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 | |
|---|---|---|---|---|---|---|
2101
SiteOne Landscape Supply
SITE
$6.82B
| $255K | ﹤0.01% |
2,111
-425
| -17% | -$51.4K |
|
2102
Viant Technology
DSP
$167M
| $255K | ﹤0.01% |
+19,237
| New | +$255K |
|
2103
Rithm Capital
RITM
$6.69B
| $250K | ﹤0.01% |
22,115
-3,584
| -14% | -$40.5K |
|
2104
Hecla Mining
HL
$6.04B
| $249K | ﹤0.01% |
41,486
+1,875
| +5% | +$11.2K |
|
2105
Gambling.com
GAMB
$295M
| $248K | ﹤0.01% |
+20,834
| New | +$248K |
|
2106
Workiva
WK
$4.48B
| $244K | ﹤0.01% |
3,564
-520
| -13% | -$35.6K |
|
2107
Amer Sports
AS
$20.3B
| $241K | ﹤0.01% |
+6,227
| New | +$241K |
|
2108
Soleno Therapeutics
SLNO
$3.71B
| $239K | ﹤0.01% |
+2,857
| New | +$239K |
|
2109
Rigetti Computing
RGTI
$4.89B
| $239K | ﹤0.01% |
20,134
+7,606
| +61% | +$90.2K |
|
2110
Health Catalyst
HCAT
$238M
| $237K | ﹤0.01% |
+62,791
| New | +$237K |
|
2111
Nuvalent
NUVL
$5.83B
| $233K | ﹤0.01% |
+3,056
| New | +$233K |
|
2112
UiPath
PATH
$6.15B
| $233K | ﹤0.01% |
18,184
-9,737
| -35% | -$125K |
|
2113
Hackett Group
HCKT
$576M
| $231K | ﹤0.01% |
9,068
+1,017
| +13% | +$25.9K |
|
2114
Avidity Biosciences
RNA
$6.48B
| $230K | ﹤0.01% |
8,116
-954
| -11% | -$27.1K |
|
2115
Noble Corp
NE
$4.54B
| $230K | ﹤0.01% |
8,652
-1,334
| -13% | -$35.4K |
|
2116
American Public Education
APEI
$571M
| $223K | ﹤0.01% |
7,308
-5,290
| -42% | -$161K |
|
2117
Aurora
AUR
$10.6B
| $216K | ﹤0.01% |
41,126
-29,526
| -42% | -$155K |
|
2118
Procept Biorobotics
PRCT
$2.26B
| $215K | ﹤0.01% |
3,736
-23,638
| -86% | -$1.36M |
|
|
BWIN
2119
Baldwin Insurance Group
BWIN
$2.27B
| $214K | ﹤0.01% |
5,000
-57,405
| -92% | -$2.46M |
|
2120
C3.ai
AI
$2.15B
| $212K | ﹤0.01% |
+8,613
| New | +$212K |
|
2121
SIGA Technologies
SIGA
$603M
| $210K | ﹤0.01% |
32,276
+8,160
| +34% | +$53.2K |
|
2122
El Pollo Loco
LOCO
$314M
| $208K | ﹤0.01% |
+18,871
| New | +$208K |
|
2123
Zeta Global
ZETA
$4.5B
| $207K | ﹤0.01% |
13,390
-141,748
| -91% | -$2.2M |
|
2124
Climb Global Solutions
CLMB
$594M
| $207K | ﹤0.01% |
+1,935
| New | +$207K |
|
2125
Uranium Energy
UEC
$4.96B
| $206K | ﹤0.01% |
30,286
-2,578
| -8% | -$17.5K |
|