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 | |
|---|---|---|---|---|---|---|
676
Haemonetics
HAE
$2.59B
| $25M | 0.02% |
430,375
-638
| -0.1% | -$37.1K |
|
677
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $25M | 0.02% |
1,245,020
| – | – |
|
678
Aecom
ACM
$16.6B
| $25M | 0.02% |
671,895
+5,566
| +0.8% | +$207K |
|
679
Omnicell
OMCL
$1.46B
| $24.9M | 0.02% |
513,069
-133,997
| -21% | -$6.5M |
|
680
Lumen
LUMN
$6.3B
| $24.9M | 0.02% |
1,491,766
+663,277
| +80% | +$11.1M |
|
|
DNKN
681
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $24.9M | 0.02% |
385,766
+5,535
| +1% | +$357K |
|
|
ORBK
682
DELISTED
Orbotech Ltd
ORBK
| $24.9M | 0.02% |
494,910
+70,093
| +16% | +$3.52M |
|
|
BIVV
683
DELISTED
Bioverativ Inc. Common Stock
BIVV
| $24.9M | 0.02% |
461,103
-92,086
| -17% | -$4.97M |
|
684
Central Garden & Pet Class A
CENTA
$2.07B
| $24.7M | 0.02% |
818,528
-14,622
| -2% | -$441K |
|
685
Huntington Bancshares
HBAN
$25.8B
| $24.7M | 0.02% |
1,695,080
-189
| -0% | -$2.75K |
|
686
Kellanova
K
$27.5B
| $24.7M | 0.02% |
386,185
-13,589
| -3% | -$867K |
|
687
Neogen
NEOG
$1.21B
| $24.6M | 0.02% |
799,133
-43
| -0% | -$1.33K |
|
|
STMP
688
DELISTED
Stamps.com, Inc.
STMP
| $24.5M | 0.02% |
130,425
-2,663
| -2% | -$501K |
|
|
MBT
689
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $24.5M | 0.02% |
2,402,820
+2,386,714
| +14,819% | +$24.3M |
|
690
Synovus
SNV
$7.13B
| $24.4M | 0.02% |
509,457
-10,022
| -2% | -$480K |
|
|
ACC
691
DELISTED
American Campus Communities, Inc.
ACC
| $24.4M | 0.02% |
595,212
-84,112
| -12% | -$3.45M |
|
692
Ligand Pharmaceuticals
LGND
$3.24B
| $24.3M | 0.02% |
284,244
+25,204
| +10% | +$2.15M |
|
|
CRZO
693
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $24.2M | 0.02% |
1,138,536
+12,588
| +1% | +$268K |
|
694
Trinity Industries
TRN
$2.28B
| $24.2M | 0.02% |
896,109
+1,475
| +0.2% | +$39.8K |
|
695
Dover
DOV
$24.1B
| $24.1M | 0.02% |
295,306
-10,856
| -4% | -$886K |
|
696
FirstEnergy
FE
$25B
| $24.1M | 0.02% |
786,566
+124,646
| +19% | +$3.82M |
|
697
WEX
WEX
$5.81B
| $24M | 0.02% |
170,158
+5,647
| +3% | +$798K |
|
698
Energizer
ENR
$1.94B
| $24M | 0.02% |
499,674
+84,457
| +20% | +$4.05M |
|
699
Boyd Gaming
BYD
$6.84B
| $23.9M | 0.02% |
681,768
-8,778
| -1% | -$308K |
|
700
Carter's
CRI
$1.04B
| $23.9M | 0.02% |
203,350
-2,304
| -1% | -$271K |
|