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 | |
|---|---|---|---|---|---|---|
626
Weibo
WB
$2.98B
| $27.7M | 0.03% |
267,415
-3,198
| -1% | -$331K |
|
|
CNSL
627
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $27.7M | 0.03% |
2,268,394
+538,333
| +31% | +$6.56M |
|
628
First Horizon
FHN
$11.5B
| $27.6M | 0.03% |
1,379,115
-200,136
| -13% | -$4M |
|
629
Selective Insurance
SIGI
$4.75B
| $27.5M | 0.03% |
468,025
-20,600
| -4% | -$1.21M |
|
|
USCR
630
DELISTED
U S Concrete, Inc.
USCR
| $27.5M | 0.03% |
328,207
+25,804
| +9% | +$2.16M |
|
631
Columbia Banking Systems
COLB
$7.84B
| $27.3M | 0.03% |
629,176
+84,322
| +15% | +$3.66M |
|
632
Skyworks Solutions
SWKS
$10.9B
| $27.2M | 0.03% |
286,715
+3,674
| +1% | +$349K |
|
|
ESL
633
DELISTED
Esterline Technologies
ESL
| $27.2M | 0.03% |
363,938
-816
| -0.2% | -$61K |
|
|
FLG
634
Flagstar Financial, Inc.
FLG
$5.24B
| $26.9M | 0.02% |
688,759
-89
| -0% | -$3.48K |
|
635
Masco
MAS
$15.3B
| $26.8M | 0.02% |
610,395
-8,958
| -1% | -$394K |
|
636
Yum China
YUMC
$16.2B
| $26.8M | 0.02% |
668,846
+616,589
| +1,180% | +$24.7M |
|
637
Lamar Advertising Co
LAMR
$12.8B
| $26.8M | 0.02% |
360,507
+3,484
| +1% | +$259K |
|
638
J.M. Smucker
SJM
$11.7B
| $26.8M | 0.02% |
215,428
+35,628
| +20% | +$4.43M |
|
639
FirstCash
FCFS
$6.46B
| $26.7M | 0.02% |
396,466
+27,919
| +8% | +$1.88M |
|
640
Incyte
INCY
$16.8B
| $26.6M | 0.02% |
281,271
+19,331
| +7% | +$1.83M |
|
641
Brixmor Property Group
BRX
$8.51B
| $26.6M | 0.02% |
1,425,388
+43,876
| +3% | +$819K |
|
|
BDN
642
Brandywine Realty Trust
BDN
$761M
| $26.6M | 0.02% |
1,460,526
+1,105,352
| +311% | +$20.1M |
|
|
TCO
643
DELISTED
Taubman Centers Inc.
TCO
| $26.5M | 0.02% |
405,253
+146,247
| +56% | +$9.57M |
|
|
COR
644
DELISTED
Coresite Realty Corporation
COR
| $26.4M | 0.02% |
232,108
-269,628
| -54% | -$30.7M |
|
|
XLNX
645
DELISTED
Xilinx Inc
XLNX
| $26.4M | 0.02% |
391,273
+10,753
| +3% | +$725K |
|
646
Tyler Technologies
TYL
$23.6B
| $26.3M | 0.02% |
148,697
+585
| +0.4% | +$104K |
|
647
Melco Resorts & Entertainment
MLCO
$3.8B
| $26.2M | 0.02% |
902,790
+825,745
| +1,072% | +$24M |
|
|
X
648
DELISTED
US Steel
X
| $26.1M | 0.02% |
742,635
-1,273
| -0.2% | -$44.8K |
|
649
Kirby Corp
KEX
$4.85B
| $26M | 0.02% |
389,851
+48,762
| +14% | +$3.26M |
|
650
Pool Corp
POOL
$11.9B
| $26M | 0.02% |
200,826
-36,478
| -15% | -$4.73M |
|