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 |
GDVD
Principal Active Global Dividend Income ETF
GDVD
|
+$429M |
| 2 |
Fidelity National Financial
FNF
|
+$314M |
| 3 |
Apple
AAPL
|
+$308M |
| 4 |
Principal Active High Yield ETF
YLD
|
+$273M |
| 5 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$272M |
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
+$296M |
| 2 |
GGP
GGP Inc.
GGP
|
+$134M |
| 3 |
Morgan Stanley
MS
|
+$106M |
| 4 |
Amgen
AMGN
|
+$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
+$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Conagra Brands
CAG
$9.32B
| $23.6M | 0.02% |
659,437
-13,711
| -2% | -$490K |
|
|
B
677
DELISTED
Barnes Group Inc.
B
| $23.5M | 0.02% |
402,313
-345,025
| -46% | -$20.2M |
|
678
Idexx Laboratories
IDXX
$52.2B
| $23.5M | 0.02% |
145,775
+2,379
| +2% | +$384K |
|
679
Gentex
GNTX
$6.3B
| $23.5M | 0.02% |
1,239,869
+47,829
| +4% | +$907K |
|
|
BSMX
680
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $23.5M | 0.02% |
+2,436,155
| New | +$23.5M |
|
681
Installed Building Products
IBP
$7.58B
| $23.5M | 0.02% |
443,149
-2,357
| -0.5% | -$125K |
|
682
IPG Photonics
IPGP
$3.5B
| $23.4M | 0.02% |
161,537
+7,789
| +5% | +$1.13M |
|
683
Marriott Vacations Worldwide
VAC
$2.71B
| $23.4M | 0.02% |
198,666
+452
| +0.2% | +$53.2K |
|
684
Goodyear
GT
$2.46B
| $23.3M | 0.02% |
666,378
+82,138
| +14% | +$2.87M |
|
685
Caesars Entertainment
CZR
$5.49B
| $23.3M | 0.02% |
1,164,679
+1,154,190
| +11,004% | +$23.1M |
|
|
EV
686
DELISTED
Eaton Vance Corp.
EV
| $23.2M | 0.02% |
489,982
+20,186
| +4% | +$955K |
|
687
Community Bank
CBU
$3.18B
| $23.2M | 0.02% |
415,221
+51,281
| +14% | +$2.86M |
|
688
KLA
KLAC
$120B
| $23.2M | 0.02% |
253,013
+5,987
| +2% | +$548K |
|
|
MSCC
689
DELISTED
Microsemi Corp
MSCC
| $23.1M | 0.02% |
494,063
+19,012
| +4% | +$890K |
|
690
Royal Gold
RGLD
$12.3B
| $23M | 0.02% |
294,652
+11,795
| +4% | +$922K |
|
691
Vail Resorts
MTN
$5.64B
| $23M | 0.02% |
113,503
-13,190
| -10% | -$2.68M |
|
692
Henry Schein
HSIC
$8.21B
| $23M | 0.02% |
320,137
+5,699
| +2% | +$409K |
|
693
Huntington Bancshares
HBAN
$25.9B
| $22.9M | 0.02% |
1,692,950
+28,348
| +2% | +$383K |
|
694
Church & Dwight Co
CHD
$23B
| $22.9M | 0.02% |
440,905
+45,203
| +11% | +$2.35M |
|
695
Five Below
FIVE
$8.34B
| $22.9M | 0.02% |
463,076
+6,207
| +1% | +$306K |
|
696
Synovus
SNV
$7.2B
| $22.8M | 0.02% |
515,967
+14,079
| +3% | +$623K |
|
|
VMW
697
DELISTED
VMware, Inc
VMW
| $22.8M | 0.02% |
260,947
+8,834
| +4% | +$772K |
|
698
Bread Financial
BFH
$3.06B
| $22.8M | 0.02% |
111,135
-546
| -0.5% | -$112K |
|
699
Kirby Corp
KEX
$4.98B
| $22.7M | 0.02% |
339,935
+122,404
| +56% | +$8.18M |
|
700
Zebra Technologies
ZBRA
$16B
| $22.7M | 0.02% |
225,896
+9,039
| +4% | +$909K |
|