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 | |
|---|---|---|---|---|---|---|
526
IPG Photonics
IPGP
$3.47B
| $34.6M | 0.03% |
161,399
-228
| -0.1% | -$48.8K |
|
527
Aramark
ARMK
$9.95B
| $34.6M | 0.03% |
1,119,667
+30,801
| +3% | +$950K |
|
528
UGI
UGI
$7.36B
| $34.5M | 0.03% |
734,987
-1,980
| -0.3% | -$93K |
|
529
Insperity
NSP
$1.93B
| $34.2M | 0.03% |
596,472
-168,074
| -22% | -$9.64M |
|
530
Zions Bancorporation
ZION
$8.46B
| $34.2M | 0.03% |
672,171
+247,475
| +58% | +$12.6M |
|
531
Entegris
ENTG
$11.9B
| $34.1M | 0.03% |
1,119,892
-49,417
| -4% | -$1.5M |
|
|
COL
532
DELISTED
Rockwell Collins
COL
| $34.1M | 0.03% |
251,158
+266
| +0.1% | +$36.1K |
|
533
Regal Rexnord
RRX
$9.5B
| $34.1M | 0.03% |
444,543
+394
| +0.1% | +$30.2K |
|
534
Waters Corp
WAT
$17.4B
| $34M | 0.03% |
176,224
-16,874
| -9% | -$3.26M |
|
535
Paychex
PAYX
$47.8B
| $34M | 0.03% |
499,296
+14,272
| +3% | +$972K |
|
|
UCB
536
United Community Banks, Inc.
UCB
$3.96B
| $34M | 0.03% |
1,206,769
-189,468
| -14% | -$5.33M |
|
|
AAN.A
537
DELISTED
AARON'S INC CL-A
AAN.A
| $33.9M | 0.03% |
850,024
+28,541
| +3% | +$1.14M |
|
|
QVCGA
538
QVC Group, Inc. Series A Common Stock
QVCGA
$78.6M
| $33.5M | 0.03% |
28,240
+26,840
| +1,917% | +$31.8M |
|
539
PPL Corp
PPL
$26.3B
| $33.4M | 0.03% |
1,080,078
-949,997
| -47% | -$29.4M |
|
|
ABMD
540
DELISTED
Abiomed Inc
ABMD
| $33.4M | 0.03% |
178,258
-510
| -0.3% | -$95.6K |
|
541
Highwoods Properties
HIW
$3.43B
| $33.4M | 0.03% |
655,807
-44,919
| -6% | -$2.29M |
|
542
McCormick & Company Non-Voting
MKC
$18.3B
| $33.4M | 0.03% |
654,960
-9,442
| -1% | -$481K |
|
543
Lennox International
LII
$19.8B
| $33.3M | 0.03% |
160,075
-2,036
| -1% | -$424K |
|
544
Northern Trust
NTRS
$24.3B
| $33.3M | 0.03% |
333,560
+12,537
| +4% | +$1.25M |
|
545
EXL Service
EXLS
$6.91B
| $33.3M | 0.03% |
2,759,900
-85,275
| -3% | -$1.03M |
|
546
KeyCorp
KEY
$21.1B
| $33.3M | 0.03% |
1,651,303
-22,036
| -1% | -$444K |
|
547
Alliance Resource Partners
ARLP
$2.9B
| $33.3M | 0.03% |
1,689,912
-64,874
| -4% | -$1.28M |
|
548
Regions Financial
RF
$24.1B
| $33.1M | 0.03% |
1,913,412
+24,244
| +1% | +$419K |
|
549
PG&E
PCG
$34B
| $33M | 0.03% |
736,093
-4,551
| -0.6% | -$204K |
|
550
Lazard
LAZ
$5.23B
| $33M | 0.03% |
628,364
-342,773
| -35% | -$18M |
|