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 | |
|---|---|---|---|---|---|---|
726
Green Dot
GDOT
$757M
| $22.9M | 0.02% |
380,027
+27,715
| +8% | +$1.67M |
|
727
AptarGroup
ATR
$8.98B
| $22.9M | 0.02% |
265,077
-165,441
| -38% | -$14.3M |
|
728
Molson Coors Class B
TAP
$9.7B
| $22.9M | 0.02% |
278,557
+6,218
| +2% | +$510K |
|
729
Invesco
IVZ
$9.88B
| $22.9M | 0.02% |
625,355
+13,716
| +2% | +$501K |
|
730
Royal Gold
RGLD
$12.3B
| $22.8M | 0.02% |
278,027
-20,431
| -7% | -$1.68M |
|
|
AEL
731
DELISTED
American Equity Investment Life Holding Company
AEL
| $22.8M | 0.02% |
742,110
+55,146
| +8% | +$1.69M |
|
732
Macy's
M
$4.56B
| $22.7M | 0.02% |
901,647
+321,015
| +55% | +$8.09M |
|
733
United Rentals
URI
$60.8B
| $22.6M | 0.02% |
131,255
+1,558
| +1% | +$268K |
|
734
Sonoco
SON
$4.54B
| $22.5M | 0.02% |
424,190
-394
| -0.1% | -$20.9K |
|
735
LendingTree
TREE
$977M
| $22.5M | 0.02% |
66,082
+9,075
| +16% | +$3.09M |
|
736
Old Republic International
ORI
$9.92B
| $22.5M | 0.02% |
1,051,867
+597
| +0.1% | +$12.8K |
|
|
MRO
737
DELISTED
Marathon Oil Corporation
MRO
| $22.4M | 0.02% |
1,324,883
+25,939
| +2% | +$439K |
|
738
Newell Brands
NWL
$2.54B
| $22.4M | 0.02% |
724,860
-622
| -0.1% | -$19.2K |
|
739
Bath & Body Works
BBWI
$5.81B
| $22.3M | 0.02% |
458,790
+3,323
| +0.7% | +$162K |
|
740
GoDaddy
GDDY
$20.1B
| $22.3M | 0.02% |
443,187
-39,539
| -8% | -$1.99M |
|
741
Emcor
EME
$28.4B
| $22.2M | 0.02% |
272,110
-1,781
| -0.7% | -$146K |
|
742
Taylor Morrison
TMHC
$6.89B
| $22.2M | 0.02% |
908,663
+849,395
| +1,433% | +$20.8M |
|
743
MDU Resources
MDU
$3.36B
| $22.2M | 0.02% |
2,174,875
-7,319
| -0.3% | -$74.8K |
|
744
Post Holdings
POST
$5.69B
| $22.2M | 0.02% |
428,662
-1,401
| -0.3% | -$72.6K |
|
745
Charles River Laboratories
CRL
$7.54B
| $22.2M | 0.02% |
202,460
-1,430
| -0.7% | -$157K |
|
746
Watsco
WSO
$15.8B
| $22.1M | 0.02% |
130,230
+47
| +0% | +$7.99K |
|
|
DHC
747
Diversified Healthcare Trust
DHC
$1.05B
| $22.1M | 0.02% |
1,156,257
-5,579,715
| -83% | -$107M |
|
748
Commerce Bancshares
CBSH
$8B
| $22.1M | 0.02% |
556,742
-7,107
| -1% | -$283K |
|
749
Rayonier
RYN
$4.04B
| $22.1M | 0.02% |
733,600
+156,716
| +27% | +$4.72M |
|
|
SIX
750
DELISTED
Six Flags Entertainment Corp.
SIX
| $22.1M | 0.02% |
331,267
+3,163
| +1% | +$211K |
|