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 | |
|---|---|---|---|---|---|---|
2151
DocGo
DCGO
$151M
| $151K | ﹤0.01% |
+96,455
| New | +$151K |
|
2152
BigBear.ai
BBAI
$1.81B
| $136K | ﹤0.01% |
+19,998
| New | +$136K |
|
2153
Ironwood Pharmaceuticals
IRWD
$182M
| $136K | ﹤0.01% |
189,064
+96,682
| +105% | +$69.3K |
|
2154
Transocean
RIG
$2.8B
| $132K | ﹤0.01% |
51,044
+2,699
| +6% | +$6.99K |
|
2155
Liberty Latin America Class A
LILA
$1.58B
| $127K | ﹤0.01% |
20,837
+321
| +2% | +$1.96K |
|
2156
Hawaiian Electric Industries
HE
$2.15B
| $126K | ﹤0.01% |
11,844
+321
| +3% | +$3.41K |
|
2157
Applied Digital
APLD
$3.77B
| $126K | ﹤0.01% |
12,473
-2,428
| -16% | -$24.5K |
|
2158
ADT
ADT
$7.24B
| $125K | ﹤0.01% |
14,776
-2,316
| -14% | -$19.6K |
|
2159
CommScope
COMM
$3.66B
| $124K | ﹤0.01% |
14,964
+646
| +5% | +$5.35K |
|
2160
Recursion Pharmaceuticals
RXRX
$1.98B
| $122K | ﹤0.01% |
24,150
+4,081
| +20% | +$20.7K |
|
2161
DigitalBridge
DBRG
$2.05B
| $121K | ﹤0.01% |
11,738
+563
| +5% | +$5.83K |
|
2162
Enovix
ENVX
$1.78B
| $121K | ﹤0.01% |
13,392
-1,614
| -11% | -$14.6K |
|
|
DNB
2163
DELISTED
Dun & Bradstreet
DNB
| $120K | ﹤0.01% |
13,169
-3,019
| -19% | -$27.4K |
|
2164
AvidXchange
AVDX
$2.07B
| $119K | ﹤0.01% |
12,108
-1,767
| -13% | -$17.3K |
|
2165
QuantumScape
QS
$4.27B
| $115K | ﹤0.01% |
17,186
-1,046
| -6% | -$7.03K |
|
2166
Brookdale Senior Living
BKD
$1.83B
| $114K | ﹤0.01% |
16,326
-148,025
| -90% | -$1.03M |
|
2167
Amicus Therapeutics
FOLD
$2.43B
| $113K | ﹤0.01% |
19,806
-3,613
| -15% | -$20.7K |
|
2168
Lucid Motors
LCID
$4.81B
| $112K | ﹤0.01% |
5,300
+294
| +6% | +$6.2K |
|
2169
Hillman Solutions
HLMN
$1.96B
| $96.9K | ﹤0.01% |
13,568
+86
| +0.6% | +$614 |
|
2170
Ring Energy
REI
$200M
| $94.4K | ﹤0.01% |
118,921
+108,781
| +1,073% | +$86.4K |
|
2171
Plug Power
PLUG
$1.72B
| $93.3K | ﹤0.01% |
62,609
+6,730
| +12% | +$10K |
|
2172
AMC Entertainment Holdings
AMC
$1.39B
| $92.4K | ﹤0.01% |
29,810
+3,023
| +11% | +$9.37K |
|
2173
fuboTV
FUBO
$1.26B
| $91.6K | ﹤0.01% |
23,737
+1,269
| +6% | +$4.9K |
|
2174
Cipher Mining
CIFR
$3.08B
| $86.8K | ﹤0.01% |
18,161
+2,866
| +19% | +$13.7K |
|
2175
TeraWulf
WULF
$3.43B
| $83.4K | ﹤0.01% |
19,037
-2,055
| -10% | -$9K |
|