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 | |
|---|---|---|---|---|---|---|
376
Intercontinental Exchange
ICE
$99.5B
| $60.4M | 0.06% |
855,597
+13,704
| +2% | +$967K |
|
|
ANDV
377
DELISTED
Andeavor
ANDV
| $60.2M | 0.06% |
526,804
+71,187
| +16% | +$8.14M |
|
378
Nucor
NUE
$32.7B
| $59.5M | 0.05% |
935,572
+444,280
| +90% | +$28.2M |
|
379
Axalta
AXTA
$6.79B
| $59.2M | 0.05% |
1,829,173
-480,478
| -21% | -$15.5M |
|
|
AUD
380
DELISTED
Audacy, Inc.
AUD
| $59.2M | 0.05% |
5,479,626
+4,653,747
| +563% | +$50.3M |
|
|
LSXMA
381
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $59M | 0.05% |
2,060,209
-15,980
| -0.8% | -$458K |
|
382
State Street
STT
$32B
| $58.8M | 0.05% |
602,115
+21,000
| +4% | +$2.05M |
|
383
Constellation Brands
STZ
$25.8B
| $58.6M | 0.05% |
256,286
+3,602
| +1% | +$823K |
|
384
Southwest Airlines
LUV
$16.4B
| $58.4M | 0.05% |
892,960
-382,594
| -30% | -$25M |
|
385
Truist Financial
TFC
$59.3B
| $58.1M | 0.05% |
1,168,348
-560
| -0% | -$27.8K |
|
386
Atmos Energy
ATO
$26.4B
| $57.9M | 0.05% |
674,002
+20,939
| +3% | +$1.8M |
|
|
TXNM
387
TXNM Energy, Inc.
TXNM
$5.99B
| $57.8M | 0.05% |
1,429,910
-44,264
| -3% | -$1.79M |
|
388
Garmin
GRMN
$45.9B
| $57.7M | 0.05% |
967,939
-202,568
| -17% | -$12.1M |
|
389
Washington Trust Bancorp
WASH
$573M
| $57.4M | 0.05% |
1,077,537
-33,725
| -3% | -$1.8M |
|
390
Camden Property Trust
CPT
$11.9B
| $57.1M | 0.05% |
620,558
-41,044
| -6% | -$3.78M |
|
391
eBay
EBAY
$41.8B
| $57.1M | 0.05% |
1,513,313
-524,175
| -26% | -$19.8M |
|
392
Vertex Pharmaceuticals
VRTX
$101B
| $56.5M | 0.05% |
377,254
+5,450
| +1% | +$817K |
|
393
Royal Caribbean
RCL
$95.8B
| $56.3M | 0.05% |
471,611
+946
| +0.2% | +$113K |
|
394
ASGN Inc
ASGN
$2.33B
| $55.7M | 0.05% |
866,392
-2,841
| -0.3% | -$183K |
|
395
Citizens Financial Group
CFG
$22.4B
| $55.6M | 0.05% |
1,324,032
+506,009
| +62% | +$21.2M |
|
|
HA
396
DELISTED
Hawaiian Holdings, Inc.
HA
| $55.5M | 0.05% |
1,393,628
+978,367
| +236% | +$39M |
|
397
Travelers Companies
TRV
$61.9B
| $55.4M | 0.05% |
408,485
+4,842
| +1% | +$657K |
|
398
LyondellBasell Industries
LYB
$17.5B
| $55.4M | 0.05% |
502,192
+12,500
| +3% | +$1.38M |
|
399
Zoetis
ZTS
$66.9B
| $55.2M | 0.05% |
766,054
+28,200
| +4% | +$2.03M |
|
400
James River Group
JRVR
$247M
| $55.2M | 0.05% |
1,378,383
+655,910
| +91% | +$26.2M |
|