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 | |
|---|---|---|---|---|---|---|
2076
Bandwidth Inc
BAND
$473M
| $290K | ﹤0.01% |
+18,269
| New | +$290K |
|
2077
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.7B
| $289K | ﹤0.01% |
11,672
| – | – |
|
2078
Funko
FNKO
$179M
| $288K | ﹤0.01% |
+60,512
| New | +$288K |
|
|
CMRC
2079
Commerce.com, Inc. Series 1 Common Stock
CMRC
$361M
| $288K | ﹤0.01% |
+57,532
| New | +$288K |
|
2080
Tenable Holdings
TENB
$3.76B
| $287K | ﹤0.01% |
8,501
-1,025
| -11% | -$34.6K |
|
2081
NWPX Infrastructure, Inc. Common Stock
NWPX
$504M
| $282K | ﹤0.01% |
+6,870
| New | +$282K |
|
2082
PubMatic
PUBM
$383M
| $281K | ﹤0.01% |
22,616
-2,331
| -9% | -$29K |
|
2083
Vaxcyte
PCVX
$4.29B
| $280K | ﹤0.01% |
8,612
-460,949
| -98% | -$15M |
|
2084
SoundHound AI
SOUN
$5.81B
| $280K | ﹤0.01% |
26,060
+216
| +0.8% | +$2.32K |
|
2085
Oscar Health
OSCR
$5.02B
| $279K | ﹤0.01% |
13,031
-3,281
| -20% | -$70.3K |
|
2086
MiMedx Group
MDXG
$1.06B
| $279K | ﹤0.01% |
45,698
-15,753
| -26% | -$96.3K |
|
2087
Gorman-Rupp
GRC
$1.14B
| $279K | ﹤0.01% |
7,599
-3,571
| -32% | -$131K |
|
2088
StoneCo
STNE
$4.63B
| $277K | ﹤0.01% |
17,252
-3,829
| -18% | -$61.4K |
|
2089
CRISPR Therapeutics
CRSP
$4.99B
| $276K | ﹤0.01% |
+5,667
| New | +$276K |
|
2090
Consensus Cloud Solutions
CCSI
$509M
| $275K | ﹤0.01% |
+11,945
| New | +$275K |
|
|
ESGR
2091
DELISTED
Enstar Group
ESGR
| $274K | ﹤0.01% |
816
-23
| -3% | -$7.74K |
|
2092
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
| $274K | ﹤0.01% |
3,258
| – | – |
|
2093
Lyft
LYFT
$6.91B
| $272K | ﹤0.01% |
17,228
-6,207
| -26% | -$97.8K |
|
2094
Red Violet
RDVT
$708M
| $268K | ﹤0.01% |
+5,443
| New | +$268K |
|
2095
CBIZ
CBZ
$3.23B
| $267K | ﹤0.01% |
3,728
-28,038
| -88% | -$2.01M |
|
2096
American Express Global Business Travel
GBTG
$4.29B
| $261K | ﹤0.01% |
+41,420
| New | +$261K |
|
2097
U-Haul Holding Co Series N
UHAL.B
$10B
| $260K | ﹤0.01% |
4,787
-920
| -16% | -$50K |
|
2098
SentinelOne
S
$6.25B
| $259K | ﹤0.01% |
14,180
-469
| -3% | -$8.57K |
|
2099
Accel Entertainment
ACEL
$967M
| $257K | ﹤0.01% |
+21,812
| New | +$257K |
|
2100
Riot Platforms
RIOT
$4.91B
| $256K | ﹤0.01% |
22,642
+1,504
| +7% | +$17K |
|