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 | |
|---|---|---|---|---|---|---|
476
SEI Investments
SEIC
$10.8B
| $39.9M | 0.04% |
555,056
-3,147
| -0.6% | -$226K |
|
477
Old National Bancorp
ONB
$8.96B
| $39.8M | 0.04% |
2,278,644
+1,235,934
| +119% | +$21.6M |
|
478
Xerox
XRX
$468M
| $39.7M | 0.04% |
1,363,329
-967,736
| -42% | -$28.2M |
|
479
Chemours
CC
$2.5B
| $39.7M | 0.04% |
793,701
+605
| +0.1% | +$30.3K |
|
480
WaFd
WAFD
$2.48B
| $39.7M | 0.04% |
1,158,830
+185,313
| +19% | +$6.35M |
|
481
Teledyne Technologies
TDY
$25.5B
| $39.6M | 0.04% |
218,744
-52,095
| -19% | -$9.44M |
|
482
Lear
LEA
$6B
| $39.6M | 0.04% |
224,156
+37,078
| +20% | +$6.55M |
|
483
Expeditors International
EXPD
$16.4B
| $39.6M | 0.04% |
611,955
+49,431
| +9% | +$3.2M |
|
484
Waste Connections
WCN
$45.9B
| $39.4M | 0.04% |
555,991
-202,645
| -27% | -$14.4M |
|
|
ALXN
485
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $39.4M | 0.04% |
329,131
+6,017
| +2% | +$720K |
|
486
Essential Utilities
WTRG
$10.8B
| $39.3M | 0.04% |
1,001,024
+888
| +0.1% | +$34.8K |
|
487
Jack Henry & Associates
JKHY
$11.9B
| $39M | 0.04% |
333,197
-25
| -0% | -$2.92K |
|
488
Carnival Corp
CCL
$42.8B
| $38.9M | 0.04% |
585,413
+7,446
| +1% | +$494K |
|
489
Old Dominion Freight Line
ODFL
$31.8B
| $38.6M | 0.04% |
879,915
-747
| -0.1% | -$32.8K |
|
490
Ameren
AEE
$27B
| $38.3M | 0.04% |
649,505
-50,275
| -7% | -$2.97M |
|
491
Ametek
AME
$43.6B
| $38.2M | 0.04% |
527,426
+145,298
| +38% | +$10.5M |
|
492
Williams Companies
WMB
$69.4B
| $38.1M | 0.04% |
1,249,781
-24,871
| -2% | -$758K |
|
|
VAR
493
DELISTED
Varian Medical Systems, Inc.
VAR
| $37.8M | 0.03% |
339,805
-2,791
| -0.8% | -$310K |
|
494
Archer Daniels Midland
ADM
$29.9B
| $37.4M | 0.03% |
933,646
+131,206
| +16% | +$5.26M |
|
495
Zimmer Biomet
ZBH
$20.7B
| $37.4M | 0.03% |
319,017
+8,035
| +3% | +$941K |
|
496
Korn Ferry
KFY
$3.79B
| $37.3M | 0.03% |
900,687
+256,700
| +40% | +$10.6M |
|
497
Caleres
CAL
$528M
| $37.2M | 0.03% |
1,110,451
-12,241
| -1% | -$410K |
|
498
Olin
OLN
$2.87B
| $37.1M | 0.03% |
1,042,636
-18,234
| -2% | -$649K |
|
499
Fortive
FTV
$16.2B
| $36.9M | 0.03% |
610,246
+35,526
| +6% | +$2.15M |
|
500
Hewlett Packard
HPE
$31.5B
| $36.8M | 0.03% |
2,565,463
-17,410
| -0.7% | -$250K |
|