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 | |
|---|---|---|---|---|---|---|
2126
Vaalco Energy
EGY
$399M
| $205K | ﹤0.01% |
56,765
+1,913
| +3% | +$6.91K |
|
2127
Scholar Rock
SRRK
$3.02B
| $204K | ﹤0.01% |
5,758
-544
| -9% | -$19.3K |
|
2128
Compass
COMP
$5.07B
| $204K | ﹤0.01% |
32,433
+3,040
| +10% | +$19.1K |
|
2129
Neuropace
NPCE
$322M
| $201K | ﹤0.01% |
+18,065
| New | +$201K |
|
2130
Victory Capital Holdings
VCTR
$4.77B
| $200K | ﹤0.01% |
3,149
-51,399
| -94% | -$3.27M |
|
2131
Marcus Corp
MCS
$483M
| $196K | ﹤0.01% |
+11,654
| New | +$196K |
|
2132
OraSure Technologies
OSUR
$236M
| $194K | ﹤0.01% |
64,805
-10,170
| -14% | -$30.5K |
|
2133
Designer Brands
DBI
$231M
| $194K | ﹤0.01% |
+81,449
| New | +$194K |
|
2134
ACV Auctions
ACVA
$2.03B
| $194K | ﹤0.01% |
11,947
+133
| +1% | +$2.16K |
|
2135
Latham Group
SWIM
$960M
| $194K | ﹤0.01% |
+30,356
| New | +$194K |
|
2136
Burford Capital
BUR
$2.92B
| $192K | ﹤0.01% |
13,465
+182
| +1% | +$2.6K |
|
2137
AMC Networks
AMCX
$328M
| $186K | ﹤0.01% |
29,719
+5,916
| +25% | +$37.1K |
|
2138
SSR Mining
SSRM
$4.28B
| $178K | ﹤0.01% |
13,951
+498
| +4% | +$6.35K |
|
2139
Peloton Interactive
PTON
$3.27B
| $178K | ﹤0.01% |
25,600
-2,227
| -8% | -$15.5K |
|
2140
Tactile Systems Technology
TCMD
$300M
| $177K | ﹤0.01% |
17,458
-3,549
| -17% | -$36K |
|
2141
8x8 Inc
EGHT
$282M
| $169K | ﹤0.01% |
86,199
+50,022
| +138% | +$98K |
|
2142
Bioventus
BVS
$481M
| $168K | ﹤0.01% |
25,321
+5,666
| +29% | +$37.5K |
|
2143
Unisys
UIS
$277M
| $167K | ﹤0.01% |
+36,928
| New | +$167K |
|
2144
Alight
ALIT
$2B
| $167K | ﹤0.01% |
29,540
+1,719
| +6% | +$9.73K |
|
2145
ARKO Corp
ARKO
$559M
| $167K | ﹤0.01% |
+39,447
| New | +$167K |
|
2146
Heron Therapeutics
HRTX
$201M
| $166K | ﹤0.01% |
80,284
-35,034
| -30% | -$72.5K |
|
2147
B. Riley Financial
RILY
$152M
| $165K | ﹤0.01% |
+55,535
| New | +$165K |
|
2148
HighPeak Energy
HPK
$945M
| $160K | ﹤0.01% |
+16,364
| New | +$160K |
|
2149
Target Hospitality
TH
$876M
| $158K | ﹤0.01% |
+22,141
| New | +$158K |
|
2150
Marqeta
MQ
$2.76B
| $156K | ﹤0.01% |
26,812
-9,890
| -27% | -$57.7K |
|