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 | |
|---|---|---|---|---|---|---|
426
TD Synnex
SNX
$12.3B
| $48.3M | 0.04% |
710,642
-6,226
| -0.9% | -$423K |
|
427
JD.com
JD
$48B
| $48.3M | 0.04% |
1,164,943
+240,121
| +26% | +$9.95M |
|
428
Reliance Steel & Aluminium
RS
$15.4B
| $48.3M | 0.04% |
562,416
+1,384
| +0.2% | +$119K |
|
|
BTEC
429
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $48.2M | 0.04% |
1,500,001
+1,300,000
| +650% | +$41.8M |
|
430
Applied Industrial Technologies
AIT
$9.88B
| $48.1M | 0.04% |
706,824
-14,501
| -2% | -$988K |
|
431
American Water Works
AWK
$27.3B
| $48.1M | 0.04% |
525,721
+6,915
| +1% | +$633K |
|
432
Fifth Third Bancorp
FITB
$30.1B
| $47.9M | 0.04% |
1,580,076
+24,129
| +2% | +$732K |
|
433
Blackbaud
BLKB
$3.33B
| $47.9M | 0.04% |
506,838
-9,525
| -2% | -$900K |
|
434
Rockwell Automation
ROK
$38.6B
| $47.8M | 0.04% |
243,311
+39,698
| +19% | +$7.79M |
|
435
CenterPoint Energy
CNP
$24.5B
| $47.5M | 0.04% |
1,675,763
-1,868,638
| -53% | -$53M |
|
436
Agree Realty
ADC
$8B
| $47.4M | 0.04% |
922,379
+4,017
| +0.4% | +$207K |
|
437
AMN Healthcare
AMN
$798M
| $47.4M | 0.04% |
962,099
+288,207
| +43% | +$14.2M |
|
|
PXD
438
DELISTED
Pioneer Natural Resource Co.
PXD
| $47.3M | 0.04% |
273,755
+35,264
| +15% | +$6.1M |
|
|
APC
439
DELISTED
Anadarko Petroleum
APC
| $47.3M | 0.04% |
881,542
+95,738
| +12% | +$5.14M |
|
440
Labcorp
LH
$23.1B
| $46.7M | 0.04% |
341,004
+23,494
| +7% | +$3.22M |
|
441
Patterson-UTI
PTEN
$2.12B
| $46.2M | 0.04% |
2,006,614
+36,463
| +2% | +$839K |
|
442
Avista
AVA
$2.94B
| $46.1M | 0.04% |
894,549
-69,002
| -7% | -$3.55M |
|
443
Coherent
COHR
$15.5B
| $46M | 0.04% |
979,146
-131,167
| -12% | -$6.16M |
|
444
Lincoln National
LNC
$7.88B
| $45.9M | 0.04% |
597,716
+227,282
| +61% | +$17.5M |
|
445
Western Digital
WDC
$32.8B
| $45.6M | 0.04% |
758,345
-204,824
| -21% | -$12.3M |
|
446
Southwest Gas
SWX
$5.55B
| $45.4M | 0.04% |
564,119
+3,223
| +0.6% | +$259K |
|
447
International Paper
IP
$24.8B
| $45.4M | 0.04% |
827,349
+89,392
| +12% | +$4.9M |
|
448
Cognex
CGNX
$7.45B
| $45.2M | 0.04% |
738,501
-705
| -0.1% | -$43.1K |
|
449
Arrow Electronics
ARW
$6.5B
| $44.7M | 0.04% |
555,574
+68,482
| +14% | +$5.51M |
|
450
Realty Income
O
$54.4B
| $44.5M | 0.04% |
804,574
-1,872
| -0.2% | -$103K |
|