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 | |
|---|---|---|---|---|---|---|
501
Park Hotels & Resorts
PK
$2.34B
| $36.7M | 0.03% |
1,275,657
-303,405
| -19% | -$8.72M |
|
|
UMPQ
502
DELISTED
Umpqua Holdings Corp
UMPQ
| $36.7M | 0.03% |
1,762,506
-2,171
| -0.1% | -$45.2K |
|
503
Universal Health Services
UHS
$11.8B
| $36.4M | 0.03% |
321,424
+17,222
| +6% | +$1.95M |
|
504
Hillenbrand
HI
$1.77B
| $36.3M | 0.03% |
813,155
+312,610
| +62% | +$14M |
|
505
Terreno Realty
TRNO
$5.92B
| $36.1M | 0.03% |
1,028,539
+70,840
| +7% | +$2.48M |
|
506
ManpowerGroup
MAN
$1.77B
| $36.1M | 0.03% |
285,895
-1,974
| -0.7% | -$249K |
|
|
PRAH
507
DELISTED
PRA Health Sciences, Inc.
PRAH
| $36M | 0.03% |
395,732
+10,323
| +3% | +$940K |
|
508
Albany International
AIN
$1.79B
| $36M | 0.03% |
585,416
-26,422
| -4% | -$1.62M |
|
509
Teradyne
TER
$18.4B
| $35.9M | 0.03% |
858,479
-5,679
| -0.7% | -$238K |
|
|
SNI
510
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $35.8M | 0.03% |
419,516
-2,929
| -0.7% | -$250K |
|
|
TCF
511
DELISTED
TCF Financial Corporation
TCF
| $35.8M | 0.03% |
1,744,751
+1,013,387
| +139% | +$20.8M |
|
512
HCA Healthcare
HCA
$96.1B
| $35.7M | 0.03% |
406,321
-12,016
| -3% | -$1.06M |
|
513
Newmont
NEM
$85.2B
| $35.7M | 0.03% |
950,227
-68,636
| -7% | -$2.58M |
|
514
Huazhu Hotels Group
HTHT
$11.3B
| $35.6M | 0.03% |
985,276
+175,548
| +22% | +$6.34M |
|
515
Domino's
DPZ
$15.4B
| $35.5M | 0.03% |
187,836
-18,576
| -9% | -$3.51M |
|
516
O-I Glass
OI
$1.98B
| $35.5M | 0.03% |
1,599,795
-115,139
| -7% | -$2.55M |
|
517
Trinseo
TSE
$89.2M
| $35.2M | 0.03% |
484,592
+139,074
| +40% | +$10.1M |
|
518
Installed Building Products
IBP
$7.2B
| $35M | 0.03% |
461,425
+27,641
| +6% | +$2.1M |
|
519
Viatris
VTRS
$12B
| $35M | 0.03% |
826,196
+10,679
| +1% | +$452K |
|
520
Lamb Weston
LW
$7.72B
| $34.9M | 0.03% |
619,059
+2,668
| +0.4% | +$151K |
|
521
Quest Diagnostics
DGX
$20.3B
| $34.9M | 0.03% |
354,181
-72,594
| -17% | -$7.15M |
|
522
Oshkosh
OSK
$8.78B
| $34.8M | 0.03% |
383,414
-389,444
| -50% | -$35.4M |
|
523
Eastman Chemical
EMN
$7.72B
| $34.8M | 0.03% |
375,598
-1,969
| -0.5% | -$182K |
|
|
CXO
524
DELISTED
CONCHO RESOURCES INC.
CXO
| $34.7M | 0.03% |
231,017
+10,925
| +5% | +$1.64M |
|
|
INN
525
Summit Hotel Properties
INN
$607M
| $34.6M | 0.03% |
2,270,498
-1,864,963
| -45% | -$28.4M |
|