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 | |
|---|---|---|---|---|---|---|
601
DTE Energy
DTE
$28.2B
| $29.7M | 0.03% |
318,897
-94,597
| -23% | -$8.81M |
|
602
W.R. Berkley
WRB
$27.4B
| $29.7M | 0.03% |
1,398,867
+20,517
| +1% | +$436K |
|
603
Itron
ITRI
$5.41B
| $29.4M | 0.03% |
431,784
+2,010
| +0.5% | +$137K |
|
604
PTC
PTC
$24.5B
| $29.4M | 0.03% |
483,484
+1,044
| +0.2% | +$63.4K |
|
605
Healthcare Services Group
HCSG
$1.14B
| $29.4M | 0.03% |
557,122
-31,901
| -5% | -$1.68M |
|
606
Cardinal Health
CAH
$35.6B
| $29.3M | 0.03% |
478,017
+8,940
| +2% | +$548K |
|
|
TWO
607
Two Harbors Investment
TWO
$1.06B
| $29.2M | 0.03% |
448,965
+32,344
| +8% | +$2.1M |
|
608
Evercore
EVR
$12.8B
| $29.2M | 0.03% |
324,139
-4,674
| -1% | -$421K |
|
609
Wabtec
WAB
$32.4B
| $29.1M | 0.03% |
357,016
-611
| -0.2% | -$49.8K |
|
610
Jones Lang LaSalle
JLL
$14.6B
| $29M | 0.03% |
195,051
+574
| +0.3% | +$85.5K |
|
611
D.R. Horton
DHI
$52.5B
| $29M | 0.03% |
567,982
+24,452
| +4% | +$1.25M |
|
|
CMD
612
DELISTED
Cantel Medical Corporation
CMD
| $28.9M | 0.03% |
280,858
+6,631
| +2% | +$682K |
|
613
OGE Energy
OGE
$8.85B
| $28.9M | 0.03% |
877,576
+2,856
| +0.3% | +$94K |
|
|
POLY
614
DELISTED
Plantronics, Inc.
POLY
| $28.8M | 0.03% |
571,938
-4,494
| -0.8% | -$226K |
|
615
MasTec
MTZ
$15B
| $28.7M | 0.03% |
586,954
+5,028
| +0.9% | +$246K |
|
616
Planet Fitness
PLNT
$8.52B
| $28.6M | 0.03% |
826,900
-17,572
| -2% | -$609K |
|
617
Visteon
VC
$3.42B
| $28.5M | 0.03% |
227,635
-76,883
| -25% | -$9.62M |
|
|
JBTM
618
JBT Marel Corporation
JBTM
$7.09B
| $28.5M | 0.03% |
256,781
-3,564
| -1% | -$395K |
|
|
EV
619
DELISTED
Eaton Vance Corp.
EV
| $28.3M | 0.03% |
502,079
+11,715
| +2% | +$661K |
|
620
United Therapeutics
UTHR
$17.9B
| $28.2M | 0.03% |
190,837
+6,096
| +3% | +$902K |
|
621
Douglas Emmett
DEI
$2.75B
| $28.1M | 0.03% |
683,164
+21,250
| +3% | +$873K |
|
622
NNN REIT
NNN
$8.06B
| $28M | 0.03% |
650,033
+19,061
| +3% | +$822K |
|
623
Fortinet
FTNT
$60.9B
| $27.9M | 0.03% |
3,189,725
-42,570
| -1% | -$372K |
|
624
Manhattan Associates
MANH
$12.8B
| $27.8M | 0.03% |
560,418
-1,660
| -0.3% | -$82.2K |
|
625
Spire
SR
$4.5B
| $27.7M | 0.03% |
368,595
-389
| -0.1% | -$29.2K |
|