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
|
+$791M |
| 2 |
Invitation Homes
INVH
|
+$309M |
| 3 |
Gartner
IT
|
+$248M |
| 4 |
GDVD
Principal Active Global Dividend Income ETF
GDVD
|
+$157M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$156M |
Top Sells
| 1 |
Fidelity National Financial
FNF
|
+$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$302M |
| 3 |
DaVita
DVA
|
+$195M |
| 4 |
Crown Castle
CCI
|
+$180M |
| 5 |
Wells Fargo
WFC
|
+$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RTN
276
DELISTED
Raytheon Company
RTN
| $93.8M | 0.09% |
499,447
-85,381
| -15% | -$16M |
|
277
Littelfuse
LFUS
$6.5B
| $92.6M | 0.09% |
468,290
+32,823
| +8% | +$6.49M |
|
278
Mondelez International
MDLZ
$80.1B
| $91.6M | 0.08% |
2,140,987
+24,443
| +1% | +$1.05M |
|
279
Allete
ALE
$3.68B
| $91.4M | 0.08% |
1,228,701
-189,976
| -13% | -$14.1M |
|
280
IDEX
IEX
$12.4B
| $90.6M | 0.08% |
686,599
-87,273
| -11% | -$11.5M |
|
281
FedEx
FDX
$53.1B
| $90M | 0.08% |
360,543
+3,725
| +1% | +$930K |
|
|
AGN
282
DELISTED
Allergan plc
AGN
| $89M | 0.08% |
544,017
-2,683
| -0.5% | -$439K |
|
283
Phillips 66
PSX
$52.6B
| $88.5M | 0.08% |
874,878
-1,761
| -0.2% | -$178K |
|
284
Icon
ICLR
$13.8B
| $88.1M | 0.08% |
785,248
+16,777
| +2% | +$1.88M |
|
285
Mine Safety
MSA
$6.67B
| $87.8M | 0.08% |
1,132,737
+218,175
| +24% | +$16.9M |
|
286
RPM International
RPM
$16.4B
| $87.7M | 0.08% |
1,672,857
+212,766
| +15% | +$11.2M |
|
287
Brookfield Renewable
BEP
$7.1B
| $87.1M | 0.08% |
4,681,081
+123,586
| +3% | +$2.3M |
|
288
Novartis
NVS
$249B
| $86.9M | 0.08% |
1,154,569
+56,579
| +5% | +$4.26M |
|
289
Packaging Corp of America
PKG
$19.4B
| $86.8M | 0.08% |
719,678
-12,563
| -2% | -$1.51M |
|
290
General Dynamics
GD
$86.8B
| $86.6M | 0.08% |
425,848
+14,327
| +3% | +$2.91M |
|
291
Alliant Energy
LNT
$16.5B
| $86.2M | 0.08% |
2,022,280
-211,535
| -9% | -$9.01M |
|
292
Liberty Broadband Class A
LBRDA
$8.63B
| $85.5M | 0.08% |
1,005,506
+3,404
| +0.3% | +$290K |
|
293
Synchrony
SYF
$28B
| $85.2M | 0.08% |
2,206,324
+327,115
| +17% | +$12.6M |
|
294
Duke Energy
DUK
$93.4B
| $85M | 0.08% |
1,010,448
+28,752
| +3% | +$2.42M |
|
|
LLL
295
DELISTED
L3 Technologies, Inc.
LLL
| $84.6M | 0.08% |
427,347
-34,816
| -8% | -$6.89M |
|
296
Ares Capital
ARCC
$15.9B
| $84.4M | 0.08% |
5,367,000
-448,313
| -8% | -$7.05M |
|
297
Nektar Therapeutics
NKTR
$843M
| $84M | 0.08% |
93,750
-3,450
| -4% | -$3.09M |
|
298
DXC Technology
DXC
$2.62B
| $83.5M | 0.08% |
1,017,142
-35,740
| -3% | -$2.93M |
|
299
HP
HPQ
$27.4B
| $82.9M | 0.08% |
3,947,805
-881,328
| -18% | -$18.5M |
|
300
Entergy
ETR
$38.8B
| $82.6M | 0.08% |
2,030,162
-275,650
| -12% | -$11.2M |
|