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 |
O'Reilly Automotive
ORLY
|
$2.09B |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$451M |
| 3 |
Meta Platforms (Facebook)
META
|
$357M |
| 4 |
Fastenal
FAST
|
$273M |
| 5 |
LPL Financial
LPLA
|
$209M |
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 | |
|---|---|---|---|---|---|---|
2226
Stagwell
STGW
$1.46B
| – | – | -36,231 | Closed | -$219K |
|
2227
Trip.com Group
TCOM
$48.2B
| – | – | -257,077 | Closed | -$16.3M |
|
2228
Teekay
TK
$699M
| – | – | -31,153 | Closed | -$205K |
|
2229
TriNet
TNET
$3.52B
| – | – | -2,557 | Closed | -$203K |
|
2230
Transcat
TRNS
$782M
| – | – | -5,054 | Closed | -$376K |
|
2231
TETRA Technologies
TTI
$626M
| – | – | -10,019 | Closed | -$33.7K |
|
|
UMH
2232
UMH Properties
UMH
$1.33B
| – | – | -38,816 | Closed | -$726K |
|
|
URG
2233
Ur-Energy
URG
$507M
| – | – | -26,765 | Closed | -$18K |
|
2234
Virco
VIRC
$136M
| – | – | -15,929 | Closed | -$151K |
|
2235
Vanguard Growth ETF
VUG
$185B
| – | – | -1,525 | Closed | -$566K |
|
2236
White Mountains Insurance
WTM
$4.71B
| – | – | -125 | Closed | -$241K |
|
2237
Select Water Solutions
WTTR
$895M
| – | – | -48,603 | Closed | -$510K |
|
|
X
2238
DELISTED
US Steel
X
| – | – | -517,945 | Closed | -$21.9M |
|
2239
X4 Pharmaceuticals
XFOR
$84.3M
| – | – | -13,720 | Closed | -$3.24K |
|
2240
Y-mAbs Therapeutics
YMAB
$388M
| – | – | -22,434 | Closed | -$99.4K |
|
2241
ZimVie
ZIMV
$532M
| – | – | -19,663 | Closed | -$212K |
|
2242
ZipRecruiter
ZIP
$427M
| – | – | -37,672 | Closed | -$222K |
|
2243
Arcellx
ACLX
$3.85B
| – | – | -3,495 | Closed | -$229K |
|
2244
Advantage Solutions
ADV
$593M
| – | – | -61,600 | Closed | -$93K |
|
|
AGS
2245
DELISTED
PlayAGS
AGS
| – | – | -22,888 | Closed | -$277K |
|
|
AIV
2246
Aimco
AIV
$1.11B
| – | – | -10,129 | Closed | -$89.1K |
|
2247
Alkami Technology
ALKT
$2.66B
| – | – | -31,892 | Closed | -$837K |
|
|
ALX
2248
Alexander's
ALX
$1.18B
| – | – | -1,187 | Closed | -$248K |
|
2249
Ambarella
AMBA
$3.5B
| – | – | -25,794 | Closed | -$1.3M |
|
2250
Arhaus
ARHS
$1.65B
| – | – | -74,408 | Closed | -$647K |
|