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 | |
|---|---|---|---|---|---|---|
651
Trex
TREX
$6.43B
| $26M | 0.02% |
958,800
-708
| -0.1% | -$19.2K |
|
652
Mettler-Toledo International
MTD
$25.8B
| $26M | 0.02% |
41,924
+1,338
| +3% | +$829K |
|
|
ULTI
653
DELISTED
Ultimate Software Group Inc
ULTI
| $25.9M | 0.02% |
118,589
-107
| -0.1% | -$23.4K |
|
|
MSCC
654
DELISTED
Microsemi Corp
MSCC
| $25.9M | 0.02% |
500,479
+7,624
| +2% | +$394K |
|
655
Marriott Vacations Worldwide
VAC
$2.64B
| $25.8M | 0.02% |
190,692
-3,214
| -2% | -$435K |
|
|
PDCE
656
DELISTED
PDC Energy, Inc.
PDCE
| $25.8M | 0.02% |
499,929
-6,394
| -1% | -$330K |
|
657
Independence Realty Trust
IRT
$4.06B
| $25.7M | 0.02% |
2,551,978
+430,206
| +20% | +$4.34M |
|
658
Bio-Techne
TECH
$7.93B
| $25.7M | 0.02% |
794,132
-148,104
| -16% | -$4.8M |
|
659
United Airlines
UAL
$34.8B
| $25.7M | 0.02% |
381,334
-6,643
| -2% | -$448K |
|
660
LCI Industries
LCII
$2.47B
| $25.7M | 0.02% |
197,603
-860
| -0.4% | -$112K |
|
661
KLA
KLAC
$123B
| $25.7M | 0.02% |
244,350
+3,184
| +1% | +$335K |
|
662
L3Harris
LHX
$51.6B
| $25.7M | 0.02% |
181,231
-20,419
| -10% | -$2.89M |
|
|
LOGM
663
DELISTED
LogMein, Inc.
LOGM
| $25.6M | 0.02% |
223,759
-3,793
| -2% | -$434K |
|
664
MGM Resorts International
MGM
$9.79B
| $25.5M | 0.02% |
764,608
-4,464
| -0.6% | -$149K |
|
665
Hershey
HSY
$37.6B
| $25.5M | 0.02% |
224,503
+7,942
| +4% | +$901K |
|
|
B
666
DELISTED
Barnes Group Inc.
B
| $25.5M | 0.02% |
402,569
+8,327
| +2% | +$527K |
|
667
Gentex
GNTX
$6.15B
| $25.5M | 0.02% |
1,215,291
-6,274
| -0.5% | -$131K |
|
668
Align Technology
ALGN
$9.64B
| $25.4M | 0.02% |
114,473
+1,690
| +1% | +$376K |
|
669
STAG Industrial
STAG
$6.68B
| $25.4M | 0.02% |
930,188
+376,708
| +68% | +$10.3M |
|
670
Gen Digital
GEN
$18B
| $25.4M | 0.02% |
903,533
+20,694
| +2% | +$581K |
|
671
Global Payments
GPN
$20.6B
| $25.3M | 0.02% |
252,090
+13,501
| +6% | +$1.35M |
|
672
APA Corp
APA
$8.33B
| $25.2M | 0.02% |
596,799
+21,796
| +4% | +$920K |
|
673
ICU Medical
ICUI
$3.3B
| $25.1M | 0.02% |
116,064
-6,781
| -6% | -$1.46M |
|
674
Baker Hughes
BKR
$46.3B
| $25.1M | 0.02% |
791,907
+158,301
| +25% | +$5.01M |
|
675
Innospec
IOSP
$2.06B
| $25M | 0.02% |
354,648
-71,447
| -17% | -$5.04M |
|