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 | |
|---|---|---|---|---|---|---|
2301
Seadrill
SDRL
$2.04B
| – | – |
-47,666
| Closed | -$1.19M |
|
2302
SES AI
SES
$384M
| – | – |
-10,015
| Closed | -$5.21K |
|
2303
Sweetgreen
SG
$1.03B
| – | – |
-8,128
| Closed | -$203K |
|
2304
SiriusXM
SIRI
$7.94B
| – | – |
-10,882
| Closed | -$245K |
|
2305
Solid Power
SLDP
$712M
| – | – |
-10,590
| Closed | -$11.1K |
|
2306
Summit Therapeutics
SMMT
$17.7B
| – | – |
-246,429
| Closed | -$4.75M |
|
2307
SmartRent
SMRT
$267M
| – | – |
-12,069
| Closed | -$14.6K |
|
2308
Spirit AeroSystems
SPR
$4.84B
| – | – |
-6,376
| Closed | -$220K |
|
2309
1st Source
SRCE
$1.59B
| – | – |
-12,526
| Closed | -$749K |
|
2310
Surmodics
SRDX
$477M
| – | – |
-36,699
| Closed | -$1.12M |
|
2311
Stem
STEM
$119M
| – | – |
-551
| Closed | -$3.86K |
|
2312
Stagwell
STGW
$1.43B
| – | – |
-36,231
| Closed | -$219K |
|
2313
Trip.com Group
TCOM
$47.7B
| – | – |
-257,077
| Closed | -$16.3M |
|
2314
Teekay
TK
$703M
| – | – |
-31,153
| Closed | -$205K |
|
2315
TriNet
TNET
$3.48B
| – | – |
-2,557
| Closed | -$203K |
|
2316
Transcat
TRNS
$724M
| – | – |
-5,054
| Closed | -$376K |
|
2317
TETRA Technologies
TTI
$636M
| – | – |
-10,019
| Closed | -$33.7K |
|
|
UMH
2318
UMH Properties
UMH
$1.28B
| – | – |
-38,816
| Closed | -$726K |
|
|
URG
2319
Ur-Energy
URG
$565M
| – | – |
-26,765
| Closed | -$18K |
|
2320
Virco
VIRC
$136M
| – | – |
-15,929
| Closed | -$151K |
|
2321
Vanguard Growth ETF
VUG
$187B
| – | – |
-1,525
| Closed | -$566K |
|
2322
White Mountains Insurance
WTM
$4.64B
| – | – |
-125
| Closed | -$241K |
|
2323
Select Water Solutions
WTTR
$913M
| – | – |
-48,603
| Closed | -$510K |
|
|
X
2324
DELISTED
US Steel
X
| – | – |
-517,945
| Closed | -$21.9M |
|
2325
X4 Pharmaceuticals
XFOR
$81.7M
| – | – |
-457
| Closed | -$3.24K |
|