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 | |
|---|---|---|---|---|---|---|
701
Conagra Brands
CAG
$9.27B
| $23.8M | 0.02% |
631,724
-216
| -0% | -$8.14K |
|
|
EGN
702
DELISTED
Energen
EGN
| $23.8M | 0.02% |
413,336
-1,844
| -0.4% | -$106K |
|
|
WPX
703
DELISTED
WPX Energy, Inc.
WPX
| $23.8M | 0.02% |
1,691,170
-845
| -0% | -$11.9K |
|
704
Knight Transportation
KNX
$6.76B
| $23.8M | 0.02% |
543,390
+934
| +0.2% | +$40.8K |
|
|
HRC
705
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $23.7M | 0.02% |
281,315
-1,975
| -0.7% | -$166K |
|
706
Rogers Corp
ROG
$1.44B
| $23.7M | 0.02% |
146,374
+5,944
| +4% | +$962K |
|
707
Ingevity
NGVT
$2.08B
| $23.7M | 0.02% |
336,311
+11,365
| +3% | +$801K |
|
708
Zebra Technologies
ZBRA
$15.6B
| $23.6M | 0.02% |
227,054
-313
| -0.1% | -$32.5K |
|
709
First Financial Bankshares
FFIN
$5.13B
| $23.5M | 0.02% |
1,044,924
-26,696
| -2% | -$601K |
|
|
STL
710
DELISTED
Sterling Bancorp
STL
| $23.5M | 0.02% |
955,664
+15,846
| +2% | +$390K |
|
711
NetApp
NTAP
$24.7B
| $23.5M | 0.02% |
424,868
-19,464
| -4% | -$1.08M |
|
|
CTLT
712
DELISTED
CATALENT, INC.
CTLT
| $23.5M | 0.02% |
571,389
+12,635
| +2% | +$519K |
|
713
Eagle Materials
EXP
$7.49B
| $23.4M | 0.02% |
206,734
-69
| -0% | -$7.82K |
|
714
Delek US
DK
$1.79B
| $23.4M | 0.02% |
669,682
+202,715
| +43% | +$7.08M |
|
715
First Solar
FSLR
$21.9B
| $23.4M | 0.02% |
346,465
+232
| +0.1% | +$15.7K |
|
716
Wolverine World Wide
WWW
$2.51B
| $23.4M | 0.02% |
732,899
-13,097
| -2% | -$418K |
|
717
Republic Services
RSG
$71.3B
| $23.4M | 0.02% |
345,512
+6,312
| +2% | +$427K |
|
718
Cencora
COR
$57.4B
| $23.3M | 0.02% |
254,155
+3,013
| +1% | +$277K |
|
719
Glacier Bancorp
GBCI
$5.76B
| $23.3M | 0.02% |
592,144
-8,436
| -1% | -$332K |
|
720
Integra LifeSciences
IART
$1.2B
| $23.2M | 0.02% |
484,347
-4,874
| -1% | -$233K |
|
721
Curtiss-Wright
CW
$18.7B
| $23.2M | 0.02% |
190,025
+1,668
| +0.9% | +$203K |
|
722
ProAssurance
PRA
$1.22B
| $23.1M | 0.02% |
404,883
-21,251
| -5% | -$1.21M |
|
723
Textron
TXT
$14.4B
| $23.1M | 0.02% |
407,356
+4,462
| +1% | +$253K |
|
|
CONE
724
DELISTED
CyrusOne Inc Common Stock
CONE
| $23M | 0.02% |
387,116
-1,225
| -0.3% | -$72.9K |
|
725
Lumentum
LITE
$11.5B
| $23M | 0.02% |
470,901
-33,244
| -7% | -$1.63M |
|