7K |
|
2066
Hyster-Yale Materials Handling
HY
$668M
| $301K | ﹤0.01% |
7,568
-2,651
| -26% | -$105K |
|
2067
D-Wave Quantum
QBTS
$5.26B
| $300K | ﹤0.01% |
20,498
+7,048
| +52% | +$103K |
|
2068
Rigel Pharmaceuticals
RIGL
$742M
| $300K | ﹤0.01% |
+15,994
| New | +$300K |
|
2069
Cross Country Healthcare
CCRN
$462M
| $298K | ﹤0.01% |
22,867
-8,954
| -28% | -$117K |
|
2070
Carriage Services
CSV
$671M
| $297K | ﹤0.01% |
6,485
-1,261
| -16% | -$57.7K |
|
2071
GitLab
GTLB
$7.63B
| $296K | ﹤0.01% |
6,556
-1,742
| -21% | -$78.6K |
|
2072
Sky Harbour Group
SKYH
$338M
| $295K | ﹤0.01% |
+30,160
| New | +$295K |
|
2073
Elanco Animal Health
ELAN
$9.16B
| $294K | ﹤0.01% |
20,571
-4,338
| -17% | -$61.9K |
|
|
NAGE
2074
Niagen Bioscience, Inc. Common Stock
NAGE
$750M
| $292K | ﹤0.01% |
+20,252
| New | +$292K |
|
2075
Ultrapar
UGP
$4.17B
| $291K | ﹤0.01% |
+88,709
| New | +$291K |
|