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 | |
|---|---|---|---|---|---|---|
|
PSB
726
DELISTED
PS Business Parks, Inc.
PSB
| $21.6M | 0.02% |
163,168
+134
| +0.1% | +$17.7K |
|
727
GoDaddy
GDDY
$20.5B
| $21.5M | 0.02% |
506,412
+8,786
| +2% | +$373K |
|
|
WAGE
728
DELISTED
WageWorks, Inc.
WAGE
| $21.5M | 0.02% |
319,600
-327,685
| -51% | -$22M |
|
|
FCB
729
DELISTED
FCB Financial Holdings, Inc.
FCB
| $21.5M | 0.02% |
449,623
-15,194
| -3% | -$725K |
|
730
Tapestry
TPR
$21.8B
| $21.4M | 0.02% |
452,878
+25,312
| +6% | +$1.2M |
|
731
NCR Voyix
VYX
$1.81B
| $21.3M | 0.02% |
850,986
-83,266
| -9% | -$2.09M |
|
|
MDCO
732
DELISTED
Medicines Co
MDCO
| $21.3M | 0.02% |
560,521
+6,388
| +1% | +$243K |
|
733
Aecom
ACM
$16.8B
| $21.3M | 0.02% |
658,135
+20,953
| +3% | +$677K |
|
734
Wolverine World Wide
WWW
$2.58B
| $21.2M | 0.02% |
757,012
+2,279
| +0.3% | +$63.8K |
|
735
Weibo
WB
$3B
| $21.2M | 0.02% |
318,308
-186,497
| -37% | -$12.4M |
|
736
Genuine Parts
GPC
$19.5B
| $21.2M | 0.02% |
228,038
-6,846
| -3% | -$635K |
|
737
Commerce Bancshares
CBSH
$8.04B
| $21.1M | 0.02% |
548,504
+23,099
| +4% | +$890K |
|
|
WFM
738
DELISTED
Whole Foods Market Inc
WFM
| $21.1M | 0.02% |
501,387
+15,315
| +3% | +$645K |
|
739
First American
FAF
$6.8B
| $21M | 0.02% |
470,446
+18,622
| +4% | +$832K |
|
|
SJI
740
DELISTED
South Jersey Industries, Inc.
SJI
| $21M | 0.02% |
614,413
-33,027
| -5% | -$1.13M |
|
741
SLM Corp
SLM
$6.35B
| $21M | 0.02% |
1,822,305
+73,777
| +4% | +$848K |
|
742
Dover
DOV
$24.4B
| $20.9M | 0.02% |
323,145
+31,858
| +11% | +$2.06M |
|
743
Neogen
NEOG
$1.23B
| $20.9M | 0.02% |
806,189
+3,834
| +0.5% | +$99.4K |
|
|
STMP
744
DELISTED
Stamps.com, Inc.
STMP
| $20.9M | 0.02% |
134,728
+11,449
| +9% | +$1.77M |
|
745
SiriusXM
SIRI
$8.17B
| $20.8M | 0.02% |
380,376
+343,300
| +926% | +$18.8M |
|
|
HRC
746
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $20.8M | 0.02% |
261,102
+13,509
| +5% | +$1.08M |
|
747
Deckers Outdoor
DECK
$17.1B
| $20.7M | 0.02% |
1,823,094
+1,048,554
| +135% | +$11.9M |
|
748
Valvoline
VVV
$5.08B
| $20.7M | 0.02% |
871,521
+861,176
| +8,325% | +$20.4M |
|
749
Avnet
AVT
$4.45B
| $20.5M | 0.02% |
528,056
-601,996
| -53% | -$23.4M |
|
750
Hologic
HOLX
$14.8B
| $20.5M | 0.02% |
452,260
+19,512
| +5% | +$885K |
|