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 | |
|---|---|---|---|---|---|---|
751
Webster Financial
WBS
$10.2B
| $22M | 0.02% |
391,984
+32
| +0% | +$1.8K |
|
752
TopBuild
BLD
$11.8B
| $22M | 0.02% |
290,289
+1,544
| +0.5% | +$117K |
|
753
Copa Holdings
CPA
$4.73B
| $22M | 0.02% |
163,903
-65,822
| -29% | -$8.82M |
|
|
TSS
754
DELISTED
Total System Services, Inc.
TSS
| $21.9M | 0.02% |
276,927
+3,370
| +1% | +$267K |
|
|
TFCF
755
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $21.9M | 0.02% |
641,060
+13,795
| +2% | +$471K |
|
756
Idexx Laboratories
IDXX
$51B
| $21.9M | 0.02% |
139,827
+1,046
| +0.8% | +$164K |
|
757
Albemarle
ALB
$8.63B
| $21.9M | 0.02% |
170,899
-150,960
| -47% | -$19.3M |
|
758
Equifax
EFX
$30.3B
| $21.8M | 0.02% |
185,224
+2,646
| +1% | +$312K |
|
759
WIX.com
WIX
$9.13B
| $21.8M | 0.02% |
378,078
-305,066
| -45% | -$17.6M |
|
760
MGIC Investment
MTG
$6.54B
| $21.7M | 0.02% |
1,539,616
+274,940
| +22% | +$3.88M |
|
761
Skechers
SKX
$9.5B
| $21.7M | 0.02% |
573,573
+7,197
| +1% | +$272K |
|
762
Children's Place
PLCE
$170M
| $21.7M | 0.02% |
149,301
+2,532
| +2% | +$368K |
|
763
Moog
MOG.A
$6.24B
| $21.6M | 0.02% |
248,311
-1,233
| -0.5% | -$107K |
|
|
APTS
764
DELISTED
Preferred Apartment Communities, Inc.
APTS
| $21.6M | 0.02% |
+1,064,942
| New | +$21.6M |
|
765
Cboe Global Markets
CBOE
$24.5B
| $21.6M | 0.02% |
173,076
+3,287
| +2% | +$410K |
|
766
American Eagle Outfitters
AEO
$3.34B
| $21.5M | 0.02% |
1,145,636
+435,308
| +61% | +$8.18M |
|
767
Church & Dwight Co
CHD
$22.7B
| $21.5M | 0.02% |
428,775
+2,000
| +0.5% | +$100K |
|
768
Wynn Resorts
WYNN
$12.8B
| $21.5M | 0.02% |
127,437
+1,588
| +1% | +$268K |
|
769
Varex Imaging
VREX
$455M
| $21.5M | 0.02% |
534,577
+141,834
| +36% | +$5.7M |
|
|
NBL
770
DELISTED
Noble Energy, Inc.
NBL
| $21.5M | 0.02% |
736,514
+12,920
| +2% | +$376K |
|
|
CY
771
DELISTED
Cypress Semiconductor
CY
| $21.4M | 0.02% |
1,405,988
+4,782
| +0.3% | +$72.9K |
|
772
Darden Restaurants
DRI
$24.7B
| $21.4M | 0.02% |
223,080
-851
| -0.4% | -$81.7K |
|
773
Expedia Group
EXPE
$26.7B
| $21.4M | 0.02% |
178,723
-9,469
| -5% | -$1.13M |
|
774
Portland General Electric
POR
$4.63B
| $21.4M | 0.02% |
468,975
-182,444
| -28% | -$8.32M |
|
|
GMS
775
DELISTED
GMS Inc
GMS
| $21.4M | 0.02% |
567,896
+28,355
| +5% | +$1.07M |
|