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 | |
|---|---|---|---|---|---|---|
701
Centene
CNC
$14.2B
| $22.7M | 0.02% |
567,780
+21,180
| +4% | +$846K |
|
702
Jabil
JBL
$22.4B
| $22.6M | 0.02% |
775,145
+31,910
| +4% | +$931K |
|
703
Polaris
PII
$3.35B
| $22.6M | 0.02% |
244,753
+9,997
| +4% | +$922K |
|
704
Global Payments
GPN
$21.2B
| $22.4M | 0.02% |
247,850
+12,509
| +5% | +$1.13M |
|
|
ARRS
705
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $22.3M | 0.02% |
795,814
+14,860
| +2% | +$416K |
|
706
Republic Services
RSG
$71.2B
| $22.3M | 0.02% |
349,652
-323
| -0.1% | -$20.6K |
|
707
Ball Corp
BALL
$13.9B
| $22.1M | 0.02% |
523,940
-14,776
| -3% | -$624K |
|
708
Invesco
IVZ
$9.81B
| $22M | 0.02% |
625,874
+6,632
| +1% | +$233K |
|
709
FirstCash
FCFS
$6.53B
| $22M | 0.02% |
377,060
+3,760
| +1% | +$219K |
|
710
Ametek
AME
$43.6B
| $21.9M | 0.02% |
362,029
+3,431
| +1% | +$208K |
|
|
CMD
711
DELISTED
Cantel Medical Corporation
CMD
| $21.9M | 0.02% |
281,349
-11,730
| -4% | -$914K |
|
712
Dana Inc
DAN
$2.7B
| $21.9M | 0.02% |
978,901
+384,597
| +65% | +$8.59M |
|
713
Darden Restaurants
DRI
$24.5B
| $21.8M | 0.02% |
240,760
-19,346
| -7% | -$1.75M |
|
|
DISH
714
DELISTED
DISH Network Corp.
DISH
| $21.8M | 0.02% |
346,930
+14,257
| +4% | +$895K |
|
|
DNKN
715
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $21.8M | 0.02% |
394,844
+16,936
| +4% | +$933K |
|
716
Columbia Banking Systems
COLB
$8.05B
| $21.8M | 0.02% |
545,824
+65,278
| +14% | +$2.6M |
|
717
Post Holdings
POST
$5.77B
| $21.7M | 0.02% |
427,999
+25,849
| +6% | +$1.31M |
|
718
Sonoco
SON
$4.55B
| $21.7M | 0.02% |
422,706
+15,056
| +4% | +$774K |
|
719
Glacier Bancorp
GBCI
$5.88B
| $21.7M | 0.02% |
593,472
-1,752
| -0.3% | -$64.1K |
|
|
BRCD
720
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $21.7M | 0.02% |
1,720,246
+73,305
| +4% | +$924K |
|
721
Whirlpool
WHR
$5.34B
| $21.7M | 0.02% |
113,075
-408
| -0.4% | -$78.2K |
|
722
MDU Resources
MDU
$3.29B
| $21.7M | 0.02% |
2,173,618
+68,019
| +3% | +$678K |
|
723
Dave & Buster's
PLAY
$805M
| $21.6M | 0.02% |
325,067
+32,475
| +11% | +$2.16M |
|
|
SYKE
724
DELISTED
SYKES Enterprises Inc
SYKE
| $21.6M | 0.02% |
644,541
+26,239
| +4% | +$880K |
|
725
Thor Industries
THO
$5.92B
| $21.6M | 0.02% |
206,720
+7,872
| +4% | +$823K |
|