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 | |
|---|---|---|---|---|---|---|
401
HNI Corp
HNI
$2.16B
| $55.1M | 0.05% |
1,427,537
+1,088
| +0.1% | +$42K |
|
402
CACI
CACI
$10.4B
| $54.6M | 0.05% |
412,478
+3,105
| +0.8% | +$411K |
|
403
EastGroup Properties
EGP
$8.91B
| $53.9M | 0.05% |
610,071
-9,373
| -2% | -$828K |
|
404
Donaldson
DCI
$9.35B
| $53.8M | 0.05% |
1,098,732
-72,403
| -6% | -$3.54M |
|
405
Cathay General Bancorp
CATY
$3.44B
| $53.7M | 0.05% |
1,273,721
+328,181
| +35% | +$13.8M |
|
406
Eaton
ETN
$136B
| $53.5M | 0.05% |
677,188
+9,232
| +1% | +$729K |
|
|
OAK
407
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $52.9M | 0.05% |
1,256,303
+99,088
| +9% | +$4.17M |
|
|
TFCFA
408
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $52.9M | 0.05% |
1,530,555
+32,561
| +2% | +$1.12M |
|
|
BFS
409
Saul Centers
BFS
$794M
| $52.7M | 0.05% |
853,565
-168,555
| -16% | -$10.4M |
|
|
SIVB
410
DELISTED
SVB Financial Group
SIVB
| $52.7M | 0.05% |
225,346
+1,334
| +0.6% | +$312K |
|
|
RPT
411
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $52.5M | 0.05% |
3,567,158
+234,950
| +7% | +$3.46M |
|
412
Centene
CNC
$15.3B
| $51.1M | 0.05% |
1,013,352
+28,356
| +3% | +$1.43M |
|
413
Johnson Controls International
JCI
$69.6B
| $50.5M | 0.05% |
1,324,872
+17,353
| +1% | +$661K |
|
414
Illumina
ILMN
$15.1B
| $50M | 0.05% |
235,427
+9,824
| +4% | +$2.09M |
|
415
Boston Scientific
BSX
$160B
| $49.8M | 0.05% |
2,007,211
+34,880
| +2% | +$865K |
|
416
Analog Devices
ADI
$122B
| $49.6M | 0.05% |
557,475
+10,144
| +2% | +$903K |
|
417
Huntington Ingalls Industries
HII
$10.6B
| $49.5M | 0.05% |
210,164
-77,313
| -27% | -$18.2M |
|
418
Oneok
OKE
$45.2B
| $49.4M | 0.05% |
925,134
-143,807
| -13% | -$7.69M |
|
419
Agilent Technologies
A
$36.3B
| $49.4M | 0.05% |
737,909
-577,735
| -44% | -$38.7M |
|
420
Edwards Lifesciences
EW
$46.9B
| $49.4M | 0.05% |
1,314,006
-81,075
| -6% | -$3.05M |
|
421
Fair Isaac
FICO
$36.9B
| $48.9M | 0.05% |
319,004
+6,374
| +2% | +$977K |
|
422
Darling Ingredients
DAR
$4.94B
| $48.8M | 0.05% |
2,693,372
+689,028
| +34% | +$12.5M |
|
423
EchoStar
SATS
$24B
| $48.5M | 0.04% |
999,795
-9,518
| -0.9% | -$462K |
|
424
Electronic Arts
EA
$42B
| $48.5M | 0.04% |
461,850
-6,051
| -1% | -$636K |
|
425
Vermilion Energy
VET
$1.13B
| $48.3M | 0.04% |
1,330,212
+914
| +0.1% | +$33.2K |
|