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 | |
|---|---|---|---|---|---|---|
201
East-West Bancorp
EWBC
$15B
| $171M | 0.09% |
1,690,148
-32,788
| -2% | -$3.31M |
|
202
TKO Group
TKO
$15.6B
| $170M | 0.09% |
932,676
-107,127
| -10% | -$19.5M |
|
203
Xcel Energy
XEL
$42.7B
| $170M | 0.09% |
2,489,752
+63,761
| +3% | +$4.34M |
|
204
Union Pacific
UNP
$132B
| $168M | 0.09% |
729,244
-69,319
| -9% | -$15.9M |
|
205
Amgen
AMGN
$151B
| $168M | 0.09% |
600,142
-21,747
| -3% | -$6.07M |
|
206
CRH
CRH
$74.9B
| $167M | 0.09% |
1,820,411
+351,488
| +24% | +$32.3M |
|
207
Principal Exchange-Traded Funds Principal Value ETF
PY
$141M
| $164M | 0.09% |
3,317,547
-1,558,045
| -32% | -$77.1M |
|
208
Stryker
SYK
$151B
| $163M | 0.09% |
411,225
-9,958
| -2% | -$3.94M |
|
209
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $158M | 0.08% |
4,220,839
+3,878,825
| +1,134% | +$145M |
|
210
Republic Services
RSG
$73B
| $157M | 0.08% |
636,589
-64,595
| -9% | -$15.9M |
|
211
Automatic Data Processing
ADP
$122B
| $156M | 0.08% |
506,047
-22,163
| -4% | -$6.84M |
|
212
Gilead Sciences
GILD
$140B
| $155M | 0.08% |
1,400,875
-45,511
| -3% | -$5.05M |
|
213
Perimeter Solutions
PRM
$3.26B
| $153M | 0.08% |
10,955,545
+43,254
| +0.4% | +$602K |
|
214
Wintrust Financial
WTFC
$9.36B
| $152M | 0.08% |
1,225,079
+12,989
| +1% | +$1.61M |
|
215
Pfizer
PFE
$140B
| $150M | 0.08% |
6,190,385
-181,263
| -3% | -$4.39M |
|
216
Kilroy Realty
KRC
$4.9B
| $150M | 0.08% |
4,372,243
-176,406
| -4% | -$6.05M |
|
217
Capital One
COF
$145B
| $150M | 0.08% |
703,526
+278,100
| +65% | +$59.2M |
|
218
Micron Technology
MU
$139B
| $149M | 0.08% |
1,210,955
-35,112
| -3% | -$4.33M |
|
219
Brookfield Renewable
BEPC
$6.04B
| $148M | 0.08% |
4,525,196
+94,218
| +2% | +$3.09M |
|
220
Motorola Solutions
MSI
$79.7B
| $147M | 0.08% |
350,217
+137,274
| +64% | +$57.7M |
|
221
WEC Energy
WEC
$34.6B
| $146M | 0.08% |
1,405,924
+14,449
| +1% | +$1.51M |
|
222
WIX.com
WIX
$8.19B
| $146M | 0.08% |
924,427
-643
| -0.1% | -$102K |
|
223
ConocoPhillips
COP
$120B
| $145M | 0.08% |
1,613,824
-8,050
| -0.5% | -$722K |
|
224
Ameriprise Financial
AMP
$48.3B
| $141M | 0.07% |
264,834
-3,383
| -1% | -$1.81M |
|
225
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| $141M | 0.07% |
1,285,000
+465,000
| +57% | +$51M |
|